Nonprofits

illustrated newsletter coming out of manilla envelope

First Quarter Industry Newsletters

Quarterly collection of current topics, news alerts and industry updates. Auto Dealerships Newsletter – March 6, 2018 Business Valuation Newsletter…

tax reform icon with pen on green color block background

Urgent: Congress Agrees to New Tax Reform Bill

In light of recent legislation passed by the House and Senate, we are providing an update on the new tax…

white lottery balls with blue numbers inside red circles

IRS Ground Rules for Charity Gaming

Games of chance like bingo and raffles are often synonymous with tax-exempt organizations. However, the income from such “gaming” activities operated…

illustrated pic chart connected to documents and bar graph

Impress Your ‘Suitors’ With Financial Information

Attracting funding organizations and large individual contributors to donate money to your not-for-profit organization is a little like finding a spouse…

illustrated hand holding megaphone blaring

Prevent Fraud by Envisioning How it Could Occur at Your Organization

Every year, millions of dollars are donated to not-for-profit organizations. In these cases, the money that’s supposed to go to an…

four coworkers joining colored puzzles pieces

Seminar: Keys to Development Team Retention “15 Years to Life”

Lunch and Learn Seminar Series Featuring Bobby Thalhimer & Lisa Pratt O’Mara Tuesday, November 28, 2017 11:30 A.M. – 1:00 P.M….

graphic of blue unlocked locks and red locked

Recent Incidents Fuel Concerns over Breach Response

Could your data be hacked? Unfortunately, every organization — including for-profit businesses, not-for-profits and government agencies — is vulnerable to cyberattacks…

line of upright blue folders with one teal one selected

A Checklist of Duties with Tax and Governance Implications

Documentation and accountability are always important in business, but even more so for a not-for-profit agency. The sheer number of duties…

professional coworkers going over graphs in portfolio

Yes, You Do Need Investment Policies

So you think investment policies are only for not-for-profits with millions to invest? Not true. If your organization holds funds in…

403 b text in blue diamond

Consider a 403(b) Retirement Option for Your Staff

Employer-sponsored plans play an increasingly significant role in retirement planning as individuals worry about the future of Social Security and their…