VIDEO Q&A for Subscribers: September 2025
Ben and Mike answer questions from subscribers about adding an Immediate Past President position, Board giving requirements, when related organizations must have consolidated audits, and preparing to receive restricted funds and comply with restrictions by donors and grantors.
PREVIEW SHORTER CLIP:
FULL 30-MINUTE VIDEO:
CHAPTERS:
00:00 - Intro
00:36 - Pros and cons of adding an Immediate Past President position
08:33 - Ways to approach Board giving requirements where Board members are not equally wealthy
15:05 - When related organizations must have consolidated audits
21:00 - How donor restrictions work in practice and preparing for receiving and tracking restricted funds
FURTHER READING:
Past Presidents Can Be a Powerful Resource or a Missed Opportunity
How to Better Leverage the Position of Immediate Past President [SUBSCRIBERS-ONLY]
Optimizing the Use of Restricted Funds Through an Annual Inventory and Assessment [SUBSCRIBERS-ONLY]
