Resource Center

[vc_row full_width=”stretch_row_content_no_spaces” css=”.vc_custom_1562852429778{background-color: #546569 !important;}”][vc_column][vc_empty_space height=”50px”][title textalign=”center” title=”RESOURCE CENTER” subtitle=”Our resource center is an evolving set of tools for our clients and the nonprofit community.” fontcolor=”#ffffff”][/vc_column][/vc_row][vc_row][vc_column][vc_row_inner][vc_column_inner][vc_column_text]

Local Resources

This is a list of valuable local resources to help maximize your opportunities for growth and development.

 

Reading List

Below are links to publications that will help you stay on top of trends, issues and innovations in the nonprofit sector.

[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”75px”][/vc_column][/vc_row]

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