Description of Services

We assess and assist you in upgrading your accounting systems by:

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• Examining your accounting system (Chart of Accounts) Cash/Accrual

• Converting to a new accounting system if necessary

• Setting up a payroll system

• Setting up systems to integrate with a bank or payroll system

• Creating and entering a budget for comparison reports

• Creating additional standard reports for board members

•  Training and supporting your team/bookkeeper (we do not do data entry)

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)

• Identify five new grant prospects /individual and corporate donors

• Assist with the creation of a grant template and/or solicitation letter/email

• Assist in finding a grant writer to solicit funds 

• Create a system for tracking grants/donor solicited and funds received   (May include setting up a CRM)

We follow a structured, strategic process to identify and recruit top leadership talent that aligns with your organization’s mission, values, and goals. The process typically includes the following key steps:

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• Initial Discovery and Needs Assessment

• Position Profile Development

• Search Strategy and Outreach

• Candidate Screening and Evaluation

• Shortlist Presentation

• Client Interviews and Support

• References and Background Checks

• Offer and Negotiation Support

• Onboarding and Transition Support

• Throughout the process, we serve as a strategic advisor, ensuring a thoughtful, inclusive, and mission-driven approach to hiring transformative leadership for your organization.

​We help you determine whether events are a viable option for your agency. 

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• Establish the purpose and goals for events

• Determine ways to increase sources of funding at events

• Form a committee to manage event details - attend meetings

• Promote your event

• Involve board members in your events

• Discuss software you can use to make your event successful

• Connect with celebrities or speakers for events

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. 

• Create a grid to attract members to fill the organization's needs

• Register with agencies that provide board members

• Form Committees led by board members

• Create Board pledge documents with descriptions of board roles and duties

• Determine the minimum amount board members should contribute and solicit

• Create a structure for onboarding members and their terms, elections, and duties for officers

• Create a plan for storing board-related documents - Meeting minutes and agendas, reports, legal documents

• Attend the meeting if required to assist with creating agenda and minutes

• Facilitate board retreat

We partner  with your organization to design and facilitate a productive, engaging, and strategic off-site experience for board members. The process typically begins with pre-retreat planning, during which the we meet with key stakeholders—such as the executive director, board chair, or retreat committee—to clarify goals, assess board dynamics, and identify key issues or opportunities to address.

We  then develop a tailored agenda aligned with the organization’s mission and strategic priorities. During the retreat, we facilitate sessions that may include:

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• Team Building

• Strategic Panning

• Governance Training,

• Visioning Exercises

• Action Planning

We ensure balanced participation, keep discussions focused and constructive, and use facilitation tools to surface insights and foster consensus.

After the retreat, we willl provide a written summary of outcomes, recommendations, and next steps to support follow-through and accountability. The goal is to strengthen board cohesion, clarify roles, align on priorities, and equip the board to lead more effectively.​

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. 

• A simple SWOT analysis

• A discussion about Core Competencies - What JIP will be able to achieve in the next two years

• We will review any previous plans and whether goals were accomplished or should be repeated.

• We will examine what is needed in the following categories:  Administration, Fundraising, and Programs, and determine which goals will take priority. 

• We will discuss growth and resilience strategies and attempt to come up with 4 to 6 overarching strategic imperatives (SMART goals)

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:

• What do you hope to accomplish? What are your goals and objectives?  

• Who is your target population? Why do they need you?

• Who works with you? Do you have a good board or team? Are you burnt out?

• How are you going about it? Do you have a strategic plan?

• When is a good time to start? If you started, do you have a calendar of activities?

Coming soon!!!

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.