How to Find an Investment Manager for Your Nonprofit’s Portfolio
If your nonprofit’s investment portfolio has recently grown in size and complexity due to a new endowment, it’s probably the right time to hire an investment advisor.
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As director of our auditing and accounting department, Donna possesses a wealth of knowledge in auditing, taxation, and other financial areas to assist clients achieve their short- and long-term goals. She enjoys working closely with organizations to evaluate their capacity, performance, and other key measures, helping them use the information to run their organizations more effectively. Her primary client responsibility is management and oversight of services provided to exempt organizations and professional service corporations. She has specific expertise with charitable organizations, foundations, governmental agencies, public authorities, and educational institutions, including colleges and universities and private and charter schools. Donna also oversees Firm services provided to law firms and other professional service organizations and works closely with various commercial businesses.
EDUCATION
State University of New York at Buffalo, Bachelor of Science, Accounting
PROFESSIONAL
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants (NYSSCPA)
- NYSSCPA Not-for-Profit Organization Committee
Government Finance Officers’ Association
BDO Alliance USA
- Nonprofit Industry Group
- A&A Leaders Roundtable
COMMUNITY
Parent Network of NY, Director and Treasurer
The Eric Wood Foundation, Executive Board Member
Working For Downtown, Director and Past President
Frontier Central School District Special Education PTA, Vice President
Coalition of Lakeshore Taxpayers
Lakeshore Preservation and Safety Coalition, past Co-Chair
WNY Planned Giving Consortium
New York State Department of Transportation Advisory Group, past
City of Buffalo Fiscal Reform Project, past
Buffalo Place, Inc., Operations Committee, past
