Charitable Organizations

At Common Cents Wealth Management, we understand the unique challenges charitable organizations face when managing their finances. Our goal is to help your organization grow its investments while fulfilling its mission. Using low-cost, institutional-style index funds and ETFs, we ensure that your organization remains transparent and responsible in its financial practices—so you can stay focused on making a difference.

Advantages of Working with Common Cents Wealth Management

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Custom Investment Policy Statements

We help charitable organizations create well-constructed strategies that align with their mission.

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Fee Transparency

We use low-cost funds and are open to negotiating fees for qualified charities, maximizing your organization’s returns.

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Long-Term Stability

By avoiding emotional investing and focusing on long-term strategies, we help your organization achieve sustained growth.

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Commitment to Your Cause

As active participants in charitable work ourselves, we are dedicated to helping your organization thrive.