Financial Services Archives - Nonprofit Hub https://nonprofithub.org/directories-category/financial-services/ Nonprofit Management, Strategy, Tools & Resources Thu, 30 May 2024 17:10:17 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 https://nonprofithub.org/wp-content/uploads/2021/07/cropped-favicon-1-32x32.png Financial Services Archives - Nonprofit Hub https://nonprofithub.org/directories-category/financial-services/ 32 32 Tax990 https://nonprofithub.org/directories/tax990/ Thu, 30 May 2024 17:02:15 +0000 https://nonprofithub.org/?post_type=directories&p=362903 Tax990 is the premier, IRS-authorized e-file provider of nonprofit tax forms. Tax990 provides solutions for nonprofits that are required to file Form 990-N, 990-EZ, 990, 990-PF, 990-T, California Form CA-199, […]

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Tax990 is the premier, IRS-authorized e-file provider of nonprofit tax forms. Tax990 provides solutions for nonprofits that are required to file Form 990-N, 990-EZ, 990, 990-PF, 990-T, California Form CA-199, and 8038-CP with the IRS. With advanced features and affordable pricing, the goal of Tax990 is to help nonprofits file easily, so they can continue to keep doing good.

Tax990 offers pricing packages to benefit your nonprofit organization, and tax professionals can take advantage of volume-based pricing.

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Crowded https://nonprofithub.org/directories/crowded/ Fri, 16 Feb 2024 17:33:46 +0000 https://nonprofithub.org/?post_type=directories&p=362657 Crowded’s digital banking platform, simplifies financial management for all types nonprofits. Our nonprofit bank accounts allow for seamless payment collection, spending of organization funds and tax compliance. The digital nature […]

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Crowded’s digital banking platform, simplifies financial management for all types nonprofits. Our nonprofit bank accounts allow for seamless payment collection, spending of organization funds and tax compliance. The digital nature of Crowded allows for bank activity to take place anytime, anywhere, with easy online officer handovers. Crowded was created to make the lives of nonprofit treasurers easier: from simple ways to collect money from members to the fully online experience.

Crowded’s collect feature allows for utmost flexibility when accepting money from others. It can be used for fundraising, with open amounts, for dues, fees, event tickets, cookie sales, with a multiplying option, and anything else a nonprofit collects money for. If a nonprofit wants to host bake sale, for example, people can easily pay for 5 muffins in one transaction. Admins can create a collection link in less than a minute and share the link via email, link or QR code (place it on a poster).

Crowded users can then spend the money they collect with Visa debit cards. Each account can have unlimited budgeted digital debit cards, where the admin can issue cards to members for purchases for the organization. Never deal with reimbursements again, and track all payments clearly on the Crowded dashboard.

Nonprofits can even opt to pay their employees or issue per diems through the Crowded platform. Admins can create a dedicated account for a member, and schedule payments to that account. These accounts have their own account numbers, and the recipient has privacy and control over what happens with that money.

New nonprofits can get totally setup with Crowded. Through the sign-up process, they can apply for an EIN and incorporate, for the lowest prices on the market. Once those documents are approved, they are already set up with a bank account perfectly suited for their needs.

Nonprofit organizations looking for passive fundraising tools can utilize Crowded Rewards,a shop-to-give cashback rewards program. Half of the rewards earned go to the shopper and half to their nonprofit. Once scaled, this rewards program can easily earn extra cash for any nonprofit.

Crowded gives clarity into an organization’s transactions, removes the hassle of juggling funds across platforms and provides nonprofit leaders with enhanced financial oversight.

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Greater Giving https://nonprofithub.org/directories/greater-giving/ Thu, 10 Aug 2023 21:25:31 +0000 https://nonprofithub.org/?post_type=directories&p=361167 Greater Giving, a Global Payments company, is dedicated to providing technology solutions to the nonprofit community in order to improve their fundraising efforts. Greater Giving offers integrated and stand-alone solutions […]

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greater giving nonprofit hub

Greater Giving, a Global Payments company, is dedicated to providing technology solutions to the nonprofit community in order to improve their fundraising efforts.

Greater Giving offers integrated and stand-alone solutions that include event management software. They also provide online registration and donation services, online bidding, on-site payment collection, and credit card processing. Best-in-class customer service is also provided leading up to and for the duration of an event.

Greater Giving works exclusively with schools and nonprofits across the nation. They offer integrated technologies to help simplify event management; quickly train volunteers; streamline check-in and check-out; and raise more funds. Greater Giving solutions are based on a single platform, are user-friendly, and will simplify your job.

Since 2002, Greater Giving has processed more than $8B in credit card payments in support of nonprofit causes for thousands of organizations and schools across the United States and Canada. Greater Giving also provides free fundraising education resources throughout the year. This includes webinars, live seminars, eBooks, guides, and blog articles.

Don’t just take our word — let’s hear what the clients have to say:

“Greater Giving has the ability to support multiple events. The software has a great dashboard with many options to use for your event, whether great or small.” –Angela B., Executive Director

I’ve been using GreaterGiving for years and wouldn’t use anything else for our events! It’s the most user-friendly, great customer service too. The ability to swipe credit cards and pair them with bidder numbers is essential to a smooth event. The reports, the pre-made forms, all the guides – SO helpful!” – Adrienne C., Prevention Outreach Coordinator

All of their customers are in the nonprofit community, and they strive to help the organization raise as much for its mission as possible. They offer different pricing levels, along with a free trial to get started.

For more information, visit www.greatergiving.com.

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GETTRX https://nonprofithub.org/directories/gettrx/ Mon, 13 Feb 2023 18:03:20 +0000 https://nonprofithub.org/?post_type=directories&p=357498 GETTRX, located in Southern California, has been providing payment processing to merchants for over 30 years. GETTRX has created a free fundraising platform for nonprofits called Cauzing. Cauzing empowers nonprofit […]

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GETTRX, located in Southern California, has been providing payment processing to merchants for over 30 years. GETTRX has created a free fundraising platform for nonprofits called Cauzing. Cauzing empowers nonprofit organizations to create a donation website with real-time payment tracking, dashboards, and the ability to accept every form of payment. We offer compliant and safe processing with 24/7 live customer support.

Global Electronic Technology approaches each customer relationship with the same degree of care and commitment we did when we started the company over thirty years ago.

Our highly skilled specialists take the time to fully understand your business and then develop personalized, tailored solutions designed to anticipate your needs and help you scale.

When you combine this with our total offering, which includes our advanced cloud-based platform and our system’s exceptional safety and security, you will experience peace of mind and complete confidence, knowing you have everything you need to be in control of your business.

Creating a site thru Cauzing is completely free and we even offer the option for donors to cover the processing costs as well. That way the nonprofit gets 100% of the donation.

 

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Eskin Fundraising Training LLC https://nonprofithub.org/directories/eskin-fundraising-training-llc/ Sun, 06 Feb 2022 01:54:27 +0000 https://nonprofithub.org/?post_type=directories&p=346175 Eskin Fundraising Training LLC At Eskin Fundraising Training LLC we have three main objectives. First, we educate nonprofits board members, volunteers, and staff in the art and science of fundraising. […]

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Eskin Fundraising Training LLC

At Eskin Fundraising Training LLC we have three main objectives. First, we educate nonprofits board members, volunteers, and staff in the art and science of fundraising. Additionally we prepare and coach you on making the most out of ask opportunities. Finally we help you identify and follow up on prospects as well as craft donor communications.

Most people are afraid of asking for gifts. Fear of the unknown holds them back and that is perfectly normal. Eskin Fundraising Training LLC demystifies the art and science of fundraising. We do this by empowering professional and volunteer nonprofit advocates to play productive roles roles in discovery, cultivation, soicialiciatiation and stewardship of donor prospects. Our training helps organizations develop resources to more robustly champion their mission.

Eskin Fundraising Training LLC founder, Jim Eskin enjoys championing philanthropy and its transforming power to advance non-profits that improve the world through their respective missions. He is passionate about getting others excited about fundraising and empowering them to tap its power to accomplish good works. As a result Jim launched Eskin Fundraising Training LLC. It launch in 2018 after 30 years of leadership roles in fundraising, public affairs and communications.

Over the past two years, he has led more than 100 workshops, partnering with Microsoft, Texas Capital Bank, Catto & Catto and MassMutual South Texas. His webinars reach thousands of non-profit leaders, including both professional and volunteer fundraisers. Guest speakers have included some of the most respected figures in philanthropy and their professions. Some of which include Harvey Najim, Marsha McCombs Shields, Gordon Hartman, Francisco Cigarroa, Harriet Dominique, Henry Cisneros and Lionel Sosa. Jim’s emphasis is on making training interactive, easy-to-understand and fun. This comes with replacing the fear of asking for gifts with comfort and confidence.

 

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Blue Fox https://nonprofithub.org/directories/blue-fox/ Thu, 16 Dec 2021 18:09:45 +0000 https://nonprofithub.org/?post_type=directories&p=344017 At Blue Fox, we cheerfully provide outsourced accounting, payroll and tax preparation, virtual CFO level support, and consulting services for nonprofits, social enterprises and you! Go ahead, delegate your back […]

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At Blue Fox, we cheerfully provide outsourced accounting, payroll and tax preparation, virtual CFO level support, and consulting services for nonprofits, social enterprises and you!

Go ahead, delegate your back office operations to our friendly team of nonprofit accounting experts! We will give you more in your day to focus on your mission, serve others and make our world a better place. Let Blue Fox be your trusted advisor that hand delivers strategic insights and financial framework for future decision making. We will set you up with the latest and greatest nonprofit tech, ensure accounting data accuracy, and serve you with our radically client- focused approach. Our philosophy is that people matter; you matter. That’s why we build financially sustainable organizations by assisting and empowering social impact leaders, like you!

Our Mission:

To disrupt the traditional accounting model through technology, innovation, and a radically client-focused approach that truly empowers nonprofits and social enterprises.

Our Five Pillars of Service:

Accuracy- Precision is our game and Blue Fox is our name. Our team serves our clients with over 75 years of accounting and bookkeeping experience. We are total numbers nerds- we love what we do and it shows! We strive for perfection and utilize internal checks and balances to achieve that standard. Does your organization struggle to get a clean audit every year? Well, our clients get them every year with our help.

Analysis- We believe the real value in having a professional accounting team is getting the analysis right. An analysis that reveals strategic insights and builds a framework for future decision-making. Actionable, real-time financial data and reports can tell you where to invest in staff and resources to achieve your goals. It’s not about penny-pinching – it’s about a full understanding of the leverage and power in every dollar to build a sustainable organization. The numbers say it all, if you choose to listen.

Technology- Delivering services and support virtually, we are disrupting the accounting business model, one stress-free, satisfied customer at a time. We leverage cloud based tools and innovative approaches to solving internal back office problems. We take a best-of-breed, agile approach to our tech solutions to ensure that clients get exactly the right combinations of tools to fit their needs.

Education- We are passionate about empowering leaders in the social impact space by providing them access to actionable financial data. Our team provides coaching and consulting to nonprofits organizations and social enterprises alike to deepen their financial acumen. The ultimate goal is to aid in future strategic decision making. Our founder spent her career in both nonprofit leadership and strategic management roles.

Camaraderie- Our clients receive the highest quality service from the cheery Blue Fox team. So much so that we form solid bonds and clients often become friends. While some firms refer to their clients as a portfolio or a book of business, we refer to ours as family. We love people. We love our clients. And, we are passionate about supporting their impact on the communities they serve.

We’re Ready to Assist You! 

If this sounds like the level of support your organization is looking for, give us a shout any time at hello@yourbluefox.com or (321) 233-3311. We look forward to speaking with you!

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Nonprofit Bookkeeping https://nonprofithub.org/directories/nonprofit-bookkeeping/ Tue, 02 Nov 2021 16:08:38 +0000 https://nonprofithub.org/directories/nonprofit-bookkeeping/ Nonprofit Bookkeeping Bookkeeping and financial management services specifically for nonprofits! Our services are focused on delivering value and tailored to help you concentrate on and deliver your mission. We want […]

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Nonprofit Bookkeeping

Bookkeeping and financial management services specifically for nonprofits! Our services are focused on delivering value and tailored to help you concentrate on and deliver your mission.

We want to be a part of your mission.

You are socially or environmentally conscious. (Or both!) We love that. Trust us—we could have worked for anyone (and some of us did)… but we want to work with people who are doing good, so that they can do more good. So that we can feel good. Everybody wins.So tell us what your goals are! We’re not only here to provide you with organized financial reports—we’re here to help you plan and project for the future, so you can invest your time and resources the best way possible to fulfill your mission. We can help you stop feeling frantic, and start feeling—truly—fulfilled.

Your nonprofit exists to help, to serve, to make a change. So does our company.
Every minute you spend rifling through receipts and squinting at financial printouts is another minute your cape stays hanging in the closet.

 

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Chazin and Company https://nonprofithub.org/directories/chazin-and-company/ Tue, 02 Nov 2021 16:08:33 +0000 https://nonprofithub.org/directories/chazin-and-company/ Chazin and Company Chazin & Company is an established, well-respected, customer-centric firm that consistently delivers superior service to its clients. Our passion for nonprofits drives our business, making Chazin & […]

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Chazin and Company

Chazin & Company is an established, well-respected, customer-centric firm that consistently delivers superior service to its clients. Our passion for nonprofits drives our business, making Chazin & Company a premier provider of virtual accounting and finance solutions for the nonprofit sector.

Chazin & Company is a woman-owned firm, established by Adele Chazin in 2005.  Although accounting is our business, nonprofits are our passion.  This passion, coupled with years of practical experience, has made Chazin & Company a premier provider of virtual accounting and finance solutions for the nonprofit sector.

 

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Thrivent https://nonprofithub.org/directories/thrivent/ Mon, 02 Aug 2021 18:08:39 +0000 https://nonprofithub.org/?post_type=directories&p=242598 Thrivent At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, […]

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Thrivent

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they’ve been given.

At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them towards financial choices that will help them live the life they want today – and tomorrow.

We’ve always held the belief that humanity thrives when people make the most of all they’ve been given. To ensure we can continue to inspire generations to make financial choices guided by their Christian values, we’re supporting our current clients – and opening our doors to new ones. And we’re meeting their needs in more ways than ever before. Because when more people make the most of all they’ve been given, our impact amplifies.

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Church Mutual https://nonprofithub.org/directories/church-mutual/ Fri, 30 Jul 2021 16:36:22 +0000 https://nonprofithub.org/?post_type=directories&p=242532 Church Mutual Church Mutual seeks to protect the greater good. We have a mission to be the premier provider of insurance services to our customers. Primarily, these customers are in […]

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Church Mutual

Church Mutual seeks to protect the greater good. We have a mission to be the premier provider of insurance services to our customers. Primarily, these customers are in the religious institutional marketplace and similar markets. For us, it’s all about helping purpose-driven organizations provide solutions to others. Our mission helps guide our actions every day while giving us direction for where we want to be in the future.

We recognize that our customers are the company. Therefore, everything we do has that principle foremost in mind. We provide property, liability, workers’ compensation and commercial automobile insurance to more than twice as many religious organizations as any other insurance company. Our customers include houses of worship, denominational offices, schools, camps, nonprofit & human service organizations and senior living communities. We carry on our founders’ beliefs that all organizations, regardless of size or status, deserve excellent protection.

In addition to providing insurance, we help our customers face an ever-evolving, complex world. We offer a variety of purposeful risk management services to better prepare organizations. We share the responsibility with you, allowing you to focus more on your mission. From wildfires to pandemic preparedness, we’ve got you covered!

Above all, our team seeks to provide value and make a positive difference in the world—not just for us, but for generations to come.

 

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