Financial Partnership for Oregon Nonprofits
From your endowment to your employees, work with an Oregon fiduciary with a long history of community service.
How We Partner with Nonprofits
Expanding our Nonprofit Partnership Program!
We're proud to continue our partnership with Springfield AYSO and welcome a new partner, the Opportunity Foundation of Central Oregon.
In this video, our marketing intern Teagan walks through what a nonprofit partnership with T. Mann Financial looks like, from sponsorships and board participation to endowment management, employee benefits, and charitable giving strategy.
We back the causes that shape our community through event sponsorships and donations. Let us know how we can help.
We show up. From serving on boards to playing Bingo at fundraisers we aim to take part in the events we support.
As a fee-only fiduciary we aim to help manage accounts in line with your mission and your board's goals.
We can help design and put in place group health, retirement, and life or disability coverage for your team.
From tax-burdened appreciated stock to planned gifts, we can assist your donors.
Who we partner with
Our sponsorships have supported education, youth sports, and community programs across the area.
We look for partnerships where the fit is genuine, where the cause matters to the families we serve and where our support makes a visible difference.
If your organization is planning a fundraiser, gala, tournament, or community event, we welcome a conversation about how we might help.​​​
2026 Sponsor Recipients
Opportunity Foundation of Central Oregon
Opportunity Foundation of Central Oregon empowers people of diverse abilities, serving over 100 individuals monthly through vocational and residential programs across Central Oregon since 1965. T. Mann Financial is proud to support their mission.
Springfield AYSO
Springfield AYSO (Region 93) gives local kids a place to play, learn, and belong through volunteer-run youth soccer. Todd Mann has served the region for years in nearly every role, from coaching on the sidelines to leading as Regional Commissioner. T. Mann Financial is proud to sponsor a program that has shaped so many young Springfield athletes.
Ways we support local causes:
-
Event and fundraiser sponsorships
-
Program and project donations
-
In-kind support and volunteer time (see Volunteering & Board Participation)
-
Long-term partnerships with organizations whose mission aligns with ours
Volunteering, Active Event & Board Participation
Todd Mann's community leadership has included:
Board-level and volunteer experience shapes how we advise mission-driven organizations. We know what it takes to steward donor dollars responsibly, plan a fundraiser under a tight budget, and keep a volunteer team motivated. When your organization works with us, that experience comes with it.
Our Process
Our endowment and investment support may include:
-
Drafting or reviewing an investment policy statement with your board
-
Building and managing a portfolio aligned to your mission and risk tolerance
-
Clear, board-ready reporting
-
Periodic reviews as your organization's needs evolve
Fee-only Fiduciary
Employee Benefits Design & Implimentation
Employee benefits we can help with
Body 1
We help protect your employees and their families with life, disability, and long-term care coverage from Oregon-licensed carriers.
From a first-time group health plan to a 403(b), SIMPLE IRA, or SEP IRA, we walk your organization through the options and help with enrollment and ongoing administration. Insurance products and services are offered through individually licensed and appointed agents, and may result in commissions paid to T. Mann Financial.
Charitable Giving & Fundraising Strategy
Areas we can help with
-
Guidance on complex or non-cash contributions (appreciated securities, real estate)
-
Coordination with donors' financial and tax advisers
-
Support for planned-giving conversations
-
Connecting charitable goals to your organization's broader financial picture
On the fundraising side, we can serve as a knowledgeable partner as your organization thinks through planned-giving programs and donor conversations.
We are not a substitute for your organization's legal or tax counsel, and we always recommend that donors consult a qualified tax professional before acting on any charitable strategy. What we offer is an informed perspective and a steady hand on the financial mechanics.
Giving vehicles we work with
Many donors give through a structured vehicle rather than writing a check directly. Two of the most common are donor-advised funds and charitable remainder trusts, and both change how and when money reaches your organization.
A donor-advised fund lets a donor contribute assets, take a deduction at the time of the contribution, and then recommend grants to charities over the following years. For your organization, the practical effect is that the gift arrives from the fund sponsor rather than from the individual, and it may arrive in installments.
A charitable remainder trust pays income to the donor or their beneficiaries for a set period, with the remainder going to charity afterward. For your organization, this is future funding worth tracking and stewarding well before it arrives.We explain both in more depth on our charitable giving page, which is written for donors and may be useful to share directly with supporters who are weighing their options.
Gifts your organization may receive
Not every gift arrives as a check. Understanding what a donor is offering, and what it will take to accept it, helps your board say yes with confidence.