Planned Giving

FEBRUARY 13, 2025

These non-probate assets include 401(k) accounts, pensions, and life insurance policies. Insurance Policies and Financial Information Organize all your insurance policy documents, including those for life, health, car, and home insurance. Home Insurance : Covers property damage and liability.

Insurance 52

Insurance Insurance Policies Policy 52

Get Fully Funded

JANUARY 16, 2024

However, nonprofits like yours can’t turn a profit by definition—all of the funding you bring in has to be reinvested into your organization. Fiscal Policies and Procedures Along with your budget, your fiscal policies and procedures provide guidance for how your team should handle your organization’s funds day to day.

Policies 52

Policies Policy Finance Budget 52

Planned Giving

AUGUST 15, 2024

Definition and Purpose of Estate Planning Think of the importance of estate planning as your way of taking care of your loved ones from beyond the grave (sounds a bit spooky, I know). It’s like an insurance policy for your life, not just your death. So, what’s all the fuss about the importance of estate planning?

Insurance 74

Insurance Insurance SAM Liability 74

Sharpshooter Communications

AUGUST 13, 2021

After calling and clarifying (which took two phone calls and three emails), I fell into a rabbit hole because I realized I didn’t actually KNOW the definition of each of these categories - certainly not off the top of my head. ” I know the organization is a 501c3 but.I I mean, I kinda knew. But I didn’t really know.

Lobbying 52

Lobbying Pass-Through Liability Policies 52

Tech Soup

JANUARY 8, 2013

IoT is definitely not a new thing. For instance, using combined datasets on health and education for NGOs and charities could help influence policy decisions, advocacy, and strategic planning for nonprofits. Forrester Research's Chris Mines has been talking about the Smart Computing Revolution. for some time now.

Nonprofit 74

Nonprofit Liability Strategic Plan Conference 74

Assel Grant Services

MAY 6, 2024

This report means the auditor thought they couldn’t issue a definitive opinion on the nonprofit. Disclaimer of Opinion – This type of report shows a company is not compliant with GAAP guidelines and portrays gross misstatements on its assets and liabilities. improving policies and procedures and strengthening internal controls).

GPC 40

GPC Contracts Contract Procurement 40

Planned Giving

JANUARY 14, 2025

This includes real estate, bank accounts, investments, personal property, and liabilities like mortgages and loans. This includes paying funeral expenses, medical bills, taxes, and any other liabilities. Beneficiary Designations: Name beneficiaries for accounts and policies. FAQs About Probate How long does probate take?

Insurance 52

Insurance Insurance Liability Consulting 52