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Non-profit Organization Management

With over 25 years of experience in the non-profit arena, our staff can help you achieve your vision by helping you through the application and set up process for your non-profit organization. Once your organization is approved by the IRS and ready to receive donations, we can offer an excellent service that alleviates the need for costly staff. Check out the services we offer below and call us today for a free quote.
  • Help you start your non-profit organization

    • File IRS Form 1023 "Application for recognition of exemption"
    • Help you establish IRS acceptable procedures for donation processing, receipting, and handling
    • Advise and establish compliant bookkeeping practices

  • Donation processing

    • Receive, process, record and receipt donations on your letterhead according to IRS standards and customer needs
    • Make deposits into a national bank of your choosing *
    • Full and complete reporting of donations per your schedule
    • Customized reports to fit your needs

  • Customized Donor Management Program

    • Donor / Contact Management Database
    • Organize and sort data by your needs and requirements
    • On demand reports of donor activity per your specifications
    • Issue year end statements to donors on your letterhead

  • Fund / Grant Management

    • Designated income and expense tracking
    • Assist you in meeting foundation and grant reporting requirements

  • Corporation Management Services

    • Accounting services
    • Payroll services
    • Oversight and filing of 941 payments
    • Provide address to receive and process your packages
    • Periodic review of overall practices and policies
* Your chosen bank must have branches in the San Antonio area