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Matched with Fred K
Matched with
Fred K.

Financial Planning

for  Protect PT
Harrison City, PA, USA
http://www.protectpt.org
Posted by
Gillian G.

Executive Director

Posted Date
Mar 21, 2019
Location
Virtual volunteer opportunity
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Impact statement
This project will save us $14,474 , allowing us to have a targeted financial goal for the future and ways to achieve that goal.

Project Details

What We Need
  • An Excel spreadsheet custom-built specifically for the Organization's finances
  • Training on how to use the spreadsheet to understand the current financial situation and predict future states (e.g., plan for budget increases or decreases, hiring, and other key drivers)
Additional Details

I would like someone who can help our small organization plan financially for the future.

What We Have In Place
  • We currently have past financial data, which should make it easy for you to get started. We also have a vision of the future, and the ability to provide any other information you need.
How This Will Help

As a small grass-roots nonprofit, we want to be able to sustain our finding and growth for the long term.

Project Plan

P
Prep: Distribution of Prep Materials
  • Volunteer Manager provides Professional with current accounting needs and practices, chart of accounts or operating budget, and financial statements currently being generated (e.g,. statement of financial position, statement of activities, or statement of cash flows)
  • Optional: If you are concerned about the sensitive nature of your financial data, have a volunteer sign a non-disclosure agreement
1
Milestone 1: Analysis and Recommendations
  • Professional analyzes current accounting system, and recommends improvements to data gathering, reporting, or implementation of new bookkeeping software
  • Volunteer Manager provides feedback which Professional incorporates
2
Milestone 2: Implementation
  • Professional helps the Volunteer Manager to implement recommendations
3
Milestone 3: Training
  • Professional trains Volunteer Manager on how to fully implement recommendations to ensure sustainability
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About The Org

Our Mission

Protect Penn-Trafford is a citizen's group working to ensure the safety, security, and quality of life from the effects of unconventional gas development in Penn-Trafford and surrounding communities in Westmoreland and Allegheny Counties.

What We Do

We participate in local hearings for new gas development and advocate for protections to our community, we educate our community so they know how to protect themselves and their families, and we mentor other communities so they can accomplish protections for their neighborhoods.

Our project is sponsored by: Forbes Funds

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