How Purpose Strategies Can Help You

Non-profit Startup

Starting a nonprofit is exciting but comes with pitfalls--there are federal restrictions, state filings, donor documentation needs, board governance and compliance, grant and fundraising strategies and more. Purpose Strategies can make sure each piece is in place for your organization to be a success. Ask about our nonprofit startup package, which includes:

Written Documents

  • Organizational chart

  • One-year business plan

  • Employee manual

  • Financial policies and procedures (including procurement)

Board Development

  • Board manual

  • Board Commitment terms and letter

  • Board meeting procedures and minutes

Risk Management Policies and Procedures (when applicable)

  • Recommended practices dependent on your organization’s service

  • Forms and documentation your organization may need

Assessment of Training Needs

Funding

  • Grant needs assessment

  • Fundraising strategy

Federal Compliance

Funding and government contracts require compliance with numerous and often convoluted rules and regulations. Purpose Strategies can help your organization prepare for upcoming funding opportunities as well as review any compliance gaps for existing funding so your organization is ready for government audits and eligible for these crucial funding sources. We help with:

Written Documents

  • Financial Policies and Procedures (including Procurement)

    • Uniform Guidance

  • Employment Policies and Procedures

  • Conflict of Interest for Staff

  • As needed, property, travel, or other necessary procedures for federal compliance

Advising and Consultation

  • Scheduled, regular calls to ensure client needs are met

  • Provide compliance review and audit preparation

Organizational Management

A strong infrastructure and policies and procedures will allow your organization to grow and thrive, but we understand that nonprofits and socially minded businesses must dedicate the majority of their time and resources to providing direct services. By working with Purpose Strategies, you can focus your time and resources on your core mission, while we can help fill this critical gap.

Assessment of Organizational Needs

  • Policies and procedures

  • Training

  • Staffing

Funding

  • Grant advising

  • Fundraising

  • Annual budget preparation

Drafting and Revising Policies and Procedures

  • Employee manual

  • Financial policies and procedures

  • Privacy and confidentiality

  • Procurement, and more

CARF Accreditation Support

Strategic Growth