Blackbaud

DECEMBER 20, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Update the policy based on your current and future needs. Tip 2: Review your scheduled reports.

Indirect Cost 105

Indirect Cost Indirect Finance Government 105

Grant Professionals Association

MAY 22, 2024

What you do as a successful individual giving officer is, sit in front of a blinking cursor and a screen full of empty boxes that ask for outcome metrics. What you do next is entirely dependent on the policies and procedures that your organization has put in place for your development team. A decision tree is a great first step.

Grants 59

Grants Grant Metrics Policies 59

The Fundraising Coach

MAY 30, 2025

Life insurance: Donors can name a nonprofit as the beneficiary of a life insurance policy. While planned giving programs can take years to yield actual gifts, it doesn’t mean you shouldn’t be tracking every metric from the program’s inception! After the donor passes away, the nonprofit retains the remaining value.

CRM 52

CRM Pass-Through Nonprofit Insurance 52

The NonProfit Times

NOVEMBER 14, 2024

Square footage percentages can be used to allocate rent, depreciation, certain insurances, and utilities. rent, utilities, building depreciation, and insurance) would be allocated 71.4% B est P ractices Organizations should have a formal, written, functional expense allocation policy. The occupancy costs (i.e.,

Indirect 52

Indirect Insurance Insurance Policies 52