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Non-Profit

Simple solutions to your complex needs

Boulay provides services to over 100 non-profit organizations. Our non-profit clients consist of associations, foundations, voluntary health and welfare, membership, religious and education organizations. We help them with:

Assurance

Offering audit, review and compilation services tailored to meet financial reporting needs, personal financial statement preparation for key individuals to improve surety and banking relationships and increase bonding capacity, job and equipment cost evaluations for equipment purchase or lease decisions, and contract review and analysis.

Business Consulting

Cash-management analysis and projections, debt requirement analysis and loan negotiations, expansion or acquisition decisions, business valuation services, employee benefits consulting and administration.

Employee Benefits Services

Design and accurately administer benefit plans to maximize benefits and minimize costs.

Non-Profit Partners

Get Connected

We help you clear the hurdles you may encounter by providing proactive services and strategies customized to meet your needs and objectives in the non-profit industry.

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.