Where We Work

National Non-Profit

Non-profits often use a variety of tools to finance their capital programs. Operating within their mission, in most cases non-profits have access to the tax-exempt municipal bond market through conduit issuers.

Columbia Capital has a depth of expertise advising non-profits on tax-exempt borrowings, as well as a number of other financing tools.

Our work includes advising on:

Early in our work for a non-profit, we will help our client to assess what tools might be available, how the tools fit together (nor not) and what preparatory work needs to be done to pursue each financing tool.

Often, we will work with our non-profit clients to develop financial pro formas to guide borrowing capacity. We then use this foundational work to develop credit packages for potential lenders and investors, as well as donor, conduit financing agencies and others.

We continue to serve our non-profit clients after the financing is complete through:
We regularly prepare information for and present to non-profit boards and their committees. Importantly, we recognize that financing transactions can be a significant burden on non-profit executive and financial leadership. We endeavor to serve as an extension of our clients' staff teams to reduce the burden of transaction work on them.

Our work for non-profits spans social service and community development non-profits, including YMCAs and Boys and Girls Clubs; K-12 and higher education; healthcare; and, non-profit affiliates of public agencies.

Depth of Experience


Series 50
municipal advisors


Series 54
advisor principals


Series 65
investment advisers




Percent committed to helping your non-profit fulfill its mission

Case Studies

AltTextHigher Education

Roosevelt University

Roosevelt University engaged Columbia Capital in 2018 to advise it on a three-part transaction to advance refund the majority of its outstanding debt. The transaction was complicated by a change in Federal tax law at the end of 2017.

AltTextCommunity Facilities

Greater Atlanta

The YMCA of Metropolitan Atlanta needed a long-term solution for its administrative offices and Head Start model classroom training center. Choosing to create a transformative project on Atlanta's Westside, the Y chose the site of the former E.A. Ware School, built in 1922 as one of the first elementary schools for African-American children in the city.



Alphapointe, a non-profit serving the blind and visually impaired, engaged Columbia Capital to help it save more than 250 jobs for blind workers in New York City by financing a new facility in Queens.

AltTextNew Markets Tax Credits

YMCA of Greater Kansas City

The YMCA of Greater Kansas City engaged Columbia Capital for a second time to assist it in securing New Markets Tax Credits (NMTC) to provide gap financing on a remodeling and expansion of its 100+ year-old family YMCA in Atchison, Kansas.

Columbia Capital


Issuers and borrowers large and small, from coast to coast, have relied upon Columbia Capital as a strategic advisor for 26 years.

Columbia Capital


Columbia Capital combines 150 years of public finance expertise among its team of highly experienced, proven professionals.

Columbia Capital


Columbia Capital is unaffiliated with commercial and investment banks, insurance companies and others in the financial services industry.