Our leadership team is actively involved in all client matters and maintain a strong field presence on engagements.
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We provide unprecedented accessibility to all service team members.
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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.
State University of New York at Buffalo, Bachelor of Science, Accounting
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
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
Failing to pay unrelated business income tax on certain types of investment income could have serious consequences for nonprofits, including loss of exempt status. Here’s what you need to know.
Nonprofit leaders may think they can turn over the logistics of a merger or acquisition to their professional advisors, but executives and board members play a critical role during the five major phases of the merger process.
Your mature nonprofit probably maintains adequate operating reserves and sufficient cash on hand to support daily operations. But what are you doing to increase impact and sustain financial stability?
Every fall, Lumsden McCormick sponsors an Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics.
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