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Financial Planning
Positioning the senior management and Board to make informed decisions
Financial planning is at the core of the TWG service model. To map out a vision for the future, to identify the fundraising need, and to understand the implications of expanding a program or facility, all nonprofits need a well-defined financial plan that charts the course of their growth. TWG’s financial planning services include a:
- Vision Statement
A clear articulation of the organization’s goals and strategic direction.
- Financial Needs Assessment
Identification of core fund needs to achieve the vision.
- Five-Year Financial Plans
Comprehensive financial projections that address financial needs in four core areas: operations, facilities and facility financing, endowment and reserves, program development and innovation.
- Facility Financing Strategies
Advice on facility budget and cash flow, loan packaging and financing strategies to underwrite a facility project.
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