Description of Services
Below is a detailed description of our services.
Effective Financial Management for Nonprofits
We assess and assist you in upgrading your accounting systems by:
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Examining your accounting system (Chart of Accounts) Cash/Accrual
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Converting to a new accounting system if necessary
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Setting up a payroll system
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Setting up systems to integrate with a bank or payroll system
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Creating and entering a budget for comparison reports
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Creating additional standard reports for board members
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Training and supporting your team/bookkeeper (we do not do data entry)
Fund Development
We assist you in creating and implementing a plan for increasing and diversifying revenue.
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Assist you in identifying available funds and creating a fundraising plan (May include establishing projected budgeted income)
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Identify five new grant prospects /individual and corporate donors
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Assist with the creation of a grant template and/or solicitation letter/email
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Assist in finding a grant writer to solicit funds
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Create a system for tracking grants/donor solicited and funds received (May include setting up a CRM)
Event Planning
​We help you determine whether events are a viable option for your agency.
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Establish the purpose and goals for events
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Determine ways to increase sources of funding at events
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Form a committee to manage event details - attend meetings
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Promote your event
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Involve board members in your events
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Discuss software you can use to make your event successful
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Connect with celebrities or speakers for events
Board Development / Succession Planning
We support your efforts to have a great board that gathers resources and governs effectively.
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Based on bylaws and discussion, we determine the number of board members you would like to have.
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Create a grid to attract members to fill the organization's needs
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Register with agencies that provide board members
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Form Committees led by board members
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Create Board pledge documents with descriptions of board roles and duties
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Determine the minimum amount board members should contribute and solicit
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Create a structure for onboarding members and their terms, elections, and duties for officers
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Create a plan for storing board-related documents - Meeting minutes and agendas, reports, legal documents
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Attend the meeting if required to assist with creating agenda and minutes
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Facilitate board retreat
Strategic Planning
We guide your board as they have a preliminary Strategic Planning session with some elements of a full strategic planning process such as:
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Discussion of Vision, Mission, and Core Values.
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A simple SWOT analysis
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A discussion about Core Competencies - What JIP will be able to achieve in the next two years
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We will review any previous plans and whether goals were accomplished or should be repeated.
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We will examine what is needed in the following categories: Administration, Fundraising, and Programs, and determine which goals will take priority.
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We will discuss growth and resilience strategies and attempt to come up with 4 to 6 overarching strategic imperatives (SMART goals)
Nonprofit Management Basics
This is not a "How to Start a Nonprofit" class. There are great classes for that. This is the What, Why, Who, How and When to help you to decide to start a nonprofit - or if you've already started a nonprofit (churches included), determining if you've asked yourself certain questions. ​
Here are a few of the questions we will review:
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What do you hope to accomplish? What are your goals and objectives?
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Who is your target population? Why do they need you?
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Who works with you? Do you have a good board or team? Are you burnt out?
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How are you going about it? Do you have a strategic plan?
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When is a good time to start? If you started, do you have a calendar of activities?
Program Development
Coming soon!!!
Grant Management
SDNC offers assistance with allocating salaries and resources across a number of government and private foundation grants.
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We recommend various tools and solutions to store data about your grants.
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Post-award grants management can help you track, store, and report on grants data to determine management methods and ensure compliance and most of all financial cost monitoring.
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Some government grants require procurement and contracting policies. We discuss creating systems to allocate salaries and plans to build capacity and infrastructure to manage grant requirements.