Operations Strategy

StrategyTransparency and stewardship are vital to
today’s donors and volunteers. No charity
can thrive without the public’s confidence
and trust.

Charitable Allies can make sure your nonprofit meets the highest standards in operations and fundraising – and keep up with new policy trends. (For instance, do you have a
whistleblower policy?)

OUR APPROACH

We want to help you be a successful fundraiser, employer,
tenant and partner as well as a successful charity. To that end, Charitable Allies will use its years of experience to:

  • Negotiate the availability of credit that works for your charity
  • Secure property and liability insurance
  • Address hazards associated with fundraising and other events
  • Recommend policies that insulate your charity from liability when it enters into relationships with partners or affiliates
  • Maintain and communicate donor stewardship and financial transparency
  • Monitor adherence to GAAP

Highly tailored accounting services also key successful operations. In this area, Charitable Allies provides:

  • Bookkeeping
  • Payroll management
  • Bank reconciliations
  • Preparation of financial reports and budgets
  • Work with auditors to ensure an “Unqualified Opinion”
“We can identify the best practices that apply to your particular organization. Let us help your nonprofit reach its full potential,” says Zac Kester.

 

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