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.


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 They were using an outdated bookkeeping software, had few investments, scattered bank accounts, and no goal structure.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.

Image showing three key points including annual reports, fundraising, and financial systems

The Results

  • Clean and Updated Accounting

    We moved this client to a cloud-based accounting software, cleaned up their books, and installed better monthly and annual processes.

  • Data Visualizations

    Generated reports to provide the board with a clear understanding of their micro and macro financial situations.

  • Cash Increase

    Doubled their cash reserves, increased fundraising, and established a financial portfolio.

Key Metrics

  • 100%

    Increase in cash reserves.

  • $110K

    Raised for capital campaigns.

  • 1

    Investment portfolio and development plan created.

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.