Financial Review of Grant or Loan Applications

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Overview

Role: 
Review applications and provide an analysis of financial qualifications for grants and loans
Estimated Time: 
Less than ten hours
Start Date: 
This is intended to be an on-going engagement for each funding cycle. We are likely to have at least two cycles a year.
Collaboration style: 
Set own schedule. Volunteer in-person & remotely. Volunteer on advisory team. Work closely with lay leadership.
Hasidah
www.hasidah.org

Scope & Deliverables

People apply to Hasidah for funding with a large variety of financial backgrounds. The application committee's responsibility is to look at many variables and determine who will receive funding. They do not have the time or expertise to analyze every applications' financial details. We need someone to review applications (includes lists of loans, extraordinary expenses, home ownership, debt, income, past treatment expenses, etc.) and the W-2s and income tax statements and provide a summary of their financial situation, explanation of any anomalies, and request for additional information if needed. A form will be developed, with the consultant's input, to provide a summary of each applicant. Multiple people are needed and work can be done independently or in a group.

Project Results

The consultant's assistance will increase Hasidah's efficiency in processing applications, make the application process more equitable to applicants, and help the application committee make more informed decisions for providing grants and loans.

Organization Description

Hasidah, a nonprofit start-up based in the Bay Area, is the voice of hope and compassion that raises awareness of infertility and reduces financial barriers to treatment in the Jewish community.

Required Skills/Experience

Ability to analyze personal finances
Familiarity with tax returns  and income statements