As Carty House looks to the future, we are in the midst of planning what that might look like.

We are requesting proposals for 5-Year Financial Plan.

Carty House revenue sources and amounts have varied significantly over the past several years, which presents new opportunities for investment but also a need for longer term financial planning for the organization. There is a focus on long-term sustainability of the organization, exploring the potential expansion to reach more women, all while balancing current and short-term obligations.

The organization is seeking financial expertise to provide a long term plan that will allow staff and the Board of Directors the information needed for sound decision-making. The financial plan will need to cover possible areas for investment – in programming, staffing, risk management, contingency funds, or other areas.

DEADLINE for submissions: Fri Mar 17, 2023.

FULL RFP:

Financial Planning - Carty House Request for Proposal.docx