Financial Solutions for Fundraising & Philanthropic Organizations

Smart systems for managing grants, funding flows, and financial transparency.

Financial Support That Matches Your Impact

Philanthropic organizations are unique among nonprofits—moving resources, supporting partners, and shaping impact from behind the scenes. However, managing complex fund flows and reporting to multiple stakeholders takes more than generosity. It takes precision, structure, and systems built for how you operate.

The Charity CFO supports philanthropic organizations with the tools they need to stay organized, transparent, and funder-ready. Whether you’re working with donor-advised funds, or managing capacity-building initiatives, we help you keep the books clean and the reporting clear with:

  • Fund Accounting – Ensure restricted, unrestricted, and pass-through funds are tracked properly

  • Grant Tracking & Reporting – Align spending with program goals and funder expectations

  • Donor Reports – Build custom reports to show your impact and improve communication with institutional partners

  • Fiscal Sponsorship Support – Support for sponsor organizations or projects—ensuring each has clean, accurate records and clear separation.

  • Indirect Cost Allocation – Set up systems that fairly distribute administrative costs across programs

Let’s Make the Math Match Your Impact

Get the financial clarity you need to manage grants, partners, and big-picture goals with help from The Charity CFO.

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Comment Quote

“It’s been a game-changer. I feel like finance is truly under control now—and I can turn my focus to other areas that need to scale.

– Emily Orndorff, United Way Space Coast

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How We Help Philanthropic Organizations Navigate the Numbers

Unlike direct service nonprofits, philanthropic organizations are often distributing funds instead of spending them—which means your financial needs look different. You’re managing multiple funding streams, juggling programmatic and administrative responsibilities, and expected to show meaningful outcomes without always delivering services yourself.

That’s where our team comes in. We understand the nuances of pass-through funding, fiscal sponsorship, and indirect cost allocation. We help you structure your systems to handle complexity with ease and to show your funders exactly how their dollars are working. From donor-advised funds to nonprofit alliances, we’ve got your back.

Frequently Asked Questions About Our CFO Services

Yes—we specialize in fund accounting and can help you track incoming and outgoing funds across all categories, including pass-through and restricted grants.

We provide accounting support for both the sponsor and the sponsored entities, using fund accounting to clearly track each program or project separately. We also implement workflows that ensure everyone—from project leads to accounting approvers—can easily tag expenses to the correct fund. Our team builds custom reports that summarize activity by entity, so you can stay compliant, organized, and transparent with all stakeholders.

Yes—we work with a range of philanthropic organizations, including support networks and grantmakers, to deliver accurate reporting, budget guidance, and ongoing accounting strategy.

Client Impact Story

Restoring Monthly Financials After Nearly a Decade Without Them

United Way of Brevard is a long-standing organization with a big mission, but its financial operations had fallen behind the scale and complexity of its work. When Emily returned to the organization in 2023, she found systems that had been underinvested in for years.

Staff relied on outdated processes rather than scalable workflows. Retirements had taken institutional knowledge with them, and newer hires often left before understanding the organization’s financial model. With donor dollars to steward, strategic decisions to make, and a board eager for transparency, Emily knew the organization needed more than a quick fix.

United Way of Brevard partnered with The Charity CFO to rebuild financial clarity without requiring a costly full-time hire. Our team focused on creating stability, transparency, and confidence from the inside out. The transformation included:

  • Delivering consistent, accurate monthly financials—reliably ready by the 15th and included in every board packet
  • Streamlining systems and integrations, including linking their CRM and Bill.com, saving staff 25–35 hours each week
  • Untangling years of rolled-forward net asset balances and restructuring documentation for audit readiness and compliance
  • Providing a responsive, knowledgeable finance team that offered ongoing support and guidance whenever needed

The goal was to build durable systems that matched the organization’s mission and restored confidence across leadership and the board.

With clear reporting, modern systems, and dependable monthly financials, United Way of Brevard now operates with the clarity and stewardship its mission demands. Our improvements created lasting value for both staff and board members, including:

  • Transparent, timely reporting providing full visibility into how donor dollars are managed
  • Smoother audits with less staff burden, thanks to organized documentation
  • Trusted financial guidance that goes beyond transactions to build strategy
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“We get a fractional CFO and staff accountant for about what we would’ve paid one full-time person. And the internal review process? Incredible.”

Emily

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Let’s Make Your Mission Easier to Manage

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