Charitable Society and Foundation Consulting

Is Your Foundation Fully Achieving Its Goals?Gary Bennett has sat on several charitable society boards and is the founding President of The Rotary Club of Kelowna Foundation and The Young Citizens Foundation.  Candace Bennett has provided support work for several foundations.

Ask yourself the following questions:

Is your foundation fully achieving its goals?
Is your foundation’s mission statement a compelling one?
Do your current by-laws allow your foundation to be all that it can be?
Has your foundation fully developed its flow-through and endowment capability?

Does your foundation have:

  • a Donor Recognition Policy,
  • a Portfolio Management and Spending Policy,
  • an Investment Policy?
  • Gift agreements for its various endowments?

Does your year-end accounting meet the latest guidelines of the Generally Accepted Accounting Principles for non-profits?

Is your organization reaching everyone that it should?

Has your organization developed and does it maintain an active and current database of donors?

Does your organization:

  • have an effective website and modern website;
  • use mail marketing for current and potential donors;
  • use social marketing strategies;
  • have a regular newsletter?
Let Bennett Business provide the consulting and operational support to allow your organization to reach its goals.