Planned Giving

FEBRUARY 13, 2025

These non-probate assets include 401(k) accounts, pensions, and life insurance policies. How to Create Beneficiary Designations To designate beneficiaries: Contact Institutions : Reach out to banks, insurance companies, and retirement plan administrators. Health Insurance : Covers medical expenses.

Insurance 52

Insurance Insurance Policy Policies 52

Get Fully Funded

FEBRUARY 10, 2025

However, you can strategically cut other administrative costs by: Evaluating your organizations insurance plan to ensure youre getting the right amount of coverage for the best price. Research the various options and pricing plans available to make an informed decision that will benefit your organization for years to come.

Management 52

Management Nonprofit Finance Software 52

Qgiv

DECEMBER 12, 2023

While there are risks of accepting in-kind donations, those risks can be offset by creating firm policies and guidelines surrounding the in-kind donations your nonprofit will accept. Not all gifts are made equally, and you won’t be able to accept them all if you don’t create an in-kind donation policy. What are in-kind donations?

Donation 83

Donation Policy Policies Nonprofit 83

Red Tape Busters

JULY 11, 2023

Generally, a Grant Writers’ kit simply represents a single place to access all the information and documents that are typically requested when grant writing. The Grant Writer ‘kit’ is simply a reference document with links to the relevant information, which should be updated any time the information changes.

Insurance 52

Insurance Insurance Grant Grants 52

Qgiv

APRIL 15, 2024

Gifts of life insurance. A gift of life insurance is when a donor names an organization as the beneficiary of an insurance policy or transfers ownership of the policy to the charity. Include information about legacy giving in newsletters, on your website, and in direct mail or email campaigns. Beneficiaries.

Pass-Through 52

Pass-Through Insurance Insurance Policy 52

GrantNews

JUNE 21, 2024

Make sure your insurance policies, like ID, are up to date. Conduct an inventory and contact your insurance company. The Bottom Line To conclude, we hope you will now be better informed about wildfire dangers and what’s needed for wildfire preparedness and safety! Make an Emergency Plan. Review important documents.

Insurance 68

Insurance Insurance Grant Grants 68

Planned Giving

JULY 29, 2024

These include: Assets with a Named Beneficiary: Such as life insurance policies or retirement accounts. Non-Probate Assets Without a Beneficiary: Certain assets like life insurance policies and retirement accounts pass directly to a chosen beneficiary. Designating Beneficiaries: For life insurance and retirement accounts.

Pass-Through 52

Pass-Through Insurance Insurance Liability 52

Get Fully Funded

JANUARY 16, 2024

The way you manage and report financial information holds your organization accountable to the government, the Generally Accepted Accounting Principles (GAAP) , and your supporters. Jitasa’s nonprofit financial management guide recommends creating the following fiscal policies: Gift acceptance. Expense reimbursement.

Policy 52

Policy Policies Finance Budget 52

Planned Giving

DECEMBER 10, 2024

In this comprehensive guide, we will walk you through the process of how to obtain a death certificate, explain its importance, and provide detailed information on its various uses. It contains vital details about the deceased, including personal information and the circumstances surrounding their death.

Pass-Through 52

Pass-Through Policy Policies Insurance 52

Planned Giving

DECEMBER 2, 2024

Non-Probate Assets Life Insurance Policies Naming a charity as the beneficiary of a life insurance policy is a simple way to make a substantial donation without affecting your estate’s liquidity. These platforms provide independent reviews and ratings, helping you make an informed decision.

Donation 52

Donation Insurance Insurance Policy 52

GrantNews

APRIL 11, 2024

While enforcing these policies to protect our society is the FDA’s responsibility, it is the individual who must take responsibility for their own health. Regular Check-Ups – Regardless of insurance status, research local medical professionals for viable options. They help urban citizens source healthy foods.

Grant 70

Grant Grants Management Grants Calendar 70

Tech Soup

JULY 30, 2013

Furthermore, mobile innovation influences the information consumption habits of your volunteers, staff, donors, constituents, and so on. With all of these new devices, it is important for your organization to implement a Bring Your Own Device (BYOD) policy. Students can actually rent textbooks and read them on the tablet.

Telecommunication 61

Telecommunication Manufacturing Nonprofit Conference 61

Qgiv

AUGUST 10, 2022

Check out Boardable’s guide to nonprofit board member responsibilities for more information. Nonprofits have two customers – the people they serve through the mission and the people or organizations which pay for all or part of the services, such as donors, insurance companies, government entities, and more. What’s a Nonprofit?

Finance 52

Finance Nonprofit Policy Policies 52

Blue Avocado

JANUARY 16, 2024

That is, the degree of risk should inform the wisdom of going forward with a decision to discipline (or not). However, if there are no such risk factors, then the performance and/or behavior problems serve as the primary facts that inform the decision to terminate (or discipline). appeared first on Blue Avocado.

Insurance 59

Insurance Insurance Conference Software 59

Planned Giving

JANUARY 14, 2025

Notice The information below, as well as the FAQs at the end of this article, provide a general guide to common probate questions and are for informational purposes only. Notifying Beneficiaries and Creditors Informing Relevant Parties The executor must notify all beneficiaries named in the will and any known creditors.

Insurance 52

Insurance Insurance Liability Consulting 52

The Fundraising Coach

SEPTEMBER 8, 2023

Direct mail: Which would be more attention-grabbing: an announcement from your doctor’s office warning that their list of accepted insurance policies is changing or a direct letter listing your outstanding payments? When told through a compelling story, these unique elements will speak volumes to your target audience.

Insurance 52

Insurance Insurance Media Policy 52

Planned Giving

JANUARY 14, 2025

How to Locate a Will in Public Records Step-by-Step Process to Access a Will Gather Necessary Information : You will need the deceaseds full name, date of death, and potentially a copy of the death certificate. Provide the deceaseds name, date of death, and any other required information.

Pass-Through 52

Pass-Through Insurance Insurance Policy 52

Center for Major Gifts

JUNE 16, 2024

Anyone can make a gift of real estate as long as the nonprofit’s gift acceptance policy allows it, and the property is in marketable condition; ideally free of debts. Inform the nonprofit of your decision to gift your property. Be sure to inform these vendors that they should no longer charge you for services at your gifted address.

Pass-Through 52

Pass-Through Insurance Insurance Liability 52

The Fundraising Coach

OCTOBER 20, 2023

Life insurance: Donors can list your organization as a beneficiary on their life insurance policy. They input their financial information, then the software notifies you of the donor’s intent and starts the endowment creation process for you. They can also donate any unused retirement assets to your nonprofit.

Pass-Through 52

Pass-Through Insurance Insurance Donation 52

Planned Giving

NOVEMBER 25, 2024

This comprehensive guide will explore the different options available for creating a will, ranging from free online tools to hiring an estate attorney, and provide detailed information to help you make an informed decision. Some might offer free will forms or kits in exchange for participation in phone calls or life insurance pitches.

Template 52

Template Insurance Insurance Budget 52

GiveSmart

DECEMBER 11, 2023

Get insurance policies. You must keep your financial information orderly and up-to-date and file the proper paperwork, such as Form 990 , to the IRS annually to remain within compliance. One way your organization can do this is to obtain an employer identification number (EIN) from the federal government. Process your payroll.

Software 52

Software Fundraising Nonprofit Finance 52

Get Fully Funded

AUGUST 24, 2022

Click these links for Timelines, checklists and roles and responsibilities to help make an informed decision. Thanking supporters now is an insurance policy for asking for support again later. Be sure to collect contact information for any new supporters and guests. Social media makes this part easy.

Fundraising 52

Fundraising Donation Funding Insurance 52

Qgiv

AUGUST 27, 2021

Whoever is serving the alcohol should have the proper licensing and insurance. Other things to think about include cancellation policies, last minute venue or date changes, and what their deposit policy is like. If you have to use pens, enforce a one pen per guest policy to avoid shared materials. ID required”).

Contracts 52

Contracts Contract Pass-Through Utilities 52

Get Fully Funded

FEBRUARY 14, 2022

Renting an event facility may be more expensive, but you will feel confident that they have the right insurance and that many logistical details like parking and accessibility will be covered. What is your event space’s policy on caterers? But on your first special event, I recommend a longer timeline so you’re not rushed.

Policy 59

Policy Policies Fundraising Pass-Through 59

Peak Proposals

DECEMBER 22, 2019

And either way, you may be able to leverage your data to bring about policy changes. If you spot a foundation that supports projects in your field, but has a “no unsolicited proposals” policy, even though there appears to be a fit, we advise you to cross the foundation off your list and move on to better prospects.

Funding 52

Funding Proposal Grants.Gov Budget 52

Peak Proposals

JULY 17, 2022

If you can’t articulate your project idea, you don’t have the information you need to evaluate whether the opportunity you’ve found is a good fit. ☞ For more information on planning a proposal, see our post on creating a proposal calendar. Record everything, then communicate it with everyone. There are several reasons.

Proposal 40

Proposal Grant Grants Proposal Writing 40

Peak Proposals

JULY 17, 2022

If you can’t articulate your project idea, you don’t have the information you need to evaluate whether the opportunity you’ve found is a good fit. For more information on planning a proposal, see our post on creating a proposal calendar. Record everything, then communicate it with everyone. There are several reasons.

Proposal 40

Proposal Grant Grants Proposal Writing 40

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 Policy Policies Pass-Through 119

The NonProfit Times

SEPTEMBER 10, 2024

We must find data-informed solutions, whether through policy or practice, to meet the needs of nonprofit workers who are struggling financially. This groundbreaking study gives us both a starting point and a call to action. Most industry sectors had fewer than 400,000 nonprofit employees.

Nonprofit 97

Nonprofit Transportation Insurance Insurance 97

Tech Soup

JULY 10, 2011

Business info tools - all business information is accessible anywhere via CARE, Salesforce, Jungle Disk, Nagios, and others. Insuring that you have a structure and policies in place can insure a successful transition to a virtual work environment for your team.

Insurance 66

Insurance Insurance Management Conference 66

The NonProfit Times

JANUARY 9, 2025

Remember that data (such as confidential membership information) that is inputted into an AI system such as ChatGPT will no longer remain confidential and protected and will be subject to the AI systems most-current terms of use/service. Discrimination. Another legal issue to consider is discrimination.

ChatGPT 98

ChatGPT Liability Insurance Liability AI 98

Candid

NOVEMBER 20, 2024

In 2022, 48% owned their homes, only 4% had any investment income, 25% were covered by public health insurance, and 10% had no coverage at all. Nonprofits working in the areas of health care as well as finance and insurance (e.g., credit unions) had the lowest rates of financial hardship (16%) and 73% offered private health insurance.

Insurance 106

Insurance Insurance Retail Nonprofit 106

Blackbaud

OCTOBER 18, 2024

Prep a “Go Kit” As volunteers arrive for their assignments, provide them with necessary supplies, such as volunteer ID, maps, special equipment, and contact information for volunteer coordinators. Mitigate Risks Before deploying spontaneous volunteers to a disaster zone, check your insurance policy.

Management 98

Management Liability Insurance Insurance 98

The NonProfit Times

NOVEMBER 7, 2024

Additionally, remember to include your local emergency response agencies in your plan, and provide them with copies of your plan, facility maps, and contact information. Regularly review the list to make sure all information is current and keep several copies of the list in key locations throughout your facility as well as offsite.

Liability 59

Liability Insurance Insurance Contracts 59

Blue Avocado

OCTOBER 22, 2024

I frequently fell short in communicating financial information to board and staff. While AVOs range from small, relatively informal nonprofits to larger, more formal, affiliated organizations, in AVOs, volunteers do most or all of the work. The IRS says it’s okay to send this information by email.

Budget 84

Budget Finance Management Proposal 84

Center for Major Gifts

OCTOBER 31, 2024

Many people do not realize that the beneficiary of an insurance policy or a retirement plan does not automatically change in the event of a change in status like a divorce. The alternative is to let your state legislature distribute your assets according to the intestate plan it has made law.

Insurance 52

Insurance Insurance Transportation Conference 52