Mission Driven and Fiscally Aligned Supplemental Executive Benefits. Learn More ⟶


Modern non-profits align compensation, retention, and retirement with mission to create meaningful supplemental executive benefit plans that are appropriate for your organization.


The challenge of developing and transitioning leaders during succession is met with incentives created around critical career timeline points.


Serving your community for generations requires financial stewardship to drive innovative capital growth aligned with mission and intent.


Years in Business


Clients & Partners


Million Invested

Why choose us?


Proprietary CAPAXA™ plan designs:

  • Integrated retirement & retention
  • Low or no net accounting costs
  • Tax advantaged or tax-free benefits
  • Flexibility to meet future needs


  1. Understand mission, values, and intent
  2. Educate board and plan participants
  3. Design comp and retention strategies
  4. Analyze financial impact
  5. Drive implementation & compliance
  6. Administration for the plan’s duration


Expertise encompassing over 100 years of experience in non-profit executive benefits, retention, and yield enhancement strategies. Leverage our expertise to drive yield, supplement retirement, and optimize retention and succession.

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