Document Insurance Liability 
Wild Apricot
JUNE 16, 2025
They accept donations, handle bookkeeping, file tax documents and ensure everything meets state and federal regulations. You’re seeking help beyond finances, like HR, liability coverage or insurance. In this setup, the fiscal agent takes legal responsibility for the funds. You want or need more guidance and oversight.
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. Liabilities. These appear on the statement in order of payment due date, with short-term investments listed above long-term liabilities.
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Blackbaud
OCTOBER 18, 2024
Keep appropriate waivers and liability forms ready for volunteers to sign. 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. Develop a screening procedure in “normal” times to make crisis screening easier.
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.
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.
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. We’ve seen it time and time again.
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. Most COAs are organized into five categories: assets, liability, net assets, revenue, and expense accounts.
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