Financial Planning Volunteer Opportunities

Service Name
Financial Planning Volunteer Opportunities
Eligibility
Adults 18 and older. Preferably Certified Public Accountant (CPA) but basic financial accounting expertise with a masters degree or experiential background would be acceptable.
Fees
No cost
Address CountryCode

US

Service Hours
Vary
Service Description
Call for information
Application/Referral Process
Call or email for additional information.
Description

Seeking an accountant volunteer to help the agency's management and the Board of Directors understand financial management. Volunteer duties include a twice a year financial report, annual charity application with the Division of Consumer protection (especially yearly determination of functional expenses), budget preparation and consultation with the CEO and Board of Directors about financial needs. Weekly commitment required.

Service Point ID
19090
Operational Status
Non Operational
Telehealth
Yes