At DBD Group, we know that financial management is about more than numbers. Our Financial Management team has the perspective and expertise to help your organization navigate challenges and maximize your opportunities. 

    Assess Your Current Situation 

    As your organization goes through times of change, a Financial Assessment can help leadership evaluate the strengths of the organization in order to effectively plan for the future. Consider a Financial Assessment:

    • Before a capital expansion campaign
    • As part of a CEO transition
    • If there are concerns about the financial sustainability of your organization

    Be Smart About Debt

    Short and long-term debt are tools a non-profit can use to help achieve mission objectives, however too much debt can limit your organization’s ability to serve. DBD can help you determine your organization’s capacity to manage debt. Working with financial institutions in your local community, we can help identify opportunities for you to restructure any debt you do have, enabling you to use your resources more efficiently and effectively.

    Make a Successful Transition

    When your CFO role becomes vacant, you have both an immediate need and a longer-term opportunity. DBD can help with your short-term needs with experienced staff to fill in until a new hire is made. 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’s future. 

    "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
    YMCA of Greater Des Moines

    Collaborate Wisely

    When two organizations are contemplating working together, there are a number of questions to be answered. DBD can help you:

    • Determine the short-term and long-term benefits
    • Conduct due diligence
    • Combine financial systems, styles and policies

    Preparing for a Capital Campaign

    Before you embark a capital or expansion campaign, turn to DBD to evaluate your proforma and investigate your financial options. This will set the stage for realistic expectations and help you and your board know your options as you move forward with an ambitious campaign.


    If you are looking for a financial management assistance to help your organization advance its mission, DBD Group is here to help!

    Start The Conversation

    Inspiration You Crave. Resources You Need.


    Join our Tribe! You'll benefit from fresh perspectives and priceless resources from the leaders at Donor By Design.