Nonprofits and community foundations need sophisticated financial strategy, but may not have the budget for a full-time CFO. Perpetual Impact fills that gap, providing seasoned financial leadership that's been tested inside real community foundations, at a cost that makes sense for mission-driven organizations.
We don't just review your numbers. We help you understand what they mean, where you're exposed, and how to align your financial strategy with your long-term mission. Every engagement starts with getting to know your organization, your goals, your constraints, and where your biggest opportunities lie.
We build or restructure budget workflows, integrate forecasting tools, and create models that make your annual process faster, more accurate, and less painful for finance staff and leadership alike.
We review existing models for accuracy, close the gaps, and build new ones where needed to ensure your models account for the parameters that matter most.
We can manage the entire process from RFP creation and distribution to scoring, committee facilitation, and final selection, so you get the best fit, not just the most familiar name.
We review and strengthen your gift acceptance policies, evaluate your Investment Policy Statement for alignment with your mission and risk tolerance, and develop Separately Managed Account (SMA) strategies designed to catalyze charitable asset growth, ensuring every layer of your financial framework is working together.
We identify the spreadsheets, reports, and processes your team updates by hand and build automated solutions that reduce errors and free your finance staff to focus on analysis, not data entry.
Is your gift acceptance policy, investment policy statement, impact investing strategy, and EMA strategy truly working together to fulfill your mission? We review your current approach across each, identify gaps and misalignments, and craft a cohesive plan that optimizes both financial performance and charitable asset growth.
Most outsourced CFO providers come from public accounting or general consulting. We came from inside community foundations — managing real investment portfolios, supporting real grant operations, and navigating the unique compliance and reporting requirements that community foundations face every day.
Our founder guided net asset growth from $620M to $1.3B at the Community Foundation of Greater Memphis and built financial infrastructure that supported $175M in annual grants and operations. That experience shapes every engagement.
Our CFO services are a strong fit for organizations that:
Schedule a free consultation and we'll help identify where your biggest financial opportunities and exposures lie, no commitment required.
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