Tools and Resources

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Because your privacy and security matter, we provide a secure access portal to safely and conveniently transfer files from your home to our office any time of day. Click the button below to upload your documents to our team for processing.

Helpful Nonprofit Links

Books, training materials, and governance consulting resources:

BoardSource

Leading business publication for nonprofit management:

The NonProfit Times

The voice of philanthropy:

Council on Foundations

IRS Resources

IRS: Charities 

Council on foundations for reports on nonprofits, form 990 for donors and grantmakers:

GuideStar

Calculators