Finance Insurance Pass-Through 
Wild Apricot
JUNE 16, 2025
All funds go through their bank accounts. The agent handles the finances but doesn’t control your work. You’re looking for basic help with finance and compliance. Funders expect a full 501(c)(3) relationship, not just a pass-through. You’re seeking help beyond finances, like HR, liability coverage or insurance.
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. To ensure they are cared for after your passing, designate a caregiver in your will and potentially set aside funds for their care.
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Blackbaud
APRIL 8, 2024
Many don’t cover operating costs or have a small allotment for indirect costs such as salaries, insurance, and utilities. A lot of individual donations, like ones that come through your organization’s website or through the Annual Fund, are often unrestricted. They don’t come with any direction or reporting requirements.
The NonProfit Times
AUGUST 8, 2024
By Paul Clolery Nonprofit employees with 403(b) retirement plans would be able to participate in collective investment trusts (CITs), if new federal legislation passes and is signed into law. ” If passed and signed into law, it would make available a tax credit of up to $5,000 for the three years of a retirement plan’s operation.
The Fundraising Coach
OCTOBER 20, 2023
This is completed either by setting aside a donation to be given after the donor passes away or by giving a gift during their lifetime that continues to grow following the donor’s passing. Life insurance: Donors can list your organization as a beneficiary on their life insurance policy. Tax benefits.
Peak Proposals
APRIL 3, 2023
If the template requires changes to its formulas or other features, you can find tutorials on how to do so through videos found on YouTube, posted by Microsoft and Google, or offered by LinkedIn Learning and other course platforms. cash gifts from individuals) or other sources of cash reserves.
Planned Giving
FEBRUARY 13, 2025
Beneficiary Designations Certain assets can be transferred directly to beneficiaries without going through probate. These non-probate assets include 401(k) accounts, pensions, and life insurance policies. Protection : Provides additional protection for your assets. Avoid Probate : These assets bypass the probate process.
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