Supporting the Mission of The Montpelier Foundation

Running a nonprofit comes with a unique set of challenges, and managing finances is often among the most complex. The Montpelier Foundation, home to James and Dolley Madison, preserves a national landmark while offering programs about history, democracy, and the Constitution. The funds from the Montpelier Hunt Races support The Montpelier Foundation in their ongoing efforts to engage the public with the enduring legacy of the Madison's. As the organization grew, it became clear they needed a trusted financial partner to help manage the increasing complexity of their operations.

Growing With the Organization

As Montpelier’s programs and operations have grown, their financial needs have as well. We first partnered with Montpelier as financial auditors nearly 20 years ago. After more than 15 years in that role, we shifted our role as auditors to acting CFO services, providing guidance for day-to-day bookkeeping, accounts payable, accrual accounting, month-end closes, cash flow projections and forecasting, restricted fund tracking, and managing annual financial statement audits with another CPA firm.

A Trusted Partner for the Future

Nonprofits need financial partners who understand their mission and evolve alongside them. At Hantzmon Wiebel, we combine technical expertise, personalized service, and a relationship-driven philosophy to provide that support to our clients. We are proud to deliver the Montpelier Foundation the clarity, confidence, and capacity to focus on programs that preserve history and inspire future generations.

Connect With Our Team

Discover how Hantzmon Wiebel can support your organization. For growing nonprofits and established institutions alike, our team provides the expertise, guidance, and partnership needed to manage your finances with confidence.

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Disclaimer of Liability
Our firm provides the information in this article for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal or other competent advisors. Before making any decision or taking any action, you should consult a professional advisor who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this blog are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided “as is,” with no assurance or guarantee of completeness, accuracy or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability and fitness for a particular purpose.