Planned Giving

JULY 29, 2024

Gaining a clear understanding of probate can render the process more straightforward and manageable than it initially appears. Assets Placed in a Living Trust: Managed and distributed by the trustee without probate. Understanding these costs beforehand can help in planning and managing the estate’s funds effectively.

Pass-Through 52

Pass-Through Insurance Insurance Liability 52

Get Fully Funded

JUNE 29, 2021

Are you managing risk? So work with an insurer or an insurance broker to understand the coverage you need to best protect your organization and its liability. You’d probably also be, in the early days, the manager, the lead cashier, and the head donut maker. no matter how good your intentions are.

Policies Procedures 116

Policies Procedures Insurance Insurance Policy 116

Just Write Grants

SEPTEMBER 6, 2023

Balance Sheet : Provides a quick overview of the nonprofit's financial position at a specific point in time, detailing its assets (what it owns), liabilities (what it owes), and equity (the net assets or funds available to the organization). Liabilities) These are amounts the nonprofit must pay, either now or in the future.

Finance 52

Finance Liability Organizational Budget Budget 52

Get Fully Funded

MARCH 16, 2023

For example, you might need to secure a venue, set up an event registration system , spread the word about the event on social media, organize catering, and manage event volunteers. To protect your organization from legal liabilities, you can incorporate online waivers into this process. The Bottom Line.

Fundraising 52

Fundraising Liability Electronics Media 52

Planned Giving

JANUARY 14, 2025

If you have specific questions about probate or estate planning, consult a qualified attorney. The Role of the Executor Responsibilities of an Executor The executor is responsible for managing the deceased’s estate according to the will. This includes paying funeral expenses, medical bills, taxes, and any other liabilities.

Insurance 52

Insurance Insurance Liability Consulting 52

Planned Giving

SEPTEMBER 9, 2024

A trustor is the individual who establishes the trust, while a trustee is appointed to manage it. Sometimes, their duties can overlap, particularly if the trustor decides to handle their own trust management. While the trustor creates the trust, the trustee manages it. What is a Trustee?

Liability 52

Liability Management Funding Retainer 52

Planned Giving

FEBRUARY 13, 2025

Estate planning involves determining who will inherit your assets and who will manage your estate upon your death. Executor : You can designate someone you trust to manage your estate. Control : You can manage and alter the trust during your lifetime. Assistance : Provides help with managing financial tasks.

Insurance 52

Insurance Insurance Policy Policies 52

Get Fully Funded

FEBRUARY 20, 2023

The Executive Director is responsible for managing staff and volunteers and running day-to-day operations. Later, the Board may need to recruit and hire an Executive Director and decide on a pay scale. Either way, the Board has one employee to oversee: the Executive Director.

Strategic Plan 116

Strategic Plan Nonprofit Ethics Government 116

GiveSmart

MARCH 21, 2024

If you already use nonprofit management programs with these capabilities , you may be able to avoid adding the costs to your event budget since they’re included in your monthly software solution. Retain any documents, such as permits and vendor licenses, in your management software. Still, buying software will affect your budget.

Budget 52

Budget Fundraising Insurance Insurance 52

Tech Soup

SEPTEMBER 5, 2011

The cloud security technical session presenter was Donny Shimamoto, who is the founder and managing director of IntrapriseTechKnowlogies. IntrapriseTechKnowlogies specializes in nonprofit IT and financial consulting. The event was a chance for me to become further informed on the scary part of cloud computing: security.

Liability 50

Liability Ethics Contracts Contract 50

DoJiggy

JULY 23, 2024

Effective financial management helps nonprofits demonstrate their commitment to their mission and builds confidence among donors, grantmakers, and other stakeholders. Understanding Nonprofit Financial Statements What is the Nonprofit’s Board of Directors’ Role in Financial Management? The best way to do this? Let’s begin!

Nonprofit 40

Nonprofit Liability Template Management 40

The Fundraising Coach

NOVEMBER 10, 2023

This means that in addition to opening up your site to more people, web accessibility can also help protect your organization from legal liability. Her project management experience spans a variety of non-profit management disciplines including strategic planning, community engagement, capacity building, fundraising and research.

Nonprofit 64

Nonprofit Liability Strategic Plan Donation 64

Red Tape Busters

JULY 11, 2023

This is truer for Grant Writers who work specifically inside the organisation seeking grants, but Grant Writing Consultants can find useful strategies in adopting parts of a Grant Writers kit as well. However, for Grant Writers, there are many parts to grant writing that are repetitive no matter what the grant is.

Grant 52

Grant Grants Insurance Insurance 52

Qgiv

JUNE 30, 2021

Jessica Perkins is a writer and SaaS marketing consultant who helps businesses scale up their marketing efforts. HR professionals keep track of benefits, wages, and help manage employee complaints; their importance is far-reaching. . She is obsessed with learning and also is passionate about sculpting.

Nonprofit 52

Nonprofit Training Liability Insurance 52

Center for Major Gifts

JUNE 16, 2024

Nonprofits can refuse to accept a property if it puts the nonprofit at risk of liability or unaffordable expenses. The nonprofit will conduct due diligence, including assessing the property’s condition, marketability, and potential liabilities. Approach the nonprofit to be sure they can accept your gift.

Pass-Through 52

Pass-Through Insurance Insurance Liability 52

Qgiv

AUGUST 10, 2022

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.

Finance 52

Finance Nonprofit Policy Policies 52

Peak Proposals

NOVEMBER 10, 2021

Grant management. If you are not accustomed to this level of reporting, and especially if you suddenly have several grants requiring management, you may need to hire dedicated staff to oversee them. Fundraising activities and events must comply with local laws and carry adequate liability insurance.

Nonprofit 52

Nonprofit Proposal Grant Grants 52

Get Fully Funded

DECEMBER 7, 2021

Most of the time, these more complicated donations are fine to accept, they just take a little more work to manage. If you can find a local broker who loves your cause, they’ll help you manage the securities and maybe help in other ways like suggesting your nonprofit to their other clients who are interested in making charitable gifts.

Donation 119

Donation Policy Policies Pass-Through 119

Blackbaud

NOVEMBER 5, 2024

Effective financial management equips you to make the most of your nonprofit’s limited resources. Consult a Professional Accountant Gathering data and properly categorizing it in each financial statement can be time-consuming, especially if you’ve never done it before. Your bookkeeping practices throughout the fiscal year matter.

Liability 110

Liability Finance Template Budget 110