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 Working with religious institutes requires particular knowledge and sensitivity. As a result of our many years of experience, we not only possess the relevant expertise, we also have a deep appreciation for – and understanding of – their mission, values, and operating philosophies.

Religious Institutes

Providing services to religious institutes for more than 60 years

Working with religious institutes requires particular knowledge and sensitivity. As a result of our many years of experience, we not only possess the relevant expertise, we also have a deep appreciation for – and understanding of – their mission, values and operating philosophies. Following are just a few examples of projects our team has addressed:

  • Retirement planning including projecting capacity needs and assessing quality of care, human resource consulting and operational effectiveness
  • Transitioning real estate assets including strategic assessment of properties in context of congregation priorities, divestiture, collaborative initiatives, and development of senior housing
  • Assisting with planning and implementation activities of congregations seeking to unite including conducting financial statement audits, analyses and due diligence
  • Facilitating pastoral strategic planning to identify opportunities to align congregation, financial and human resources with mission/ministry priorities
  • Providing technical resources to address advanced accounting and auditing standards regarding financial reporting
  • Conducting technology planning studies leading to developing and enhancing intranet and internet websites enabling congregations to enhance communication among members
  • Assisting congregations with investments including performance monitoring, investment policy statements, asset allocation, and manager selection

Financial Statement Audit

Our approach to financial statement auditing is based on the expertise we have developed from providing audits and services to numerous nonprofit organizations. With this experience, we are able to address the specific issues that are unique to your nonprofit organization.

Organizational & Operations Reviews

The costs of operating a retirement facility typically represent a significant expense of the congregation. Particularly in times of constricting resources, benchmarking facility costs is an effective way to identify whether resources are being used in an economically efficient manner. Plante & Moran accounting outsourcing and financial services can help with facility cost management and benchmarking costs.

Resource Analysis

As you consider the future, you need to understand your capacity to address the needs of those you are called to serve, as well as the resources available to meet the needs of your own members. We have assisted numerous organizations in assessing demographic and financial resources and analyzing the relationship between them. In doing so, we have created templates that can be updated in the future as desired.

Tax

Keeping you informed of recent and proposed tax legislation that may have an impact on your organization is our not-for-profit tax team's number one priority. Our goal is to help you become more financially viable through insightful tax planning and perceptive suggestions for improvements.

Technology

Plante & Moran has helped large and small nonprofit organizations make effective technology decisions. Our nonprofit consultants do not sell hardware or software; we’re uniquely qualified to provide objective advice and second opinions.

“Plante Moran has provided a variety of solutions for our issues over the years. Their staff has always been friendly, helpful, and knowledgeable. Their technical expertise, coupled with their knowledge of the inner workings of religious institutions, has been invaluable to our organization.”


Mike Gorman, Director of Finance and Administration
Archdiocese of Detroit, Detroit, MI