INITIAL START UP SUPPORT

• Verify Name Availability

• CA Nonprofit Incorporation, Articles, and Bylaws

• 501(c)(3) Application Preparation

• Assist with Three-year Budget Estimate

• Draft Initial Board Meeting documents

• Draft selected Best Practices policies

• Initial Board Meeting Support (review and adoption of key documents/policies)

• Initial Governmental Registrations

• CA Franchise Tax Board Exemption (following IRS exemption)

• Liaison with selected legal counsel

SUPPLEMENTAL START UP SUPPORT

• Help obtain corporate insurance

• Refine and finalize the three-year budget

• Prepare first-year cash-flow forecast

• Establish bank account and banking procedures

• Develop selected forms, processes, and procedures

FINANCE SERVICES

• Prepare monthly top financial statements

• Analysis/interpretation of monthly financial statements

• Present financial information to committees and the Board

• Budget development, monitoring, and reporting; variance analysis

• Prepare, update, and monitor dashboard of key performance metrics

• Trend analysis and forecasting

• Assist in selection of outside CPA auditors

• Analyze and strengthen internal control processes

• Develop various financial “best practices” policies, as needed

• Write a comprehensive Finance Policies and Procedures manual

• Preparation of audit schedules and documents

• Coordinate preparation of IRS Form 990 information for auditors

• Assist in selection and training of finance team members

INVESTMENT SERVICES

• Assist in selecting outside firm to management investment assets

• Assist in selecting master custodian (if not held by investment firm)

• Develop systems to record and report on investment returns

• Oversee rebalancing of investments to asset allocation strategy

COMPENSATION SERVICES

• Compensation analysis and report for officer-level positions

• Develop grid of comp & benefits for various levels of staffing

• Prepare formal Compensation Policy, for adoption

• Presentations to Comp & Benefits committee and/or full Board

RISK MANAGEMENT SERVICES

• Assist in forming an Enterprise Risk Management committee

• Participate in discussions to identify risk factors from an holistic perspective, and determine appropriate interventions and policies

• Assist in selection of insurance firm

DEVELOPMENT PLANNING AND IMPLEMENTATION

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PLANNED GIVING TRAINING AND ONGOING SUPPORT

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