Brochure I designed to highlight my specialization in working with nonprofit organizations and charitable giving as a financial advisor.

1. MISSION
To assist individuals and nonprofit
organizations in preserving and
building a strong financial
foundation for a better community. Financial Management
Services for
Nonprofit
EXPERIENCE
Organizations
Almost a decade of experience in
both the financial services industry
and nonprofit sector, including
experience as a personal financial
planner specializing in charitable
giving, and working directly in small
and large nonprofit organizations.
Nonprofit work included executive
administration, fundraising, public Crystal L. Thies, M.P.A.
1660 West 2nd Street, Suite 850 Helping
relations, volunteer management, Cleveland, OH 44113 make your
(216) 592-7355
and program development.
cthies@finsvcs.com financial
Master’s of Public Administration
Crystal L. Thies is a registered representative of and offers building
degree with a specialization in securities, investment advisory and financial planning services
through MML Investors Services, Inc. Member SIPC. Insurance
blocks
Nonprofit Management. offered through Massachusetts Mutual Life Insurance Company
and other fine companies. Supervisory Office: 1660 West 2nd
work
St., Suite 850 Cleveland, OH 44113 216.621.5680 together
CRN201010-111882

2. SERVICES & PRODUCTS COMPETITIVE ADVANTAGES DISCOUNTS
Review of cash reserve needs and Personal commitment to strengthening Portfolio management rates are comparable
options to market rates and vary based on size of
nonprofit organizations.
portfolio and management services utilized.
Review of current investments: risk‐
return, expense, & asset allocation Nonprofit organizations may qualify for a
discount on a case‐by‐case basis.
analyses Review and analysis of organization’s
Creation/revision of Investment Policy current financial situation provided for Brokerage Services: Sale of assets to be
no direct fee. reinvested may qualify for reduced and/or
Managed Portfolios for investable assets
commission free trading fees.
and endowment funds
Charitable Giving Seminars: educational Portfolio management starting at Employees, donors, and volunteers may
seminar presentations to donors and $50,000. qualify for a 25% discount of personal
Board on advanced charitable giving financial planning services.
methods
Brokerage services for donated stock Full brokerage services and ability to
directly place and service approximately
Return on Investment Analysis (ROI) of
70 mutual fund families.
current fundraising activities
AFFILIATIONS &
Review of employee benefits – retirement MEMBERSHIPS:
and health, life, and disability insurances Resource for planned giving and major
Group and individual employee 403(b) gift implementation and education.
retirement plans
Discounted Employee/Volunteer/Donor Existing alliances with attorneys and
Financial Plan Program including
educational seminars
accountants skilled in the areas of
charitable giving and nonprofit
Client Seminars: 1 educational seminar management
per year to clients on basic financial
management techniques
Free life insurance program offered by Graduate education and direct
Massachusetts Mutual Life Insurance experience working in small and large
Company (MassMutual) called nonprofit organizations.
LifeBridgeSM.*
* To be eligible under the LifeBridge program, applicants must meet certain criteria.