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<br />City of Pleasanton Cemetery Proposal Page 7 <br />Services <br /> <br />We serve as the chief operating officer of numerous not-for-profit and religious organizations. The <br />client has an experienced, expert manager, generally at a lower cost than having an employee. We can <br />bring best practices from our multiple clients to each individual organization. <br /> <br />Our experience and the team we work with can address governance and board issues, financial record <br />keeping and reporting federal and state reports and filings, asset management, personnel issues, <br />operations, administration, and maintenance. <br /> <br />The team can, ideally, increase revenues with careful cost containment to help the charitable <br />organization achieve its immediate, intermediate, and long-term financial goals. <br /> <br />We have experience and capabilities to manage foundations, charitable trusts, cemeteries, arboretums <br />and historic sites and organizations, including fundraising and outreach and education. <br /> <br />We have a depth of experience in strategic planning, supervising physical planning and evaluating not- <br />for-profit and religious organizations. As requested, we can participate in the implementation of the <br />strategies established in the planning process. <br /> <br />Regularly, we are retained to provide a specific service, such as assisting in hiring key personnel, <br />marketing or public relations projects, or valuation and brokerage services. For over the past three <br />decades, we have served clients, large and small, in 43 states and several Canadian provinces. Our <br />practice is national with an understanding of the variances in communities across our country. <br /> <br />Our goal is to help our client reach their goals, cost effectively, efficiently and in a timely manner <br />regardless of the scope of services. Our fees can be hourly, with a fixed project cost or as a retainer. <br />Regardless of the challenge your organization faces, we can help. <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br />Docusign Envelope ID: DBCE8D5B-AF97-4F03-B1B3-A8D5FBA62E6F