Nonprofit strategy in Connecticut

Corbin Advisors, located at 270 Farmington Avenue in Farmington, Connecticut, is a strategic consultancy that focuses on driving market impact today and redefining the potential of tomorrow. Through their unique, research-based approach and deep expertise, they work with clients to develop actionable strategies that result in value. With a proven approach to value realization, Corbin Advisors offer insights that lead to informed decisions and positive outcomes for their clients. Led by Founder and CEO Rebecca Corbin, the team at Corbin Advisors is passionate about bringing real-world experience to their partnerships with boards and executive leadership of nonprofit organizations. They believe that insights-driven advice is a powerful catalyst for unlocking value and work with organizations globally across all sectors and sizes.

Fiducient Advisors, located at 100 Northfield Drive in Windsor, Connecticut, is a finance institution with a disciplined fiduciary investment approach developed over nearly 30 years. Their focus is on their clients and helping them achieve their financial goals through solid investment management and unbiased insight. The institution specializes in managing and overseeing retirement plans, offering strategies to reduce costs, mitigate fiduciary responsibilities, and enhance employees' ability to retire comfortably. They work closely with clients to navigate the complexities of retirement plan governance and ensure compliance with regulations.

Merrill Lynch Financial Advisor Brian R O'Connor is a reputable finance institution located at 1499 Post Road in Fairfield, Connecticut, United States. With a focus on providing expert financial advice and services, Brian R O'Connor and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Brian R O'Connor is committed to providing personalized solutions tailored to your unique needs. Trust in their expertise and experience to guide you towards financial success.

CAPTRUST, located at 83 Mason Street in Greenwich, Connecticut, is a finance institution that offers fiduciary services to retirement plan sponsors, foundations, and nonprofit organizations. Our team in Greenwich provides services such as committee education, donor development, OCIO services, performance reporting, and investment management. We support employer organizations with fiduciary partnerships, plan design optimization, and financial wellness programs. With over 20 years of experience, our national network of experts is dedicated to finding solutions for our clients' financial needs. Join us for webinars on industry insights and financial planning strategies, and discover the benefits of our values-based approach. Contact us at our Greenwich office for support and guidance tailored to your specific needs.

AMS Planning & Research is a leading consulting firm located at 107 John Street in Fairfield, Connecticut, United States. Specializing in urban planning and research, AMS works with clients to develop innovative solutions for a wide range of community development projects. With a team of experienced professionals, AMS is dedicated to providing high-quality services that help shape the future of cities and towns across the country. Whether you are looking to revitalize a downtown area, improve transportation infrastructure, or enhance public spaces, AMS Planning & Research has the expertise and resources to make your vision a reality. Contact us today to learn more about how we can help you achieve your planning goals.

Robert Velardi - Financial Advisor - Ion Investments is a reputable finance institution located at 2989 Whitney Avenue, Hamden, Connecticut, United States. Our team of financial professionals is known for their expertise, communication, planning, and integrity in serving our customers. As a family-owned business, we prioritize looking out for our clients' best interests. Through our partnership with Osaic Institutions Inc., we offer a wide range of financial products and services with a personalized touch that sets us apart from larger banks. We specialize in financial planning and risk management through our unique 5 Step Process designed to help clients achieve their financial goals. Our advisors provide economic insights and market alerts to guide decision-making and keep clients informed. We make investing simple, fast, and easy for our clients, offering one of the fastest growing Wealth Management programs.

Located at 218 Maple Avenue in Cheshire, Connecticut, Tricia Gordon - Financial Advisor - Ion Investments is a reputable finance institution known for its high level of expertise, communication, planning, and integrity. As a part of Ion Bank's partnership with Osaic Institutions Inc., they offer a wide range of financial products and services with a personalized touch. Their team of financial professionals follows a unique 5 Step Process to help clients achieve their financial goals, starting with a complimentary plan and moving on to customized asset management. They provide economic insights, market alerts, and regular communication to guide clients in making informed decisions.

Donna Williams - Financial Advisor at Ion Investments, located at 1751 Ellington Road, South Windsor, Connecticut, United States, offers a high level of expertise, communication, planning, and integrity to customers. Operating as a family and business that looks out for you, Ion Investments, through its relationship with Osaic Institutions Inc., provides access to a wide range of financial products and services with personalized service. The team at Ion Investments focuses on financial planning and risk management through a unique 5 Step Process aimed at helping clients achieve their financial goals. With access to economic insights and market alerts, Ion Investments keeps clients informed to guide decision-making. Advisors at Ion Investments simplify investing, making it fast and easy, and offer one of the fastest growing Wealth Management programs.

Bank of America Private Client Advisor Elizabeth Cahill is a Managing Director and Private Client Advisor located at 55 Railroad Avenue in Greenwich, Connecticut. With over 30 years of experience in corporate banking and wealth management, Liz specializes in advising ultra-high-net-worth families, CEOs, private business owners, institutional foundations, and endowments. She works closely with a team of specialists to provide personalized advice on investment management, customized credit, and estate planning. Liz is a member of various professional organizations and actively volunteers with nonprofit organizations in Fairfield County. Bank of America Private Bank has a long history of helping clients manage significant wealth, offering personalized services and innovative strategies to meet financial objectives. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult with legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Accounting & Consulting Group is a professional institution located at 86 Cherry Street in Milford, Connecticut, United States. Our team consists of three Certified Public Accountants (CPAs) and a business consultant dedicated to providing personalized financial and business services to clients. We offer accounting and business consulting services to businesses in 19 states across the U.S. Our website provides information about the services we offer, including accounting, tax, and financial services. We also provide online resources such as financial calculators, tax news, and downloadable tax forms to assist clients in their financial decision-making. Our goal is to meet each client's specific needs and help them plan for the future in a constantly changing financial and regulatory environment. Our services include tax preparation, financial planning, and business consulting. We are here to help individuals and businesses in various industries achieve their financial goals. Contact us today for personalized and professional financial services.

Images Unlimited is a clothing store located at 38 Old State Road in New Milford, Connecticut, United States. The store recently made a significant donation to the nonprofit Feed My Starving Children through its Power Bar power bank sales. The store's charity campaign raised nearly $9,000 in 2023 to help combat malnutrition around the world. The store offers a variety of clothing items for Stanley fans, including T-shirts, caps, hoodies, sweatshirts, and socks. The store's top-selling item, the Stanley Quencher, has gained unprecedented consumer loyalty. In addition to clothing, the store also offers drinkware products. The store encourages sales reps to handle rejection constructively and provides tips for overcoming objections during sales calls. Customers are encouraged to track their successes and failures in order to improve their sales strategies. The store also recommends learning from successful colleagues by observing their sales techniques. Visit Images Unlimited for a unique shopping experience and to support a charitable cause.

NFP is an insurance agency located at 386 Main Street in Middletown, Connecticut, United States. With a dedicated team of professionals, NFP offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, NFP is committed to providing personalized solutions tailored to your specific needs. Visit us today to discuss your insurance needs and let us help you protect what matters most.

iMission Institute Inc is a nonprofit and public sector consulting firm located at 470 James Street in New Haven, Connecticut. We specialize in helping organizations attract new supporters, cultivate existing donors, and secure funding through digital marketing and CRM platforms. Our team works with clients to design, implement, and manage solutions that drive results and advance their missions. No matter the size of your organization, we are interested in your entrepreneurial mindset and attitude. We are dedicated to helping you reach your goals and make a positive impact in your community. Our clients have praised us for our holistic approach to digital marketing campaigns, social media strategies, and online advertising.

The Peace Islands Institute is a non-profit organization located at 195 Church Street in New Haven, Connecticut. The institute is dedicated to promoting peace, dialogue, and understanding among different cultures and religions. Through various programs, events, and initiatives, the Peace Islands Institute works to foster a more harmonious and inclusive society. Join us in our mission to create a world where people of all backgrounds can come together in peace and mutual respect.

Criterion Institute is a nonprofit think tank located at 81 Church Hill Road in Haddam, Connecticut, United States. Our mission is to expand possibilities for how finance can be used for social change. We collaborate with changemakers, investors, governments, and institutions to shift power in financial decision-making towards positive impact. Our work focuses on introducing Standards of Practice for Gender Lens Investing, addressing gender-based violence, and reimagining finance as a tool for transformative social change. Through research, training, and strategic design, we aim to incorporate power analysis into financial processes and systems.