All Things Annual

All Things Annual

Nonprofit leaders are faced with numerous responsibilities throughout the year to keep board, staff, constituents, funders and other community stakeholders informed about how their organizations are achieving their missions. From developing an annual budget to creating an annual report, Support Kanas City can help by working with nonprofit partners to develop tools and strategies for planning ahead and meeting those annual deadlines.

What’s on your list?

Some annual “to-dos” include:

  • Annual Budget
  • Annual Development Plan
  • Annual Board and Staff Retreats
  • Annual Report
  • IRS 990s and Audits

 

Want to learn more? Join us on November 20th at the 2017 Nonprofit Leadership Conference at the University of Missouri – Kansas City (UMKC) where we will lead a breakout session on All Things Annual. The 2017 Nonprofit Leadership Conference is a full-day conference is hosted by The Midwest Center for Nonprofit Leadership at UMKC and Nonprofit Missouri. For more information or to register, visit The Midwest Center for Nonprofit Leadership conference page.

-Megan Campbell, Director of Development and Administrative Services


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For the benefit of the nonprofit sector everywhere, we wanted to provide resources for ways we can continue to operate and grow within this era. And once social distancing begins to fade, what lessons can we take from this to improve our operations permanently. Come back often for more updates.

Accounting & Fiscal Management

  • Structure general ledger, chart of accounts, setup assistance
  • Monthly accounting support: accounts payable, accounts receivable, deposits and receipts, bank reconciliation
  • Payroll preparation
  • Preparation of management reports
  • Financial report preparation for board meetings
  • Grant tracking and reporting
  • Preparation of IRS Form 990
  • Preparation of annual 1099’s
  • Preparation of schedules for independent audit, assistance with audit completion
  • Cleanup of past accounting records
  • Budget preparation assistance, reporting and analysis
  • QuickBooks training

Governance & Strategy Development

  • Governance training
  • Executive mentoring and coaching
  • Board retreat facilitation
  • Strategic planning documents
  • Outcomes and impact measurement and reporting
  • Survey assistance

Database Management

  • Database design and development
  • Gift and demographic data entry
  • Donor acknowledgement letters
  • Import and export of data; mail merges; exports to mail house
  • Data and donor analysis
  • Integration with accounting systems, fund development and social media activities
  • Database training
  • Ongoing support and technical assistance

Fund Development

  • Create annual fund development plan
  • Fund development plan audits
  • Board Training
  • Capital campaigns
  • Grant management: research, writing and reporting
  • Major gifts and planned giving
  • Special event planning and support
  • Annual fund drives
  • Annual appeal mailings