Steven Roy Management and Cambyses Financial Advisors, LLC
Effective Representation for Exempt Organizations and Their Donors
Parker Solar Probe Launch, 12 August 2018, Photo Courtesy of Olga Panasenco and Advanced Heliophysics
Our Team
An experienced professional with over 45 years of Exempt Organization and Donor intelligence working with you to turn your vision and passion into reality.
A network of contacts and associations that adds breadth and depth to our in-house expertise and assures that you always have the right professional for your unique needs.
Numbers-people and people-people working for the change we hope to see!
To Contact Steven Roy Management
Steven J Roy MS, MST, EA, MRP
Telephone: 1 [818] 489-4228
Fax: 1 [818] 450-0426
EMail: Steven@StevenRoyManagement.com
Our Services
We provide an integrated suite of services to provide synergy between Exempt Organizations and their Donors.
Exempt Organizations
-
Compliance and Representation
-
Governance
-
Formation and Winding Up
-
Finance
-
Management and Operations
Donors -
Donation Strategy and Planning,
-
Strategy Execution and Management
-
Donative Vehicles
-
Charity Vetting
-
Integration of Charitable Aims and Wealth Planning/Management
Services, News, & Publications
Most Recent Publication(s)
-
August 2021 - Sustainable Philanthropy (and our inaugural EV Initiative Article)
-
Advisor Magazine, February 2021 Steven on Large File Encryption and Transfers
Donors
-
COVID Relief Measures: Charitable Deduction Limit Increased (Short Narrative) (Revised December 2020)
-
Qualified Charitable Distributions - Maximize Deductions, Minimize Tax Exposure (Short Narrative)
-
Charitable Giving; Plan, Execute, & Defend Conservation Easements
Exempt Organizations
-
Defining and Forming a Not-For-Profit Organization (SOP & Checklist)
Exempt Plans and Succession
Portfolio Management for Donors and Exempt Organizations
Wealth Management and Planning for Donors