NONPROFIT FUNDRAISING
Established and Proven Relationship Strategy
Since 1972, our Nonprofit Marketing Program has successfully provided financial services to employees and members of nonprofit organizations.
Often, organization supporters, members and employees are in need of professional
financial services, and their organization needs additional revenue. We are pleased to bring organizations and their supporters/members/employees valuable education, products and services, together with income to the organization.
We have joined our efforts with LPL Financial (LPL), the largest independent,* and sixth-largest overall broker/dealer,** in the U.S. Through LPL we have access to a wide array of investment and insurance products, with no proprietary conflict.
* Based on total revenues, as reported in Financial Planning magazine, June 1996-2009
** Based on publicly disclosed information as of 12/31/09
Organization Benefits
• New source of revenue
• No dues
• No licensing
• No bonding
• No expense
• Valuable service to offer
Donors/Member/Employee Benefits
• Access to objective, professional advice
• Comprehensive range of products and services via LPL
• Personalized attention
• Statewide availability
Grow, Protect, and Enjoy..."As easy as 1, 2, 3"
Core Values
» Conservative
We seek to consistently generate positive absolute returns over the long-term through our conservative approach to global value investing. We believe that preserving capital is the foundation to growing wealth. We don't need to win everyday; we just seek to win over time.
» Cautious
We construct a well diversified portfolio through cautious money manager selection with an emphasis on risk aversion. Our insistence on diversifying among managers who use different investment and risk aversion strategies seeks to avoid detrimental market bubbles and allows us to pursue positive absolute returns over time.
» Conviction
We believe we create value through following our tested game plan and creating an investment program tailored around our clients' goals, risks, liquidity needs, taxes, and lifestyle. Our allegiance to the fundamentals have helped our clients see their children get a college education, pay less in taxes, and not run out of money in retirement.
Disclaimer: No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk.
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About LPL
Philip N. Bayley, CPA
Investment Executive
Phone: (206) 353-5886
Fax: (206) 577-5023
17822 -14th Ave West
Lynnwood | WA | 98037
www.bayleyfinancial.com
www.bayleyfundraising.com
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: WA, OR, CA, AZ. Philip N. Bayley, CPA is a Registered Representative with and Securities offered through LPL Financial, Member FINRA/SIPC
