Trustees of religious institutions must act as stewards and strategists all at once. While congregations must meet financial challenges and operate in a profitable, business-like manner, Trustees must still contend with the impact of each of the “three levers” that affect the organization’s funds: inflows, outflows, and required investment returns.

At DiMeo Schneider & Associates, L.L.C. we understand your individual concerns; we also understand the concerns of your committee. Under our guidance, we can help you meet these concerns by nurturing healthy stewardship practices. It is our job to help you achieve agreed upon financial goals, while upholding your institution’s core values. Our straightforward expertise can help balance long-term financial goals with short-term budget needs and help you establish a realistic and sustainable spending policy. With decades of experience working directly with religious institutions and other nonprofits, our team of caring associates seeks to help you satify stewardship responsibilities, improve performance and reduce costs.

Contact Bob DiMeo, Principal, for more information.