Cultural and Social Service Nonprofits
Helping the organizations that make a difference in local communities
785
Bonds issued in the last ten years*
$23.57B
Total bond financings in the last ten years*
~36
Year history serving nonprofit clients
*Source: Thompson Reuters, 10/13/2012-10/12/2022, 501(C)3 organizations
We comprehensively guide clients through the complex world of cultural and social service non-profits. Whether you need funding for a new facility, or a better way to refinance debt, our experts can help.
Our Capabilities
Revenue Bonds
Revenue bonds are a valuable tool for financing your organization’s facilities. We guide nonprofits of various sizes through the revenue bond process from start to finish. We will help you assess debt capacity, navigate the issuer approval process, structure the issue and complete your sale at the most favorable interest rates.
Capital planning and structuring
When you’re ready to start the capital planning process, we will deliver the best structure for your goals. We help clients identify the right projects for tax-exempt financing and calculate the impact on their budget. Our debt structuring experience also includes fixed and variable rate, long- and short-term, tax-exempt and taxable, interest rate hedges and swaps.
Credit enhancement process
We have significant experience assisting nonprofits of all sizes with soliciting and negotiating competitive credit enhancement. Our knowledge of the major credit enhancement providers and understanding of their underwriting criteria allows us to provide exceptional client service in this area. In addition, we present fund-raising programs to banks and bond insurers that maximize your tax-exempt financing.
Bond rating process
Our team understands that a higher bond rating lowers your bond interest costs. We know the rating process inside and out and work closely with the analysts who review your issue to offer the best guidance through this important part of the bond issue process.
Debt refinancing
As far as interest rate conditions allow, we actively monitor our clients’ outstanding debt for money-saving opportunities. Additionally, we leverage the information in our nonprofit debt database to analyze a wide range of refinancing techniques and find the best fit for your organization. We move quickly to lock in savings and combine refinancing options with your bond issues to meet your debt objectives.
Recent Transactions
Case Studies
Wilder Foundation
YMCA of the North
American Public Media Group
Seattle Academy of Arts and Sciences
Why partner with us
Our team provides comprehensive assistance and candid, independent advice to a wide range of clients, including foundations, cultural institutions, private schools, social service organizations and public radio. Our team takes the time to ensure that clients understand every step of any given transaction, and the depth and breadth of our services set us apart from competitors. Lastly, we are passionate about serving the communities in which we work, and we pride ourselves on maintaining strong and enduring relationships with our clients.
