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Your Unrestricted Funds Need Stewardship, Too

Blackbaud

Many don’t cover operating costs or have a small allotment for indirect costs such as salaries, insurance, and utilities. A lot of individual donations, like ones that come through your organization’s website or through the Annual Fund, are often unrestricted. They don’t come with any direction or reporting requirements.

Funding 111
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Estate Planning Essentials: 10 Crucial Documents for Organizing Your Affairs

Planned Giving

Beneficiary Designations Certain assets can be transferred directly to beneficiaries without going through probate. These non-probate assets include 401(k) accounts, pensions, and life insurance policies. Protection : Provides additional protection for your assets. Avoid Probate : These assets bypass the probate process.

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Two Federal Bills Target Nonprofit Retirement Plans

The NonProfit Times

By Paul Clolery Nonprofit employees with 403(b) retirement plans would be able to participate in collective investment trusts (CITs), if new federal legislation passes and is signed into law. ” If passed and signed into law, it would make available a tax credit of up to $5,000 for the three years of a retirement plan’s operation.

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Impactful Legacy Giving Benefits for You and Your Donors

The Fundraising Coach

This is completed either by setting aside a donation to be given after the donor passes away or by giving a gift during their lifetime that continues to grow following the donor’s passing. Life insurance: Donors can list your organization as a beneficiary on their life insurance policy. Tax benefits.

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Women’s Comprehensive Guide to Estate Planning

Center for Major Gifts

This guide will take you through the essentials of estate planning, highlighting its importance, timing, and the key elements you need to consider. Women are more likely to face changes in finances, inheritance, and guardianship issues alone, making comprehensive estate planning essential. How can I support charities through my estate?

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Project Budgeting for New Grant Writers

Peak Proposals

If the template requires changes to its formulas or other features, you can find tutorials on how to do so through videos found on YouTube, posted by Microsoft and Google, or offered by LinkedIn Learning and other course platforms. cash gifts from individuals) or other sources of cash reserves.

Budget 69