We complement your strengths by delivering a customized scope of services with the utmost attention to detail. GMA will save you time and help you maximize your grant dollars.

Strong Operations

Enjoy the support of your dedicated GMA staff member and the capacity of a full time office – at a reasonable fee. We will act as your:

• Point of contact with the nonprofit community – using an online grants management system to organize and manage incoming inquiries and proposals and to track grants paid
• Executive assistant – providing administrative support and trustee services, planning meetings, preparing board materials, recording meeting minutes, coordinating work with lawyers, investment managers and accountants, and preparing customized trustee handbooks
• Place of business – handling communications, keeping records, managing your grant agreements, reports and correspondence, maintaining your website, and preparing customized financial management and control manuals

Smart Financial Management

Rely on GMA’s expertise and capacity, and concentrate on key financial decisions rather than operational details. Our financial services ensure strong fiscal management and regulatory compliance, and include:

• Support for the foundation’s treasurer – offering sound counsel, advising on payout and budget decisions, serving as a resource and coordinating work with accounting, tax, legal, and investment advisors
• Budget and Cash Flow Analysis – reviewing draft Form 990PFs, developing budgets, analyzing cash flow, monitoring payout requirements
• Financial Statements – preparing regular financial statements, coordinating with accountants, banks, lawyers and investment advisors; assisting accountants with tax form preparation and audits
• Bookkeeping – keeping precise records, issuing grant checks, paying bills, making quarterly tax deposits, monitoring transactions between accounts, and reconciling accounts

“We are extremely pleased with GMA. They are knowledgeable, responsive, timely, pleasant (even fun!) to work with and their fees are reasonable for the services they provide. I truly rely on them as my ‘go-to’ source when I have any questions related to our financial operations.” -Executive Director, private foundation