We're excited to share this compilation of nonprofit operations and finance resources for organizations working in the psychedelic field. Each resource below is actively being used by and is recommended by at least one organization.
This page is intended as a resource to share and learn about all things operations and finance. In particular, organizations in the psychedelic field face unique challenges when it comes to securing financial services given the regulatory landscape. We've noted banking, insurance, and legal service providers below which are specifically open to working with organizations in the psychedelic field.
If you have recommendations for other resources or service providers that you actively use and recommend we would love to include them! Please feel free to tell us using this form. If you have any questions or feedback about the listed resources, feel free to reach out to Nora Benavidez directly at nora@psfc.co.
Nora Benavidez, Director of Operations, Psychedelic Science Funders Collaborative
Ben Collins, Director of Programs and Partnerships, Psychedelic Science Funders Collaborative
Marik Hazan, Founder, Tabula Rasa Ventures and the Energia Foundation
Nonprofit Operations Playbook (Astera Institute)
An exceptionally comprehensive step-by-step guide to setting up a U.S.-based nonprofit. Highly recommended, especially for early-stage organizations, although we learned a lot from it too. Learn more on their introduction page.
TechSoup
Offers subscriptions from many popular software companies to nonprofits at heavy discounts, often >50%. Popular subscriptions include Adobe Acrobat, Docusign, Microsoft Office, Quickbooks, Zoom, and Asana. Also highly recommended!
Nonprofit software discounts spreadsheet
In addition to discounts available via TechSoup, a number of companies provide free or low-cost software to nonprofits as well as discounts on hardware. This spreadsheet compiles some of these nonprofit discount programs.
Psychedelic Ecosystem Operational Infrastructure Directory
A comprehensive database of resources for organizations in the psychedelic field created by RN Collins.
Employee Handbook
Employee handbook template
Includes a number of sections required for all California-headquartered organizations, which may not be appropriate for organizations based in other states.
Hiring
Candidate tracking spreadsheet
For organizing applications.
Candidate evaluation form
For interviewers.
Employee Onboarding & Performance Reviews
Staff Retreats
Agenda template
For a two-day staff retreat.
Banking
Five Star Bank
A midsize regional bank based in Sacramento. They recently opened a branch in San Francisco and are psychedelic friendly.
Bookkeeping & Accounting
Colorado Roots Bookkeeping
Provides bookkeeping and accounting services.
Nonprofit Intelligence Partners (NPI)
Led by Aimee Little Sanchez, NPI provides fully outsourced bookkeeping, accounting, and operational support to medium/larger nonprofit organizations in the psychedelic field.
Shelby Malvoso, CPA
Shelby leads tax preparation and filing, and provides bookkeeping and accounting services to nonprofits.
Credit Cards
Brex
Provides credit cards, spend management tools, and other financial services to organizations and companies. Note, Brex has recently shifted away from serving small organizations, so it may not be the right choice for newer or smaller orgs.
Donation & Fundraising
Every.org
A low-cost, easy-to-use platform for nonprofits to accept donations by various methods including credit card, bank, cryptocurrency, stocks, and donor advised fund (DAF) contributions.
Network for Good (Bonterra)
Fundraising and donor management platform for small and midsize nonprofits, now part of Bonterra.
Candid
Provides grant databases, fundraising tools, training, and nonprofit salary data.
Fiscal Sponsorship
Fiscal sponsors spreadsheet
Compiles information about several fiscal sponsors for nonprofits.
Tax Prep
Shelby Malvoso, CPA
Shelby leads tax preparation and filing, and provides accounting services to nonprofits.
Online Fundraising Course + Coaching
The Foundations of Donor Alignment
From Alex Morrison, a fundraising expert who has worked with several organizations in the psychedelic field. Involves a free self-paced 60-minute module with videos and worksheets paired with a free live workshop.
Auditing
Douglas Cook (Cook & Company)
Douglas specializes in nonprofit auditing and accounting services.
Insurance (Directors & Officers)
CRC Group
An insurance broker that has supported nonprofits in signing up with Stratford Insurance Company to offer Directors & Officers and Employment Practices and Third Party Liability insurance coverage at a reasonable premium. They are psychedelic industry friendly.
CalNonprofits Insurance Services
An insurance broker service that focuses solely on the specific insurance needs of the nonprofit sector including health insurance, general liability and D&O insurance.
Incorporation
National Council of Nonprofits
Provides legal guidance, best practices, and policy updates for nonprofits and organizations seeking 501c3 tax-exempt status.
Blue Field Law
A nonprofit incorporation service. Highly recommended; their flat fee for a 501(c)(3) formation is $2,500 (plus government fees), with payment plans available, so very affordable.
Legal
1601 Law Group (Brigit Kavanaugh)
Brigit is a senior attorney specializing in nonprofit law who is recommended for complex nonprofit compliance questions.
Trister, Ross, Schadler & Gold, PLLC (Renata Strause)
Renata is a partner who is recommended for nonprofit employment and compliance questions.
Pro Bono Partnership
Provides free business and transactional legal services to nonprofit organizations serving communities in Connecticut, New Jersey, and New York.
Payroll
Gusto
An excellent provider for employee and contractor payroll services. Their platform is simple, relatively easy to use, and their employee benefit offerings are reasonably comprehensive and well priced.
Consulting (Pro Bono for Nonprofits)
The Taproot Foundation
Matches nonprofits with skilled pro-bono consultants who have volunteered their time.
Recruiting
Fetcher
Fetcher helps you identify and contact potential candidates for a role who may not be on the job market.
Training
EasyLlama
Provides an extensive library of online training courses for employees and supervisors, tailored to state-specific training mandates. Their training courses are reasonably priced, thoughtful, and presented in an engaging and interactive format.
Notion
In a class by itself as it is a highly adaptable platform that can be used for knowledge management, CRM, project management and so much more — many organizations have tried it and found it to be an incredibly useful tool!
CRM
Salesforce
Offers nonprofits discounted licenses for CRM services. Their platform is endlessly customizable, with the caveat that fees can grow over time and you will likely need to hire a third-party consultant to set up your platform.
Email & File Storage
Google Workspace
Google Suite is great for email, document management, and file storage. It's free for nonprofits and pretty user friendly.
Creative Design
Katie Pananen (KP Creative)
Katie designs elegant reports and memos; she also provides strategic marketing and branding consulting services.
Stellate Communications
Stellate provides a range of graphic design and communications support for digital and member-facing materials, including websites, impact reports, and branded assets.
Project Management
Asana
A popular project management tool which has heavily discounted rates for nonprofits through TechSoup. Asana is helpful for project management and individual staff task management.
ClickUp
A project management platform that also has messaging and knowledge management/document collaboration functionality.
No resources match your search.