Purpose

We are zealous about the potential of the nonprofit sector to improve well-being. Our consulting practice endeavors to enhance a nonprofit’s success and sustainability by assisting an organization improve its board governance. We focus on the board of director’s fiduciary responsibility necessary to achieve  the organization’s purpose and ensure the organization’s viability. Our consulting services are tailored to each nonprofit’s stage of growth and include:

• Mission, Vision and Strategic Plan
  • Review as organization changes
  • Organization formation assistance
    • Bylaw preparation
    • Federal and State reporting requirements

• Board Formation and Recruitment
  • Identification of needed Board skills
  • Conflict of Interest/Pledge statements
  • Orientation for new Board members
  • Understand fiduciary responsibilities
  • Term limits

• Board Committee Formation
  • Development of Committee charters
  • Committees needed formed at stages of maturity
  • Help committees to function effectively

• Board and Organization Finance Processes
  • Financial statement presentations
  • Financial forecast accuracy
  • Set limits for staff expense authority
  • Independent review of annual financial statement

• Board Evaluation
  • Gauge Board engagement
  • Questions for Board self-evaluation
  • Board communication and decision making
  • Effectiveness of Board committees

• Board Officer and Committee for each officer
  • Prepare for succession of Committee Chairs

• Board/Staff Relations
  • Roles of Board and Staff
  • CEO/ED Evaluation