Discuss Best Practices for 3-Year Financial Plan

As Vice-Chair of the Redwood City Library Foundation, I’m seeking a pro bono volunteer with nonprofit financial planning experience to help guide our Library Foundation as we begin to build a 3-year financial plan.

In a one-hour conversation, we hope to learn best practices for developing a simple, actionable plan aligned with our fundraising and strategic goals. We would appreciate your advice on how our board can best contribute to the planning process, what key assumptions we should be thinking about, and what initial steps we should take to get started. Your expertise would make a meaningful impact as we work to strengthen our long-term support for the public library and the community it serves.