How We Help

Areas of Concentration

Government Programs

In today’s civil world connecting congregation’s mission, history and charism with current regulations and programs such as Medicare, Medicaid and Social Security can not only create financial viability but also help the common good.

Canonical/Civil Obligations

Helping to ensure congregational practices and financial reporting related to Patrimony, Sponsorship and Long-Term leases as well as many other fiduciary responsibilities the 501c(3) corporation holds is critical for a sustainable and viable future.

Finance Office

Today’s congregational finance offices’ are in transition. Technology, data security, banking and GAAP regulations along with general corporate fiduciary responsibilities require solid policies and practices. Otwarte Circle has over 25 years experience in these areas and is ready to assist in identifying current realities and creating sustainable solutions.

Staffing

Human resources is a vital part of your congregation. Aligning your mission and charism to the civil employee laws and regulations is vital to ensure a sustainable future. Whether your challenge is finding quality staff, enlivening current staff or transitioning staff to the market Otwarte Circle has the experience and heart to assist.

Donation Requirements

Having solid and legal procedures and processes that ensure protection of the donor, staff and 501c(3) status is imperative to a viable financial future. Otwarte Circle is fluent in many donor software applications as well as IT solutions for data security and internal controls.

Information Technology (IT)

Creating systemic security of data is of the utmost importance in today’s digital world. Otwarte Circle is partnered with Cirik who is a leader in understanding canonical organizational data security needs.