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

All
Helping
Social
Volunteer
CIRCLE OF HOPE NICU FOUNDATION SUPPORTING NICU FAMILIES
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CIRCLE OF HOPE NICU FOUNDATION SUPPORTING NICU FAMILIES
GIFT OF LIFE RAISING AWARENESS FOR ORGAN, EYE AND TISSUE DONATION
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GIFT OF LIFE RAISING AWARENESS FOR ORGAN, EYE AND TISSUE DONATION
FIRE FOUNDATION CATHOLIC EDUCATION FOR CHILDREN WITH SPECIAL NEEDS
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FIRE FOUNDATION CATHOLIC EDUCATION FOR CHILDREN WITH SPECIAL NEEDS
Helping Children
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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