WEBINAR – Mar 2: Telling Your Nonprofit Financial Story

DATE: Wednesday, March 2, 2022 @ 10:00 a.m. (AZ Time)

Rick McCartney

Telling Your Nonprofit Financial Story

 

Did you know there are ways to creatively tell your financial story in the various reporting mechanisms required by nonprofits?

We will demonstrate how to infuse your story into your financial statements and 990 returns in a way that unlocks the possibilities within these reports to attract donors to your mission.

 

REGISTER HERE

Your Moderator:

 

Richard Tollefson, Founder and President | The Phoenix Philanthropy Group

 

The Phoenix Philanthropy Group partners with organizations and individuals to build the strategies and resources to optimize their impact on our global society. We do so by providing strategic, outcomes-driven revenue generation, constituent relations, strategic planning, and organizational development services that help our clients fulfill their missions and achieve their goals. We have served more than 180 clients in education, human and community services, arts and culture, healthcare, social justice, and the environment in the Southwest and around the world.

 

Prior to starting The Phoenix Philanthropy Group in late 2004, Richard served as the Vice President of Institutional Advancement at his alma mater, Thunderbird School of Global Management, the world’s leading international business school.

 

Richard is involved with a number of civic and nonprofit organizations. His current and previous affiliations include serving on the Boards of Directors of Social Venture Partners International, Social Venture Partners Arizona, the Giving Institute, Council for Advancement and Support of Education (CASE) District VII, and Association of Fundraising Professionals (AFP) Greater Arizona Chapter; the Advisory Council for Arizona Community Foundation’s Kellenberger + Tollefson Center for LGBTQ Philanthropy and Tollefson + Kellenberger Forum for Social Justice.

 

Your Presenters:

 

Brenda Ann Blunt, Partner | Eide Bailly

Brenda has over 35 years of experience providing services to tax-exempt entities, closely-held businesses and their stakeholders. While working in another national accounting firm’s exempt organization practice for over 10 years rising to lead its national exempt organization tax practice before leaving to join Eide Bailly, where she serves on the National Tax Office Exempt Organization leadership team.

She provides income tax compliance and planning for individuals, businesses and tax-exempt entities and represents clients before the Internal Revenue Service and state taxation authorities. Tax-exempts and their related entities comprise about 90% of her clients. She helps these clients, in particular, comply with and plan for sales, payroll and property taxes; consults with them regarding the tax and accounting impact of multiple-entity structures; helps with international tax issues; works with them to establish or reinstate their status as tax-exempt and helps them plan for the tax aspects of unrelated business income and executive retirement. Brenda is a frequent teacher nationally, locally and at the organization level on topics that include board responsibilities, tax compliance, strategic planning, planned giving and financial management principles for nonprofits.

Brenda currently represents almost 200 nonprofit organizations ranging in size from formation-stage organizations to multi-million organizations with international reach. Her client base includes public charities, private foundations, trade associations, social welfare organizations, cooperatives and unions. She is passionate about working with organizations in the nonprofit sector, in no small part because of their passion to make the world she lives in a better place.

 

Madeline Moran, Manager | Eide Bailly

Madeline has several years of public accounting experience providing audit and assurance services. She works with a variety of industries, including not-for-profits, single audits and insurance.

When you work with Madeline, you can expect hard work, a genuine interest in your organization and a smile. Her approach to client service focuses on getting work done in a timely manner through a collaborative effort.

Outside of work, Madeline enjoys a variety of activities, including photography, reading and watching movies. She is also an ice cream aficionado and is always willing to recommend a good ice cream place.

 

Dan Tritch, Manager | Your Part-Time Controller

Dan started his career in public accounting as an auditor before moving on to a career as a teacher. After teaching high school math for several years (and learning that teachers are just heroes by a different name), Dan decided to return to accounting and his love of serving nonprofits, joining YPTC Phoenix as the Market Leader in April 2019.

His expertise includes grant accounting, month-end closings, and the creation and interpretation of financial reports. Dan is licensed as a CPA in the State of Indiana.

 

Since 2004, The Phoenix Philanthropy Group has been committed to

providing customized services to accelerate and enhance fundraising performance and build organizational strength. We combine deep expertise, data, and insight to craft your comprehensive action plan, and help equip you with coaching and tools to optimize performance and impact.

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