Services
We don’t believe in one-size-fits-all. We meet you where you are, customizing our range of services to fit your unique needs and culture. We partner with your organization to design and direct your future in a way that drives results.
Cobalt’s services provide a comprehensive, white-labeled solution to ensure proper compliance and administration to charitable entities reluctant to incur overwhelming challenges within the nonprofit sector.
Executive Management
Provide c-suite level management
Financial Management & Bookkeeping
Record financial transactions, prepare source documents for all transactions, operations, and other events of your business.
Professional Advisors
Coordinate and oversee the following professional advisors: investment managers, banking partners, accountants, legal counsel, auditors, project partners.
Administrative Duties
Manage administrative functions relating to your organization.
Customer Relationship Management
Manage and store business files, data, and partnership opportunities.
IRS and Nonprofit Regulatory Compliance
Handle all processes related to ensuring IRS compliance with impeccable IRS standing.
Grant Management, Reporting Services, and Oversight
Streamline and safeguard the entire lifecycle of allocated grant funds, meticulously ensuring adherence to grant terms across private, state, and federal grant entities.
Donation Platform, Payment Processing, and Bank Account Setup
Empower organizations to effortlessly establish robust donation platforms, amplifying their impact by seamlessly facilitating secure and convenient giving experiences.
Fund Disbursement Management
Efficiently manage fund dispersal with precision and transparency, enabling organizations to effectively allocate resources and maximize their impact while ensuring compliance with regulatory requirements.
Grant Navigational Support
Navigate the grant landscape with confidence and precision using Foundation Directory Online and Donor Search, empowering organizations with comprehensive tools to discover and connect with potential funders, opening doors to new opportunities for sustainable growth and impact.
Fund Raising Event Compliance Management
Elevate fundraising events to new heights by providing expert guidance and meticulous monitoring, including budget advisory, seamless event insurance implementation, and meticulous event compliance management, ensuring smooth operations and peace of mind throughout the entire event journey.
Donor Management Software
Fully supported, bespoke donor management software to support your foundation as a standalone nonprofit CRM, white labeled to your organization.
“The team behind Cobalt Management Services is how we have become the nation’s 4th largest fiscal sponsor in the nonprofit space.”
— Players Philanthropy Fund
