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Who We Are
Our Services
Client Spotlight
Projects
Resource Blog
Contact
About Us
Our Team
Our Board
Clients
Community Support
Transparency
Open Positions
OUR PROJECTS
Thanks to the coalitionu2019s solid investment practices, our donorsu2019 funds grow while they meet their charitable goals. Meet the people spearheading change and read their stories about creating lasting impact around the globe.n
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Helping
Social
Volunteer
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CIRCLE OF HOPE NICU FOUNDATION SUPPORTING NICU FAMILIES
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INTERURBAN ARTHOUSE ENRICHING THE COMMUNITY THROUGH ARTISTS
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GIFT OF LIFE RAISING AWARENESS FOR ORGAN, EYE AND TISSUE DONATION
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FIRE FOUNDATION CATHOLIC EDUCATION FOR CHILDREN WITH SPECIAL NEEDS
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WONDERSCOPE SPARKING A LIFELONG LOVE OF LEARNING THROUGH THE POWER OF PLAY
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Good Kids
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Good Kids
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Helping Children
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