Remove Document Remove Pass-Through Remove Policy
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Pre- and Post-Award is like PB&J

RBW Strategy

Thinking through the post-award experience from a pre-award vantage Picture this – you work at a nonprofit and have a big, audacious project that you are looking to get off the ground. What is your policy related to conflicts of interest? Do those documents provide a path for handling the unexpected? Were here to help.

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Keep Your Gift Acceptance Policy Strong

Planned Giving

Read on for a few simple steps to build or strengthen your gift acceptance policy. What is a Gift Acceptance Policy? A gift acceptance policy serves as a transparency tool for your organization to understand which gifts your nonprofit is prepared to warmly accept. What does a Gift Acceptance Policy Contain?

Policy 93
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How to Kickoff Your Federal Grant Project

RBW Strategy

Whether you are a recipient, pass-through entity, or subrecipient, you have been given the unique responsibility of becoming a steward of federal grant funds. Policies and procedures that adhere to the 2 CFR 200 and other policy requirements. Do those documents provide a path for handling the unexpected?

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Estate Planning Essentials: 10 Crucial Documents for Organizing Your Affairs

Planned Giving

This entails organizing various legal documents to ensure your wishes are respected. Below is a comprehensive checklist of the essential documents needed for effective estate planning, why they are important, and how to obtain them. Sign the Document : Ensure it is signed and notarized.

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I Signed up for What?! A Primer for Pre- and Post-Award Grant Readiness

Blackbaud

Initiatives like the American Rescue Plan, the Bipartisan Infrastructure Act, the CHIPS and Science Act, and other pass-through funding to states and local governments have spurred a surge in nonprofits seeking federal funding. Program Analysis – what will happen to the program to accommodate the growth?

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Untangling the New Uniform Grant Guidance

RBW Strategy

This is a natural consequence when several different administrative requirements documents and cost circulars are consolidated into one document, and meant to be universally applied. I co-led a session through MyFedTrainer in which we discussed these topics more in-depth. Let’s examine each one. Plus, there’s more….

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The Verbal Promise

Planned Giving

Every nonprofit should have some type of policy to contend with verbal-only commitments. For beneficiary designations, maybe the donor will provide contact information for the bank or brokerage holding the assets, and a policy or account number to identify the asset. Will the charity and/or the gift officer even know?

Policy 97