Charitable Advisory Services
Our Mission is to assist nonprofit organization leaders with achieving excellence in governance.
Our Vision is that through evaluation, planning and training, nonprofit leaders will understand their fiduciary responsibilities and will establish best practices that allow "a great program" to become a well-established nonprofit organization.
Our Services
Evaluation
Assessment of strengths, needs, opportunities and threats with emphasis on board performance, board composition, orientation of board, hiring or transition of executive staff, strategic planning, fundraising, and succession planning.
Planning
Walking through the steps with you to enact change, organizing a plan of action with measures and dates for assessing success.
Training
Skilled, effective presentations of topics from fiduciary responsibilities to policy to financial issues, including budgeting and reporting.
Modules in:
- Fund Raising
- Governance
- Grantwriting
- Program Development and Evaluation
- Strategic Planning
- Succession Planning
Our Values
Honesty & Integrity
CAS is dependable and truthful. Clients can trust our work, our commitment and our end product.
Professionalism
CAS offers skilled consultants who are competent in their fields and have experience in leading nonprofit organizations.
Confidentiality
CAS honors your need to maintain anonymity when requested and will not share your information without your permission.
