Planned Giving

NOVEMBER 2, 2023

This document is written to explain charitable gifts to donors, but it is helpful to enlighten nonprofits on the burden of reporting unusual major gifts legally too. Referring to the IRS fair market value guidelines document above, as this is an authoritative, frequently updated source. A gift acceptance policy is no different.

Policy 93

Policy Policies Liability Pass-Through 93

Get Fully Funded

MAY 4, 2021

Let your volunteers know about your organization’s liability coverage, what it covers and what it does not. Also share with volunteers about the Volunteer Protection Act , which protects volunteers from liability in cases of ordinary negligence. Is there a liability release everyone must sign? Is orientation required?

Policy 119

Policy Policies Liability Training 119

Blackbaud

SEPTEMBER 19, 2024

Below, we provide more detail about this document and why it plays such a key role in successful financial management. Without a clear Statement of Cash Flows, a nonprofit organization may not be maximizing its resources or identifying areas of opportunity or concern. How Do Organizations Use the Statement of Cash Flows?

Finance 98

Finance Nonprofit Liability Utilities 98

Planned Giving

NOVEMBER 14, 2023

Some fear there may be liability issues. They gather important financial documents, type in their relevant information, and voila! … Every online will maker works in essentially the same way to prepare a valid will — they have to, because they’re producing a legal document. the system generates a will.

Nonprofit 98

Nonprofit Liability Publishing Education 98

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 117

Insurance Insurance Liability Insurance Nonprofit 117

Tech Soup

MARCH 30, 2015

The individual or group must also agree to sign and return, upon request of Sponsor, any assignments, releases or other documents that Sponsor may require so as to perfect, effect or record such grant of rights in submission. b) Limitations of Liability. Winner Determination.

Liability 85

Liability Award Education Publishing 85

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.

Liability 52

Liability Federal Grants Utilities Nonprofit 52

Blackbaud

SEPTEMBER 7, 2024

For nonprofit entities, this summary document is a tool to assess their financial standing and make informed decisions on how to further their mission in the coming months or years. The short answer: they are functionally the same. Summary FAQs What are Common Statement of Activities Mistakes?

Professional Services 88

Professional Services Funding Donation Liability 88

Get Fully Funded

MARCH 16, 2023

To protect your organization from legal liabilities, you can incorporate online waivers into this process. Waivers are intended to protect the organization from potential risks and liabilities they could incur if a participant gets injured during the event, for example.

Fundraising 52

Fundraising Liability Electronics Media 52

Big Fundraising Ideas

SEPTEMBER 24, 2024

Navigating Liability: Top Digital Waiver Tips for Schools Fundraising is necessary for the vast majority of schools-but that doesn’t mean that it can’t be fun and exciting. When signed, waivers show that the participant has acknowledged any risks and agreed to release the provider from liability for damages.

Fundraising 52

Fundraising Liability Software Template 52

Tech Soup

JANUARY 30, 2014

The individual or group must also agree to sign and return, upon request of Sponsor, any assignments, releases or other documents that Sponsor may require so as to perfect, effect or record such grant of rights in submission. b) Limitations of Liability. Winner Determination.

IT 71

IT Liability Award Indirect 71

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).

Insurance 52

Insurance Insurance Grants Grant 52

Just Write Grants

SEPTEMBER 6, 2023

Balance Sheet : Provides a quick overview of the nonprofit's financial position at a specific point in time, detailing its assets (what it owns), liabilities (what it owes), and equity (the net assets or funds available to the organization). Liabilities) These are amounts the nonprofit must pay, either now or in the future.

Finance 52

Finance Liability Organizational Budget Budget 52

Tech Soup

JANUARY 30, 2014

The individual or group must also agree to sign and return, upon request of Sponsor, any assignments, releases or other documents that Sponsor may require so as to perfect, effect or record such grant of rights in submission. Limitations of Liability. Winner Determination.

IT 66

IT Liability Award Indirect 66

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 98

Budget Finance Software Liability 98

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 52

Contract Contracts Liability Proposal 52

Blue Avocado

FEBRUARY 13, 2024

Prior to the Good Samaritan Act, many corporations felt they could face liability for donating food, and people who salvaged it without documented donation could face prosecution. Beyond knowing about laws, the GSA (and other laws like it) is also a testament to the political power of nonprofits.

Lobbying 105

Lobbying Nonprofit Liability Pass-Through 105

Tech Soup

APRIL 16, 2014

The individual or group must also agree to sign and return, upon request of Sponsor, any assignments, releases or other documents that Sponsor may require so as to perfect, effect or record such grant of rights in submission. b) Limitations of Liability. Winner Determination.

Liability 60

Liability Award Indirect Media 60

Planned Giving

FEBRUARY 18, 2025

A DIY will, or do-it-yourself will, is a legally binding document that you create independently, without the direct involvement of an estate attorney. In such cases, professional legal advice is recommended to ensure all aspects of your estate are adequately addressed and to minimize tax liabilities.

Template 52

Template Pass-Through Liability Consultant 52

Tech Soup

JULY 1, 2014

The individual or group must also agree to sign and return, upon request of Sponsor, any assignments, releases or other documents that Sponsor may require so as to perfect, effect or record such grant of rights in submission. b) Limitations of Liability. Winner Determination.

Liability 52

Liability Award Indirect Media 52

Tech Soup

OCTOBER 7, 2014

The individual or group must also agree to sign and return, upon request of Sponsor, any assignments, releases or other documents that Sponsor may require so as to perfect, effect or record such grant of rights in submission. b) Limitations of Liability. Winner Determination.

Liability 47

Liability Award Education Publishing 47

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. Statement of financial position.

Policy 52

Policy Policies Finance Budget 52

Get Fully Funded

FEBRUARY 20, 2023

Every nonprofit has a Board of Directors. Yet most people don’t understand exactly what the Board’s job is. And this is a problem. You see, it means that hundreds of people are sitting on nonprofit Boards and have NO IDEA what they said “yes” to. It’s surprising. And concerning.

Strategic Plan 116

Strategic Plan Nonprofit Ethics Government 116

Tech Soup

JANUARY 8, 2013

Of course we’ll use mobiles more and more, but for heads-down work on longer documents, spreadsheets, presentations, serious data base projects, graphic design, and anything else that involves looking at a screen for hours at a time and using a proper keyboard – I’ll be keeping my laptop and will be glad to have it.

Nonprofit 75

Nonprofit Liability Strategic Plan Conference 75

Tech Soup

JANUARY 13, 2015

The individual or group must also agree to sign and return, upon request of Sponsor, any assignments, releases or other documents that Sponsor may require so as to perfect, effect or record such grant of rights in submission. b) Limitations of Liability. Winner Determination.

Liability 40

Liability Award Indirect Education 40

Allied Grant Writers

OCTOBER 19, 2021

Secure and prepare your documents. File these documents. This is to protect both the board and staff from legal liabilities. Since application papers are important legal documents, it will be wise to get the help of a seasoned attorney. This is for proper identification of your group when tax documents are filed.

Grant Writing 52

Grant Writing Proposal Grants Grant 52

Allied Grant Writers

OCTOBER 19, 2021

Secure and prepare your documents. File these documents. This is to protect both the board and staff from legal liabilities. Since application papers are important legal documents, it will be wise to get the help of a seasoned attorney. This is for proper identification of your group when tax documents are filed.

Grant Writing 52

Grant Writing Proposal Grants Grant 52

Get Fully Funded

JUNE 29, 2021

So work with an insurer or an insurance broker to understand the coverage you need to best protect your organization and its liability. Some people in the nonprofit sector even think of the Form 990 as a marketing document, another way to share your organization’s good work. There’s always that possibility.

Policies Procedures 116

Policies Procedures Insurance Insurance Nonprofit 116

Greater Giving

DECEMBER 19, 2023

Essentially, this term refers to the process of pulling your documented financial data and communicating it to stakeholders. Also called a balance sheet, this statement lists your nonprofit’s assets, liabilities, and net assets to provide a snapshot of your organization’s financial health. Statement of financial position.

Nonprofit 52

Nonprofit Strategic Plan Finance Liability 52

Tech Soup

MARCH 30, 2015

The individual or group must also agree to sign and return, upon request of Sponsor, any assignments, releases or other documents that Sponsor may require so as to perfect, effect or record such grant of rights in submission. b) Limitations of Liability. Winner Determination.

Liability 40

Liability Award Education Publishing 40

Tech Soup

MARCH 15, 2017

The person posting (on behalf of him/herself and/or the posting group) understands that the individual or group will not receive any compensation (other than prize, if submission is determined to be a prize winner) and releases and agrees to hold harmless Sponsor from any liability in conjunction therewith. b) Limitations of Liability.

Liability 42

Liability Conference Publishing Nonprofit 42

GiveSmart

MARCH 21, 2024

Along with permits and licenses, consider getting event insurance , which offers liability protection if someone gets hurt or damages the venue’s property. If your event includes alcohol, make sure your plan covers liquor liability claims, as many basic plans exclude coverage when alcohol is sold due to increased risk.

Budget 52

Budget Fundraising Insurance Insurance 52

Qgiv

AUGUST 10, 2022

It’s meant for them to take the reports they see, the minutes they review, and the documents they sign very seriously. You should introduce them to any policy documents, such as conflict of interest policies. This is also a good time to discuss liability issues and your board liability insurance (which you have, of course.)

Finance 52

Finance Nonprofit Policy Policies 52

Tech Soup

APRIL 2, 2012

Your technology plan is a document that lays out the goals and objectives of adopting and implementing technology. Poor technology planning is a liability not only to your nonprofit, but also to the people who rely on it. We'll cover best practices for backup, security, documentation, and unified communications.

Conference 44

Conference Nonprofit Liability Media 44

Qgiv

JULY 24, 2024

Secretary Your secretary is responsible for maintaining accurate records of board meetings, including minutes, agendas, and any related documents. They ensure your documentation is organized, accessible, and archived properly, which is vital for historical reference and legal compliance.

Nonprofit 52

Nonprofit Strategic Plan Policy Policies 52

DoJiggy

JULY 23, 2024

The Statement of Financial Position (AKA The Balance Sheet) The Statement of Financial Position provides a snapshot of the organization’s financial status at a particular point in time, detailing assets, liabilities, and net assets. Liabilities are what your organization owes to vendors, employees, or others.

Nonprofit 40

Nonprofit Liability Template Management 40

DoJiggy

SEPTEMBER 19, 2024

Add it to your Form 990 to account for your assets and liabilities. Document all of your controls for team member clarity and periodically audit the controls themselves. The IRS requires you to file no fewer than four audited financial statements. Statement of activities : your yearly revenue and changes in net assets.

Management 52

Management Finance Budget Nonprofit 52