At DBD Group, we know that financial management is about more than numbers. It's about helping your organization be in the best position to have the greatest impact in your community.
Our Financial Management team has the perspective and expertise to help your organization navigate challenges and maximize your opportunities.
When your CFO role becomes vacant, you have both an immediate need and a longer-term opportunity. DBD's experienced staff can fulfill your short-term needs until your vacant position is filled. We can also help you determine the skills and strengths you need in a new CFO before you hire them, ensuring that you find a good fit for your organization.
Programs are the way you deliver on your mission. But finding the right mix of mission and margin can be challenging at times. DBD’s Program Impact Analysis interprets your information to help you enhance program delivery, allocate your resources most effectively, and increase your staff’s financial knowledge. Our goal is to create an internal champion among your staff who can replicate the financial model as new budgets and year-end results are available, helping you make the most impact.
When your organization is undergoing or considering change, it's crucial to know the strength of your foundation. DBD's Financial Assessment provides an experienced and objective view of your organization's financial position. This allows for a quicker ramp up for an incoming CEO or greater confidence that your expansion plans are properly structured. Our observations and recommendations provide a road map to prioritize your next steps for a stable and sustainable future.
Taking control of your debt and retaining more cash to invest in your mission can be game changing. Refinancing your existing debt can enhance your sustainability. Using our unique approach, DBD experts act as your third-party debt stewards. Throughout the process, we engage volunteers so they can own the results, and we help train a staff member to become an internal expert on managing debt going forward.
"When I first came in to my role, Brian was leading an assessment of our financial position. His deep experience and objective insight was exactly what I needed, as well as our board of directors. Through his strong, clear recommendations, we were able to prioritize our next steps and take action to improve our financial operations and reporting.
As interim CFO, Brian not only helped keep the day-to-day operations of the Finance Department moving smoothly, he improved our processes and our reporting. Our new CFO now has a very strong foundation. With his knowledge of operations and finance, he’s helped everyone succeed in their roles – our executive staff, the finance committee and me."
Leisha Barcus
President/CEO
YMCA of Greater Des Moines
Planning for expanded services or facilities can be an exciting undertaking. DBD experts can help your organization prioritize competing opportunities by both social and economic impact. We will work with your team to craft an overall capital plan, select project priorities, complete both operational and capital proformas, cash flow projections and an assessment of debt capacity.
Your organization may find itself in a position to work with another organization in a way that requires more than collaboration. If a merger or acquisition opportunity presents itself, DBD can assist you with financial and strategic due diligence. Our independent review can help maximize the impact of the combined organization.
One of the most critical choices a nonprofit leader can make is the selection of a leader for the finance function. Whether the title is CFO, Vice President or Finance Director, this person is a key advisor and strategic partner of the CEO. Our Smart Hiring Process identifies the skills and strengths your organization needs for the future. We help you screen top candidates, facilitate a full-day, on-site, top candidate interview process and lead your debrief afterward. Finally, we create a 30-60-90 day on-boarding process and get your selected candidate off to a strong start. (Learn more about Smart Hiring here.)
We're here to assist you in all of these critical financial decisions as you work toward your organization's bigger vision!
Join our Tribe! You'll benefit from fresh perspectives and priceless resources from the leaders at Donor By Design.
“Ideas are a dime a dozen.
People who execute them are priceless.”
"No one has ever become poor by giving."
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Phone/Fax: 877.323.3904
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