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| Understanding
your philanthropic goals / Reviewing
nonprofits |
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A
charitable gift is an investment. It is up to you to practice
solid due diligence (the process of investigation of the
claimed and actual financial and operational performance
of a nonprofit) to ascertain that your gift is used appropriately
and in the way in which you designate. Our professional
services include the following:
• Application review
• Site visits and meetings with nonprofit board,
staff and clients
• Assessment of strategic plan, financials and 990s
• Notebooks for trustee review
• Trustee meetings facilitation
• Evaluation reports |
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Understanding your
philanthropic goals / Reviewing
nonprofits
|
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