Great Lakes Consulting Group – UBS Financial Services Inc. offers specialized support within the social services sector by providing financial guidance tailored to nonprofit organizations, charitable foundations, and community-focused initiatives. Their team works closely with clients to understand the unique financial challenges facing mission-driven organizations, offering solutions that balance fiscal responsibility with long-term impact. With a client-centric approach, they assist social service entities in areas such as sustainable investment planning, endowment fund management, and financial strategy development for grantmaking and outreach programs. They bring extensive experience in aligning financial strategies with the ethical and social values of their clients.
A key component of their service includes helping organizations navigate regulatory compliance and fiduciary responsibilities, ensuring proper stewardship of donor funds and operational transparency. Through UBS’s global resources, Great Lakes Consulting Group also offers insights into philanthropic trends and opportunities for strategic giving. Their commitment to community engagement and their deep understanding of the nonprofit landscape help foster stronger, more resilient organizations.
Key Services:
– Investment management for nonprofits and foundations
– Endowment and reserve fund planning
– Financial strategy for grantmaking and charitable giving
– Fiduciary guidance and compliance consulting
– Funding allocation and risk assessment support
– Strategic philanthropic planning
– Mission-aligned financial advisory services
– Educational workshops for social service leaders and boards
