Mission • Strategies and Tools for Not-for-Profit Managers and Fiduciaries • Work with professionals in complementary expertises • Train other professionals and NFP leaders Financial Management, Tax Qualification and Compliance • Financial accounting compliance – financial statement reviews and audits • Tax compliance – Forms 990, 990-PF and related forms • Applications for tax-exempt status - Forms 1023 and 1024 • Planning and compliance with tax-exempt status • Accounting controls and procedures • Internal and external financial reporting • Planned giving strategic planning • Capital campaign strategic planning • Consult on endowment management Opportune Philanthropy® Projects • Leverage donors’ charitable intent, charities’ needs, certain advantageous assets and a motivating event.

Deep expertise in these issue areas: Foundations / Grantmakers