Jaques & Company

Financial Strategy

Increasingly, institutional fund-raising agendas are being initiated or reviewed in light of current or emerging institutional financial realities. The recent recession, in addition to creating significant challenges in budget management, has brought to light important questions about the efficacy of financial models and some of their previously ironclad assumptions. In educational institutions, for example, the longstanding policy of aggressive tuition increases is under the microscope as the market’s ability to pay has taken a big hit. “Financial sustainability” is getting lots of attention, not only by governing boards but, we believe, by discriminating philanthropists who want to be sure that their gift investments will not only help the institution achieve its fund-raising objectives but also advance long-term financial security.

To this end, Jaques & Company can be a knowledgeable partner in helping you to assess your institution’s financial situation and to investigate alternative strategies. Please be in touch with company President Bill Jaques, 978-626-1410, or info@jaquesco.com, to discuss your needs.

Team Members:

• Bill Jaques
• President & Principal
• bill@jaquesco.com
• 978-626-1410

• Andrea C. Stewart
• Consultant
• andrea@jaquesco.com
• 978-626-1410

• Tracey A. Merrill
• Consultant
• tracey@jaquesco.com
• 978-626-1410

• Sandy Warner
• Operations Manager
• sandy@jaquesco.com
• 978-626-1410

• Beverly J. Jaques
• Director of Marketing and Company Resources
• bev@jaquesco.com
• 978-626-1410

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