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Fund Development &  Grant Strategic Plans (GSP)
What are your CSPs?
Challenges Solutions Potential
Challenges that you  face today
You need... More staffing To monitor your accounting and  record keeping More money and cash flow
Grant (s) confusion! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How we can help
We offer three different services ,[object Object],[object Object],[object Object]
Package A :  Review  current status for compliance for  IRS ,  Franchise Tax Board ,  Board of Equalization ,  Attorney General ,  Tax Assessors Report , past two years tax returns, and any forms for any foundations that you  do  business with,  want to  or  plan to . Package B : for nonprofits doing  less than  $50K annual gross income:  Review  as above with all agencies and  filing  of required forms Package C : for nonprofits doing  less than  $50K annual gross income: Complete balance sheet, P &L forms, most recent IRS tax returns, plus filing of all forms in “B” NOTE: We have found that even the “ large ” nonprofits have  compliance  challenges  as their monitoring becomes  more cumbersome
Package A :  Accounting System:  Set up internal controls for proper nonprofit  operation. Components include: internal controls; accounts receivable and  payable; general ledger Package B :  Budgeting System:  Set up budget along with  business plans   for grant writing Package C :  Monthly reporting package:  CFO on demand   Complete financial  reporting for management, governing boards, auditors, IRS & regulatory agencies and Foundations. Includes preparation of Audit Papers, OMB circulars, Codes  of regulations, etc...   Do you have Audited Financials?
Package B :  Fund development & Grant Strategic Plans (GSP):  This is a turn key program for efficient, effective and proven fund raising processes and programs Package A1 :  Grant application package:  a STAND ALONE package for those looking for grant money and includes: mission statement; project outcomes; outcome measurements; statistics Package A :  Grant application add-on:  An ADD ON to the Accountancy package B and includes: mission statement; project outcomes; outcome measurements; statistics Grant Writing : very specific to each nonprofit and the target donor
What are your biggest pains?
The biggest needs? Fund Development  and Grant Strategic Plans (GSP)
Grant Strategic Plans (GSP) ,[object Object],[object Object],[object Object]
is not borne by Passion alone... Success
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
(What is your)  Potential? How many can you serve? How many can you help?
Success How high can you go?
I would rather change my ways and succeed than keep doing what I’m doing  and fail. GK
May I introduce
Gitonga Kanampiu, MBA, CPA 20 years in the nonprofit world Former Controller Easter Seals, 7 years Writer of countless grants including one for $40M A man of humble origins that never gave up Teacher at National University & Cal State  Fullerton Summer School for Nonprofits
Your  team Your  board Foundations Grant writers Compliance  Specialists Accountants Gitonga & Team
How large is your  organization? Small: < $250 annual budget Medium: $250K-$1.5M Large: $1.5M We’ve done the surveys. We know what you need..
Don’t be a “Shoebox” nonprofit ,[object Object],[object Object],[object Object]
Next steps: Complete our information sheet Do an assessment of your organization Ask yourself: “Are you serious” Call us if we can help
Together we can make a  difference

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GSP: Grant Strategic Plans

  • 1. Fund Development & Grant Strategic Plans (GSP)
  • 4. Challenges that you face today
  • 5. You need... More staffing To monitor your accounting and record keeping More money and cash flow
  • 6.
  • 7. How we can help
  • 8.
  • 9. Package A : Review current status for compliance for IRS , Franchise Tax Board , Board of Equalization , Attorney General , Tax Assessors Report , past two years tax returns, and any forms for any foundations that you do business with, want to or plan to . Package B : for nonprofits doing less than $50K annual gross income: Review as above with all agencies and filing of required forms Package C : for nonprofits doing less than $50K annual gross income: Complete balance sheet, P &L forms, most recent IRS tax returns, plus filing of all forms in “B” NOTE: We have found that even the “ large ” nonprofits have compliance challenges as their monitoring becomes more cumbersome
  • 10. Package A : Accounting System: Set up internal controls for proper nonprofit operation. Components include: internal controls; accounts receivable and payable; general ledger Package B : Budgeting System: Set up budget along with business plans for grant writing Package C : Monthly reporting package: CFO on demand Complete financial reporting for management, governing boards, auditors, IRS & regulatory agencies and Foundations. Includes preparation of Audit Papers, OMB circulars, Codes of regulations, etc... Do you have Audited Financials?
  • 11. Package B : Fund development & Grant Strategic Plans (GSP): This is a turn key program for efficient, effective and proven fund raising processes and programs Package A1 : Grant application package: a STAND ALONE package for those looking for grant money and includes: mission statement; project outcomes; outcome measurements; statistics Package A : Grant application add-on: An ADD ON to the Accountancy package B and includes: mission statement; project outcomes; outcome measurements; statistics Grant Writing : very specific to each nonprofit and the target donor
  • 12. What are your biggest pains?
  • 13. The biggest needs? Fund Development and Grant Strategic Plans (GSP)
  • 14.
  • 15. is not borne by Passion alone... Success
  • 16.
  • 17. (What is your) Potential? How many can you serve? How many can you help?
  • 18. Success How high can you go?
  • 19. I would rather change my ways and succeed than keep doing what I’m doing and fail. GK
  • 21. Gitonga Kanampiu, MBA, CPA 20 years in the nonprofit world Former Controller Easter Seals, 7 years Writer of countless grants including one for $40M A man of humble origins that never gave up Teacher at National University & Cal State Fullerton Summer School for Nonprofits
  • 22. Your team Your board Foundations Grant writers Compliance Specialists Accountants Gitonga & Team
  • 23. How large is your organization? Small: < $250 annual budget Medium: $250K-$1.5M Large: $1.5M We’ve done the surveys. We know what you need..
  • 24.
  • 25. Next steps: Complete our information sheet Do an assessment of your organization Ask yourself: “Are you serious” Call us if we can help
  • 26. Together we can make a difference