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Flexible Finance Support

Help Tax-Aid with critical financial needs over the course of 4 weeks, in areas like budgeting, planning, and systems set up and review.
Tax-Aid
San Francisco, CA, USA
Tax-Aid
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Tax-Aid
San Francisco, CA, USA

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Cause
Human services
Skills
Accounting Finance

Posted November 17th

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Flexible Finance Support

Project details

What we need
  • Ongoing finance support for 10-15 hours over the course of 4 weeks
  • Support may include: budgeting, planning, systems set up and review
  • Note: We devised this project to connect nonprofits and volunteers for more flexible, more immediate impact. We strongly suggest you start with 4 weeks and decide from there if you'd like to continue working.
Additional details

I need help learning about setting up an endowment

What we have in place
  • We are considering the possibility of setting up an endowment. We need help figuring out if this is feasible and a good idea for us. Can you help?
How this will help
This project will save us $5,094 , allowing us to help more people with low income

Having sufficient funding is critical for us to achieve our mission

Project plan

P
Prep: Information Sharing & Goal Setting
  • Volunteer Manager provides an outline of current state of finance at the organization
  • Volunteer Manager provides overview of an ongoing finance need they have over the next 2-4 weeks
  • Volunteer and Volunteer Manager align on the scope of ongoing support that the Volunteer will provide to address this need
1
Step 1: Ongoing Support
  • Volunteer delivers ongoing support according to determined outline
  • Weekly check-ins to ensure support is being offered as agreed upon by both parties
2
Step 2: Training & Offboarding
  • Volunteer provides any relevant training to the Volunteer Manager to help them continue work, as necessary, after 4 weeks
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About the org

Tax-Aid
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Causes
Human services Community & economic development
Posted by
Jill S
Jill S.

Executive Director

Our mission

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.

Testimonials

Read the Impact Story
Alan conducted a research overview for us and provided us with relevant information to guide our next steps.
Jill S.
Jill S.

Executive Director

Flexible Finance Support Project

(No testimonial has been submitted by Alan)