Planned Giving

JUNE 24, 2025

Although discussing and preparing for one’s passing can be challenging and even deemed taboo, it significantly alleviates future anxiety and ensures that your wishes are respected. Last Will and Testament A last will and testament is a fundamental document in end-of-life planning. Pet Trust Legally, pets are considered property.

Insurance

Planned Giving

NOVEMBER 2, 2023

Read on for a few simple steps to build or strengthen your gift acceptance policy. What is a Gift Acceptance Policy? A gift acceptance policy serves as a transparency tool for your organization to understand which gifts your nonprofit is prepared to warmly accept. What does a Gift Acceptance Policy Contain?

Policy

RBW Strategy

AUGUST 7, 2024

Whether you are a recipient, pass-through entity, or subrecipient, you have been given the unique responsibility of becoming a steward of federal grant funds. Policies and procedures that adhere to the 2 CFR 200 and other policy requirements. Do those documents provide a path for handling the unexpected?

Federal Grants

Blackbaud

MAY 23, 2024

Initiatives like the American Rescue Plan, the Bipartisan Infrastructure Act, the CHIPS and Science Act, and other pass-through funding to states and local governments have spurred a surge in nonprofits seeking federal funding. Program Analysis – what will happen to the program to accommodate the growth?

Grant Readiness

RBW Strategy

JUNE 11, 2024

This is a natural consequence when several different administrative requirements documents and cost circulars are consolidated into one document, and meant to be universally applied. I co-led a session through MyFedTrainer in which we discussed these topics more in-depth. Let’s examine each one. Plus, there’s more….

UEI

Blackbaud

AUGUST 12, 2024

Nonprofit financial management is the process of managing the money that flows through your not-for-profit organization. You can also attach supporting documents, such as invoices, receipts, and contracts, to your transactions, and access them easily when needed. Establish a policy for its use and replenishment.

Management

Assel Grant Services

SEPTEMBER 4, 2024

However, many state and local government grants are pass-through funding from federal agencies and held to the same rules and regulations. Foundation and corporate grants may not be as stringent as federal or pass-through funding, but the principles of grant management still apply. Subscribe to our blog to follow along!

Grant Management

Grant Professionals Association

OCTOBER 17, 2024

As you decide if your organization needs the infrastructure to manage federal grants, remember, many grants from states and local governments are from federal sources (pass through grants), so you have to manage them as federal dollars. It tells exactly what grant-specific policies and procedures you need to develop.

Grant Management

OneCause

JULY 7, 2022

This means that nonprofits seeking to innovate their fundraising practices and maximize their revenue through online donor giving must prioritize donor privacy and data security. The Many Risks of Poor Donor Privacy Policies. Easy Strategies to Safeguard Donor Privacy. Encourage trust with their donor community.

Policy

Qgiv

APRIL 15, 2024

One way your donors can help you extend your impact is through legacy giving. Legacy giving is a committed donation a donor plans to leave to a nonprofit organization as part of their estate after they’ve passed away. Here’s a look at seven of the most common types of legacy gifts: Bequests through wills and estate plans.

Pass-Through

GrantNews

MARCH 25, 2024

We closely examined the significant sections these documents need to contain. All of your conflict of interest policies and clauses dictating fiscal policies and emergency provisions are in place. Follow Through: Take steps to integrate all of these guidelines into the operations of your nonprofit organization.

Nonprofit

Assel Grant Services

SEPTEMBER 16, 2024

If you have ever flinched at the mention of policies and procedures, conflict of interest, or grant reporting, we may be able to help take the fear out of grant management. Check out the previous post on conflict of interest policies and procedures ! Now, we are diving into time and effort reporting and staff allocation.

Grant Management

Grant Professionals Association

JULY 18, 2023

It is important to document the procedure that was used, and that this is codified in the organization’s procurement policy. If an auditor asks why a specific partnership was established and there is insufficient documentation, those funds could be disallowed. high unemployment).

Procurement

Tech Soup

APRIL 13, 2012

In a time when climate change and developing the green economy are somewhat passé, nonprofits have not given up on the mission. org is building a global grassroots movement to solve the climate crisis and push for policies that will put the world on track to reduce our planetary CO2 to safe levels - 350 parts per million.

IT

Double the Donation

OCTOBER 25, 2021

During this time, they’ll read through the provided script and respond to a variety of different “donor personas.” Consider these four components of effective matching gift phonathon training: Materials: Document how callers should ask about matching gifts and the process by which they should share company rules, guidelines, and instructions.

Training

Assel Grant Services

MAY 6, 2024

improving policies and procedures and strengthening internal controls). Nonprofits spending $750,000 or more of federal (or federal pass-through) funds in a year must complete a Single Audit. Nonprofits should know that these documents are not the same as an audit.

GPC

Get Fully Funded

FEBRUARY 14, 2022

Share this on your website, through email, on social media, in your newsletter, and anywhere else you can think of. To make things easier, have the whole committee work off a shared document so no business gets asked twice. What is your event space’s policy on caterers? Step 6: Send out a Save the Date.

Policy

Tech Soup

APRIL 13, 2012

In a time when climate change and developing the green economy are somewhat passé, nonprofits have not given up on the mission. org is building a global grassroots movement to solve the climate crisis and push for policies that will put the world on track to reduce our planetary CO2 to safe levels - 350 parts per million.

IT

Planned Giving

FEBRUARY 13, 2025

This entails organizing various legal documents to ensure your wishes are respected. Below is a comprehensive checklist of the essential documents needed for effective estate planning, why they are important, and how to obtain them. Sign the Document : Ensure it is signed and notarized.

Insurance

Center for Major Gifts

AUGUST 18, 2024

If you’re ready to go beyond annual giving and unlock a more sustainable future through legacy gifts, read on. In this comprehensive guide, we’ll walk you through the entire process of starting a planned giving program. Bequests A bequest is simply a term for a gift made through a will.

Pass-Through

Planned Giving

APRIL 22, 2024

Every nonprofit should have some type of policy to contend with verbal-only commitments. For beneficiary designations, maybe the donor will provide contact information for the bank or brokerage holding the assets, and a policy or account number to identify the asset. Will the charity and/or the gift officer even know?

Policy

Planned Giving

JANUARY 14, 2025

A last will and testament is more than just a legal document; its a reflection of your lifes legacy, detailing your assets, beneficiaries, and final wishes. When a person passes away, their will undergoes a legal procedure known as probate, which often turns it into a public record. Understanding Probate What Is Probate?

Pass-Through

Grant Professionals Association

OCTOBER 23, 2023

According to the Merriam-Webster Dictionary the term “Transparency” means : “T he quality of allowing light to pass through so that objects behind can be distinctly seen.” Transparency is essential to an ethical climate in organizations and should be evident in communications, practices, policies, meetings, and other interactions.

Ethics

Planned Giving

JULY 29, 2024

However, this essential procedure plays a critical role in ensuring that a loved one’s wishes are honored after they pass away. The church courts handled probate issues, ensuring that the deceased’s soul was cared for through proper distribution of their estate. Assets that must go through probate are known as probate assets.

Pass-Through

Planned Giving

DECEMBER 10, 2024

This essential document is necessary for a wide range of tasks, from planning the funeral to settling legal and financial matters. 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.

Pass-Through

Blackbaud

FEBRUARY 6, 2025

Changes in federal policies and priorities can create significant uncertainty for your organization. Due to the policy updates, you are probably looking for strategies to navigate the changes but may not know where to start. This also includes your policies. Document everything.

Funding

Blackbaud

APRIL 17, 2025

According to Microsoft Security , QR codes are a growing phishing risk, as they often appear in emails, campus flyers, menus, parking passes, forms, and other official communications. Cybercriminals deploy DDoS attacks through compromised computer systems, smart technologies, and other hijacked devices.

Education