January 11, 2018 Conflict-of-Interest Checklist for Nonprofits Does your nonprofit have a conflict-of-interest policy? Are boards required to disclose all conflicts? To protect your exempt status, review … Read More
January 11, 2018 HSAs: A Tax Trifecta Investment Opportunity When it comes to fiscally frugal health insurance options, health savings accounts (HSAs) aren’t exactly new to the game. Read More
January 5, 2018 Treasury Suspends Requirements On Partnership Interests On January 2, 2018, the Department of the Treasury and the Internal Revenue Service (collectively, “Treasury”) issued Notice 2018-8 (the … Read More
January 3, 2018 Don’t Let Donor Fatigue Erode Support for Your Nonprofit A dedicated donor base is critical to your nonprofit’s future. Prevent donor fatigue by changing up your fundraising tactics. Read More
December 31, 2017 Make Budgeting Part of Your New Year’s Resolution Does your company have an annual budget? Year end is a time for reflection and planning. Here’s how 2017 financial … Read More
December 27, 2017 Which Board Structure is Right for your Nonprofit? Easier recruitment and greater efficiency are advantages to defining the type of board your nonprofit has, or wants to have. … Read More
December 22, 2017 Member Retention Tips for Nonprofits To retain members, your nonprofit has to offer them something they need—education, research, discounts or credentials. What else should you … Read More
December 18, 2017 Five Ways to Expand Your Definition of “Benefits” When we think of employee benefits, we don’t typically include wellness within that definition. Instead, wellness is often considered a … Read More
December 15, 2017 How to Conduct a Year-End Risk Assessment SWOT analysis isn’t just for auditors—it's also a powerful management tool. Recognizing your strengths, weaknesses, opportunities and threats is critical. Read More
December 13, 2017 How Nonprofits Successfully Execute a Capital Campaign Capital campaigns generally are long, grueling projects. One key to making your nonprofit successful is to choose your leader and … Read More
December 7, 2017 5 Strategies for Struggling Nonprofits Shore up your struggling nonprofit, review your programs, investments and restricted endowments for possible sources of operating cash. Here’s how. Read More
December 6, 2017 Plan-Level Rate of Return—Useful or Useless? Many people use plan-level rates of return to determine the quality of an investment lineup. However, several variables impact plan-level … Read More
