Charley Meyer, Plancorp’s Director of Institutional Asset Management, is proud to announce a new Diamond Level corporate partnership with Community Value Alliance.
Community Value Alliance (CVA) is an organization that partners with local nonprofits to enable their leadership, staff, and boards to focus on achieving and exceeding their goals.
They are a premier resource, providing operational services to help them effectively serve their communities. Services include finance, IT, strategic services, fundraising and marketing, human resources, legal, and investments.
All CVA corporate partners share the belief that nonprofits must aspire to creating a sustainable future to maintain health and thriving communities. CVA transforms non-profit organizations by creating a for-profit model.
As CVA’s newest partner, Plancorp will participate in Nonprofit 360, CVA’s advanced training program. Charley will lead a session in November 2024 to help non-profit leaders understand the fiduciary roles and obligations of their organization when it comes to managing their funds.
“Plancorp is excited to support CVA and its members. Our Institutional team looks forward to sharing our experience of working with and supporting nonprofits over the last 30 years.”
To learn more about Community Value Alliance and the work they are doing to support St. Louis nonprofit organizations, visit their website here.
About Institutional Asset Management with Plancorp
Does your non-profit organization manage an endowment? Plancorp’s Institutional Asset Management team, led by Charley Meyer, AIF®, FEFE, brings industry-leading best practices to non-profits across the country to build trust amongst your key stakeholders and donors, allowing your mission to grow.
A CEFEX-certified firm in fiduciary excellence, our dedicated team can help manage your institutional finances with confidence. Reach out to the team today to get started.
