Qgiv

AUGUST 10, 2022

That level of knowledge builds over time with ongoing training at board meetings, through tours, at events, and by other means. In short, the board’s duty is to deal with the policies and the “big issues.” The staff, as led by the executive director (president, CEO…) implements that policy: the tactical three-foot view.

Finance 52

Finance Nonprofit Policies Policy 52

Qgiv

JULY 24, 2024

Obedience The duty of obedience requires your board members to adhere to your organization’s mission, bylaws, and policies. Policy board model The policy board model focuses on setting policies and strategic direction for your organization so your staff can focus on operational management.

Strategic Plan 52

Strategic Plan Nonprofit Policies Policy 52

Planned Giving

FEBRUARY 13, 2025

These non-probate assets include 401(k) accounts, pensions, and life insurance policies. Review Regularly : Update these designations as needed, especially after major life events. Insurance Policies and Financial Information Organize all your insurance policy documents, including those for life, health, car, and home insurance.

Insurance 52

Insurance Insurance Policies Policy 52

Big Fundraising Ideas

NOVEMBER 26, 2024

What Safety Measures Are Essential for School Fundraising Events? Reduces liability risks for theschool. Encourages community confidence in school-organized events. Encourages community confidence in school-organized events. Proper planning and risk management minimize potential hazards and create a secure environment.

Ethics 52

Ethics Fundraising Goals Liability 52

DoJiggy

SEPTEMBER 19, 2024

Unlike for-profit businesses that chase customers to boost their profits, your nonprofit depends on fundraising that comes from donors, events, grants, and other channels. You also need policies to stay up-to-date with compliance and reporting requirements. Funds can also be classified as: Restricted : reserved for projects and events.

Management 52

Management Finance Budget Nonprofit 52

Tech Soup

SEPTEMBER 5, 2011

The event was a chance for me to become further informed on the scary part of cloud computing: security. If there is a security breach by one of your cloud vendors, primary liability for sensitive data rests with your organization - not the cloud vendor. in Hawaii. Their back-end systems are not visible to end-users.

Liability 50

Liability Ethics Contracts Contract 50

Planned Giving

AUGUST 15, 2024

It’s like an insurance policy for your life, not just your death. Life Events That Trigger the Need for Estate Planning Life comes at you fast. Assessing Your Assets and Liabilities First things first: Take stock of what you’ve got. Young People Don’t Need Estate Planning Ah, to be young and feel invincible.

Insurance 74

Insurance Insurance SAM Liability 74

Get Fully Funded

DECEMBER 7, 2021

Here’s where a Gift Acceptance Policy can help (more on that in a moment). You might say to that donor “That’s a generous offer, but our policy says I need to take this sort of donation to my Board for approval.” Either way, your Investment Policy will outline how donated stocks and bonds are handled. Now you’re off the hook.

Donation 119

Donation Policies Policy Pass-Through 119

Planned Giving

FEBRUARY 22, 2025

The following are possible strategies to protect assets from future liability exposure. Own an umbrella liability policy. Although insurance does not eliminate liability, it does provide a source of funds to satisfy claim and pay for legal defense. Personal liability umbrellas are relatively inexpensive and are a must.

Liability 52

Liability Insurance Insurance Policies 52

Blue Avocado

OCTOBER 22, 2024

Alternatively, the board might set a policy that permits one signature for small checks below a certain amount, say $50, in order to help discourage checks from being signed in advance. Risks associated with volunteer screening, vehicle use, and special events are often of particular concern to treasurers of all-volunteer organizations.

Budget 84

Budget Finance Management Proposal 84