There are many ways to raise funds to further the mission of an organization. Our professional and registered fundraiser assists organizations through a variety of services including but not limited to:
MANAGEMENT SERVICES & EVALUATION
Is it the economy, the mission, lack of resources or the staff causing downward trends in the organization's revenue stream? If yoou're not sure, you may need to hire a professional with the skill and knowledge of the issues facing the organization. Our consultants are far enough removed from the day-to-day operations to have a clear perspective on how your agency can improve overall fundraising. If necessary, we can study and recommend structural changes to improve functioning and fundraising efficiency.
We can promise one thing: you won't find success if you don't know how to get there. You need a plan.
If you've recently started or are seeking funding to start a non-profit, you need a non-profit business plan. This plan provides guidance, answering the questions: Who? and What? about your organization.
Using a situation analysis they identify the strengths, weaknesses, opportunities and threats facing your organization. They offer a framework to house your mission, vision and values. A business plan will define your service, target audience and the pathways to achieve your short and long term goals. It also outlines your financial summary and operating procedures. A complete business plan will provide an implementation timeline for a step-by-step road map to success in your first year.
If you're managing an existing organization, you need a strategic plan. This plan provides answers to the questions: How? and When? regarding your future success. A strategic plan communicates to staff and board members the direction of the organization. They are for organizations that are serious about growth. A strategic plan will prioritize resources to grow donations/revenue, determine the metrics to measure success, what actions need to take place in order to achieve it and sets a deadline for each action. A well written strategic plan will provide a bird's-eye view at the road map to drive your success in the next 3-5 years.
In the State of Florida, charitable organizations or sponsors that are required to initially register or annually renew registration must file an annual financial statement for the immediately preceding fiscal year.
The financial statement required varies based on the organization's annual contributions.
Less than $500,000: A complication, audit, or review is optional.
At least $500,000 but less than $1 million: A review or audit by an independent CPA is required.
$1 million plus: An audit by an independent CPA is required.
For more information, see § 496.407, Fla. Stat. (2020)