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| Organization | Description | Keywords |
|---|---|---|
| Gail Perry Group |
Headquartered in Chapel Hill, Gail Perry Group provides fundraising counsel to nonprofits at all stages of development; supporting fundraising planning, major gift strategies, board development and training, and high-dollar capital campaigns. We empower nonprofits to achieve extraordinary fundraising results and build a better world through our expert consulting services, world-class training programs, and inspiring keynotes. Through our major gifts and capital campaign consulting services, we equip you with actionable strategies, skills, and tools tailored for your organization. With you at every step, we champion you to create real change – the kind you can measure. Our data-driven Fundraising By The Numbers methodology helps focus your goals which drives you to achieve results, so you can impact the world. In addition, our firm draws upon external national and international experts in marketing, design, prospect research, copywriting, digital communications, public relations and leadership development to provide additional top-quality services for our clients. Check out our website today or send us a note to explore how we can support you! |
Major Gifts and Capital Campaign Consulting, Fundraising Training and Consulting, Leadership and Board Development |
| Organization | Description | Keywords |
|---|---|---|
| Waller Consulting, LLC |
Waller Consulting provides practical advice for nonprofits to build the capacity to bring their visions to reality. Ginny Waller is the former Executive Director of the largest, free-standing sexual assault services agency in South Carolina. She is also a skilled facilitator (virtual and in-person) and lawyer (licensed in South Carolina) with more than seventeen years of experience in nonprofit leadership development, strategic planning, and operational efficiency, with specializations in change management and relationship building. Ginny often collaborates with other successful female entrepreneurs to provide the following services: change management, executive coaching, strategic planning, and executive search. Waller Consulting prides itself on speaking truth with kindness, living authentically, and effecting massive change for our clients. |
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| Forvis Executive Search |
With our executive management focus, we excel in finding, recruiting, and placing operational and technical leaders that offer the skills and certification to help your organization maximize processes. Look to us to help you find professionals for: Senior Executive Search: Trust us for C suite Placements - CEO, COO, CFO, CTO |
Healthcare Executive Search |
| CLA (CliftonLarsonAllen LLP) |
CLA (CliftonLarsonAllen LLP) is a professional services firm committed to creating opportunities for our clients, our people, and our communities. Our vast network of deep industry specialized professionals and resources present and deliver services to clients seamlessly through values that drive our behavior: curious, collaborative, transparent, inclusive, and reliable. It’s simply how we do business. We are dedicated to building a diverse, equitable and inclusive culture that thrives on different beliefs and perspectives. Our DEI team identifies strategies that foster and support the many dimensions of diversity within the firm. When we embrace an inclusive culture, we can truly know and help each other and our clients – that’s how we create opportunities together. Our desired outcome is to be representative of the communities that we serve now and in the future. We are putting DEI into our DNA! Click to see our Transparency Report for 2021 https://www.claconnect.com/-/media/files/resources-supporting/2021_cla_t... CLA has a dedicated nonprofit group, a team focused on providing high‐quality services to nonprofits organizations. Members of CLA’s nonprofit group focus almost exclusively on serving nonprofit organizations, so they have the experience and commitment to fully understand your challenges and opportunities. Nonprofit organizations are a dynamic, unique area of accounting, and require constant attention and monitoring. Our knowledge of the industry is crucial to offering actionable activities. As a firm with more than 60 years of experience, serving more than 9,000 nonprofit clients, we possess an in-depth understanding of organizational challenges and are able to respond promptly and effectively to help meet them. CLA’s assurance and advisory principals are national leaders on several standard-setting bodies. Several have assisted with the writing of the American Institute of Certified Public Accountants (AICPA) practice and audit guides specifically for nonprofit organizations, chaired technical boards, and led state CPA organizations. Many of our professionals gather client thoughts and submit responses to the Financial Accounting Standards Board (FASB). As participants in these states and national standard-setting bodies, our professionals are on the cutting edge of new developments that affect you. Our work in these emerging areas gives you an advantage planning ahead. This makes CLA the best of both worlds, a local team dedicated to the nonprofit industry with the national resources. Audit Services In the current environment of increased oversight and new federal funding being available through the Coronavirus Aid, Relief, and Economic Security (CARES) Act and the American Rescue Plan Act (ARPA) in response to the COVID-19 pandemic, it is more important than ever to find qualified auditors who have significant experience with federal grants. Therefore, the single audits are performed by a team of individuals who are managed by personnel who specialize in single audits in accordance with OMB’s Uniform Guidance and who can offer both knowledge and quality. As part of our quality control process, the single audit will be reviewed by a firm Designated Single Audit Reviewer. Based on information from the Federal Audit Clearinghouse for audits with fiscal years ends between January 1, 2020 and December 31, 2020, CLA performs the largest number of single audits in the United States. We audited nearly $93 BILLION dollars in federal funds in 2020. This not only shows our experience in serving organizations that receive federal funds but it demonstrates our firm’s dedication to serving the government and nonprofit industries. In addition, CLA prepares more 990s than any other professional firm in the United States based on data obtained from CauseIQ. Pre Covid-19, CLA adopted our Seamless Assurance Advantage (SAA) which is an innovative approach to auditing that utilizes technology, analytics, and audit methods to help solve client problems and create a seamless experience. Unlike any conventional audit process, SAA does not depend on a physical location. It reduces the time our professionals spend on site, creates fewer disruptions for our clients, enables more efficient use of resources and allows for more impactful interactions with clients. As part of our process, we utilize a secure web-based application to request and obtain documents necessary to complete engagements. This application allows clients to view detailed information including due dates for requested items, attach electronic files and add commentary related to the document requests directly in the application. In addition, we realize that effective communication throughout the engagement is critical to the successful and timely completion of an engagement. Therefore, during engagements we hold regular status meetings to enhance day-to-day operations, results and any issues are commonly understood and addressed. This allows us to 1) provide a constant technique for monitoring progress against plan; 2) identify issues quickly to allow for timely corrective action; 3) provide objective rather than subjective evaluation of status; 4) provide timely information on a regular basis and 5) assist with obtaining buy-in of any audit recommendations on a timely basis. Outsourced Finance and Accounting We can provide full or part-time outsourced professionals to support the accounting function, whether you need staff to handle your day-to-day transactions, a controller to help you scale your back-office operations or a consulting CFO to weigh in on financial management issues and provide industry specific guidance. We are committed to addressing what matters most to you: Executive Search and Talent Solutions Since 1995, we have conducted hundreds of local, regional, and national executive level searches for nonprofit organizations. Every day we work alongside the principals and staff of CLA which gives us immediate and personal access to industry-specific knowledge and contacts – a benefit we pass on to our clients. CLA’s Executive Search and Talent Solutions teams work with your organization to support your goals, dreams and ultimately to impact your success. We develop honest and sincere relationships with you by expressing our genuine interest in your organization and we heavily invest our personnel resources to provide a noticeably different client service. Please see more information on our offerings at www.claconnect.com and contact us at (704) 998-5222 for a free quote. |
Audit, outsourced accounting, executive search firm |
| Arthur Alley |
Arthur Alley consultants have been on the forefront of the not-for-profit sector for decades. Search Solutions: Your budget is unique. You can expect Arthur Alley to have a solution for your search needs regardless of the level of position you seek to fill. Our years of experience have garnered relationships with 100’s of organizations -all primed as a wealth of networking opportunities. Mission Development Consulting Services: Your organization is unique. You can expect Arthur Alley to develop a custom approach that embraces that uniqueness. Organizational Assessments, Community Needs Assessments, Strategic Planning, Board Development and Executive Coaching help you remain relevant and set a strong infrastructure for future fundraising. Fundraising Consulting Services: From starting a fundraising program and creating a development plan, to grantwriting and annual & major gift strategies, all the way to 8-figure Capital Campaigns, our consultants work as an extension of your team to create and implement fundraising strategies to meet and exceed your organization’s goals. At Arthur Alley we are convinced that when mission and philanthropy spark, anything is possible! |
fundraising, Executive Search, Capital Campaigns |
| Organization | Description | Keywords |
|---|---|---|
| Viola Insurance Services, Inc. |
Viola Insurance Services, Inc., founded in 2013, is an independent insurance agency with a passion to serve non-profit organizations. We understand the unique risks that non-profit organizations face and offer a full complement of coverages and programs specifically tailored for all types of non-profits. Our Principles of Security: |
Insurance for Non-Profits |
| Strickland Hardee PLLC |
At Strickland Hardee, our nonprofit team offers a personal relationship that few accounting firms can match. Working close with our clients in the not-for-profit sector, we help these organizations find ways to fulfill their missions while maintaining the public’s trust. We are experienced in providing the following services to the nonprofit organizations: |
Audit |
| Norton Collar Lund Lilley, PLLC |
For years, Norton Collar Lund Lilley, PLLC has been providing quality, inclusive financial guidance to not-for-profit entities. Our expertise ranges from tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. Through research and sound analysis, we encourage open communication to reach an understanding of the needs of the nonprofit entities we serve. Our firm is dedicated to meeting the goals of your nonprofit with high standards of excellence and professionalism. In addition to our work with local not-for-profits in a professional capacity, our firm’s leadership team is strongly committed to serving our community individually. All of our partners have volunteered their time and expertise as board members or advisory board members to various not-for-profit organizations in the Triangle area. We have been a staple of Raleigh’s nonprofit community for years, and pride ourselves on the level of esteem we have earned. Our dedication to hard work has earned the respect of the business and financial community in and around Raleigh. We believe this to be a direct derivative of our talent and responsiveness to our client base. Our Services: Address: |
Accounting, Audit, 990 |
| Jones Advisors |
Jones Advisors is one of the largest locally-owned, independent agencies in the Triangle. Our growth has not been through fabricated through acquisitions, but earned the old-fashioned way - with a track record of sound advice since 1956 and good old-fashioned word-of-mouth referrals. We strive to offer the same caring, friendly service today, as we did on the very first day. One of our most important guiding principals is the value of partnership and community-involvement with our local non-profit partners. We are committed to making a positive impact through dedicated volunteer hours for internal employees, organized annual fundraising, and even matching dollars for employee generosity. We recognize that we are a part of something much bigger than ourselves and strive to demonstrate that daily in our community. Sophisticated solutions: |
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| eCIO |
eCIO is a Registered Investment Advisor dedicated to serving nonprofits. Our team of fiduciary advisors partners with nonprofits in North Carolina and nationwide to manage their endowments and other investment assets. Our clients are of all types and sizes, each with different investment needs. Whether starting a new investment fund, replacing a self-managed approach with professional management, or looking to change investment advisors, nonprofits turn to eCIO for our deep understanding of nonprofit investment best practices. Our clients come from all nonprofit sectors and we recognize the important differences each organization faces in its funding sources and operating needs. That’s why each organization deserves a customized investment program to meet these unique needs. Partner with a dedicated nonprofit investment advisor that has helped nonprofits like yours. |
Investment, Endowment funds, Financial Consultant |