Specialized Financial Guidance for Nonprofits
Purpose-driven organizations need purpose-driven financial partners. At Servus Capital Management, we provide specialized fiduciary guidance for nonprofits, churches, ministries, and charitable foundations across Lynchburg, Forest, Bedford County, and Central Virginia.
Whether you’re stewarding donor resources, managing long-term reserves, or coordinating mission-driven giving, we help ensure every dollar is managed with integrity, transparency, and alignment with your organization’s purpose.
Our Specialized Financial Guidance for Nonprofits Planning Services
Endowment Management
A healthy endowment strengthens long-term ministry and mission work. We help nonprofits design and manage sustainable endowment and reserve policies—providing financial stability through every season of giving and growth.
Fiduciary Investment Strategy
We manage nonprofit portfolios using disciplined, research-driven strategies aligned with UPMIFA standards, ensuring investments support both long-term growth and short-term mission needs.
Donor Platform Establishment
Your donors want clarity and impact. We help establish and manage specialized giving platforms—including Donor-Advised Funds (DAFs), memorial funds, CRUTs/CRATs, and other charitable structures—designed to support generosity and mission effectiveness.
Cash Flow Systems
Nonprofits often rely on irregular funding cycles. We implement structured cash flow systems that help you manage grants, donations, and monthly expenses with confidence and transparency.
Governance & Reporting
We support boards and leadership with clear, consistent, and compliant financial reporting—ensuring transparency, oversight, and strong accountability.
Mission Alignment
Every financial decision should advance your mission. We design investment and spending policies that reflect your organization’s values, purpose, and long-term impact goals.
Our Vision
“At Servus Capital Management, our mission is to help people—and organizations—achieve the purpose and plan that God has for their life. For nonprofits, stewardship goes beyond finances. It’s about using resources wisely so your ministry or mission can flourish for generations.”
—
Allan Malina, Founder
Faith, Purpose & Financial Health
Nonprofit planning is an extension of stewardship. By aligning long-term investments and donor resources with your mission, we help ministries and organizations across Central Virginia build strength, sustainability, and impact.
Why Nonprofits Choose Servus Capital Management
Purpose-Driven Partnership
We align every financial strategy with your mission—not with products or commissions.
Fiduciary & Fee-Only
Independent, conflict-free advice focused solely on your organization’s needs.
Nonprofit Expertise
Experienced guidance in endowments, reserves, donor gifting, and charitable structures.
Compliance & Accountability
Robust reporting and governance support for boards and leadership.
Mission-Focused Strategy
Your investment policy, spending rules, and stewardship goals all work together in one cohesive plan.
Steward Your Resources. Strengthen Your Mission.
Your nonprofit’s impact deserves a financial strategy built on stewardship, transparency, and purpose. We help ministries and organizations across Lynchburg, Forest, and Central Virginia manage resources with clarity and confidence—so you can focus on serving others.
