Financial Planning

Help Rootead Enrichment Center improve their ability to predict the financial impact of changes in their funding and expenses, so that they can effectively plan for the future and avoid surprises.
Rootead Enrichment Center
Kalamazoo, MI, USA
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Rootead Enrichment Center
Kalamazoo, MI, USA


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Posted June 8th

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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

Rootead Enrichment Center is entering a Development Project, so our business plan needs to be updated & needs to include:

- Overall Organization Budget for the next 4 years.
- Revenue Details - Earned & Contributed Revenue: How will we sustain?
- High-Level Budget for overall fundraising & building development overall
- Utilize quotes from architects, contractors, and equivalent buildings to create building expenses projections for the next 4 years.

What We Have In Place
  • We currently have Business Plan Draft, which should make it easy for you to get started. We also have Financial Information & Feasibility study for campaign, and the ability to provide any other information you need.
How This Will Help
This project will save us $14,474 , allowing us to Invest into other aspects of the development project, such as our project manager salary & other fundraising costs.

The project will help cultivate a plan for donors to provide funding for our building development project. This will create space for our organization to house programming and services to significantly expand the impact on the community.

Project Plan

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
Milestone 1: Analysis & 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
Milestone 2: Implementation
  • Professional helps the Volunteer Manager to implement recommendations
Milestone 3: Training
  • Professional trains Volunteer Manager on how to fully implement recommendations to ensure sustainability
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About The Org

Rootead Enrichment Center
Our Mission

Reclaiming the village through cultural liberation by holding spaces for internal transformation, healing arts & birthing justice.

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