FUNDING YOUR PRIORITY PROJECTS

Julius Capital’s tailored financial solutions and focused implementation will create a unique and unified credit facility to maximize your donor bases’ potential  

PORTFOLIO SPOTLIGHT

Explore what Julius Capital’s clients are saying

STRATEGIC PARTNERS

Since the firm’s founding in 1993, Julius Capital has fostered industry leading partnerships with Immaculata Law and Coughlin & Company

Learn more about how this partnership ensures your organization receives first-rate bond counsel and placement

PORTFOLIO SPOTLIGHT

Explore what Julius Capital’s clients are saying

STRATEGIC PARTNERS

Since the firm’s founding in 1993, Julius Capital has fostered industry leading partnerships with Immaculata Law and Coughlin & Company

Learn more about how this partnership ensures your organization receives first-rate bond counsel and placement

Founded in 1993, Julius Capital’s tailored funding solutions integrate finance, traditional fundraising, and balance sheet philanthropy.

Julius-designed solutions enable organizations to fund their mission critical initiatives and launch their new ventures.

ENABLING NON-PROFITS TO FUND THEIR PRIORITY PROJECTS

UNLOCK DONOR’S POTENTIAL

Fund capital projects and other intermediate term needs using asset-backed, blended, and deferred legacy gifts.

UTILIZE LEGAL EXPERTISE

By having a team of credentialed and experienced lawyers on staff, Julius Capital is able to navigate the complexities of planned giving.

AWARD WINNING EXPERIENCE

Our team has the winning record to partner with your development staff to sustainably and reliably see your projects through to completion.

OUR FUNDING SOLUTIONS

Julius Capital’s full-vision funding solutions integrate finance—the “Unified Credit Facility”—and philanthropy—the “10 Ways to Give”.

Our approach overcomes traditional non-profit funding constraints to ensure your organization receives a comprehensive range of borrowing and giving options.

FULL-VISION INTEGRATION OF FINANCE AND PHILANTHROPY

UNIFIED CREDIT FACILITY

This multi-purpose, evergreen credit facility—when coupled with the Julius Capital competitive request for proposal bid process—enables our borrower clients to:

Combine bank and public bond debt.

Establish bank draw capability.

Facilitate balance sheet philanthropy.

Receive credit for fundraising cashflow.

Obtain lowest cost of capital.

THE 10 WAYS TO GIVE

Blended Gifts that pay YOU during your lifetime

Blended Gifts that pay YOU and YOUR GIFT BENEFICIARY during your lifetime

Estate Gifts that make an impact AFTER your lifetime

OUR FUNDING SOLUTIONS

Julius Capital’s full-vision funding solutions integrate finance—the “Unified Credit Facility”—and philanthropy—the “10 Ways to Give”.

Our approach overcomes traditional non-profit funding constraints to ensure your organization receives a comprehensive range of borrowing and giving options.

FULL-VISION INTEGRATION OF FINANCE AND PHILANTHROPY

UNIFIED CREDIT FACILITY

This multi-purpose, evergreen credit facility—when coupled with the Julius Capital competitive request for proposal bid process—enables our borrower clients to:

Combine bank and public bond debt.

Establish bank draw capability.

Facilitate balance sheet philanthropy.

Receive credit for fundraising cashflow.

Obtain lowest cost of capital.

THE 10 WAYS TO GIVE

Blended Gifts that pay YOU during your lifetime

Blended Gifts that pay YOU and YOUR GIFT BENEFICIARY during your lifetime

Estate Gifts that make an impact AFTER your lifetime

OUR TEAM

Michael J. Schierl
Michael J. Schierl

Founder & President

David Skelding
David Skelding

Director of Client Services

Mark Henry
Mark Henry

Director of Planned Giving

Howard Lanser
Howard Lanser

Director of School Finance

Michael Falvey
Michael Falvey

Operations Manager

Brendan Coyne
Brendan Coyne

Engagement Manager