Nonprofit Debt Advisory

How We Can Help:

McGuire Sponsel is an Independent Registered Municipal Financial Advisor. Our mission is to assist nonprofits with debt and derivative advisory services.

We advise on all aspects of the debt structure including tax-exempt and taxable bonds, bank debt and bank placements, interest rate swaps, bond ratings and capital planning. Every year, executive directors, chief financial officers and boards of nonprofits must make major decisions balancing risk, cost and return. These leaders are constantly faced with decisions about how to fund their existing debt and ongoing capital requirements, both which can have a profound impact on financial stability and the ability to fulfil their nonprofits’ missions.

Most nonprofits are not familiar enough or cannot keep up with the ever changing landscape of financing options and pricing models that are available to them in today’s marketplace. Even to ascertain which lenders and investment banks are best suited to partner with their nonprofit’s mission and vision can be difficult. Having an independent and objective partner can help the cloudy look clear. McGuire Sponsel utilizes our relationships with lending institutions and investment banks across the country, not representing any specific lender, so we can provide informed advice, drawing on a broad kaleidoscope of resources.

McGuire Sponsel can assist with evaluating the various means and methods of financing, developing a finance plan, preparing and evaluating RFP’s, the selection of lenders and investment banks, and negotiating structure and terms.


  • Tax-Exempt Bonds
  • Taxable Bonds
  • Bank Direct Placements
  • Interest Rate Swaps
  • Bank Letters of Credit
  • USDA
  • HUD/Federal Housing Administration
  • Fixed and Variable Rate Structures
  • Rated and Unrated Issues

As an Independent Registered Municipal Advisor (IRMA), retaining McGuire Sponsel qualifies under the IRMA exception to the Securities and Exchange Commission’s (SEC’s) new Municipal Advisor rule and allows municipal borrowers to maintain full communications with broker-dealers. McGuire Sponsel, LLC is registered with the SEC and the Municipal Securities Rulemaking Board (MSRB).

Recent Articles

Douglass Dalton
Strategies to Minimize Interest Rate Risk

The Federal Reserve announced a short-term interest rate hike on December 14, a move that was largely expected. But what was not on the radar was the Fed’s announcement that it plans to raise rates three more times in 2017, up from […] Read More

Douglass Dalton
McGuire Sponsel Procures Financing for Oakland City University

Oakland City University, located in southwest Indiana, plans to construct a $14.9 million residence hall and alumni lodge. McGuire Sponsel was engaged by the university to procure financing for the housing and mixed-use development, including the impact that it would […] Read More

Douglass Dalton
Interest Rate Swaps Provide a Hedge Against Rate Risk

Doug Dalton recently was featured in Rea & Associates’ newsletter.  He discusses how interest rate swaps can provide a hedge against rate risk. When dealing with loans of a substantial sum, borrowers often turn to hedging strategies to deflect some of […] Read More

Douglass Dalton
Swap Strategy Creates Cash Flow Savings for NOS Wellness

NOS Wellness, LLC, a subsidiary of Buckingham Companies, recently retained McGuire Sponsel to ensure appropriate strategy, documentation, structure and pricing of a lender-mandated interest rate hedge. The lender was requiring an interest rate swap to hedge against the impact of […] Read More

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