Financial Planning

for  Opening the World
San Rafael, CA, USA
Posted by
Joshua B.

Volunteer Manager

Posted Date
Jul 18, 2019
Location
Virtual volunteer opportunity
Impact statement
This project will save us $14,474 , allowing us to continue helping poor and displaced young adults in Marin County.

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)
What We Have In Place
  • We currently have a staff of four people who you can reach out to, including one employee working exclusively with Catchafire volunteers, which should help answer any of your questions.

    We currently have an operating budget that you will be able to access.
How This Will Help

Organizing our finances will help us to be more transparent to our donors and stretch our money farther to help more young adults.

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

Mission Statement: OTW strives to further understand ourselves and cultures through voluntary service, community building, vocational exploration, travel and personal growth. *please note - we continue to work on this statement

Our project is sponsored by: Marin Community Foundation

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