Unlocking the potential of  nonprofit impact.

In the nonprofit world, strategic financial planning drives your mission. Balancing limited resources, growing demands, and workforce challenges requires thoughtful solutions. At Acumen Financial Advantage, we specialize in unlocking investment opportunities to attract top talent, maximize resources, and create meaningful impact in the communities you serve.

Your organization and resources matter more here.

Our unrivaled expertise in analyzing the latest market trends and tax codes alongside your nonprofit’s data means we deliver solutions that are not only extremely cost-effective, but uniquely designed to foster long-term growth.

200+

Loyal Clients

750+

Successful Audits

400+

Combined Years of Expertise

$3B+

Projected Returns & Savings

Trusted by

Tailored Strategies for Nonprofits

Solutions for Lasting Impact

From enhancing executive retention to maximizing your ROI and charitable endowments, everything we do is designed to empower you to more efficiently live your organization’s mission and achieve your goals.

Executive Retention

Securing and retaining top executives is essential for nonprofits to advance their mission. At Acumen, we specialize in structuring and managing SERPs and Non-Qualified Deferred Compensation Arrangements to support leadership retention. With unmatched expertise in institutional life insurance, compliance, and financial optimization, we create tailored benefits that attract top talent and align the needs of executives and boards, fostering long-term success for your organization.

3 Main Types of SERPs
Employee Retention Plans

Increase Yields

Optimizing your investments and excess cash is key to driving stronger financial outcomes for nonprofits. Acumen’s Institutional Investment Team provides tailored solutions, including public and private investments, Corporate Owned Life Insurance (COLI), and institutionally priced annuities. We offer complimentary portfolio audits, collaborate with brokers, and leverage institutional insurance as an alternative to fixed income, helping strengthen your financial position while advancing your mission.

Overview
Investment Opportunities
Bespoke Services

Charitable Impact

How can you extend your nonprofit's reach while maintaining fiscal responsibility? Acumen empowers mission-driven organizations with strategic endowment and investment solutions. Our complimentary consultations provide guidance on optimizing funds, impact investments, and grant strategies while enhancing donor stewardship, helping you align financial goals with your mission and drive measurable change with long-term stability.

Impact Opportunities

Sustaining Your Mission: A Smarter Approach to Endowment Growth

Building a strong endowment is essential for nonprofits seeking long-term financial stability. Traditional methods rely on uncertain donor commitments, but Key Donor Insurance offers a guaranteed way to grow your endowment—ensuring your mission thrives for generations. Discover how this innovative solution can provide lasting financial security for your organization.

Partnering with Organizations Nationwide

We're proud to work with such a wide range of mission-driven organizations. Click here to view our complete list of clients.
Telco Community CU
Wellby Financial
Vitruvian Health
Vista Community Clinic
Vibe CU
USF CU
TRU FCU
Transit Employees FCU
The Finest FCU
The Atlantic FCU
Tennessee Employees CU
Shenandoah Medical Center
Rogue CU
One AZ CU
Plymouth County Teachers FCU
Merck, Sharp & Dohme
Looking Upwards Inc
Health Center Partners
Grande Ronde Hospital
Edwards FCU
Eastmill FCU
CU West
Christian Community CU
Century FCU
Sebasticook Valley FCU
Associated Healthcare CU
Maine Credit Union League
TransWest CU
Education Week
ECMC Group
Sky Lakes Medical Center
Oswego Health
Neighborhood Health
Mount Nittany Health
Bassett Healthcare Network
Xavier University
OceanAir FCU
Washington State Hospital Association (WSHA)
We Florida Financial CU
University of Nebraska FCU
University of Illinois Community CU
Ume Federal CU
Trailhead CU
Strata FCU
SCU CU
Next Step FCU
Safe CU
Rivermark CU
Pentagon FCU
Park Side FCU
NuVista FCU
NorState FCU
Noble CU
Niagara Regional FCU
New Dimensions FCU
Nashville Firemen's CU
Lanco FCU
Ideal CU
Heritage USA FCU
Glendale FCU
Gerber FCU
Garden Savings FCU
Dover-Phila FCU
Dirigo FCU
Desert Financial CU
Connected CU
Clark County CU
Bellco CU
Alternatives FCU
Aloha Pacific
1st United
Brookings Health System
Harris Health System
Highmark FCU
American Retirement Association
Sierra Club Foundation
Tewksbury FCU
Wellspan Evangelical Community Hospital
Turning Point USA
Upward CU
Tidal Health
Tricorp FCU
The County FCU
Tennessee Hospital Association
St. Jean's CU
Spirit Financial CU
Southern Chautauqua FCU
Seaport FCU
Salal CU
Rockland FCU
Pine Bluff Cotton Belt FCU
PIH Health
Naveo CU
Phelps Memorial Health Center
Penn Highlands Healthcare
One Vision FCU
NSP St. Paul CU
Northwest Christian CU
Metro CU
MidFlorida CU

Hover over the highlighted states to read testimonials from our valued clients.

Ready for results?
Let’s talk.

Achieving outsized results requires a more intimate, white-glove approach to service, limiting the number of clients we take on at a single time.   
 
Contact us for a brief discovery consultation so our advisory team can best prioritize your needs. 

FAQs

Here are some common questions we receive about our services and solutions.

What is a SERP?

A SERP is a non-qualified supplemental retirement plan created to boost the retirement benefits of its participants. Unlike 401(k) and 457(b) plans, which are subject to strict contribution limits, SERPs (such as 457(f) or Split Dollar plans) offer flexibility with no restrictions on the amount that can be allocated to participants.

Why are SERPs Ideal for mission driven organizations?

SERPs provide an effective way to reward your top employees and retain them with competitive, regulation-compliant compensation plans that offer unlimited potential for tax-deferred savings.

What is your approach?

We focus on tailored strategies that align with your unique mission. Our approach combines industry expertise with innovative solutions to maximize impact. We believe in measurable results that drive your organization forward.

Who do you serve?

We proudly serve a variety of mission-driven organizations, including credit unions, healthcare providers, educational institutions, and nonprofits. Our expertise is designed to meet the specific needs of these sectors. We understand their challenges and are committed to delivering impactful solutions.

What solutions do you offer?

Our solutions include executive retention strategies, increasing yield on investments, and maximizing charitable impact. Each solution is customized to ensure it meets your organization's goals. We aim to enhance your operational efficiency and effectiveness.

How do you measure success?

Success is measured through the tangible outcomes we achieve for our clients. We set clear benchmarks and track progress meticulously. Our goal is to ensure that every initiative leads to significant, measurable impact.

Can you customize solutions?

Absolutely! We believe in creating bespoke solutions tailored to your specific needs. Our team collaborates closely with you to understand your objectives and challenges. This ensures that our strategies are perfectly aligned with your mission.

Still have questions?

We're here to help you.