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A Guide for Private Foundations: Tax Exemption and 990-PF Filing Requirements

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The sheer volume of forms and documents can easily overwhelm even the most organized nonprofit. Similarly, involvement in lobbying activities by private foundations is also limited. This ensures that your foundation operates according to IRS guidelines and also provides transparency for your nonprofit. Taxes aren’t a walk in the park.

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Measure What You Value: Designing a Values-based Performance Appraisal System

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Some organizations spend millions of dollars on outside consultants to develop and publicize their values — you may see them in fancy plaques or posters in the lobbies of their buildings and emblazoned on company literature. On the other side of the spectrum are values we signpost with everything we’ve got.

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An Essential Guide to Nonprofit Financial Management (Best Practices and Tips)

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Document all of your controls for team member clarity and periodically audit the controls themselves. Follow these fund management best practices: Consult with a Registered Investment Advisor (RIA) , professionals who are regulated and obligated to give you the best advice. Avoid supporting political or lobbying campaigns.

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Nonprofit Board Member Onboarding: 12 Things to Cover

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Matt Hugg, President and Founder, Nonprofit.Courses – He’s the author of the Guide to Nonprofit Consulting, and teaches nonprofit management at several universities, via the web, and in-person in the United States, Africa, Asia and Europe. You should introduce them to any policy documents, such as conflict of interest policies.

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