What are you looking for?

In order to meet bonding requirements we are seeking someone to perform an annual audit of our finances, which is very limited. We have a bank account and an investment account. On average, we have a maximum of 2-3 transactions per month.

Note: This role can be SHARED among two people. Please contact Brad Kronstadt bradkronstat@gmail.com with questions Mail Processing: Pick up all mail at post office box (weekly) Open donation envelopes Make 3 copies of checks together with envelopes Mail 1 copy to Sue Stacey Mail 1 copy to Brad Kronstat with checks Please also include all other mail unless specified to someone else (mail to specified person) Mail 1 copy to donations recording person *SGT will reimburse for supply purchases: postage, envelopes, paper, etc. Donations Recording: Can be done in batches, once or twice a year: Record donations into "Donor Perfect" database Create new accounts as needed Shred check copies after entry

WFLC’s Financial Consultations connect participants with knowledgeable volunteers who can help them better understand their financial circumstances, explore available options, and identify practical steps forward.Volunteer Financial Consultants meet individually with participants and may provide education and guidance around topics such as budgeting, credit, debt, financial planning, and financial considerations related to major life transitions.Financial Consultants provide education, information, and guidance. They do not manage participants’ finances or make financial decisions on their behalf.We are looking for financial professionals with relevant knowledge or experience who are comfortable providing supportive, judgment-free information to people with a wide range of financial circumstances.To learn more about becoming a Volunteer Financial Consultant, email programs@womenandfamilylife.org or call 203-458-6699.