Financial Solutions for Fundraising & Philanthropic Organizations
Smart systems for managing grants, funding flows, and financial transparency.
Fund Accounting – Ensure restricted, unrestricted, and pass-through funds are tracked properly
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:
“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
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
Can you help us track pass-through grants and restricted funds?
Yes—we specialize in fund accounting and can help you track incoming and outgoing funds across all categories, including pass-through and restricted grants.
How do you support organizations with fiscal sponsorship models?
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.
Do you support capacity-building organizations or nonprofit alliances?
Yes—we work with a range of philanthropic organizations, including support networks and grantmakers, to deliver accurate reporting, budget guidance, and ongoing accounting strategy.
Let’s Make Your Mission Easier to Manage
