Full-Service Management

Full-Service Management

You know your mission, your members and where you want to go.

Charity Rising knows how to get you there while reducing costs, increasing revenues and reserves and keeping you in compliance with legal requirements.

When you partner with Charity Rising you have available all the tool, skills and personnel needed to reach your goals.

Leadership provided by a strong, well-developed board of directors is vital to the growth and success of any organization.  Charity Rising aids our clients in development of leadership within their boards and committees through

  • Leadership Summits designed to facilitate the sharing of information between association leaders of a variety of groups;
  • Executive Committee/Board retreats wherein the leaders of the group have the opportunity to get to know each other and better interact through casual and social exchange for a more productive liaison moving forward;
  • Board Member Boot Camps to bring new members up to speed on board member responsibilities and duties as well as the functioning of the board as a whole.

Charity Rising is positioned to work with your organization on various levels to help with not just running the main organization, but also in developing and managing specialized committees, special interest groups, and other subsets of the organization.  Charity Rising will work with the parent and sub-group organizations to best define and develop the working relationship with specific attention to:

  • Developing the leadership and management for each group;
  • Solidifying the business relationship among the multiple groups;
    • Finances
    • Revenue generation
    • Public relations
    • Débuting and growing sub-groups and committees;
    • Facilitating open, productive communication between the committees, special interest groups, chapter, regional and national organizations.

The Chief Staff Executive is the linchpin in the relationship between the board of directors and the members.  This professional works closely with the board of directors to craft the plan for putting the mission in motion.  The Chief Staff Executive for your organization will coordinate all Charity Rising team efforts for your organization to best:

  • Coordinate all volunteer and paid staff functions to achieve the goals of the organization;
  • Monitor the performance of the organization, reporting to the board and assisting in calculating change as needed;
  • Serve as the archive of history and knowledge for the organization, tracking decisions and implementation to best guide the board in future decisions;
  • Serve as the ‘go-to’ person for the board and members
  • Become the voice of the organization to the media, interested parties and general community at the direction of and in conjunction with the board;
  • Work closely with the CFO, Treasurer, and Board to safeguard the fiscal resources and build a strong financial foundation

Conventions and trade shows are a major undertaking for any organization.  With professional management and support through IMS, organizations are able to better provide educational seminars that speak to their members, reach their potential members, build alliances with vendors and provide a professional face to the public.  How can IMS help with these goals?

  • Facility selection;
  • Contract negotiation;
  • Site planning and preparation;
  • Exhibitor marketing and sales;
  • Attendee marketing;
  • VIP hosting;
  • Onsite customer service;
  • Event management;
  • Event financial review and reporting

From start to finish, the success of an event rests on the plan.  Charity Rising will help you plan and execute your events and make you look like a star!  When managing your events, Charity Rising will provide:

  • Event assessment
  • Site searches
  • Logistics planning
  • Leadership support
  • Budgeting
  • Contract negotiation and management
  • Hotel room block management
  • Speaker and program management
  • Marketing and promotion
  • Program development
  • VIP support
  • Registration
  • Exhibit, sponsorship and advertising sales
  • Sponsorship fulfillment
  • Onsite services
  • Financial management and accounting
  • Reporting: ongoing and wrap-up
  • Travel program development and management
  • Promotional item procurement and disbursement

Charity Rising stays up-to-date on emerging developments in association management to bring our clients cutting edge knowledge and expertise. We pass that knowledge on to our clients to help make your organization the strongest it can be.  On your behalf and in support of this goal, Charity Rising will:

  • Advise clients with respect to operations and government regulations;
  • Branding;
  • Marketing;
  • Social networking;
  • Financial forecasting;
  • Growth and development;
  • Succession and transition
  • Strategic planning

Integrity, knowledge, and dependability of financial resources are the cornerstone of any organization. No matter the size, age or stage of an organization, without fiscal solidity, continuation becomes tenuous at best. Charity Rising will help your organization to:

  • Prepare and execute annual budget
  • Understand and apply financial reports
  • Maintain compliance with local, state and federal agencies
  • Grow revenues and minimize expenses
  • Find funding for developing programs
  • Manage cash flow and build reserves

More and more every day associations are burdened with increasing governmental requirements and regulations.  Many organizations are involved to some degree in governmental affairs – from keeping their members informed about industry changes to active lobbying and campaigning.  Whether your organization just wants to keep informed, is governmentally active or wants to become that way, Charity Rising can help you meet those goals.  At the direction of the board, we:

  • Monitor of all levels of government with analysis and reporting;
  • Assist in growing your presence before government officials;
  • Build grassroots advocacy programs to motivate and coordinate your members;
  • Manage PACs
  • AdvocateCharity Risin

One of the best ways to advance your organization is to be available to members and potential members at least during regular business hours.  For a small organization or one run by volunteers, that is often not possible or fiscally reasonable.  With Charity Rising a headquarters infrastructure is built in with very low overhead.  Headquartering with Charity Rising provides you with:

  • Office space for Chief Staff Executive
  • Conference room space as available for Committee and Board meeting
  • Virtual meeting services
  • Full-time receptionist to answer the phones of your association with the association’s identifier
  • Staff employees
  • Standard office equipment (copy, fax, laser printers, computers, phones, etc.)
  • Production services (labeling, folding, stuffing)
  • On-site material storage
  • Maintenance and storage of all legal and financial records, correspondence, files, etc.
  • Link between the organization and members
  • Handling of daily administrative functions and correspondence

On a daily basis, associations need support in diverse ways. Charity Rising provides this support through our team approach designed to seamlessly meet the changing and growing needs of your organization.  At any time, our team steps up to:

  • Provide reception and customer service to your leaders, members, potential members, and the community at large;
  • Develop new members and provide orientation education to help them realize the value of their new membership;
  • Manage member database;
  • Maintain website, social media, and other communications;
  • Support financial aspects of the association including dues billing and processing, bill processing, account management and full fiscal accounting;
  • Manage special events and projects;
  • Board support through meeting planning; agenda preparation; logistic support; minutes production, distribution and archiving; and onsite management;
  • Ensure operational adherence to governing documents and governmental requirements;
  • Preserve and develop positive relations with affiliated and parent organizations

Revenues are the foundational support of any organization, non-profits included.  Charity Rising helps develop your revenue generation with:

  • Sponsorship development;
  • Advertising sales;
  • Event marketing;
  • Event registration;
  • Product sale and inventory tracking;
  • Membership development;
  • Identifying additional related sales areas and products

When you make the decision to work with Charity Rising to take your association to the next level and beyond, we will immediately put a specialized team in place to facilitate the transition.  Your transition director will work with your organization leaders to ensure all the steps are completed with the greatest ease and efficiency and the least amount of disruption for your association and leadership.  The Charity Rising transition team will:

  • Provide a transition plan and timeline;
  • Coordinate with leadership and current management to obtain all operational and historical documentation;
  • Assume custody of materials and documents of the association with full inventory and accountability;
  • Safeguard your organization from lost intellectual property throughout transition