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Nonprofits

Promotional graphic for the "EmpowHER: Financial Prowess for Charitable Women" podcast by SYM Financial Advisors, hosted by Michelle Hipskind, CFP. The image features the title and episode number (EP3 Carrie Minnich) on the left side and a photo of a smiling woman on the right side.

Unlocking the Mystery of Nonprofit Finances: Your Donations’ Impact Uncovered with Carrie Minnich

June 15, 2023

Carrie Minnich is a Partner at DWD CPAs & Advisors and is in-charge of the Nonprofit Services Team. She earned both a Bachelors degree in Financial Accounting (Cum laude) and a Master of Accountancy from Manchester College. Carrie has been with the firm since 2004 and has been a Director since 2017. She specializes in audits, reviews and compilations of financial Statements for nonprofit organizations. Michelle and Carrie discuss various aspects of non-profit organizations. They

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Podcast cover art with a green background features white, swirling abstract designs. Text reads: "Executive Decisions - A Podcast for Business Leaders" at the top, and "EP16 Rich Haddad" at the bottom. An ascending arrow points upwards from the abstract designs, symbolizing growth within the community.

Facing Issues in The Community Head-on with Rich Haddad

April 11, 2023

Rich Haddad is the former COO of SYM Financial Advisors and the current President and CEO at K21, overseeing all aspects of the foundation’s operations. With his expertise in financial reporting, he ensures the prudent management of the foundation’s funds and maintains healthy investment relationships. Apart from his professional duties, Rich is actively engaged with local community leaders and organizations to identify the best opportunities for grant-making and community participation that align with K21’s mission.

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Green and white cover art for the podcast "Executive Decisions: A Podcast for Business Leaders." The image features abstract arrows signifying growth and progress. Text: "EP14 Holly Miller.

Community Leadership in Times of Turmoil with Holly Miller

March 14, 2023

Holly Miller is the CEO of United Way of Midland County in Midland, Michigan. She is an integral part of the community and is in leadership positions for many teams and collaborative groups. Her work with the Rotary Contemporary View Club, Midland Business Alliance, Health and Services Council, and Midland Area Wellbeing Coalition helps improve lives and bring people together. She is a graduate of Lansing Community College at Kendall and Kendall School of Design

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A man is smiling and holding a cardboard box labeled "Donations" while working in a warehouse. Numerous more boxes are stacked in the background. Another person in the foreground is partially visible, also handling boxes for this nonprofit organization, showcasing their investment in community support.

Charitable Giving Strategies Beyond Cash

May 12, 2022

How will you support your favorite charity this year? A donation by cash or check is always appreciated, and many people do that every year. According to a survey from LendingTree, more than half of Americans (56 percent) donated an average of $574 [1]. Giving money is great; however, sometimes families look for other options to help the organizations they wish to support. There are several charitable giving strategies that don’t involve money. In this

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A graphic design for "Executive Decisions: A Podcast for Business Leaders." The background features abstract green and white arrow designs. Text in the bottom left reads, "EP1 Sharon Mortensen.

Executive Decisions – Making The Tough Decisions For Your Business with Sharon Mortensen (podcast)

January 18, 2022

Sharon Mortensen is the President and CEO of Midland Area Community Foundation, an organization that promotes philanthropic leadership to help the local community through scholarships, charity funding, and donations to Midland area nonprofits every year. As a leader, Sharon is responsible for overseeing all operations, from proposal to execution. She earned a Bachelor’s degree in Communications from Defiance College and a Master’s in Counseling from the University of Texas. Sharon joins me today to discuss

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Illustration of two people nurturing a plant with a heart-shaped background. One person is holding a potted plant, while the other is watering it. The background features money, gift boxes, and a globe, symbolizing financial planning for nonprofits, growth, love, and generosity.

Comprehensive Asset Management for Nonprofits (Podcast)

August 27, 2020

SYM CEO Jerry Yeager, JD, joins principal and senior financial advisor Seth Whicker to discuss the ins and outs of financial planning for nonprofits. From their own experience in the nonprofit world and the unique dynamics of institutional investing, Seth and Jerry offer an inside look at SYM’s services.

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Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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