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Providing financial services that help non-profits fulfill their missions.

Non-profits and foundations make real differences in communities across the world. We offer the financial resources and guidance designed to help these organizations overcome challenges, achieve their goals, and provide valuable impact to those they serve.

Non-Profit & Foundations

Alerus is privileged to engage with non-profit organizations in fields such as education, culture and the arts, health care, and social services. Because we view non-profits as critical to the wellbeing of communities, we've created a philanthropic services segment within our company, designed to provide consulting expertise, administrative assistance, and comprehensive investment management for these entities.

We help clients create, implement, and market planned giving programs. We then train staff, board members, and volunteers on donor cultivation and fundraising strategy. Once your program is up and running, we provide ongoing support.

Trust management, donor reporting, fund valuation, fund disbursement, compliance - these administrative tasks can be burdensome for your organization. Alerus has solutions to alleviate these concerns.

We develop investment portfolio solutions tailored to the needs of your organization. Our investment management techniques help manage risk while aligning your investments with your values.

Learn More

For more information about how Alerus Financial can assist your non-profit or foundation, contact Bobbi Sondreal.

Call
701.795.2624

Email
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More About Bobbi Sondreal

If you have detailed questions about our services for non-profits and foundations, reach out to Bobbi Sondreal, one of our Trust and Investment Officers.

Alerus Wealth Management provides trust products and services through Alerus Financial, N.A. 
Registered Representatives of Alerus Securities may offer investment and insurance products and services through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Alerus Wealth Management and Alerus Securities are trade names of Alerus Financial, N.A. Infinex and Alerus Financial, N.A. are not affiliated. Investment and insurance products and services are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.


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