RALEIGH, N.C. – November 24, 2025 – John Rex Endowment (JRE) has partnered with Zenith Wealth Partners to strengthen the financial health and resilience of Raleigh-area nonprofits, supporting a more sustainable and equitable local nonprofit ecosystem.
Through this partnership, the organizations are collaborating to help nonprofit leaders think more strategically about financial resilience, building the tools, capacity, and long-term planning needed to sustain their missions amid shifting funding and economic conditions.
The initiative reflects both organizations’ shared commitment to equity, community well-being, and systems-level change. John Rex Endowment’s mission to strengthen organizations that center racial equity and justice to improve the social-emotional health of children living in Wake County aligns closely with Zenith’s approach to financial planning and investment management, which centers on empowerment, accessibility, and impact.
“We’re excited to partner with the John Rex Endowment to help nonprofits and their nonprofit partners strengthen their financial foundation,” said Andrew Tudor, of Zenith Wealth Partners. “Financial resilience is what allows organizations to stay focused on their mission, not just surviving funding cycles, but building stability and strategic flexibility for the long term.”
The collaboration includes education and advisory support designed to help nonprofits assess their financial position, plan for sustainability, and integrate strategic financial thinking into their operations and governance. Together, JRE and Zenith are learning from local organizations and co-developing insights that can inform broader regional approaches to nonprofit financial health; a reflection of their shared belief that lasting change grows from collective learning and community-centered leadership. Together, the partners are learning from local organizations and co-developing insights that can inform broader regional approaches to nonprofit financial health.
“We’re thrilled about what’s evolving through this partnership,” said Sabrina Slade, JRE’s Vice President. “Zenith’s thoughtful approach is helping our partners reimagine what financial resilience looks like, not as a luxury, but as a critical part of mission continuity and success.”
This collaboration represents a broader shift in philanthropy, one that moves beyond short-term one to two-year grants to strengthen the financial systems that sustain community impact.
About the John Rex Endowment
The John Rex Endowment invests in efforts that strengthen the social-emotional health of children in Wake County, North Carolina. Through strategic grantmaking and partnerships, the Endowment supports nonprofit capacity building, equity, and systems change to create lasting community impact.
Learn more at https://www.johnrexendowment.org/
About Zenith Wealth Partners
Zenith Wealth Partners is a fee-only, fiduciary investment management and financial planning firm. Zenith is on a mission to combat racial, age-based, and gender wealth inequality by making comprehensive financial planning and wealth management accessible to all. Serving individuals, families, nonprofits, and institutions, Zenith anchors its work in understanding each client’s goals and values to deliver tailored, values-aligned investment solutions.
Learn more at https://zenithwealth.partners.
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