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Financial Services
Navigating the charitable tax laws, IRS filings, and
distribution rules can be confusing to a nonprofit organization or any
group wishing to become a nonprofit entity. CenterPoint consultants have
years of for-profit and nonprofit accounting and tax experience to help
any organization focus more on mission and less on regulatory
compliance.
Financial Analysis
Staff CPA and strategic planners will:
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Analyze
your organization to determine its financial strengths and weaknesses.
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Define
areas for improvement in budgeting, cost control and cash management,
and reporting.
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Work
closely with other advisors—external accountants, attorneys, financial
planners—to ensure accurate and timely reporting.
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Determine
whether your existing organization can and should viably become a
nonprofit, and help with the complex process of converting and filing
for government approval.
Project Administration and Budgeting
With new and ongoing projects we can help you:
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Strategically and financially define and organize a project from
inception, through implementation, to completion and evaluation.
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Revamp an
existing project to meet or exceed initial objectives.
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Improve
budgeting techniques to closely monitor activities and expectations.
Estate Tax Planning
Let our experience and associations with charitable and
estate planning attorneys, CPAs, and financial advisers assist you in
your lifelong charitable and philanthropic endeavors and provide you
with a means of continuing these endeavors after your lifetime.
CenterPoint:
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Provides
analysis of or development of a personal and/or family estate plan using
planned giving alternatives such as lifetime gifts, testamentary gifts,
a standard charitable trust, or a split-interest charitable trust.
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Aids in
screening and selecting other knowledgeable charitable activity
advisers.
Foundation and Charitable Trust Management
CenterPoint understands the nonprofit, non-government sector.
If a foundation or charitable trust organizing structure is appropriate,
CenterPoint will help foundation or trust representatives:
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Develop a
strategic vision, mission, and operating plan.
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Oversee
preparation and compliance of all tax related reporting requirements.
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Develop a
personalized grant/donation management system.
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Oversee
or directly administer an ongoing grant management system.
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