Remove Finance Remove Liability Remove Pass-Through
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Understanding Fiscal Agents: What They Do and When You Need One 

Wild Apricot

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.

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The Fundamentals of Grant Writing for Nonprofits: How to Write an Effective Grant Proposal

Allied Grant Writers

As a result, it’s critical to understand whether asking for grants for nonprofits or other cause, among the many other financing options available to you, is the best option for supporting your organization. It should also pass the reviewer’s criteria. This is to protect both the board and staff from legal liabilities.

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The Fundamentals of Grant Writing for Nonprofits: How to Write an Effective Grant Proposal

Allied Grant Writers

As a result, it’s critical to understand whether asking for grants for nonprofits or other cause, among the many other financing options available to you, is the best option for supporting your organization. It should also pass the reviewer’s criteria. This is to protect both the board and staff from legal liabilities.

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Estate Planning Essentials: 10 Crucial Documents for Organizing Your Affairs

Planned Giving

Beneficiary Designations Certain assets can be transferred directly to beneficiaries without going through probate. Financial Power of Attorney (POA) A financial power of attorney grants someone the authority to manage your finances and property if you become unable to do so. Home Insurance : Covers property damage and liability.