Non-Profit Organizations: Financial Solutions by Maple Leaf

Most fiduciaries of non-profits know their employees need an employee benefits program to leverage the savings and investment advantages that U.S. laws encourage but funding challenges sometimes get in the way.

The Delphi WM Team, Can Help You Craft an Affordable Employee Benefits Program

Delphi Advisors understand that the expertise of an executive director spans many functions—from board liaison to fundraiser, program director, and operations manager—but seldom does it include in-depth employee benefits knowledge. Our Delphi Advisors can help you to design a sustainable retirement and/or insurance program that helps employees save money by using pre-tax and/or post-tax dollars. Your organization can sponsor such programs, with or without making financial contributions.

We Make It Easy for You to Find the Best Solutions

As your trusted advisor, we help you and your team:

Bring vetted recommendations to the table for consideration
Communicate the pros and cons of the recommendations to your Board of Directors and stakeholders
Advise your Board during negotiations with service providers or, alternatively, represent your organization during negotiations
Communicate plan opportunities to your employees and oversee enrollment. Hablamos español, and we are sensitive to the diverse needs of a multicultural work force

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How You Benefit

By collaborating with our Delphi Advisors, you are better positioned to:

Attract and retain high-caliber employees and help them secure their futures
Stretch the value of employee compensation through group and supplemental benefits
Promote loyalty through benefits tailored to the needs of a diverse workforce
Cultivate relationships that help minimize your fiduciary responsibilities
Build a long-term relationship with a partner who values cross-organizational teamwork and will work hard every day to earn your continued business