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Nonprofits, foundations and charitable organizations spend countless hours searching for innovative and profitable ways to obtain the capital needed to give back to their mission & cause. At the same time the work in this sector is often daunting & demanding. Volunteers, staff and major donors help fund programs, yet instead of focusing on operating costs we can come up with long term solutions. RTB Financial Group is committed to bringing value, working in collaboration to enhancing gifting strategies, maximize contributions & donations which can allow for more time to devote to the cause.

We create strategies that are tailored to your needs and goals.

Years of experience have prepared us to guide you through your nonprofit transitions.

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Adding Value for Nonprofits, Charities, and Organizations

Adding Value for Nonprofits, Charities, and Organizations

  • Analysis & Review of Prior Gifting/Giving Strategies
  • Collaboration in Creation & Monitoring of Gifting Plans.
  • Enhanced Gifting Strategies
  • Investment & Endowment Growth Strategies
  • Employee & Executive Benefits
  • Succession & Legacy Planning
  • Enhanced Tax Reduction Strategies
  • Premium Financing and Advanced Planning
  • Host Workshops for Nonprofit - Donors & Staff


Learn more

Schedule a Free Complimentary Strategy Session

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