SIMPLE GENEROSITY FOUNDATION

"YPTC saved us more than the cost"

Simple Generosity Foundation, based in Charleston, SC makes giving to hundreds of charities easy for businesses that are giving back locally to the neighborhoods where their customers live. This foundation works with thousands of charities every year to create partnerships with large and small businesses, fulfilling regulatory requirements, payment processing, and charity selection for donors.

George Stevens, President/CEO, believes that YPTC is a leader among nonprofit accounting firms and is well-known to nonprofit professionals. In his opinion, YPTC’s high level of service has generated substantial word-of-mouth promotion. This trust and recognition within the sector ultimately led to George’s decision to hire YPTC.

YPTC has since created procedures to streamline the accounting of thousands of monthly transactions. In addition, the firm has taken bank reconciliation and report generation off the organization’s hands. “They have also guided us through the selection of new business partnerships to automate and upgrade our systems. Their deep knowledge of our operations and advocacy on our behalf in contract negotiations has saved us more than the annual cost of their services,” says George.

George also shares that from his perspective, Deanna Peterson, Director and leader of YPTC’s Phoenix office, has embraced their mission and become a trusted advisor as if she is part of their staff. He explains, “Deanna has guided us, trained new accountants, and has been our advocate beyond our expectations. She is why YPTC works so well for us.”

George concludes with “YPTC has served us well, particularly as we transitioned from a small organization to one with much greater complexity. They have grown with us using their experience working with larger nonprofits. They helped us see how to reach our goals by their experience with others that grew before us.”