We’re a team of professionals who care about your organization’s goals. We provide services to small associations and non-profit organizations that may elect not to hire staff or rent an office.
We provide a mailing address, telephone, fax, computer and data storage services, file space, optional archives storage, and e-communication coordination. Telephone services may include a dedicated organization line, virtual phone/fax capability, and toll-free services. Conference space for up to eight participants may be arranged on-site and virtual conferences can be arranged.
We provide a staff person who will serve as the Executive Director or Account Manager for your organization. That person will be the initial point of contact for all of our services, you will not have to choose from a menu of different staff members. This staff member will be the liaison to the Committee chairs as well, assisting committees in their meetings (including virtual), projects, events, and reporting to the Board. Your Executive Director or Account Manager will attend Board and Committee meetings (either in person or virtually, as may be determined), provide meeting agenda and materials to participants, and will take and distribute meeting minutes. Action items will be memorialized and reminders sent.
We are organized to serve all the financial needs of an association, foundation, or public charity. We will assist the Board in formulating the budget and maintain oversight on all expenses and income. We’ll manage the books of the organization, maintaining good accounting practices, and providing detailed reports to the Board as requested. We’ll bill for all receivables and manage the accounts payable, and also conduct all banking under the direction of the Treasurer and will establish credit card processing services for direct deposit to the organization’s accounts. We provide for the security of credit card and financial data as well.
We will maintain and update all of your membership data, providing periodic reports on all facets of membership data. Online services for membership directories may be created. We’ll also bill your membership dues and provide “kind and gentle” collection efforts for non-renewing members.
We will inspect potential sites for meetings, conferences and conventions, report to the Board and assist in site selection. We can negotiate all conference contracts and will provide coordination of all meeting and conference needs, such as meals, break refreshments, audio/visual equipment, as well as housing and transportation needs. We’ll also work with exhibitors and sponsors for your meetings and coordinate speakers, VIP’s and materials needed. We can coordinate the design, printing, and publication by mail or email of your conference brochure. We’ll serve as your hotel/conference center liaison and will provide for all registration needs.
Whether your brand is vibrant and strong or needs some revamping, we can provide strategies to grow an organization’s brand recognition and respect. We can also work to build a marketing plan for successful membership recruitment, member retention, national/inter-organizational recognition, and non-dues income.
We’re ready to plan your next fundraising special event, whether a formal dinner, golf outing, or auction. We can also plan and execute direct mail campaigns and incentive gifts for membership renewal or donation. We are capable of researching and writing grants and overseeing grant management and compliance.
Our staff is trained to assist Boards to think strategically and to develop plans to guide the future of the organization. We are prepared to assist with strategic planning exercises, planning, and facilitating retreats and membership surveys to guide the Board’s understanding of member needs.
We can design Board and volunteer training programs to make sure your organization is providing your Board and volunteers with the best opportunity to succeed and is functioning within the appropriate governmental regulations.