The YES! Concierge
Protect it
Compliance support, deadlines, reporting requirements and organizational best practices. Protection for the funding and trust your nonprofit has worked hard to earn.
The YES! Concierge
What protect it includes
A missed filing or late grant report can put funding and reputation at risk. Protect it keeps track of what is due and when, and helps you meet each requirement with time to spare.
Compliance support
Keeping track of the filings, renewals and records your nonprofit is responsible for.
Deadlines
A master calendar of due dates with reminders well ahead of time.
Reporting requirements
Understanding what each funder expects after an award and preparing reports on schedule.
Organizational best practices
Board records, core policies and routines that show your organization is well run.
How it works
From first call to follow-through
- MapWe list every deadline and requirement.
- CalendarWe put them in one shared calendar.
- PrepareWe help gather what each one needs.
- ReviewWe check in regularly so nothing slips.
What you can expect: Fewer surprises, on-time reports and filings, and records that are ready when a funder or auditor asks.
Part of a bigger picture
Six ways YES! supports your team
Protect it is one of six areas of the YES! Concierge. Most organizations need a mix, and the Concierge lets you move between them as priorities change.
Questions
Frequently asked questions
Is Protect it legal, tax or audit advice?
No. YES! provides administrative compliance support and best-practice guidance, and coordinates with your attorney, CPA or auditor for those questions.
We already missed a deadline. Can you help?
Reach out as soon as possible. We can help you understand where things stand and organize a plan to catch up.
Worried about deadlines?
Let’s protect what you’ve built.
Free initial consultation. yanira@yesagencyllc.com