Can we help you find something?

You Help People. We Help You.

Your mission and funding needs are defined. Your Investment Policy Statement and portfolio are in place. Now you have to effectively and efficiently administer these funds to make them last into perpetuity, which is nothing short of a full-time job. Let Cerity Partners do it for you.

We have philanthropic administration down to a science, successfully managing the financial needs and challenges of:

  • Foundations
  • Endowments
  • Charitable organizations
  • Educational institutions
  • Churches

Allowing us to handle your organization’s financial management lets you focus your attention where it belongs—on increasing the reach and success of your mission.

Our understanding of the inner workings of an organization means we can create the oversight and plan to ensure proper administration.

Jessica Farrell

Principal

Stewards Who Know What It’s Like to Walk in Your Shoes

We share your passion for helping individuals and communities flourish. Many of our advisors and colleagues actively participate on the boards of nonprofit organizations. So when we say we understand the challenges you face—we really do.

Like you, we also openly embrace our role as stewards. It’s a privilege to help you fulfill your organization’s mission.

Mission-Driven Financial Management

Think of us as an extension of your administrative team, working behind the scenes to organize and execute the financial tasks necessary to keep your vision thriving for generations to come.

Our advice and support help you address the many challenges growing nonprofits face, including:

  • Balancing the long-term mission with short-term needs
  • Supporting the fundraising programs you design
  • Programs that span multiple budget cycles
  • Aligning usage of funds with your defined programs and mission
  • Providing special reporting that aligns with your goals

You’re focused on progress–not profit. We’re focused on building, growing and maintaining your financial landscape.

Fund Accounting

The funds your organization raises may be allocated for specific purposes or come with limitations as to how they can be used. For each type of funds you raise, we help ensure the restrictions are accounted for, and reporting requirements are met. We manage your finances at both a micro- and macro-level.

Building Reserves for a Rainy Day

Your goal is to make a positive impact on as many people as you can both today and tomorrow. However, the resources required to fulfill this mission might not match up with fundraising, grants, and other revenue your organization depends on. We take a long-term view and help you build financial reserves to help ensure you’re not in need when the people you help are most in need.

Sound Policies to Sustain Your Future

Any organization is only as strong as its weakest link. Not having clear, written financial policies that are effectively communicated and efficiently enforced can lead to financial troubles down the road. We address potential issues before they become problems, helping you develop policies and procedures regarding the assignment of authority, conflicts of interest, spending approval, and decision-making.

Day-to-Day Financial Administration

Bookkeeping, cash flow analysis and tax planning are essential for keeping your organization moving forward.

We help with all three.

Cash Management

You create your annual operating budget and fundraising initiatives. We help you manage your revenue, expenses, and investment income, so your organization functions seamlessly day-to-day, month-to-month, and year-to-year.

Cash Management
Bookkeeping

Financial records are a critical component of every organization. They’re also time-consuming to maintain. We monitor your accounts, reconcile transactions, and prepare your financial statements.

Bookkeeping
Tax Compliance for Tax-Exempt Organizations

Nonprofit organizations like yours have specific tax considerations that not all firms can handle. Our in-house tax professionals have a deep understanding of global, federal and state tax laws. They can help your organization satisfy its tax requirements no matter what city, state, or country you operate in.

Part of Our Full Suite of Nonprofit Consulting Services

Comprehensive financial management is just one way we help you sustain your vision.