FINANCE/FUNDRAISING

BUDGETING AND TRACKING INCOME & EXPENDITURES
Financial Planning
  • Are your budgets accurate and based  on historical information and detailed backup?

  • Are you able to track your progress on a monthly basis and make reasonable projections for your year-end?

 
  • Are your financial reports clear and helpful?
  • Do you have a long-term plan for financial robustness?

We will help you design a financial system with budgets based on reality, regular and helpful tracking and reporting, and a long-term set of achievable goals.

FUNDRAISING PLANNING AND EXECUTION
  • Do you have a regular annual fundraising plan?

  • Do you know who your prospects are? Do you have a regular cultivation plan to develop your relationships with them?

  • Does your Board participate in cultivation, in identifying new prospects, in soliciting donations?

  • Do you use fundraising software? Is it serving you?

We will evaluate your fundraising operation, and help you improve it to achieve the best productivity and continued growth.