JP Phaup has 30 years of experience as a financial advisor, foundation trustee, thought leader, and adjunct professor. His extensive wealth management education background can help foundations and endowments raise and manage long-term revenue, and employees and business owners plan and manage their financial life. You can rely on JP for:
(Investing)
(Planned Giving)
(Reporting)
(Accumulating Wealth)
(Unlocking Wealth)
(Distributing Wealth)
Foundations and endowments must invest and protect financial assets to generate long-term revenue. JP will teach you the basics of stocks and bonds and how to blend them expertly to generate sustainable income for your program needs. More>>
Donors are most receptive to large gifts when their wealth is in transition. JP shows you how to use your nonprofit tax-exempt status to provide solutions to your supporters tax and estate planning needs. More>>
Nonprofits must be compliant stewards of donor assets and fulfill disclosure requirements. JP walks you through the step-by-step process to be a successful steward for long-term success and strengthen your donor relationships. More>>
Employees and business owners alike utilize cashflow to accumulate retirement funds. JP explains how these plans work, how to select amongst them, and how to manage these as part of your long-term goals. More>>
Growing wealth and managing income require different strategies. JP teaches how to manage retirement funds for lifetime income, and presents unique tax friendly strategies for business owners converting their equity into lifetime cash flow. More>>
Everyone needs a basic understanding of estate planning; how to protect yourself in the event of incapacity, and how to leave assets efficiently the way you prefer. JP explains the process and the tools available in an easy to understand manner. More>>
