DeYoe Wealth Management

Foundations/Endowments

Non-Profit Foundation SolutionsNon-Profits Do Good. We Help Them Do Well.

At DeYoe Wealth Management, we are passionate about giving back to our community. We understand that non-profit organizations need to do well so that they can continue to do good. Jonathan DeYoe serves on several local non-profit boards and committees, focusing his efforts in the areas of economic development, financial literacy, children, and parks. Our team members are encouraged to volunteer a few of their work hours every week to support worthy causes, as well. Dedicated employees and volunteers are vital, but we also understand the importance of consistent cash flow given the economic challenges non-profits face. One of our greatest joys is helping our non-profit clients identify and develop sustainable, reliable funding streams, so that they can continue their important work.

Non-Profit Foundation Solutions

  • Cash Management
  • Investment Policy Statement Creation
  • Social Responsible Profiling & Portfolio Creation
  • Complete Asset Management Program
  • Retirement Plan Solutions: 403b’s, Simple IRAs, and 401ks

Insurance Benefits for Employees

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

Professional Resources for Non-Profits

  • CPA Introductions
  • Attorney Referrals
  • Health Insurance Professionals


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