March 4, 2019 Does Your Nonprofit Adequately Protect Whistleblowers? A formal whistleblower policy is critical to protecting your not-for-profit’s financial security and public reputation. Your policy should state which … Read More
February 27, 2019 D&O Insurance: Some FAQs For Nonprofits Directors and officers (D&O) liability insurance enables board members to make decisions without fear that they’ll be personally responsible for … Read More
February 22, 2019 How To Convince Donors To Remove “Restricted” From Their Gifts Restricted gifts can be difficult for not-for-profits to manage. Unlike unrestricted gifts, these donations can’t go into your general operating … Read More
February 1, 2019 M&A Due Diligence: Don’t Take Financials at Face Value Let the buyer beware: Do-it-yourself acquisitions can lead to costly mistakes! Before acquiring another business, you need to conduct comprehensive … Read More
January 30, 2019 The Operating Reserve Is Your Nonprofit’s Financial Safety Net What is an operating reserve? Cash set aside for a rainy day? Is it the same as a nonprofit’s net … Read More
January 9, 2019 Charitable Donations: Unraveling The Mystery of Motivation There are probably as many motivations as there are charitable donors, and most people have more than one reason to … Read More
January 8, 2019 Are Your Volunteers Putting Your Nonprofit At Risk? Volunteers can expose your nonprofit to as much risk as paid staffers. So treat them almost like they’re employees. Here’s … Read More
January 3, 2019 Conducting An Effective Post-M&A Audit M&A volume skyrocketed in 2018. However, before you close on a prospective deal, it’s important to consult with your auditor. Read More
December 28, 2018 Financial Best Practices for Religious Congregations Because religious congregations are subject to less IRS scrutiny than even their fellow nonprofits, it’s especially critical that these organizations … Read More
December 21, 2018 Nonprofit Surveys: Dos and Don’ts for the 5 D’s When planning member surveys, your nonprofit should focus on the “5 D’s” to help ensure the success of your efforts. Read More
December 10, 2018 3 Ways to Improve Development & Accounting Collaboration Do your development and accounting departments work as independent silos? This can be dangerous to your nonprofit’s fiscal health. We … Read More
December 4, 2018 Don’t Let The “Commerciality Doctrine” Trip Up Your Nonprofit Courts have ruled that some nonprofits’ otherwise exempt activities are substantially the same as those of commercial entities and revoked … Read More
