Capacity Building Objective evaluation of core team. Report and/or provide private recommendations for how organization can turn challenges into learning opportunities.
Donor, Grantee
Compliance/Annual Filings Guide management and submissions of required state and federal filings, including IRS form 990 and state-based Charitable Registries.
Donor, Grantee
Donor Strategy
Guide Individual Donors & Foundations through frameworks for assessing advocacy activities, including "theory of change," how to define benchmarks and indicators, and how to use results. Conduct field scans and research areas greatest need.
Donor
Due Diligence Educate and guide through various due diligence processes. Design an effective process, provide insights as to why it is important, identify risks, and communicate findings. Donor, Grantee
Executive Transition Identify and/or Serve as Interim Executive Leadership for Donors or Grantees going through executive transition.
Donor, Grantee
Exit Strategies Counsel Donors and Grantees on managing a successful exit from a funding relationship, including communication strategies, techniques for managing transformation, and considerations in maintaining relationships.
Donor, Grantee
Financial Stability Guided oversight and management of Project Budgets, including bifurcated budgets by cause and/or grantor. Management of bill pay, credit cards, and reimbursements. (Budgets over $250k/annum managed through engagement with a third party accountancy firm.)
Donor, Grantee
Governance Evaluate and provide recommended best practices for boards in four areas: capable leadership, a sound organizational structure, attention to fiduciary duties and a culture that binds the board members to each other in a cohesive unit. Donor, Grantee
Grant Administration Guide Donors and Foundations through the pre-grant assessment, during and after the time the grant is made, as well as through common issues and concerns that arise during the grantmaking process.
Donor
Grant Management Provide general operating support during the grant period. Provide counsel on how to: form strong relationships (despite power dynamics); create a healthy monitoring and evaluation process; and preserve relationships even when declining funding.
Grantee
Compani B. Management Inc.811 West 7th St Los Angeles, CA 90017info@companib.com