Non-Profit Growth Strategies

At a Glance

This non-profit organization needed a financial presence on their board that could present financial reports on a monthly basis and develop a plan for growth.

Challenges

This client needed a financial position on their board filled. They were using an outdated bookkeeping software, had few investments, scattered bank accounts, and no goal structure. They also needed assistance creating a vision, fundraising, and understanding their financial position.

The Solution

We put all their funds into one bank and updated their bookkeeping software. After creating reports that provided the board with a clear understanding of their financial situations, we created a goal structure. We then enabled online donations, created an investment fund, and began planning for future capital campaigns.

The Results

Key Metrics

Let’s Work Together

With a wide range of knowledge, including finance, marketing and vision building and an ability to bring-in and communicate with various specialists to ensure optimal care, Fox and Partners is uniquely suited to bring to the business world what the medical world has had for decades – a warm first point of contact, a professional with a breadth of knowledge and coordination for all of your business and financial needs.