Build a stronger future for your nonprofit with strategic business & financial planning.

For your organization to achieve more tomorrow, you need a strategic financial plan today. 

Organizations with financial breathing room make a bigger impact.

A strategic business and financial plan is key to more than just sustaining your nonprofit organization. It lays the foundation for meaningful change. 

When your nonprofit is free from the stress of financial or operational ‘fires’, you can focus on what truly matters: your mission. This freedom means more resources for your cause, more innovative support, and a team that’s energized by the difference they make.

Business & Financial Planning Services

Running a nonprofit may not seem like running a business. But like a business, strategic planning can turn it into an efficient, impactful, and sustainable force for positive change.

  • Temporary leadership to fill gaps in your nonprofit’s administrative team.

    • 1 to 12 month term

    • Virtual or onsite support

    • Daily, weekly, or monthly management

    • Staff coaching and development

    • Preparation of financial statements

    • Initiative support and planning

    • Goal setting and strategic planning for your nonprofit’s success over the next 3-5 years

    • 1 month term

    • Virtual service

    • Assessment, planning, and reviews

    • 3-5 year roadmap with sensitivity analysis and KPIs

    • Detailed project implementation tools for tracking progress

  • Analyzing your staffing needs and advising on the best structure for effectiveness

    • 1 to 3 month term

    • Virtual Service

    • Partnership with HR professional

    • Review of in-house and outsourced talent

    • Development of new models for great efficiency

  • Planning, reviewing, and managing projects to help your nonprofit achieve its goals.

    • Two phases: Project Setup & Project Implementation

    • PMP and COSO frameworks

    • Strategic analysis of project needs

    • Policy review and development

    • Financial plan creation

    • Staff competence assessment

    • Workflow and revenue enhancement

  • Evaluating and creating essential policies, procedures, and manuals for your organization.

    • 1 to 6 month term

    • Virtual Support & Weekly Meetings

    • Review of policies against best practices

    • Review of policies against local legalities

    • Creation of custom, tailored policies as needed

  • Developing the business aspects of your nonprofit to enhance its growth and reach

    • Goal setting of KPIs, milestones, and metrics

    • Business office and structure setup

    • Integrated human and IT systems development

    • Internal control evaluation and measurement

    • External vendor evaluation

  • Guiding you in selecting an appropriate audit firm for your tax preparation needs.

    • 6 Week Virtual Support

    • Request For Proposal creation and interviews

    • Tax audit firm recommendations

    • Negotiation of fees and agreements

    • Initial communication with tax audit firm

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Crisis & Incident Management

Today’s world demands nonprofit organizations prepare for a range of crises and smoothly recover from unexpected challenges.

  • Evaluating your organization’s preparedness for emergencies and overall security

    • 1 to 2 month virtual term

    • 3-4 days onsite training

    • Compliance with NIMs and FEMA best practices

    • Development of tools, frameworks, and processes for crisis events

    • Onsite training and preparedness

  • Reviewing and streamlining current processes to boost your nonprofit’s operational efficiency.

    • 1 week virtual service

    • Remapping of current processes and standard operating procedures

    • Training of clients on how to evaluate and map future processes

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Alternative Revenue Development

Finding new ways to generate income strengthens your nonprofit’s financial health so you can make a bigger difference in your community.

  • Generating strategies for new sources of income while considering legal and tax aspects.

    • 1 to 3 month term

    • Virtual & onsite support

    • Financial and operational readiness assessment

    • Developing of mission-aligned revenue ideas

    • Project timelines for new revenue projects

  • Evaluating your current donor engagement strategies and fundraising practices.

    • 1 to 2 month virtual support

    • Compliance under UPMIFA

    • Development and training of philanthropic team

    • Review of approach, procedure, policies, and training

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Operational Review & Training

Ongoing training is essential for team members, especially those unfamiliar with their roles, to enhance skills and foster growth within your organization.

  • Highly tailored training for nonprofit boards focusing on risk management, legal compliance, and board alignment.

    What’s included:

    • 1 to 6 month virtual service

    • Risk assessment and management

    • Board training

    • Development of board reporting tools, risk matrix, and annual training

  • Personalized training to help individuals improve their skills and advance their careers.

    • Customizable term based on your needs

    • Assessment of candidate’s financial and operational skills

    • Feedback on resume, cover letter, contract, and benefits

    • Negotiation and legal support

  • Evaluating the roles, responsibilities, and structure of your finance and operations staff.

    • 2 to 5 day onsite service

    • In-depth assessment report

    • Revised job descriptions

    • Revised organizational structure

    • Compensation analysis

  • Optimizing decision-making processes and establishing a clear team structure.

    • 3 to 4 week virtual support

    • Internal controls, processes, and policies assessment

    • Review and increase the efficiency of team and business processes

  • Reviewing the IT tools your organization uses for business and financial operations.

    • 1 to 3 month virtual and onsite support

    • Assessment of current IT tools

    • IT recommendations for cost and efficiency

  • Reviewing and streamlining current processes to boost your nonprofit’s operational efficiency.

    • 1 week virtual service

    • Remapping of current processes and standard operating procedures

    • Training of clients on how to evaluate and map future processes

Get Started

  • If you are an organization that desires to improve, David Hanson and the Winthrop & Associates team are a worthy investment.

    My organization called on Winthrop & Associates to perform an operational, organizational, and financial assessment. David Hanson and his team presented a detailed plan and executed it flawlessly. Their engagements with the staff were extraordinarily professional, and proved to be educational and informative at the same time. We have implemented the vast majority of the team’s finding and are a much better organization because of the time and effort of David’s team.

    — COO of a Scholarship Foundation

Future-proof your organization’s potential
for doing good.

Navigating the evolving world of nonprofits is tough. Especially if your organization is full of members who care deeply about the work, but may not have the training needed to manage or plan for the future.

Here’s the truth about nonprofit organizations:

32%

The percentage of nonprofit income formed by individual donors —highlighting the critical role donor engagement plays in sustaining nonprofit operations.

20%

The decrease in individual donors in the US decreased in 2021 and 2022 — signaling the need for nonprofits to diversify their revenue streams to keep and attract supporters.  

30%

The percentage of nonprofits that close down within 10 years — underlining the importance of strategic financial and operational planning.

Source: Independent Sector, Health of the U.S. Nonprofit Sector, Annual Review November 2023

Start your nonprofit financial planning journey with tailored, complimentary support.

Project Management

Analyze organizational needs and outline a comprehensive project roadmap

Process Mapping

Analyze a key organizational process and uncover opportunities for improvement.

Crisis Management

Analyze your organization’s crisis readiness and get clarity on the path forward