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Coaching
Organization Description Keywords
Illumined Leadership Solutions

Illumined Leadership Solutions is a consulting and coaching firm focused on transformative leadership and organizational development. Founded in 2015 by Dr. Margaret A. Brunson, Illumined leads people to and through transformation by developing authentic and holistic leadership frameworks, facilitating strategic vision, and cultivating operational systems that center humanity and encourage transformative work.

We operate from the idea that in order to see real impact in our communities, we must center transformative leadership within our organizational cultures. We developed our Transformative Impact Planning™ model as a way to engage organizations in both strategic planning and cultural transformation, grounded in social change and equity. Additionally, we provide executive and leadership coaching, organizational implementation coaching, capacity building consulting, retreat facilitation, and leadership & management training.

We are a certified Historically Underutilized Business (HUB) with the State of North Carolina and have vast experience working across the state and country with a diverse group of organizations.

If you’re interested in learning more about us, contact info@illuminedtolead.com to schedule a 30 min. exploration call.

Strategic Planning, executive coaching, consulting; strategy; planning; vision; coaching; leadership development; cultural transformation
HDH Advancement Group, LLC

HDH Advancement Group, LLC is based in Apex, NC and provides fundraising and nonprofit management services throughout the state of NC and around the country. Our areas of expertise include development assessments and plans, feasibility studies and campaigns, strategic planning, and comprehensive fundraising with an emphasis on major gifts.

Our team brings decades of experience working on-the-ground with nonprofits around the country - in organizations ranging from large health systems and universities to small, community nonprofits. We also bring years of expert consulting experience working under the mentorship and training of top leaders in the industry. It is our intense passion to build up and bring together people of diverse backgrounds, and we partner with nonprofits to elevate social impact together! Call or email for a free consult! info@hdhadvancementgroup.com

fundraising - major gifts; estate planning; events; annual giving, strategic assessments and plans, feasibility studies and campaigns
Executive Search Firms
Organization Description Keywords
Forvis Executive Search

With our executive management focus, we excel in finding, recruiting, and placing operational and technical leaders that offer the skills and certification to help your organization maximize processes. Look to us to help you find professionals for:

Senior Executive Search: Trust us for C suite Placements - CEO, COO, CFO, CTO
Executive Search: Upper Management Executives – VP, Director, Controller
Professional Search: Find unique qualified technical professionals in Healthcare, Finance, Accounting, and Information Technology

Healthcare Executive Search
CapDev (Capital Development Services)

Since 1984, CapDev has been making nonprofits better. We do it through inclusive search services and philanthropy consulting that connect mission-driven organizations with leaders and equip them for sustainable results.

Arthur Alley

Arthur Alley consultants have been on the forefront of the not-for-profit sector for decades.

Search Solutions: Your budget is unique. You can expect Arthur Alley to have a solution for your search needs regardless of the level of position you seek to fill. Our years of experience have garnered relationships with 100’s of organizations -all primed as a wealth of networking opportunities.

Mission Development Consulting Services: Your organization is unique. You can expect Arthur Alley to develop a custom approach that embraces that uniqueness. Organizational Assessments, Community Needs Assessments, Strategic Planning, Board Development and Executive Coaching help you remain relevant and set a strong infrastructure for future fundraising.

Fundraising Consulting Services: From starting a fundraising program and creating a development plan, to grantwriting and annual & major gift strategies, all the way to 8-figure Capital Campaigns, our consultants work as an extension of your team to create and implement fundraising strategies to meet and exceed your organization’s goals.

At Arthur Alley we are convinced that when mission and philanthropy spark, anything is possible!

fundraising, Executive Search, Capital Campaigns
Financial Services
Organization Description Keywords
Viola Insurance Services, Inc.

Viola Insurance Services, Inc., founded in 2013, is an independent insurance agency with a passion to serve non-profit organizations. We understand the unique risks that non-profit organizations face and offer a full complement of coverages and programs specifically tailored for all types of non-profits.

Our Principles of Security:
• All non-profits, irrespective of size, budget and mission, are entitled to full Risk Management Counsel.
• You are entitled to a competitive price. Chances are that we can save you money and, even better than that, we can improve your coverages.
• Your counsel can be credible only when having access to multiple markets. No one insurance company has the best product for each of your needs. As an independent insurance agency, we represent several companies that understand the non-profit sector.
• Providing claims service is the most important thing we do. In fact, we're available for emergencies 24 hours a day.
• You deserve face-to-face contact with someone experienced in the business, someone committed to staying up to date, and someone who will still be in business as your needs change.

Insurance for Non-Profits
Jones Advisors

Jones Advisors is one of the largest locally-owned, independent agencies in the Triangle. Our growth has not been through fabricated through acquisitions, but earned the old-fashioned way - with a track record of sound advice since 1956 and good old-fashioned word-of-mouth referrals. We strive to offer the same caring, friendly service today, as we did on the very first day. One of our most important guiding principals is the value of partnership and community-involvement with our local non-profit partners. We are committed to making a positive impact through dedicated volunteer hours for internal employees, organized annual fundraising, and even matching dollars for employee generosity. We recognize that we are a part of something much bigger than ourselves and strive to demonstrate that daily in our community.

Sophisticated solutions:
- Provide value as a member of your team by providing dedicated, local support and service: designated and experienced account management team, no 1-800 phone numbers!
- Offerings include strategic business insurance, creative benefit solutions, on-demand HR services, professional financial services and designing strategies that are relevant to the unique challenges of nonprofit organizations.
- Truly independent; working with over 60 carriers to create effective plan designs for employee well-being and retention.
- On site employee education: benefit usage, mental health support in the workplace, wellness initiatives, and much more.
- Monthly in-person educational roundtable discussions with outside business professionals to improve business practices and retain valuable employees.

https://jones-insurance.com/about/our-story/

eCIO

eCIO is a Registered Investment Advisor dedicated to serving nonprofits. Our team of fiduciary advisors partners with nonprofits in North Carolina and nationwide to manage their endowments and other investment assets. Our clients are of all types and sizes, each with different investment needs. Whether starting a new nonprofit investment fund, replacing a self-managed approach with professional management, or looking to change investment advisors, nonprofits turn to eCIO for our deep understanding of nonprofit investment best practices. Our clients come from all nonprofit sectors, and we recognize each organization's unique funding and operating needs differences. Each organization deserves a customized investment program to meet these unique needs. Partner with a dedicated nonprofit investment advisor that has helped nonprofits like yours.

Are you interested in learning more about nonprofit investing? Read our comprehensive guide, "The Road to Nonprofit Investing," here: https://www.getecio.com/articles/the-road-to-nonprofit-investing.

Investment, Endowment funds, Financial Consultant
Chazin & Company

Empowering Nonprofits to Make Impactful Decisions.

Experience Mission-Driven Accounting with Chazin & Company. Accounting is our business but nonprofits are our passion. This passion, coupled with years of practical experience, has made Chazin & Company the premier provider of virtual outsourced accounting and finance solutions for the nonprofit sector.

By combining our highly qualified professionals with state-of-the-art technology, Chazin & Company is able to consistently deliver superior service to our clients.

What are the benefits of outsourcing your accounting to Chazin & Company?
• Timely, accurate and reliable financial reports
• Clean, worry-free audits
• Expert accounting professionals at all levels
• Substantial savings in personnel costs
• Access to cutting edge technology

Why choose Chazin & Company?
• Our understanding, passion and commitment to the nonprofit sector
• Our extensive experience with nonprofit accounting and reporting
• Our in-depth knowledge of GAAP and audit requirements
• Our expertise surrounding best practice, internal controls and governance

Outsourced accounting has proven to be both efficient and cost effective, which enables our clients to dedicate more of their time and resources to their mission. Whether you need full accounting support or periodic reviews and/or oversight of your internal accounting staff, we are your solution.

Please contact us at info@chazinandcompany for a free consultation.

Nonprofit Financials, Accounting and Bookkeeping, Audit preparation
Beacon Pointe Advisors

Beacon Pointe is an independent advisory firm dedicated to providing thoughtful investment guidance and comprehensive consulting services to institutions. Beacon Pointe’s Institutional Consulting Services Group emphasizes the importance of process in order to understand each unique client, design a customized strategy, and oversee the investment portfolio. Beacon Pointe partners with clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity or through a hybrid approach. Clients are served by a team of local investment professionals who employ their industry experience, community involvement and expertise to enhance the overall service experience.

Investment management, Financial advisor, Financial Consultant