For day-to-day operations, emergency reserves, capital campaigns or other purposes that require holding money while maintaining liquidity.
For permanence and sustainability as funds grow in perpetuity; a portion of the interest returned to the fund may be spent as necessary.
Assistance with board best practices to energize members and inspire leadership.
Free workshops throughout the year on a variety of topics, such as fundraising, tax law, cybersecurity and more.
Services include sending tax-acknowledgement letters, processing distributions to vendors and managing donor data.
Holly Beadle, the CFO’s Director of Philanthropic Services, oversees the nonprofit agency partner program. Contact Holly for questions about services for nonprofit partners.
Viewing 0 of 61 Results
