It’s not an audit . It’s not even a formal CPA review . But our Operational Review Survey can offer your not-for-profit organization a trial run at self-assessing the ways it handles 1) revenues, 2) expenditures, 3) financial and management reporting, and 4) compensation and other financial matters. Parts of the survey may be “Greek” to your organization or, even, irrelevant. We use it as a start to our process of consulting organizations that seek opportunities for self-improvement. The instrument is a work-in-progress for us, so your feedback and suggestions will be most welcome. Follow this link ( Operational Review Survey ) or access it online under Resources at www.Ministry.CPA .
Charitable contributions are the lifeblood for most not-for-profit organizations. Every two or three years, we seek to update our Donor Management Platform Recommendations resource. The latest iteration (March 2024) compares nine programs, their costs and very brief notes or comments. It also lists contact information. Of course, it is not exhaustive and is out-of-date the moment we upload it. But if your organization is exploring new options, it offers a start. The .pdf is a work-in-progress for us, so your feedback and suggestions will be most welcome. Follow this link ( Donor Management Platform Recommendations ) or access it online under Resources at www.Ministry.CPA .