Waymark Advisory helps nonprofits strengthen financial stewardship, build donor confidence, and establish effective oversight of donor funds.
Too often, organizations place significant financial responsibilities on volunteers or staff without implementing controlled processes that will properly safeguard donor funds lifting the burdens of risk for everyone. The absence of these processes can also undermine confidence among donors, board members, and stakeholders.
I bring a unique combination of corporate, nonprofit, and board leadership experience that few advisors can offer. With more than 16 years in corporate financial risk management, 15 years leading a nonprofit organization, and 5 years serving as a nonprofit board treasurer, I understand the opportunities financial risk management theories can bring to smaller non profit organizations.
My experience spans governance, financial oversight, operations, and process improvements. This depth of experience allows me to provide practical, real-world guidance to organizations without losing sight of their purpose and mission.
Simple, Practical Guidance You Can Trust
Nonprofits are built on trust — from donors, boards, and the communities you serve.
But many organizations operate without clear financial controls, appropriate separation of duties, or adequate oversight. Over time, this can create unnecessary risk, confusion, or even reputational harm.
Waymark Nonprofit Risk Advisory provides clear, steady guidance to help you strengthen financial integrity — without complexity or judgment.
Nonprofit Financial Process Review
A practical, independent review of your organization’s financial oversight and controls.
Focus areas include:
Donation and cash handling processes
Internal controls and separation of responsibilities
Board oversight (if applicable) and financial visibility
Existing policies (if applicable) and processes
What you receive:
Clear, down to earth explanations of gaps and risk areas with a summary of why they are important
Practical, manageable recommendations
A final walkthrough meeting with your team to discuss all of the above, answer all questions
My Approach
Practical, collaborative
Respectful and down to earth
Independent and objective
Focused on strengthening — not criticizing
A FREE INITIAL CALL will consist of a discussion of your organization’s structure; the number of people in leadership and their roles, an overview of your financial practices and current fund flows. From there we can determine best next steps.
Who I Work With
Small to mid-sized nonprofits
Faith-based and community organizations
Executive Directors and leadership teams
Board members and Treasurers
Especially those who:
Don’t have a full finance team
Want a second set of experienced eyes
Feel unsure if their current processes are “strong enough”
