Our Services to...

Fund-raising Organizations

Fund-raising organizations are a significant part of ODMD’s Not-for-Profit practice. They include cause-related charities in the fields of disease specific research and education, environmental advocacy, literature and the arts and social welfare. Several are broader based, focusing on charity in the workplace and many are community based.

The firm’s involvement with fund-raising organizations provides ODMD partners and staff an opportunity to identify problem areas specific to those organizations and to develop solutions targeted to those issues and needs. ODMD professionals are familiar with the issues surrounding gifts and donor restrictions as well as the problems of allocating costs between programs and fund-raising activities.  They can also provide guidance on developing stronger internal controls and minimizing operational risk.

Fund-raising organizations today face many challenges to the successful exercise of their mission and charitable objectives. ODMD can assist you as you navigate

• an increasingly complex economy and volatile investment marketplace
• the increasing demand for performance based reporting
• the ever increasing competition for charitable resources both human and monetary

Services we currently provide to fund-raising organizations include:

Annual Reporting

Taxation

Investments

• Investments policy compliance monitoring
• Spending rate planning
• Alternative investment due diligence
• Pooled investment policies and systems

Organizational and Operational Consulting

The ODMD Not-for-Profit team is your bridge between the requirements of today’s world and your organization’s goals and objectives.

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