Services | Navarro Group

For nearly 20 years, Navarro Group has been a steady, compassionate partner to nonprofits across the Carolinas, providing thoughtful, reliable support so leaders can focus on serving their communities with integrity and care.

Board Support

We provide seamless, confidential, and professional support to ensure that Board Meetings are well-organized, well-documented, and impactful. Let your Client Manager schedule and lead your Board through efficient and effective meetings, allowing the entire Board to attend and engage rather than be distracted by facilitation. Board members benefit from Navarro Group's consistent monthly meeting times, clear board agendas, monthly financials, video conference links, and clean and clear calendar invites.

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General Administrative Support

The Navarro Group team is the boots on the ground support every organization needs. Let us take the day-to-day management of your organization off the Board Members and allow them to excel at their roles. From answering phone calls and emails, managing your Post Office box, to preparing documents needed for meetings, we offer support for everything in between.

Bookkeeping Support

We partner with your Board Treasurer to provide bookkeeping support for your organization, utilizing your QuickBooks Online account. We reconcile the bank account and maintain the General Ledger at the discretion of the Treasurer and provide a monthly reporting package that includes the following reports: Income Statement, Budget vs. Actual, Balance Sheet, Reconciliation Report, and Transaction Detail by Account.

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Investment Support

We will maintain records of all investments, investment committee meeting minutes, and communications between the Board Treasurer and investment professionals. As well as notify the Treasurer of key dates, including due and reinvestment dates, and present investment reports provided by the chosen investment professional to the Board Treasurer.

Payroll Support

Navarro Group will build out the payroll function through QuickBooks, enter employee hours, process reimbursements, receive written approval by the Treasurer, and process direct deposit payroll.

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Tax Support

The Navarro team communicates directly with your accountant or tax professional to supply reports, data, and files for an annual audit, 990 form, and 1099/1096 filings preparation.

Donor & Sponsor Support

Save volunteer time, consolidate information, make data-driven decisions, strengthen, and improve your donor engagement through the use of Customer Relationship Management (CRM) systems like DonorPerfect, HubSpot, Salesforce, and BlackBaud Edge NXT. With certified team members in-house, Navarro will utilize your CRM to receive donor contributions, maintain donor/company matches, prepare & distribute annual tax letters.

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Membership Support

We are proud to offer website support and updates for the organization's website. Our team will post upcoming events, track, and run attendance reports for monthly board meetings, upload your blogs or newsletters, and respond to inquiries made via the website.

Communications Support

We help organizations communicate with clarity, compassion, and confidence, whether you're reaching donors, clients, board members, or the broader community. The Navarro Group offers an excellence-driven approach to both internal communications and outward-facing platforms through a variety of platforms, including LinkedIn, Blogs, EBlasts, Facebook, Instagram, TikTok, X, and YouTube. Together, we will build a communication strategy and calendar to collect content to communicate with your members and your community.

Event Support

Navarro Group offers event planning services for Membership, Fundraising & Donor Engagement Events, Conferences, Leadership Retreats, and Board Planning Sessions. We offer event preparation and task tracking, budget and timeline management, speaker, entertainment, and production coordination, venue and vendor management, event registration, seating assignments, florals, linens, and showflow.

In-Person Event Support

Navarro Group offers in-person event facilitation. Take the pressure off your volunteer board and have our team set up and welcome your members at your events. From centerpiece placement to production management and sound check, our team will provide top-notch on-site hospitality to your members, prospective members, and guests.

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Website Support

We are proud to offer website support and updates. Our team has experience with many website hosting platforms and can assist your organization in standard updates, including posting upcoming events, board member updates, blogs, and receiving and responding to inquiries made via the website.

Survey Support

Using the preferred technology platform of our partners, Navarro provides comprehensive survey support. Regardless of the content you desire to capture, the Navarro team will assist your organization in compiling strategic questions, filtering recipients, and processing and presenting results.

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Board Retreat Facilitation

Dedicate specific time to work directly with your board volunteers to revisit your organization's vision, align board roles, review governance best practices, develop next steps, goals, and timelines, all under the facilitation of a Navarro Group team member.

Robert's Rules of Order

Are you interested in a full board training session on Robert's Rules of Order? Our in-house trainer is available to train your team. Though our staff will always support your board meetings with Robert's Rules of Order, equipping board members with the knowledge allows them to participate in meetings with confidence, clarity, and order, especially in environments where governance, fairness, and structure matter.

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CPR Certification

Less than 10% of people who suffer out-of-hospital cardiac arrest survive. CPR provided within the first few minutes can increase survival rates by up to 200300%. Bystander CPR is the single most important intervention until professional help arrives. Navarro Group is a Health and Safety (HSI) training center offering hybrid training.

National Association Recertification

Navarro is happy to assist your board in completing the documentation needed for National recertification. We'll work directly with your team to compile the necessary documents to earn your national certification.

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