A practical, affordable review designed for nonprofits with annual revenue of $1 million or less. We’ll assess your organization’s policies, systems, compliance, and operations, identify gaps, and provide a prioritized roadmap to strengthen your infrastructure and protect your mission.
Policies and procedures review and development
CRM setup, organization, and optimization
Safety and risk management practices
Compliance and governance review
IRS and nonprofit compliance calendar
Annual filing and reporting deadlines
Donor data and record keeping practices
Operational systems and workflow review
Recommendations and prioritized action plan
A practical, affordable review designed for nonprofits with annual revenue of $1 million or less. We’ll assess your organization’s policies, systems, compliance, and operations, identify gaps, and provide a prioritized roadmap to strengthen your infrastructure and protect your mission.
Policies and procedures review and development
CRM setup, organization, and optimization
Safety and risk management practices
Compliance and governance review
IRS and nonprofit compliance calendar
Annual filing and reporting deadlines
Donor data and record keeping practices
Operational systems and workflow review
Recommendations and prioritized action plan