Charities, Foundations & Not-For-Profits
When decisions can change lives and every dollar matters, you want to run the most respected, dependable and efficient operation possible.
As a charitable or not-for-profit organization, you face almost unrelenting pressure to secure funding, streamline operations and comply with a complex and changing regulatory framework. You need impeccable financial reporting to inspire donor confidence and, at the same time, you must do all you can to avoid wasting valuable resources on unnecessary expenses.
The Janover team appreciates all of this, and we can ensure that your organization is in regulatory compliance and operating as efficiently as any well run business. With dozens of charities and not-for-profits as longstanding clients and partners who are active on a wide array of governing boards across the region, we have a deep and first hand understanding of the unique challenges you face. We also work extensively with family foundations of all sizes, and we are fully versed in the structuring and management of charitable trusts that allow donors to expand their philanthropic outreach while taking advantage of related tax breaks.
Janover provides a full range of tax, accounting and advisory services for charities, foundations and not-for-profit organizations. Our many areas of expertise include:
- Annual financial audits
- Treatment of restricted vs. unrestricted donations
- Endowment structuring and management
- Foundation distributions
- Form 990 preparation
- Calculation of unrelated business taxable income
- Budget preparation
Whether you are running an organization that uplifts a community or a foundation dedicated to your family’s philanthropy, all of us at Janover consider it a privilege to support such important work.