Steven Roy Management

Steven Roy Management focuses on our core strengths - so you can focus on yours.
| Taxation | Management | Governance | 
| Finance | Strategy | Endowment Portfolio Management |
| Retirement & Succession | Donor Relations & Planned Giving |

Our Principal is an experienced professional with over 45 years of Exempt Organization and Donor intelligence. He works with you to turn your vision and passion into reality.


Steven incorporated his first Exempt Organization (The Center for Southern African Studies) in 1971 to accommodate his own growing interest in developmental economics while still a student at UCLA. One such experience and he was hooked for life! 

Steven Roy Management maintains a long list of associations and contacts and periodically vets everyone on that list. So, when we make referrals we are confident that you will receive knowledgeable and experienced advice from those we recommend. (Our long-term clients maintain that our "Rolodex" is our most valuable asset.) To learn more about our Principals, click on the "Principals" button above.

For forty-five years we maintained a general management and financial practice serving a variety of industries in both the for-profit and exempt organization sectors.


Effective in April 2021 we determined to focus our future practice on Exempt Organizations, Exempt Plans and the Donors who fund and support them. We will maintain our historic focus on organizations exempt under Internal Revenue Code Section 501(c) (3, 4, 6, and 7) and active in the arts (museums, orchestras, theatre companies, film, and Dance), social and educational communities, and theoretical sciences.

As in the past, we maintain our enthusiasm for international, multi-jurisdictional, innovative, or growth stage organizations that hold a special place in our hearts


For more information about our new service mix, follow this link to our revised practice pages.

Clean Facility for an exempt biomedical research organization. Construction funding provided by private donors. 

No anonymous people shaking hands or peering at spreadsheets here. Each of our images references a project or projects we have actually been involved in.

"Machine Room" for a Tennessee Film School. 

Tennessee Shakespeare Festival Production. Steven was an officer and board member for the Exempt Organization - Producer.

© 2014-2021  by Steven J Roy Management. Steven J Roy Management is an equal housing opportunity broker, California Bureau of Real Estate license number 01706626. Steven J Roy Management is affiliated with Cambyses Financial Advisors, LLC a Registered Investment Advisor - CRD 230786 - Proudly created with


The facts and information on these pages are reproduced from sources we have found to be reliable, but we cannot guarantee accuracy or completeness. Our observations and conclusions are general in nature and may not apply to specific situations. Nothing in this website should be construed as professional advice or professional opinion. Please consult your own advisors on matters of law, accounting and finance, taxes, insurance, planning, and investment before making significant decisions.