Planned Giving

MAY 12, 2025

” Life Insurance Gifts : “Making our organization the beneficiary of a policy you no longer need.” Begin with : Bequests Beneficiary designations Life insurance IRA rollovers Then grow into real estate, complex trusts, and life income gifts.

Policy

Pamela Grow

FEBRUARY 27, 2025

Each of these documents organizes and summarizes your organizations financial data in a different, actionable way to promote improved internal decision-making and external transparency. Financial reporting is critical for accountability, and financial statements are among the most important reports your nonprofit will create each year.

Liability

Blackbaud

JULY 10, 2025

Consider another example: A life insurance policy payout as part of a planned legacy gift. Practicing good document management and adding the gift agreement to the journal entry right away ensures that donor intent is always understood, no matter the time frame on revenue recognition.

Finance

Grant Writing Made Easy

JULY 11, 2025

trillion to the federal deficit over the next 10 years and result in millions of people losing health insurance coverage. According to the Congressional Budget Office, the legislation could add $3.3 The White House and Senate Republicans dispute this projection.

Federal Grants

Blackbaud

OCTOBER 18, 2024

Mitigate Risks Before deploying spontaneous volunteers to a disaster zone, check your insurance policy. You might need a rider, so discuss coverage with your insurance agent. Volunteers must be made aware of the risks they face, be equipped with appropriate safety gear, and be willing to be coordinated by local emergency management.

Management

Planned Giving

JULY 15, 2025

These assets include: 401(k) and IRA accounts Life insurance policy payouts Certain bank and brokerage accounts By designating beneficiaries for these assets, you ensure a quicker and smoother transfer to your loved ones without the need for court intervention. Do You Still Need a Will?

Insurance

HSF House

JUNE 9, 2025

A lack of initial documentation and face-face team meetings also contributed to the confusion; which is why we decided to commit to both As for data collection, we found a database containing satellite imagery of buildings damaged during Hurricane Helen.

Insurance

Planned Giving

JUNE 24, 2025

Last Will and Testament A last will and testament is a fundamental document in end-of-life planning. Beneficiary Designations for Non-Probate Assets Certain assets, such as retirement accounts and life insurance policies, transfer directly to beneficiaries without going through probate.

Insurance

GrantNews

MAY 8, 2024

Cost of Incorporation& Tax-Exempt Status Every nonprofit startup must file a legal document known as the articles of incorporation with their state to begin the process. Nonprofits often use a lawyer to get a set of ‘trained professional eyes’ on their documents. The cost usually runs from $200-$300 a month.

Insurance

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. They are documents that may only change annually (financials) or not at all (company registration records). Insurers and grant funding will usually ask for both.

Insurance

Get Fully Funded

MAY 1, 2023

Because this section of your nonprofit business plan is a summary of the facts contained throughout the whole document, it is often written last. This section provides detailed descriptions and documentation of how you meet needs in your community. Make the document unreadably long. Do Make the document easy to read.

Nonprofit

Tech Soup

DECEMBER 3, 2014

According to Daniel, ABCS staff members rely on Microsoft's Office 365 Nonprofit donation to access and share documents when they're away from the office. We use it to sync our documents used by our remote users, which allows them to work in the community efficiently."

Insurance

Get Fully Funded

JUNE 29, 2021

Even in the early days when the donut shop is struggling financially, appropriate insurance is required. So work with an insurer or an insurance broker to understand the coverage you need to best protect your organization and its liability. There’s always that possibility.

Policies Procedures

Planned Giving

JULY 11, 2024

Sometimes brokerage and insurance services are slow to pay out on a planned gift or beneficiary designation. If you alert a nonprofit about your intentions, they can provide you with the proper documentation for the IRS. It turns out there are several: The nonprofit might not get the donation if it doesn’t know about it.

Insurance

Tech Soup

APRIL 22, 2013

iOS) by the Insurance Information Institute has preloaded checklists so you can prepare your organization before disaster strikes. It includes an emergency kit shopping list, an option to build an emergency contact list, and countdown timers to alert you when food, documents, or medicine in your kit are about to expire.

Insurance

Red Tape Busters

JULY 27, 2023

Not Addressing All the Requirements of The Tender: When tender writers fail to address all the requirements of the tender document, or provide incomplete or insufficient information, it can result in the proposal being disqualified or rejected. This can be particularly true for annual certificates such as insurance.

Proposal

Blue Avocado

JANUARY 16, 2024

There has been documentation of all discussions with the employee about these issues as well as their refusal to respond positively or show any improvement. Injury : After consideration of well-supported and documented behavior problems by an employee, a decision was made to terminate an employee “after lunch.”

Insurance

Blackbaud

DECEMBER 20, 2023

Tip 1: Identify line items in your budget that cross programs, or are essential for daily operations, including utilities, insurance, bank fees, and marketing costs. Document any processes you don’t already have highlighted. Review any documented processes to see if there were any updates over the past year.

Indirect Cost

GrantNews

JUNE 21, 2024

Review important documents. Make sure your insurance policies, like ID, are up to date. Document property damage with photographs. Conduct an inventory and contact your insurance company. Pay attention to Air Quality Alerts. Make an Emergency Plan. Make copies and keep them in a secure, password-protected digital space.

Insurance

Get Fully Funded

MARCH 20, 2023

Printing/postage Fundraising expenses Phone/internet Marketing expenses (graphic design, advertising) Professional development (training and conferences) Memberships, affiliations (dues & subscriptions) Travel/mileage/parking Insurance (liability for the facility, errors and omissions for Board, worker’s comp, etc.)

Budget

Get Fully Funded

FEBRUARY 22, 2022

A bookkeeper can help you set up the right documentation and tracking procedures so you categorize everything consistently and are not stuck trying to figure it all out come tax time. proper documentation and categorizing of expenses is part of the deal you strike with the IRS when you get 501c3 status. Legal services.

Fundraising

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. Similar to gifts of life insurance, donors can choose to make a nonprofit a beneficiary on other accounts, such as their retirement fund.

Pass-Through

Tech Soup

AUGUST 30, 2013

Twitter has already made arrangements with 250 cellphone companies in more than 100 countries to offer some free Twitter access, and is insuring that it will be easy to use on even the most basic mobile phones. Internet.org isn’t alone among big tech companies working on the global digital divide.

Insurance

GiveSmart

DECEMBER 11, 2023

Get insurance policies. Having tools to streamline document management can make financial compliance simple. You can retrieve documentation, such as tax forms or campaign reports, more efficiently when your paperwork is stored digitally — no need to go rifling through crowded filing cabinets or stacks of papers.

Software

Grant'd

JULY 23, 2020

It’s also always an excellent idea to curate a collection of your basic organisational documents in case an application asks you to upload a copy. Think along the lines of your organisation/business most recent strategy, annual reports and financial reports, and your organisation’s registration and insurance certificates.

Grant Readiness

Get Fully Funded

AUGUST 16, 2024

While maximized fundraising seems like the solution, the truth is that it takes responsible allocation of your resources to make sure every dollar is used wisely—and this starts with effective documentation. Instead, you should continuously reference and update this document to ensure it reflects up-to-date financial information.

Liability

Center for Major Gifts

APRIL 21, 2025

Check your unused leaves, pension, insurance, and flexible spending accounts. Leave detailed documentation. Youll be prepared to verify that everything gets accounted for in your final paperwork. Complete your assignments. Remain diligent about fulfilling your current responsibilities. Its the right thing to do.

Insurance

Get Fully Funded

FEBRUARY 7, 2022

My friend who worked in insurance as her first professional job was taught to leave her desk every day as if it were her last day at work. Pull together grant documents that will be due soon after you return. You may think that the organization can’t run if you’re not there, and there may be some truth to that. Return emails.

IT

Get Fully Funded

JANUARY 16, 2024

Budgeting Your nonprofit’s annual budget is a key financial planning document that guides your organization’s spending and fundraising efforts. Make sure the document can easily be updated as your nonprofit grows—you may eventually need more involved procedures for handling different types of funding.

Policy

Red Tape Busters

NOVEMBER 1, 2023

Ignoring the Fine Print – Hidden Pitfalls Tender documents are often lengthy and packed with information. For instance, when tender writers fail to thoroughly review insurance requirements, penalty clauses, or dispute resolution processes, it can leave their organisation vulnerable to unexpected liabilities.

Contract

Grant Writer Team

OCTOBER 16, 2024

Sample grant from GrantWatch , a reputable grant database: Minority-Owned Businesses in the Restaurant Industry – Grants to Illinois minority-owned for-profit food establishments for working capital including payroll, rent, insurance, utilities, taxes, operations, and contractors.

Funding

GiveSmart

MARCH 21, 2024

Some other workers to consider in your staffing budget include: Servers and bartenders Audio and visual professionals Graphic designers Auctioneer Event planners or consultants Licensing, permits, and insurance The last item on our expense planning list is miscellaneous costs associated with licensing, permits, and insurance requirements.

Budget

Get Fully Funded

APRIL 6, 2021

For example, an organization that sets up clinics in African and Latin American countries has a large Advisory Board made up of executives from local corporations, including several healthcare and insurance companies. Prepare a document to share with prospective members outlining the roles and responsibilities.

Nonprofit

Fundly

DECEMBER 11, 2020

Age parameters to customize the age ranges that customers must fall into in order to sign the document. A dashboard to provide quick insights as to who is signing your documents, their ages, genders, and any other information you’re interested in tracking. Why Insurance Companies Love Smartwaiver.

Software

Qgiv

AUGUST 10, 2022

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. It’s meant for them to take the reports they see, the minutes they review, and the documents they sign very seriously.

Finance

Bonterra

JUNE 25, 2024

Learn more Accelerate access to critical treatments Expanded Access Bonterra’s Expanded Access solution makes it easy for healthcare providers to submit treatment requests with supporting documentation and test results. Speed up the application review, approval, and drug shipment process for program administrators.

Software

Tech Soup

JUNE 20, 2014

It will also integrate with OneDrive and Sharepoint Online for document storage. The Mifos X Platform is free open source cloud software for running a microfinance organization that provides small loans, savings accounts, and micro insurance to very poor people. The Launch of Box.org and Free Cloud Storage for Charities.

Software