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

Our nonprofit startup services include the development of essential organizational documents tailored to your needs. We create organizational charts clarifying roles and reporting structures, one-year business plans with clear objectives, comprehensive employee manuals, and detailed financial policies and procedures to ensure fiscal responsibility from the start.

Board Development

We provide complete board development services to establish strong governance for your nonprofit. This includes creating comprehensive board manuals containing all essential information for effective governance. We develop clear board commitment terms and formal commitment letters to ensure board members understand their responsibilities. Our team also establishes efficient board meeting procedures and proper documentation protocols for meeting minutes to maintain organizational accountability and historical records.

Risk Management

Our services include establishing appropriate risk management policies and procedures tailored to your specific organizational needs. We recommend customized practices based on your organization's particular service area and operational requirements. We also develop all necessary forms and documentation your organization may need to mitigate risks and maintain compliance with relevant regulations and best practices.

Assessment of Training Needs

We conduct thorough assessments of your organization's training needs to identify knowledge gaps and skill development opportunities for both staff and board members, ensuring your team has the capabilities needed for nonprofit success.

Funding

Our funding support services include comprehensive grant needs assessments to identify the most promising funding opportunities aligned with your mission. We also develop strategic fundraising strategies that incorporate diverse revenue streams to support your organization's financial sustainability beyond initial startup.

Federal Compliance

In today's rapidly evolving federal funding environment, preserving your existing grants requires vigilant compliance management and adaptive policies. Recent regulatory changes and the unprecedented onslaught of executive orders targeting nonprofits have introduced stricter oversight requirements, more complex reporting obligations, and heightened accountability measures for federal grantees. Purpose Strategies specializes in helping organizations navigate these regulatory shifts to protect your current funding and position you for future opportunities. This includes comprehensive assessments and correction of policies, websites, and operational procedures to ensure compliance with executive orders and new federal requirements for grant recipients. Our expertise includes:

Regulatory-Responsive Documentation

Our services include creating comprehensive financial policies and procedures that incorporate the most current federal standards, including Uniform Guidance, ensuring your procurement processes meet heightened federal scrutiny. We establish employment policies that satisfy evolving federal labor standards and documentation requirements. Our team develops conflict of interest policies that meet increasingly stringent federal transparency requirements. We also create specialized procedures for property, travel, and other areas frequently targeted in federal audits.

Proactive Audit Preparation & Risk Mitigation

Purpose Strategies specializes in anticipatory audit preparation that positions your organization for success before auditors ever arrive. We conduct comprehensive pre-audit assessments that mirror actual federal audit protocols, identifying potential compliance gaps months before official reviews. Through scheduled consultation calls, we help you build robust documentation systems that demonstrate compliance with even the most scrutinized federal requirements. Our team performs targeted mock audits of high-risk areas including cost allocation, procurement documentation, and personnel time tracking—areas where federal auditors frequently focus their attention.

We transform audit preparation from a last-minute scramble into an ongoing strategic process. By identifying documentation weaknesses, policy gaps, and implementation inconsistencies well in advance, we help you implement corrective actions before they become audit findings. Our approach not only protects your current funding but strengthens your position for competitive renewals by demonstrating exemplary stewardship of federal resources. Purpose Strategies helps you convert the audit process from a source of organizational stress into validation of your compliance excellence, ensuring both your funding stability and organizational reputation remain secure.

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

We conduct comprehensive assessments of your organization's infrastructure needs, identifying gaps in policies and procedures that could impact operational efficiency and compliance. Our team evaluates your training requirements to ensure your staff has the knowledge needed to implement best practices consistently. We also analyze your staffing structure to determine if you have the appropriate personnel in place to support your organizational goals.

Funding

Our funding support services help you identify and pursue appropriate grant opportunities aligned with your mission and programs. We provide strategic fundraising guidance to diversify your revenue streams and build sustainable support. Our team assists with annual budget preparation, helping you create financial plans that support both programmatic needs and organizational growth.

Drafting and Revising Policies and Procedures

We develop and update essential operational documents tailored to your specific organizational needs. Our team creates comprehensive employee manuals that clarify expectations and promote a positive workplace culture. We establish financial policies and procedures that ensure fiscal responsibility and satisfy funder requirements. We develop privacy and confidentiality protocols to protect sensitive information. Our procurement policies help you maintain transparency while maximizing resource efficiency.

CARF Accreditation Support

Our team provides specialized support for organizations pursuing CARF accreditation, helping you navigate the complex requirements and documentation needed. We assist with preparation for surveys, development of required policies, and implementation of continuous quality improvement systems that satisfy accreditation standards.

Strategic Growth

We partner with your leadership team to develop sustainable growth strategies that align with your mission and capacity. Our strategic planning process helps you identify opportunities for expansion while maintaining service quality and organizational stability. We provide the tools and systems needed to scale your impact effectively.

Grant Writing

At Purpose Strategies, we transform your compelling mission into funded initiatives. Our grant writing team brings over a decade of success securing government, foundation, and private funding for nonprofits across sectors. In today's competitive funding landscape, we provide the strategic edge your organization needs.

Funding Opportunity Research

We identify the right funding opportunities that align with your mission, programs and capacity - saving you time and focusing your resources on winnable opportunities.

Proposal Development

Together with your team, we craft compelling, evidence-based proposals that clearly communicate your unique impact and value proposition for everything from a small awards to transformational gifts.

Grant Strategy and Planning

We have seen it too many times. A well meaning organization that relies solely on one funder. But what happens when those dollars disappear? That is why we can help you develop comprehensive funding roadmaps that diversify your revenue streams and create sustainable support for your mission and programs.

Funder Relationship Management

We help you build and nurture meaningful relationships with funders that extend beyond single proposals to create lasting partnerships.