Dana Menard

19.2K posts

Dana Menard banner
Dana Menard

Dana Menard

@danamenard

#BusinessOwner. #Entrepreneur. #Speaker. #SocialConnector. #Fatherofgirls. #personalfinance #Nerd. #Moneywhiz. #Fiduciary. #fintwit #Founder #CEO of @TCWealth

Minneapolis, MN Katılım Ocak 2008
3.5K Takip Edilen2.1K Takipçiler
Dana Menard
Dana Menard@danamenard·
@jeremywalter I've used Flourish Cash for businesses and HOAs. Might be able to utilize their online savings account which can just be linked to the non-profit's main savings account.
English
0
0
1
29
Jeremy Walter
Jeremy Walter@jeremywalter·
Alright friends... need some help. I'm on the board of a 501c3 (youth sports) and we're looking for a financial option to park some excess cash. It's proving extremely difficult. ❌ I can't mange it myself for compliance reasons. ❌ Online banks (for saving accounts) won't work with non-profits for some reason. ❌ Local banks are offering stupidly low rates for deposits -- even lower for non-profits. ❌And the main custodians seem to have much higher limits for non-profits. Any suggestions?
English
30
0
11
10.7K
Dana Menard
Dana Menard@danamenard·
Happy #Thanksgiving from our family to yours! As we gather around the table this Thanksgiving, we'll reflect on the #blessings we've received & express #gratitude for the abundance in our lives. We want to express our heartfelt #appreciation for your love, friendship, & support.
Dana Menard tweet media
English
0
0
5
280
Dana Menard
Dana Menard@danamenard·
I still remember where I was on this very day, at this very time, 22 years ago, up on the hill @gustavus. Please take some time to remember those we lost and how we came together as a country. #wewillneverforget
Dana Menard tweet media
English
0
0
1
132
Dana Menard
Dana Menard@danamenard·
@BigWillieStein Thank you, Will! It was a great intro for a n00b like myself. Can't wait for the rest of the series!
English
0
0
1
25
Will Steiner
Will Steiner@BigWillieStein·
This was super fun -- over 230 attendees (580 registrants!) and lots of great questions at the end. As weird as it was to talk at a screen and not see anyone's face for over an hour, I couldn't be more pumped about the remaining 3 installments.
Altruist@altruist

Only one more day to register for our webinar, The Content Marketing Masterclass for RIAs, and learn from our Head of Content, @BigWillieStein. Explore effective strategies to build trust, expand your audience, and optimize results. Register now: events.altruist.com/content-market…

English
3
1
21
2.2K