LGT Not-for-Profit Group

LGT's broad experience in and passion for the not-for-profit community provides us with the knowledge and resources to walk hand-in-hand with you to achieve your mission of changing our world.

Executing your mission can be extremely difficult if your organization doesn’t fully understand its current financial state and the risks involved. The not-for-profit specialists at LGT can guide your organization through the necessary steps and precautions that need to be taken as well as assist your finance committee.

With nearly 200 not-for-profit clients, LGT understands and is committed to serving the unique needs of our community. One-third of LGT’s staff of approximately 150 professionals have extensive experience working with clients in the not-for-profit sector. The members of our elite group are hand-selected for their knowledge and experience.

While certainly not exhaustive, the list to the right is a well-rounded representation of LGT’s not-for-profit clients. It is a diverse group from varied sectors within the not-for-profit community. Our strong relationships with our clients and our commitment to helping them succeed in their missions have forged enduring partnerships that routinely surpass the traditional three- or five-year initial proposal. In many cases, our relationships span more than a decade.

LGT provides a full array of services for not-for-profit organizations including:

Industries Served
Financial Consulting
Financial Accounting
& Reporting
Healthcare Foundations Education Museums Organizations
  • Financial audits
  • Single audits – A133
  • Agreed upon procedures
  • Compilations
  • Reviews
  • Tax return preparation: IRS 990 &990-T
  • Unrelated business income (UBI) planning & consulting
  • Application for exemption
  • Representation before IRS
  • Tax compliance reviews
  • Planned giving
  • Split-interest gifts
  • Payroll and sales taxes
  • Financial audits

  • Federal and state single audits

  • Agreed-upon procedures 

  • Compilations and reviews

  • Employee benefit plan audits

Lead Contact

David Ovesen, CPA

David Ovesen

CPA, Lead Partner, NFP Group

2626 Howell St., Ste 700
Dallas, Texas 75204
Main: 214.871.7500
Fax: 214.871.0011

Team Members