-
5-Minute Lessons
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May 7, 2024
VIDEO: Disclosing Your Form 990 Approval Process | 5-Minute Lessons 4 Nonprofits
May 7, 2024
-
Oct 24, 2023
VIDEO: Getting a Tax ID Number (EIN) for a New Nonprofit | 5-Minute Lessons 4 Nonprofits
Oct 24, 2023
-
Aug 8, 2023
VIDEO: Establishing a Timeline to Prepare an Annual Budget | 5-Minute Lessons 4 Nonprofits
Aug 8, 2023
-
Jun 13, 2023
VIDEO: Opening a Bank Account for a New Nonprofit | 5-Minute Lessons 4 Nonprofits
Jun 13, 2023
-
May 9, 2023
VIDEO: Applying the Segregation of Duties Principle | 5-Minute Lessons 4 Nonprofits
May 9, 2023
-
Feb 28, 2023
VIDEO: Drafting Donor Acknowledgment Letters | 5-Minute Lessons 4 Nonprofits
Feb 28, 2023
-
Dec 29, 2022
VIDEO: Describing Your Mission in the Form 990 | 5-Minute Lessons 4 Nonprofits
Dec 29, 2022
-
Oct 31, 2022
VIDEO: Understanding the Public Support Test under § 509(a)(2) | 5-Minute Lessons 4 Nonprofits
Oct 31, 2022
-
Aug 30, 2022
VIDEO: Formatting an Operating Reserve Policy | 5-Minute Lessons 4 Nonprofits
Aug 30, 2022
-
Jun 30, 2022
VIDEO: Understanding the Public Support Test under § 170(b)(1)(A)(vi) | 5-Minute Lessons 4 Nonprofits
Jun 30, 2022
-
Apr 30, 2022
VIDEO: Establishing a Cash Management Target Policy | 5-Minute Lessons 4 Nonprofits
Apr 30, 2022
-
Feb 24, 2022
VIDEO: Keeping Board Meeting Minutes | 5-Minute Lessons 4 Nonprofits
Feb 24, 2022
-
Jan 28, 2022
VIDEO: Adding an Assistant Treasurer Position | 5-Minute Lessons 4 Nonprofits
Jan 28, 2022
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Articles
-
Nov 7, 2025
Making an Investment in Finance Department Staff Training
Nov 7, 2025
-
Aug 29, 2025
Using Checklists to Avoid Nonprofit Management Missteps
Aug 29, 2025
-
Jul 25, 2025
The Fundamentals of the Private Benefit Rule
Jul 25, 2025
-
May 30, 2025
Adding Spending Provisions to an Operating Reserve Policy
May 30, 2025
-
Apr 24, 2025
How to Prepare Your Nonprofit for a Bank Loan or Line of Credit
Apr 24, 2025
-
Mar 27, 2025
Funding Pipeline Reports Are Essential in a Changing World
Mar 27, 2025
-
Feb 19, 2025
Building a Contingency Plan for an Unexpected CEO Departure
Feb 19, 2025
-
Feb 3, 2025
Operating Reserves as a Key Indicator of Financial Health
Feb 3, 2025
-
Dec 18, 2024
Enhancing the Nonprofit Treasurer Role and Relationship
Dec 18, 2024
-
Oct 30, 2024
Five Ways Nonprofit Board Actions Can Be Challenged Under Law [SUBSCRIBERS-ONLY]
Oct 30, 2024
-
Oct 15, 2024
The Problem with Hybrid Meetings and Events
Oct 15, 2024
-
Sep 17, 2024
How to Make Virtual Board and Committee Meetings More Effective
Sep 17, 2024
-
Sep 3, 2024
Q&A #166 – Are new nonprofits required to file BOI reports under the Corporate Transparency Act?
Sep 3, 2024
-
Aug 20, 2024
The Fundamentals of the Unrelated Business Income Tax (UBIT)
Aug 20, 2024
-
Aug 6, 2024
Q&A #165 – How often should a nonprofit CEO provide updates to the Board of Directors?
Aug 6, 2024
-
Jul 30, 2024
Navigating the Nonprofit Dissolution Process
Jul 30, 2024
-
Jul 23, 2024
How to Use Non-Traditional Communication Pathways to Enhance Board Member Engagement [SUBSCRIBERS-ONLY]
Jul 23, 2024
-
Jul 2, 2024
Q&A #164 – What happens if all Board member terms have expired?
Jul 2, 2024
-
Jun 18, 2024
Remembering the Long-Term Purpose of Operating Reserves
Jun 18, 2024
-
Jun 4, 2024
Capital Budgets Play an Important Role in Nonprofit Planning and Budgeting
Jun 4, 2024
-
Apr 30, 2024
Integrating Financial Health Assessments into Your Organization’s Planning Process
Apr 30, 2024
-
Apr 2, 2024
Watching Over Pledges Receivable During Periods of Change and Uncertainty [SUBSCRIBERS-ONLY]
Apr 2, 2024
-
Mar 19, 2024
The Importance of Keeping Records of Board and Officer Terms [SUBSCRIBERS-ONLY]
Mar 19, 2024
-
Feb 27, 2024
Why Gift Acceptance Policies are Important and Must Be Periodically Reviewed and Updated
Feb 27, 2024
-
Feb 6, 2024
Five Nonprofit Bylaws Issues That Are Often Overlooked
Feb 6, 2024
-
Jan 16, 2024
Establishing a Form 990 Review and Approval Process
Jan 16, 2024
-
Dec 26, 2023
Seven Key Steps for Managing Nonprofit Corporate Governance Disputes [SUBSCRIBERS-ONLY]
Dec 26, 2023
-
Dec 19, 2023
The Best Nonprofit CFOs Go Beyond the Numbers
Dec 19, 2023
-
Nov 21, 2023
Why and How Nonprofits Use Limited Liability Companies (LLCs)
Nov 21, 2023
-
Oct 17, 2023
The Case Against Board “Give or Get” Policies for a Nonprofit Organization
Oct 17, 2023
-
Sep 19, 2023
In the Search for Professional Services, Caring is as Important as Knowledge [SUBSCRIBERS-ONLY]
Sep 19, 2023
-
Sep 5, 2023
What Many Nonprofits Misunderstand About Employee Probationary Periods
Sep 5, 2023
-
Aug 15, 2023
Defining the Purposes and Roles of the Executive Committee
Aug 15, 2023
-
Jul 18, 2023
The Functional Approach to Budgeting for Expenses
Jul 18, 2023
-
Jun 20, 2023
Budgeting for Salaries is Key to the Nonprofit Budget Building Process
Jun 20, 2023
-
May 16, 2023
Budgeting for Nonprofit Organizations and Why It’s Important to Start with Revenue and Support
May 16, 2023
-
Apr 18, 2023
The Importance of Budgets to Nonprofit Organizations
Apr 18, 2023
-
Mar 21, 2023
How Intermediate Cash Fund Pools Support Long-Term Investment Portfolios [SUBSCRIBERS-ONLY]
Mar 21, 2023
-
Feb 21, 2023
How to Make Your Nonprofit Audit Committee More Impactful [SUBSCRIBERS-ONLY]
Feb 21, 2023
-
Jan 30, 2023
Any Board Member Can Be a Board Champion
Jan 30, 2023
-
Jan 16, 2023
Regular Communication Between Development and Finance Departments is Essential for Donor Management [SUBSCRIBERS-ONLY]
Jan 16, 2023
-
Jan 9, 2023
The Case for Capitalizing Portable Electronic Devices (PEDs) [SUBSCRIBERS-ONLY]
Jan 9, 2023
-
Dec 19, 2022
Drafting Dissolution Language for the Articles of Incorporation
Dec 19, 2022
-
Dec 12, 2022
Purpose-Built Financial Messaging and Reporting
Dec 12, 2022
-
Dec 5, 2022
How Nonprofits Can Better Manage Overhead Expenses [SUBSCRIBERS-ONLY]
Dec 5, 2022
-
Nov 21, 2022
Making the Most of Your Time as a Board Member
Nov 21, 2022
-
Nov 14, 2022
Ending Your Nonprofit Board Service on a High Note
Nov 14, 2022
-
Nov 7, 2022
How Inflation Affects Planning, Budgets, and Operating Reserves
Nov 7, 2022
-
Oct 24, 2022
Choosing to Serve an Additional Term as a Nonprofit Board Member
Oct 24, 2022
-
Oct 17, 2022
Choosing to Serve as an Officer for a Nonprofit Organization
Oct 17, 2022
-
Oct 10, 2022
Learning to Lead as an Experienced Board Member
Oct 10, 2022
-
Oct 3, 2022
Finding the Right Fit as a Nonprofit Volunteer
Oct 3, 2022
-
Sep 19, 2022
Drafting Purpose and Mission Language for the Articles of Incorporation
Sep 19, 2022
-
Sep 12, 2022
Use Key Assumptions to Focus and Frame Planning and Messaging [SUBSCRIBERS-ONLY]
Sep 12, 2022
-
Sep 5, 2022
The Overlooked Effects of Changing a Fiscal Year-End
Sep 5, 2022
-
Aug 22, 2022
Applying Segregation of Duties Beyond Standard Checks and Balances [SUBSCRIBERS-ONLY]
Aug 22, 2022
-
Aug 15, 2022
To Be Sustainable, Nonprofits Need to Have Profits
Aug 15, 2022
-
Aug 8, 2022
Building Trust and Connection with Financial Reports
Aug 8, 2022
-
Aug 1, 2022
Determining When to Involve the Board in HR Matters [SUBSCRIBERS-ONLY]
Aug 1, 2022
-
Jul 18, 2022
Capital Campaigns and the Impact of Donor Fatigue [SUBSCRIBERS-ONLY]
Jul 18, 2022
-
Jul 12, 2022
Three Steps to Simplify Monitoring the Balance Sheet
Jul 12, 2022
-
Jul 11, 2022
Use This Simple Question to Improve Board and Committee Member Engagement [SUBSCRIBERS-ONLY]
Jul 11, 2022
-
Jun 30, 2022
The Wrong Way to Add a Charitable Arm to a For-Profit Business
Jun 30, 2022
-
Jun 20, 2022
Enhanced Management Strategies for Indirect Costs [SUBSCRIBERS-ONLY]
Jun 20, 2022
-
Jun 13, 2022
Three Steps to Be Better Prepared for Public Disclosure Requests [SUBSCRIBERS-ONLY]
Jun 13, 2022
-
Jun 6, 2022
The Importance of Your First Year of Board Service
Jun 6, 2022
-
May 23, 2022
With Your First Year of Board Service Complete, What’s Next?
May 23, 2022
-
May 16, 2022
Planning for Your First Year of Board Service
May 16, 2022
-
May 9, 2022
Preparing for Your First Board Meeting as a New Board Member
May 9, 2022
-
May 2, 2022
Three Steps to Get Your New Board Member Service Off to a Good Start
May 2, 2022
-
Apr 18, 2022
Audit Planning Calendars Can Make Audits Less Stressful and More Efficient [SUBSCRIBERS-ONLY]
Apr 18, 2022
-
Apr 11, 2022
Aligning Investing Purpose to Institutional Mission and Culture [SUBSCRIBERS-ONLY]
Apr 11, 2022
-
Apr 7, 2022
Three-Dimensional Financial Messaging
Apr 7, 2022
-
Apr 4, 2022
Weighing the Benefits of 501(c)(3) Status
Apr 4, 2022
-
Mar 21, 2022
Adding Pre-Month-End Closing Meetings Can Enhance Financial Communications [SUBSCRIBERS-ONLY]
Mar 21, 2022
-
Mar 14, 2022
Time to Take a Fresh Look at Old Board-Designated Funds [SUBSCRIBERS-ONLY]
Mar 14, 2022
-
Mar 7, 2022
Can a Sketch Work Better Than a Financial Forecast? [SUBSCRIBERS-ONLY]
Mar 7, 2022
-
Feb 22, 2022
Part VI, Section A of the Form 990 Shines a Light on Your Board and Governance Practices
Feb 22, 2022
-
Feb 14, 2022
Past Presidents Can Be a Powerful Resource or a Missed Opportunity
Feb 14, 2022
-
Feb 7, 2022
A Lesson for Nonprofits about Public Perception from the Crisis Text Line Controversy [SUBSCRIBERS-ONLY]
Feb 7, 2022
-
Jan 24, 2022
Three Tactics for Communicating Difficult Budget Issues to Your Board
Jan 24, 2022
-
Jan 17, 2022
How to Better Leverage the Position of Immediate Past President [SUBSCRIBERS-ONLY]
Jan 17, 2022
-
Jan 10, 2022
Three Attributes to Consider and Balance When Making Financial Decisions
Jan 10, 2022
-
Jan 4, 2022
The Benefits of Multi-Year Budgets
Jan 4, 2022
-
Dec 21, 2021
Successful Charity Auctions Start with Careful Planning
Dec 21, 2021
-
Dec 13, 2021
Internal Accounting Controls and the Importance of Perception
Dec 13, 2021
-
Dec 6, 2021
If Theft or Fraud Happens, Do Not Make It Worse with Silence
Dec 6, 2021
-
Nov 22, 2021
The Importance of Operating and Intermediate Cash Management Target Policies
Nov 22, 2021
-
Nov 1, 2021
Conferences Provide Unique Professional Developmental Opportunities [SUBSCRIBERS-ONLY]
Nov 1, 2021
-
Oct 25, 2021
Improving Pledge Collections Through Active Communication [SUBSCRIBERS-ONLY]
Oct 25, 2021
-
Oct 18, 2021
Capacity Risks are Real and Need Attention [SUBSCRIBERS-ONLY]
Oct 18, 2021
-
Oct 11, 2021
Optimizing the Use of Restricted Funds Through an Annual Inventory and Assessment [SUBSCRIBERS-ONLY]
Oct 11, 2021
-
Oct 4, 2021
Periodically Check Key Performance Indicators (KPIs) to Keep Them Relevant
Oct 4, 2021
-
Sep 13, 2021
Matching Gifts Bring Financial Opportunities and Planning Challenges [SUBSCRIBERS-ONLY]
Sep 13, 2021
-
Sep 6, 2021
Supercharge Your Nominations Committee
Sep 6, 2021
-
Aug 30, 2021
Reporting the Total Number of Volunteers on the Form 990
Aug 30, 2021
-
Aug 23, 2021
Key Takeaways from the 2021 ASAE Annual Meeting
Aug 23, 2021
-
Aug 16, 2021
Nonprofits Should Stress Test Funding on a Regular Basis [SUBSCRIBERS-ONLY]
Aug 16, 2021
-
Aug 2, 2021
Enterprise Resource Planning Should be About Mission, Not Just Systems [SUBSCRIBERS-ONLY]
Aug 2, 2021
-
Jul 26, 2021
Using Insurance Brokers as Trusted Business Advisors [SUBSCRIBERS-ONLY]
Jul 26, 2021
-
Budget and Finance Tools
-
Mar 20, 2025
WORKSHEET: Funding Pipeline Spreadsheet and Instructions
Mar 20, 2025
-
Dec 24, 2024
TEMPLATE: Multi-Year Grant Usage Schedule [SUBSCRIBERS-ONLY]
Dec 24, 2024
-
Oct 22, 2024
TEMPLATE: Operating Reserves Status Report Spreadsheet
Oct 22, 2024
-
Jun 25, 2024
TEMPLATE: Labor Budget Worksheet
Jun 25, 2024
-
May 28, 2024
TEMPLATE: Basic Capital Budget Spreadsheet [SUBSCRIBERS-ONLY]
May 28, 2024
-
Apr 23, 2024
WORKSHEET: Financial Health Assessment and Implementation Framework [SUBSCRIBERS-ONLY]
Apr 23, 2024
-
Aug 1, 2022
CHECKLIST: Simplified Balance Sheet Assessment
Aug 1, 2022
-
Jan 3, 2022
TEMPLATE: 3-Month Rolling Budget [SUBSCRIBERS-ONLY]
Jan 3, 2022
-
Jan 2, 2022
TEMPLATE: Multi-Year Budget Financial Dashboard [SUBSCRIBERS-ONLY]
Jan 2, 2022
-
Checklists and Guides
-
Aug 22, 2025
CHECKLIST: Nonprofit Management Annual Reminder Checklist
Aug 22, 2025
-
Aug 27, 2024
CHECKLIST: Virtual Board and Committee Meeting Tips [SUBSCRIBERS-ONLY]
Aug 27, 2024
-
Jul 1, 2022
CHECKLIST: Steps to Forming a 501(c)(3) Nonprofit Organization
Jul 1, 2022
-
Feb 21, 2022
GUIDE SHEET: Form 990, Page 6, Part VI, Section A - Governing Body and Management [SUBSCRIBERS-ONLY]
Feb 21, 2022
-
Dec 20, 2021
CHECKLIST: Charity Auctions Done Right [SUBSCRIBERS-ONLY]
Dec 20, 2021
-
Aug 17, 2020
EBOOK: Nonprofit Legal Basics Primer [SUBSCRIBERS-ONLY]
Aug 17, 2020
-
May 26, 2020
EBOOK: Glossary of Financial and Accounting Terminology [SUBSCRIBERS-ONLY]
May 26, 2020
-
Contracts and Legal Documents
-
Nov 29, 2025
TEMPLATE: Unanimous Consent Resolution of Nonprofit Board [SUBSCRIBERS-ONLY]
Nov 29, 2025
-
Oct 31, 2025
TEMPLATE: Minutes for First Meeting of Nonprofit Board [SUBSCRIBERS-ONLY]
Oct 31, 2025
-
Sep 26, 2025
TEMPLATE: FLSA Exempt Employee Offer Letter Agreement [SUBSCRIBERS-ONLY]
Sep 26, 2025
-
Jul 31, 2025
TEMPLATE: Resolutions for First Meeting of Nonprofit Board [SUBSCRIBERS-ONLY]
Jul 31, 2025
-
Apr 18, 2025
TEMPLATE: Volunteer Services Agreement [SUBSCRIBERS-ONLY]
Apr 18, 2025
-
Feb 27, 2025
TEMPLATE: Model A Fiscal Sponsorship Agreement [SUBSCRIBERS-ONLY]
Feb 27, 2025
-
Jan 22, 2025
TEMPLATE: Model C Fiscal Sponsorship Agreement [SUBSCRIBERS-ONLY]
Jan 22, 2025
-
Nov 27, 2024
TEMPLATE: Short and Basic Grant Agreement
Nov 27, 2024
-
Jul 16, 2024
TEMPLATE: Independent Contractor Agreement [SUBSCRIBERS-ONLY]
Jul 16, 2024
-
Feb 27, 2024
TEMPLATE: Donor Acknowledgement Letters
Feb 27, 2024
-
Nonprofit Glossary
-
Jan 23, 2024
VIDEO: What is Deferred Income? | Nonprofit Glossary
Jan 23, 2024
-
Nov 28, 2023
VIDEO: What is an Unusual Grant? | Nonprofit Glossary
Nov 28, 2023
-
Oct 31, 2023
VIDEO: What is a Prepaid Expense? | Nonprofit Glossary
Oct 31, 2023
-
Sep 26, 2023
VIDEO: What is a Quid Pro Quo Contribution? | Nonprofit Glossary
Sep 26, 2023
-
Aug 29, 2023
VIDEO: What is Accounts Payable? | Nonprofit Glossary
Aug 29, 2023
-
Jul 25, 2023
VIDEO: What is the 501(h) Election? | Nonprofit Glossary
Jul 25, 2023
-
Jun 27, 2023
VIDEO: What is Accrual Basis Accounting? | Nonprofit Glossary
Jun 27, 2023
-
May 30, 2023
VIDEO: What is a Registered Agent? | Nonprofit Glossary
May 30, 2023
-
Apr 25, 2023
VIDEO: What is Cash Basis Accounting? | Nonprofit Glossary
Apr 25, 2023
-
Mar 28, 2023
VIDEO: What is a Supporting Organization? | Nonprofit Glossary
Mar 28, 2023
-
Podcasts & Discussions
-
Oct 23, 2025
Video Podcast: Private Benefit Rule Basics for Nonprofits
Oct 23, 2025
-
Sep 19, 2025
Video Podcast: Using the Nonprofit Management Annual Reminder Checklist
Sep 19, 2025
-
Aug 15, 2025
Video Podcast: What Nonprofits Should Know about Spending Operating Reserves
Aug 15, 2025
-
Jul 17, 2025
Video Podcast: Making Document Retention and Destruction Policies Less Burdensome
Jul 17, 2025
-
Jun 18, 2025
Video Podcast: Using Funding Pipeline Reports to Navigate Financial Disruptions
Jun 18, 2025
-
May 16, 2025
Video Podcast: Common Nonprofit Fiduciary Duty Issues
May 16, 2025
-
Apr 10, 2025
Video Podcast: The Purposes and Roles of the Audit Committee
Apr 10, 2025
-
Mar 13, 2025
VIDEO PODCAST: The Basics of Fiscal Sponsorship Agreements
Mar 13, 2025
-
Feb 13, 2025
VIDEO PODCAST: Using Dashboards to Improve Understanding of Financial Reports
Feb 13, 2025
-
Jan 15, 2025
VIDEO PODCAST: Managing Nonprofit Governance Disputes
Jan 15, 2025
-
Dec 11, 2024
VIDEO PODCAST: Using Lines of Credit to Address Cash Flow Issues
Dec 11, 2024
-
Nov 20, 2024
VIDEO PODCAST: Assessing Independent Contractor vs. Employee Status
Nov 20, 2024
-
Oct 8, 2024
VIDEO PODCAST: Drafting Independent Contractor Agreements
Oct 8, 2024
-
Sep 10, 2024
VIDEO PODCAST: Board Meeting Tips for Nonprofits
Sep 10, 2024
-
Aug 13, 2024
VIDEO PODCAST: Why Nonprofits Should Have Operating Reserves
Aug 13, 2024
-
Jul 9, 2024
VIDEO PODCAST: Bylaws Tips for Nonprofits
Jul 9, 2024
-
Jun 11, 2024
VIDEO PODCAST: How and Why to Do Regular Financial Health Assessments for Your Organization
Jun 11, 2024
-
May 14, 2024
VIDEO PODCAST: Using a Single-Member LLC as a Nonprofit Subsidiary
May 14, 2024
-
Apr 9, 2024
VIDEO PODCAST: Improving your Form 990 Review Process
Apr 9, 2024
-
Mar 12, 2024
VIDEO PODCAST: The Role of a Nonprofit CFO
Mar 12, 2024
-
Jan 9, 2024
VIDEO PODCAST: Common Form 1099 Questions from Nonprofits
Jan 9, 2024
-
Dec 12, 2023
VIDEO PODCAST: The Downsides of Board “Give or Get” Policies
Dec 12, 2023
-
Policies and Procedures
-
Preview Budget and Finance Tools
-
Preview Checklists and Guides
-
Preview Template Contracts and Legal Documents
-
Preview Template Policies and Procedures
-
Q&A
-
Oct 10, 2025
Q&A #179 – How can an organization enforce the terms of its sabbatical policy?
Oct 10, 2025
-
Sep 12, 2025
Q&A #178 – Are Board members allowed to participate in a 501(c)(3) organization's programs?
Sep 12, 2025
-
Aug 7, 2025
Q&A #177 – Must audited financial statements be formally approved by the governing body?
Aug 7, 2025
-
Jul 8, 2025
Q&A #176 – Can a nonprofit appoint an interim Board Chair to replace a resigning chair?
Jul 8, 2025
-
Jun 13, 2025
Q&A #175 – Can a nonprofit organization’s 501(c)(3) tax-exempt status be revoked by executive order?
Jun 13, 2025
-
May 9, 2025
Q&A #174 – Are past due Forms 990-N required to be filed for retroactive reinstatement of tax-exempt status?
May 9, 2025
-
Apr 3, 2025
Q&A #173 – Can a 501(c)(3) nonprofit organization convert to for-profit status?
Apr 3, 2025
-
Mar 6, 2025
Q&A #172 – Can nonprofits use a virtual office as their registered agent address?
Mar 6, 2025
-
Jan 29, 2025
Q&A #171 – Can nonprofits rely on Form W-9 information when sending the Form 1099?
Jan 29, 2025
-
Jan 8, 2025
Q&A #170 – Must nonprofits issue a Form 1099 for a contractor based in a foreign country?
Jan 8, 2025
-
Dec 4, 2024
Q&A #169 – Must a Form 1099 be issued for a scholarship payment?
Dec 4, 2024
-
Nov 12, 2024
Q&A #168 – Is a newly formed nonprofit required to file Form 990-N for its first short tax year?
Nov 12, 2024
-
Oct 1, 2024
Q&A #167 – Does the Board of Directors have a responsibility to review staff policies?
Oct 1, 2024
-
Sep 3, 2024
Q&A #166 – Are new nonprofits required to file BOI reports under the Corporate Transparency Act?
Sep 3, 2024
-
Aug 6, 2024
Q&A #165 – How often should a nonprofit CEO provide updates to the Board of Directors?
Aug 6, 2024
-
Jul 2, 2024
Q&A #164 – What happens if all Board member terms have expired?
Jul 2, 2024
-
Apr 16, 2024
Q&A #162 – Can nonprofit volunteers deduct the value of their services as a charitable contribution?
Apr 16, 2024
-
Jan 2, 2024
Q&A #161 – Can a foreign nonprofit organization qualify for 501(c)(3) status?
Jan 2, 2024
-
Dec 5, 2023
Q&A #160 – Are nonprofit organizations subject to the Fair Labor Standards Act (FLSA)?
Dec 5, 2023
-
Nov 7, 2023
Q&A #159 – Should a nonprofit hire an investment advisor?
Nov 7, 2023
-
Oct 3, 2023
Q&A #158 – What happens if a fraudulent Form 1023-EZ is filed for my organization?
Oct 3, 2023
-
Aug 22, 2023
Q&A #157 – What are the legal limits of an Executive Committee’s authority?
Aug 22, 2023
-
Aug 1, 2023
Q&A #156 – Who is considered a family member under nonprofit conflict of interest rules?
Aug 1, 2023
-
Jul 4, 2023
Q&A #155 – Can a nonprofit convert to 501(c)(3) status from another tax-exempt status?
Jul 4, 2023
-
Jun 6, 2023
Q&A #154 – Are nonprofits required to have a document retention and destruction policy?
Jun 6, 2023
-
May 2, 2023
Q&A #153 – Are nonprofits required to have a whistleblower policy?
May 2, 2023
-
Apr 4, 2023
Q&A #152 – What happens if a 501(c)(3) public charity exceeds the 501(h) lobbying limits?
Apr 4, 2023
-
Mar 7, 2023
Q&A #151 – Who should nonprofits name as their principal officer at the top of the Form 990?
Mar 7, 2023
-
Feb 14, 2023
Q&A #150 – Can a nonprofit change its mission without IRS approval?
Feb 14, 2023
-
Feb 1, 2023
Q&A #149 – Can a nonprofit use a DBA or trade name?
Feb 1, 2023
-
Jan 25, 2023
Q&A #148 – How far in advance must Board meeting materials be sent to Board members?
Jan 25, 2023
-
Jan 18, 2023
Q&A #147 – Must a Form 1099 be issued for expense reimbursements paid to Board members and volunteers?
Jan 18, 2023
-
Jan 11, 2023
Q&A #146 – Is IRS approval required to become a supporting organization?
Jan 11, 2023
-
Jan 4, 2023
Q&A #145 – Does an annual fundraising event trigger unrelated business income tax (UBIT)?
Jan 4, 2023
-
Dec 28, 2022
Q&A #144 – What is the year-end charitable deduction deadline for donations made via credit card?
Dec 28, 2022
-
Dec 21, 2022
Q&A #143 – Should a nonprofit include the audited financial statement in its annual report?
Dec 21, 2022
-
Dec 14, 2022
Q&A #142 – Can a home address be used when incorporating a new nonprofit?
Dec 14, 2022
-
Dec 7, 2022
Q&A #141 – Does a grant recipient’s lobbying count towards the grantor’s lobbying limits?
Dec 7, 2022
-
Nov 30, 2022
Q&A #140 – How do nonprofits report a name change to the IRS?
Nov 30, 2022
-
Nov 23, 2022
Q&A #139 – Does a nonprofit name change require an amendment to the governing documents?
Nov 23, 2022
-
Nov 16, 2022
Q&A #138 – How do nonprofits report a change of address to the IRS?
Nov 16, 2022
-
Nov 9, 2022
Q&A #137 – Is an amended Form 990 required to correct a minor error or omission?
Nov 9, 2022
-
Nov 2, 2022
Q&A #136 – Is good cause required to remove a nonprofit Board member?
Nov 2, 2022
-
Oct 26, 2022
Q&A #135 – Must directors who left the Board mid-year be listed in the Form 990?
Oct 26, 2022
-
Oct 19, 2022
Q&A #134 – Are pending applications for tax-exempt status subject to public disclosure requirements?
Oct 19, 2022
-
Oct 12, 2022
Q&A #133 – How does delegation to a committee impact the fiduciary duties of Board members?
Oct 12, 2022
-
Oct 5, 2022
Q&A #132 – Does every nonprofit committee need to have a charter?
Oct 5, 2022
-
Sep 28, 2022
Q&A #131 – Do nonprofit committees need to be listed in the Bylaws?
Sep 28, 2022
-
Sep 21, 2022
Q&A #130 – Is monthly distribution of financial reports to the Board a best practice?
Sep 21, 2022
-
Sep 14, 2022
Q&A #129 – Are 501(c)(3) organizations automatically exempt from state corporate income tax?
Sep 14, 2022
-
Sep 7, 2022
Q&A #128 – Does the tax-exemption reinstatement process require organizations to file the Forms 990 they missed?
Sep 7, 2022
-
Aug 31, 2022
Q&A #127 – What happens when an organization’s nonprofit corporation status is revoked?
Aug 31, 2022
-
Aug 24, 2022
Q&A #126 – Are 501(c)(3) organizations automatically exempt from sales and use tax?
Aug 24, 2022
-
Aug 17, 2022
Q&A #125 – Are in-kind contributions by Board members considered conflict of interest transactions?
Aug 17, 2022
-
Aug 10, 2022
Q&A #124 – Can the volunteer exception to the unrelated business income tax (UBIT) apply if the business is partially run by paid staff?
Aug 10, 2022
-
Aug 3, 2022
Q&A #123 – Are merchandise sales considered a related activity for unrelated business income tax (UBIT) purposes?
Aug 3, 2022
-
Jul 27, 2022
Q&A #122 – Why would a nonprofit, tax-exempt organization form a single-member LLC?
Jul 27, 2022
-
Jul 20, 2022
Q&A #121 – Is a nonprofit permitted to compensate Board members for their Board service?
Jul 20, 2022
-
Jul 13, 2022
Q&A #120 – Can a program be transferred from a 501(c)(3) organization to a 501(c)(6) organization?
Jul 13, 2022
-
Jul 6, 2022
Q&A #119 – Are officers of a nonprofit required to be Board members?
Jul 6, 2022
-
Jun 29, 2022
Q&A #118 – What happens if an organization misses the 27-month deadline to submit the Form 1023?
Jun 29, 2022
-
Jun 22, 2022
Q&A #117 – How does a nonprofit transfer a program to another nonprofit?
Jun 22, 2022
-
Jun 15, 2022
Q&A #116 – Do restricted funds need to be kept in a separate bank account?
Jun 15, 2022
-
Jun 8, 2022
Q&A #115 – Are nonprofit Board members required to be U.S. residents?
Jun 8, 2022
-
Jun 1, 2022
Q&A #114 – What happens if a nonprofit fails to hold regular Board meetings?
Jun 1, 2022
-
May 25, 2022
Q&A #113 – What happens when a nonprofit Board vote is tied?
May 25, 2022
-
May 18, 2022
Q&A #112 – Can a chairperson unilaterally suspend a nonprofit organization’s Bylaws?
May 18, 2022
-
May 11, 2022
Q&A #111 – How should nonprofits fill out the Form W-9?
May 11, 2022
-
May 4, 2022
Q&A #110 – Are small nonprofits required to provide paid interns with health insurance?
May 4, 2022
-
Apr 27, 2022
Q&A #109 – Can Board members insist that meeting minutes reflect their dissent?
Apr 27, 2022
-
Apr 20, 2022
Q&A #108 – Can interns be paid as independent contractors?
Apr 20, 2022
-
Apr 13, 2022
Q&A #107 – Should a majority of a nonprofit’s Board members be independent?
Apr 13, 2022
-
Apr 6, 2022
Q&A #106 – Should a finance committee vote to approve monthly financial reports?
Apr 6, 2022
-
Mar 30, 2022
Q&A #105 – Can an exception to a contractual requirement be approved without signing an amendment?
Mar 30, 2022
-
Mar 23, 2022
Q&A #104 – Does indemnification language in a contract apply only to third party claims?
Mar 23, 2022
-
Mar 16, 2022
Q&A #103 – What does an “entire agreement” clause mean in a contract?
Mar 16, 2022
-
Mar 9, 2022
Q&A #102 – Do in-kind contributions of property count toward the $50,000 per year limit for Form 1023-EZ eligibility?
Mar 9, 2022
-
Mar 2, 2022
Q&A #101 – What does it mean to sign a contract in counterparts?
Mar 2, 2022
-
Feb 23, 2022
Q&A #100 – Must Board meeting minutes be formally approved by the Board?
Feb 23, 2022
-
Feb 16, 2022
Q&A #99 – Do non-spouse romantic relationships raise conflict of interest issues?
Feb 16, 2022
-
Feb 9, 2022
Q&A #98 – When should nonprofits hold their annual Board meeting?
Feb 9, 2022
-
Feb 2, 2022
Q&A #97 – What to do when the Bylaws are ambiguous?
Feb 2, 2022
-
Jan 26, 2022
Q&A #96 – Must a Form 1099 be issued for a grant made to a nonprofit organization?
Jan 26, 2022
-
Jan 19, 2022
Q&A #95 – Can nonprofit parent and subsidiary organizations have identical Boards?
Jan 19, 2022
-
Jan 12, 2022
Q&A #94 – How is a tax gross up calculated?
Jan 12, 2022
-
Jan 5, 2022
Q&A #93 – Are term limited Board members ever eligible to rejoin the Board?
Jan 5, 2022
-
Dec 29, 2021
Q&A #92 – Are nonprofit Boards required to have term limits?
Dec 29, 2021
-
Dec 22, 2021
Q&A #91 – Does the Past President have voting rights on a nonprofit Board of Directors?
Dec 22, 2021
-
Dec 15, 2021
Q&A #90 – What happens if a Board member’s term expires and no successor is elected?
Dec 15, 2021
-
Dec 8, 2021
Q&A #89 – Are grants from donor advised funds subject to 2% limit when calculating public support on Form 990, Schedule A?
Dec 8, 2021
-
Dec 1, 2021
Q&A #88 – Does theft or fraud need to be reported on the Form 990?
Dec 1, 2021
-
Nov 24, 2021
Q&A #87 – Who controls the remaining funds when fiscal sponsorship is terminated?
Nov 24, 2021
-
Nov 17, 2021
Q&A #86 – Is a private foundation always required to obtain an equivalency determination opinion letter before making a grant to a foreign charity?
Nov 17, 2021
-
Nov 10, 2021
Q&A #85 – Are committees required to keep meeting minutes?
Nov 10, 2021
-
Nov 3, 2021
Q&A #84 – Can a charitable assistance program be limited to people in a single neighborhood?
Nov 3, 2021
-
Oct 27, 2021
Q&A #83 – What happens if my organization files Form 1023-EZ and then exceeds $50,000 in revenue?
Oct 27, 2021
-
Oct 20, 2021
Q&A #82 – Should a church file a Form 1023 for recognition of 501(c)(3) status?
Oct 20, 2021
-
Oct 13, 2021
Q&A #81 – Must a Form 1099 be issued for a need-based grant made to an individual?
Oct 13, 2021
-
Oct 6, 2021
Q&A #80 – What’s the difference between a motion and a resolution?
Oct 6, 2021
-
Sep 29, 2021
Q&A #79 – Can an expense reimbursement policy allow small purchases to be reimbursed without receipts?
Sep 29, 2021
-
Resources
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Nov 29, 2025
TEMPLATE: Unanimous Consent Resolution of Nonprofit Board [SUBSCRIBERS-ONLY]
Nov 29, 2025
-
Oct 31, 2025
TEMPLATE: Minutes for First Meeting of Nonprofit Board [SUBSCRIBERS-ONLY]
Oct 31, 2025
-
Sep 26, 2025
TEMPLATE: FLSA Exempt Employee Offer Letter Agreement [SUBSCRIBERS-ONLY]
Sep 26, 2025
-
Aug 22, 2025
CHECKLIST: Nonprofit Management Annual Reminder Checklist
Aug 22, 2025
-
Jul 31, 2025
TEMPLATE: Resolutions for First Meeting of Nonprofit Board [SUBSCRIBERS-ONLY]
Jul 31, 2025
-
Jun 25, 2025
TEMPLATE: Document Retention and Destruction Policy [SUBSCRIBERS-ONLY]
Jun 25, 2025
-
May 22, 2025
TEMPLATE: Whistleblower Policy [SUBSCRIBERS-ONLY]
May 22, 2025
-
Apr 18, 2025
TEMPLATE: Volunteer Services Agreement [SUBSCRIBERS-ONLY]
Apr 18, 2025
-
Mar 20, 2025
WORKSHEET: Funding Pipeline Spreadsheet and Instructions
Mar 20, 2025
-
Feb 27, 2025
TEMPLATE: Model A Fiscal Sponsorship Agreement [SUBSCRIBERS-ONLY]
Feb 27, 2025
-
Jan 22, 2025
TEMPLATE: Model C Fiscal Sponsorship Agreement [SUBSCRIBERS-ONLY]
Jan 22, 2025
-
Dec 24, 2024
TEMPLATE: Multi-Year Grant Usage Schedule [SUBSCRIBERS-ONLY]
Dec 24, 2024
-
Nov 27, 2024
TEMPLATE: Short and Basic Grant Agreement
Nov 27, 2024
-
Oct 22, 2024
TEMPLATE: Operating Reserves Status Report Spreadsheet
Oct 22, 2024
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Sep 24, 2024
TEMPLATE: Code of Ethics
Sep 24, 2024
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Aug 27, 2024
CHECKLIST: Virtual Board and Committee Meeting Tips [SUBSCRIBERS-ONLY]
Aug 27, 2024
-
Jul 16, 2024
TEMPLATE: Independent Contractor Agreement [SUBSCRIBERS-ONLY]
Jul 16, 2024
-
Jun 25, 2024
TEMPLATE: Labor Budget Worksheet
Jun 25, 2024
-
May 28, 2024
TEMPLATE: Basic Capital Budget Spreadsheet [SUBSCRIBERS-ONLY]
May 28, 2024
-
Apr 23, 2024
WORKSHEET: Financial Health Assessment and Implementation Framework [SUBSCRIBERS-ONLY]
Apr 23, 2024
-
Mar 26, 2024
TEMPLATE: Current Operating and Intermediate Funds Cash Management Guidelines
Mar 26, 2024
-
Feb 27, 2024
TEMPLATE: Donor Acknowledgement Letters
Feb 27, 2024
-
Aug 1, 2022
CHECKLIST: Simplified Balance Sheet Assessment
Aug 1, 2022
-
Jul 1, 2022
CHECKLIST: Steps to Forming a 501(c)(3) Nonprofit Organization
Jul 1, 2022
-
Feb 21, 2022
GUIDE SHEET: Form 990, Page 6, Part VI, Section A - Governing Body and Management [SUBSCRIBERS-ONLY]
Feb 21, 2022
-
Jan 3, 2022
TEMPLATE: 3-Month Rolling Budget [SUBSCRIBERS-ONLY]
Jan 3, 2022
-
Jan 2, 2022
TEMPLATE: Multi-Year Budget Financial Dashboard [SUBSCRIBERS-ONLY]
Jan 2, 2022
-
Dec 20, 2021
CHECKLIST: Charity Auctions Done Right [SUBSCRIBERS-ONLY]
Dec 20, 2021
-
Aug 17, 2020
EBOOK: Nonprofit Legal Basics Primer [SUBSCRIBERS-ONLY]
Aug 17, 2020
-
May 26, 2020
EBOOK: Glossary of Financial and Accounting Terminology [SUBSCRIBERS-ONLY]
May 26, 2020
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Subscribers-Only
-
Nov 30, 2025
VIDEO Q&A for Subscribers: November 2025
Nov 30, 2025
-
Nov 29, 2025
TEMPLATE: Unanimous Consent Resolution of Nonprofit Board [SUBSCRIBERS-ONLY]
Nov 29, 2025
-
Oct 31, 2025
TEMPLATE: Minutes for First Meeting of Nonprofit Board [SUBSCRIBERS-ONLY]
Oct 31, 2025
-
Oct 31, 2025
VIDEO Q&A for Subscribers: October 2025
Oct 31, 2025
-
Oct 23, 2025
Video Podcast: Private Benefit Rule Basics for Nonprofits
Oct 23, 2025
-
Sep 29, 2025
VIDEO Q&A for Subscribers: September 2025
Sep 29, 2025
-
Sep 26, 2025
TEMPLATE: FLSA Exempt Employee Offer Letter Agreement [SUBSCRIBERS-ONLY]
Sep 26, 2025
-
Sep 19, 2025
Video Podcast: Using the Nonprofit Management Annual Reminder Checklist
Sep 19, 2025
-
Aug 31, 2025
VIDEO Q&A for Subscribers: August 2025
Aug 31, 2025
-
Aug 15, 2025
Video Podcast: What Nonprofits Should Know about Spending Operating Reserves
Aug 15, 2025
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Jul 31, 2025
TEMPLATE: Resolutions for First Meeting of Nonprofit Board [SUBSCRIBERS-ONLY]
Jul 31, 2025
-
Jul 30, 2025
VIDEO Q&A for Subscribers: July 2025
Jul 30, 2025
-
Jul 17, 2025
Video Podcast: Making Document Retention and Destruction Policies Less Burdensome
Jul 17, 2025
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Jun 30, 2025
VIDEO Q&A for Subscribers: June 2025
Jun 30, 2025
-
Jun 25, 2025
TEMPLATE: Document Retention and Destruction Policy [SUBSCRIBERS-ONLY]
Jun 25, 2025
-
Jun 18, 2025
Video Podcast: Using Funding Pipeline Reports to Navigate Financial Disruptions
Jun 18, 2025
-
May 26, 2025
VIDEO Q&A for Subscribers: May 2025
May 26, 2025
-
May 22, 2025
TEMPLATE: Whistleblower Policy [SUBSCRIBERS-ONLY]
May 22, 2025
-
May 16, 2025
Video Podcast: Common Nonprofit Fiduciary Duty Issues
May 16, 2025
-
Apr 28, 2025
VIDEO Q&A for Subscribers: April 2025
Apr 28, 2025
-
Apr 18, 2025
TEMPLATE: Volunteer Services Agreement [SUBSCRIBERS-ONLY]
Apr 18, 2025
-
Apr 10, 2025
Video Podcast: The Purposes and Roles of the Audit Committee
Apr 10, 2025
-
Mar 30, 2025
VIDEO Q&A for Subscribers: March 2025
Mar 30, 2025
-
Mar 13, 2025
VIDEO PODCAST: The Basics of Fiscal Sponsorship Agreements
Mar 13, 2025
-
Feb 28, 2025
VIDEO Q&A for Subscribers: February 2025
Feb 28, 2025
-
Feb 27, 2025
TEMPLATE: Model A Fiscal Sponsorship Agreement [SUBSCRIBERS-ONLY]
Feb 27, 2025
-
Feb 13, 2025
VIDEO PODCAST: Using Dashboards to Improve Understanding of Financial Reports
Feb 13, 2025
-
Jan 27, 2025
VIDEO Q&A for Subscribers: January 2025
Jan 27, 2025
-
Jan 22, 2025
TEMPLATE: Model C Fiscal Sponsorship Agreement [SUBSCRIBERS-ONLY]
Jan 22, 2025
-
Jan 15, 2025
VIDEO PODCAST: Managing Nonprofit Governance Disputes
Jan 15, 2025
-
Dec 29, 2024
VIDEO Q&A for Subscribers: December 2024
Dec 29, 2024
-
Dec 24, 2024
TEMPLATE: Multi-Year Grant Usage Schedule [SUBSCRIBERS-ONLY]
Dec 24, 2024
-
Dec 11, 2024
VIDEO PODCAST: Using Lines of Credit to Address Cash Flow Issues
Dec 11, 2024
-
Nov 27, 2024
TEMPLATE: Short and Basic Grant Agreement
Nov 27, 2024
-
Nov 20, 2024
VIDEO PODCAST: Assessing Independent Contractor vs. Employee Status
Nov 20, 2024
-
Oct 30, 2024
Five Ways Nonprofit Board Actions Can Be Challenged Under Law [SUBSCRIBERS-ONLY]
Oct 30, 2024
-
Oct 27, 2024
VIDEO Q&A for Subscribers: October 2024
Oct 27, 2024
-
Oct 8, 2024
VIDEO PODCAST: Drafting Independent Contractor Agreements
Oct 8, 2024
-
Sep 30, 2024
VIDEO Q&A for Subscribers: September 2024 [SUBSCRIBERS-ONLY]
Sep 30, 2024
-
Sep 24, 2024
TEMPLATE: Code of Ethics
Sep 24, 2024
-
Sep 10, 2024
VIDEO PODCAST: Board Meeting Tips for Nonprofits
Sep 10, 2024
-
Aug 27, 2024
CHECKLIST: Virtual Board and Committee Meeting Tips [SUBSCRIBERS-ONLY]
Aug 27, 2024
-
Aug 25, 2024
VIDEO Q&A for Subscribers: August 2024 [SUBSCRIBERS-ONLY]
Aug 25, 2024
-
Aug 13, 2024
VIDEO PODCAST: Why Nonprofits Should Have Operating Reserves
Aug 13, 2024
-
Jul 28, 2024
VIDEO Q&A for Subscribers: July 2024 [SUBSCRIBERS-ONLY]
Jul 28, 2024
-
Jul 23, 2024
How to Use Non-Traditional Communication Pathways to Enhance Board Member Engagement [SUBSCRIBERS-ONLY]
Jul 23, 2024
-
Jul 16, 2024
TEMPLATE: Independent Contractor Agreement [SUBSCRIBERS-ONLY]
Jul 16, 2024
-
Jul 9, 2024
VIDEO PODCAST: Bylaws Tips for Nonprofits
Jul 9, 2024
-
Jun 25, 2024
TEMPLATE: Labor Budget Worksheet
Jun 25, 2024
-
Jun 11, 2024
VIDEO PODCAST: How and Why to Do Regular Financial Health Assessments for Your Organization
Jun 11, 2024
-
May 28, 2024
TEMPLATE: Basic Capital Budget Spreadsheet [SUBSCRIBERS-ONLY]
May 28, 2024
-
Apr 30, 2024
Integrating Financial Health Assessments into Your Organization’s Planning Process
Apr 30, 2024
-
Apr 23, 2024
WORKSHEET: Financial Health Assessment and Implementation Framework [SUBSCRIBERS-ONLY]
Apr 23, 2024
-
Apr 2, 2024
Watching Over Pledges Receivable During Periods of Change and Uncertainty [SUBSCRIBERS-ONLY]
Apr 2, 2024
-
Mar 26, 2024
TEMPLATE: Current Operating and Intermediate Funds Cash Management Guidelines
Mar 26, 2024
-
Mar 19, 2024
The Importance of Keeping Records of Board and Officer Terms [SUBSCRIBERS-ONLY]
Mar 19, 2024
-
Feb 27, 2024
TEMPLATE: Donor Acknowledgement Letters
Feb 27, 2024
-
Dec 26, 2023
Seven Key Steps for Managing Nonprofit Corporate Governance Disputes [SUBSCRIBERS-ONLY]
Dec 26, 2023
-
Sep 19, 2023
In the Search for Professional Services, Caring is as Important as Knowledge [SUBSCRIBERS-ONLY]
Sep 19, 2023
-
Mar 21, 2023
How Intermediate Cash Fund Pools Support Long-Term Investment Portfolios [SUBSCRIBERS-ONLY]
Mar 21, 2023
-
Feb 21, 2023
How to Make Your Nonprofit Audit Committee More Impactful [SUBSCRIBERS-ONLY]
Feb 21, 2023
-
Jan 16, 2023
Regular Communication Between Development and Finance Departments is Essential for Donor Management [SUBSCRIBERS-ONLY]
Jan 16, 2023
-
Jan 9, 2023
The Case for Capitalizing Portable Electronic Devices (PEDs) [SUBSCRIBERS-ONLY]
Jan 9, 2023
-
Dec 5, 2022
How Nonprofits Can Better Manage Overhead Expenses [SUBSCRIBERS-ONLY]
Dec 5, 2022
-
Sep 12, 2022
Use Key Assumptions to Focus and Frame Planning and Messaging [SUBSCRIBERS-ONLY]
Sep 12, 2022
-
Aug 22, 2022
Applying Segregation of Duties Beyond Standard Checks and Balances [SUBSCRIBERS-ONLY]
Aug 22, 2022
-
Aug 1, 2022
Determining When to Involve the Board in HR Matters [SUBSCRIBERS-ONLY]
Aug 1, 2022
-
Jul 18, 2022
Capital Campaigns and the Impact of Donor Fatigue [SUBSCRIBERS-ONLY]
Jul 18, 2022
-
Jul 11, 2022
Use This Simple Question to Improve Board and Committee Member Engagement [SUBSCRIBERS-ONLY]
Jul 11, 2022
-
Jun 20, 2022
Enhanced Management Strategies for Indirect Costs [SUBSCRIBERS-ONLY]
Jun 20, 2022
-
Jun 13, 2022
Three Steps to Be Better Prepared for Public Disclosure Requests [SUBSCRIBERS-ONLY]
Jun 13, 2022
-
Apr 18, 2022
Audit Planning Calendars Can Make Audits Less Stressful and More Efficient [SUBSCRIBERS-ONLY]
Apr 18, 2022
-
Apr 11, 2022
Aligning Investing Purpose to Institutional Mission and Culture [SUBSCRIBERS-ONLY]
Apr 11, 2022
-
Apr 7, 2022
Three-Dimensional Financial Messaging
Apr 7, 2022
-
Mar 21, 2022
Adding Pre-Month-End Closing Meetings Can Enhance Financial Communications [SUBSCRIBERS-ONLY]
Mar 21, 2022
-
Mar 14, 2022
Time to Take a Fresh Look at Old Board-Designated Funds [SUBSCRIBERS-ONLY]
Mar 14, 2022
-
Mar 7, 2022
Can a Sketch Work Better Than a Financial Forecast? [SUBSCRIBERS-ONLY]
Mar 7, 2022
-
Feb 21, 2022
GUIDE SHEET: Form 990, Page 6, Part VI, Section A - Governing Body and Management [SUBSCRIBERS-ONLY]
Feb 21, 2022
-
Feb 7, 2022
A Lesson for Nonprofits about Public Perception from the Crisis Text Line Controversy [SUBSCRIBERS-ONLY]
Feb 7, 2022
-
Jan 24, 2022
Three Tactics for Communicating Difficult Budget Issues to Your Board
Jan 24, 2022
-
Jan 17, 2022
How to Better Leverage the Position of Immediate Past President [SUBSCRIBERS-ONLY]
Jan 17, 2022
-
Jan 3, 2022
TEMPLATE: 3-Month Rolling Budget [SUBSCRIBERS-ONLY]
Jan 3, 2022
-
Jan 2, 2022
TEMPLATE: Multi-Year Budget Financial Dashboard [SUBSCRIBERS-ONLY]
Jan 2, 2022
-
Dec 20, 2021
CHECKLIST: Charity Auctions Done Right [SUBSCRIBERS-ONLY]
Dec 20, 2021
-
Nov 1, 2021
Conferences Provide Unique Professional Developmental Opportunities [SUBSCRIBERS-ONLY]
Nov 1, 2021
-
Oct 25, 2021
Improving Pledge Collections Through Active Communication [SUBSCRIBERS-ONLY]
Oct 25, 2021
-
Oct 18, 2021
Capacity Risks are Real and Need Attention [SUBSCRIBERS-ONLY]
Oct 18, 2021
-
Oct 11, 2021
Optimizing the Use of Restricted Funds Through an Annual Inventory and Assessment [SUBSCRIBERS-ONLY]
Oct 11, 2021
-
Sep 13, 2021
Matching Gifts Bring Financial Opportunities and Planning Challenges [SUBSCRIBERS-ONLY]
Sep 13, 2021
-
Aug 16, 2021
Nonprofits Should Stress Test Funding on a Regular Basis [SUBSCRIBERS-ONLY]
Aug 16, 2021
-
Aug 2, 2021
Enterprise Resource Planning Should be About Mission, Not Just Systems [SUBSCRIBERS-ONLY]
Aug 2, 2021
-
Jul 26, 2021
Using Insurance Brokers as Trusted Business Advisors [SUBSCRIBERS-ONLY]
Jul 26, 2021
-
Jul 19, 2021
Investment Committees Should Be About Stewardship and Not Just Market Performance [SUBSCRIBERS-ONLY]
Jul 19, 2021
-
Jul 5, 2021
Empathy and Social Purpose Have a Special Place in Financial Decision-Making [SUBSCRIBERS-ONLY]
Jul 5, 2021
-
Jun 21, 2021
Apply Phase-In Strategies to Triumph Over Uncertainty and Gain Acceptance [SUBSCRIBERS-ONLY]
Jun 21, 2021
-
Jun 14, 2021
Why Actual Timekeeping is Better Than Estimated Labor Allocations [SUBSCRIBERS-ONLY]
Jun 14, 2021
-
May 31, 2021
Finance Committee Orientation Meetings are Worth the Effort [SUBSCRIBERS-ONLY]
May 31, 2021
-
May 24, 2021
Managing Current and Future Impacts of Deferred Income [SUBSCRIBERS-ONLY]
May 24, 2021
-
May 17, 2021
How to Get the Most Out of Audit Firm Interviews [SUBSCRIBERS-ONLY]
May 17, 2021
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May 10, 2021
Using Banking Professionals as Trusted Business Advisors [SUBSCRIBERS-ONLY]
May 10, 2021
-
Subscribers-Only Resources Preview
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Subscribers-Only Videos and Resources Preview
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Subscription Preview
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Video Q&As
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Nov 30, 2025
VIDEO Q&A for Subscribers: November 2025
Nov 30, 2025
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Oct 31, 2025
VIDEO Q&A for Subscribers: October 2025
Oct 31, 2025
-
Sep 29, 2025
VIDEO Q&A for Subscribers: September 2025
Sep 29, 2025
-
Aug 31, 2025
VIDEO Q&A for Subscribers: August 2025
Aug 31, 2025
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Jul 30, 2025
VIDEO Q&A for Subscribers: July 2025
Jul 30, 2025
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Jun 30, 2025
VIDEO Q&A for Subscribers: June 2025
Jun 30, 2025
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May 26, 2025
VIDEO Q&A for Subscribers: May 2025
May 26, 2025
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Apr 28, 2025
VIDEO Q&A for Subscribers: April 2025
Apr 28, 2025
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Mar 30, 2025
VIDEO Q&A for Subscribers: March 2025
Mar 30, 2025
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Feb 28, 2025
VIDEO Q&A for Subscribers: February 2025
Feb 28, 2025
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Jan 27, 2025
VIDEO Q&A for Subscribers: January 2025
Jan 27, 2025
-
Dec 29, 2024
VIDEO Q&A for Subscribers: December 2024
Dec 29, 2024
-
Nov 24, 2024
VIDEO Q&A for Subscribers: November 2024 [PREVIEW]
Nov 24, 2024
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Oct 27, 2024
VIDEO Q&A for Subscribers: October 2024
Oct 27, 2024
-
Sep 30, 2024
VIDEO Q&A for Subscribers: September 2024 [SUBSCRIBERS-ONLY]
Sep 30, 2024
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Aug 25, 2024
VIDEO Q&A for Subscribers: August 2024 [SUBSCRIBERS-ONLY]
Aug 25, 2024
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Jul 28, 2024
VIDEO Q&A for Subscribers: July 2024 [SUBSCRIBERS-ONLY]
Jul 28, 2024
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Jun 30, 2024
VIDEO Q&A for Subscribers: June 2024 [SUBSCRIBERS-ONLY]
Jun 30, 2024
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May 26, 2024
Video Q&A for Subscribers: May 2024 [SUBSCRIBERS-ONLY]
May 26, 2024
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Videos
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Nov 30, 2025
VIDEO Q&A for Subscribers: November 2025
Nov 30, 2025
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Oct 31, 2025
VIDEO Q&A for Subscribers: October 2025
Oct 31, 2025
-
Oct 23, 2025
Video Podcast: Private Benefit Rule Basics for Nonprofits
Oct 23, 2025
-
Sep 29, 2025
VIDEO Q&A for Subscribers: September 2025
Sep 29, 2025
-
Sep 19, 2025
Video Podcast: Using the Nonprofit Management Annual Reminder Checklist
Sep 19, 2025
-
Aug 31, 2025
VIDEO Q&A for Subscribers: August 2025
Aug 31, 2025
-
Aug 15, 2025
Video Podcast: What Nonprofits Should Know about Spending Operating Reserves
Aug 15, 2025
-
Jul 30, 2025
VIDEO Q&A for Subscribers: July 2025
Jul 30, 2025
-
Jul 17, 2025
Video Podcast: Making Document Retention and Destruction Policies Less Burdensome
Jul 17, 2025
-
Jun 30, 2025
VIDEO Q&A for Subscribers: June 2025
Jun 30, 2025
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Jun 18, 2025
Video Podcast: Using Funding Pipeline Reports to Navigate Financial Disruptions
Jun 18, 2025
-
May 26, 2025
VIDEO Q&A for Subscribers: May 2025
May 26, 2025
-
May 16, 2025
Video Podcast: Common Nonprofit Fiduciary Duty Issues
May 16, 2025
-
Apr 28, 2025
VIDEO Q&A for Subscribers: April 2025
Apr 28, 2025
-
Apr 10, 2025
Video Podcast: The Purposes and Roles of the Audit Committee
Apr 10, 2025
-
Mar 30, 2025
VIDEO Q&A for Subscribers: March 2025
Mar 30, 2025
-
Mar 13, 2025
VIDEO PODCAST: The Basics of Fiscal Sponsorship Agreements
Mar 13, 2025
-
Feb 28, 2025
VIDEO Q&A for Subscribers: February 2025
Feb 28, 2025
-
Feb 13, 2025
VIDEO PODCAST: Using Dashboards to Improve Understanding of Financial Reports
Feb 13, 2025
-
Jan 27, 2025
VIDEO Q&A for Subscribers: January 2025
Jan 27, 2025
-
Jan 15, 2025
VIDEO PODCAST: Managing Nonprofit Governance Disputes
Jan 15, 2025
-
Dec 29, 2024
VIDEO Q&A for Subscribers: December 2024
Dec 29, 2024
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Dec 11, 2024
VIDEO PODCAST: Using Lines of Credit to Address Cash Flow Issues
Dec 11, 2024
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Nov 24, 2024
VIDEO Q&A for Subscribers: November 2024 [PREVIEW]
Nov 24, 2024
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Nov 20, 2024
VIDEO PODCAST: Assessing Independent Contractor vs. Employee Status
Nov 20, 2024
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Oct 27, 2024
VIDEO Q&A for Subscribers: October 2024
Oct 27, 2024
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Oct 8, 2024
VIDEO PODCAST: Drafting Independent Contractor Agreements
Oct 8, 2024
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Sep 30, 2024
VIDEO Q&A for Subscribers: September 2024 [SUBSCRIBERS-ONLY]
Sep 30, 2024
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Sep 10, 2024
VIDEO PODCAST: Board Meeting Tips for Nonprofits
Sep 10, 2024
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Aug 25, 2024
VIDEO Q&A for Subscribers: August 2024 [SUBSCRIBERS-ONLY]
Aug 25, 2024
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Aug 13, 2024
VIDEO PODCAST: Why Nonprofits Should Have Operating Reserves
Aug 13, 2024
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Jul 28, 2024
VIDEO Q&A for Subscribers: July 2024 [SUBSCRIBERS-ONLY]
Jul 28, 2024
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Jul 9, 2024
VIDEO PODCAST: Bylaws Tips for Nonprofits
Jul 9, 2024
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Jun 30, 2024
VIDEO Q&A for Subscribers: June 2024 [SUBSCRIBERS-ONLY]
Jun 30, 2024
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Jun 11, 2024
VIDEO PODCAST: How and Why to Do Regular Financial Health Assessments for Your Organization
Jun 11, 2024
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May 26, 2024
Video Q&A for Subscribers: May 2024 [SUBSCRIBERS-ONLY]
May 26, 2024
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May 14, 2024
VIDEO PODCAST: Using a Single-Member LLC as a Nonprofit Subsidiary
May 14, 2024
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May 7, 2024
VIDEO: Disclosing Your Form 990 Approval Process | 5-Minute Lessons 4 Nonprofits
May 7, 2024
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Apr 9, 2024
VIDEO PODCAST: Improving your Form 990 Review Process
Apr 9, 2024
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Mar 12, 2024
VIDEO PODCAST: The Role of a Nonprofit CFO
Mar 12, 2024
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Jan 23, 2024
VIDEO: What is Deferred Income? | Nonprofit Glossary
Jan 23, 2024
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Jan 9, 2024
VIDEO PODCAST: Common Form 1099 Questions from Nonprofits
Jan 9, 2024
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Dec 12, 2023
VIDEO PODCAST: The Downsides of Board “Give or Get” Policies
Dec 12, 2023
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Nov 28, 2023
VIDEO: What is an Unusual Grant? | Nonprofit Glossary
Nov 28, 2023
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Oct 31, 2023
VIDEO: What is a Prepaid Expense? | Nonprofit Glossary
Oct 31, 2023
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Oct 24, 2023
VIDEO: Getting a Tax ID Number (EIN) for a New Nonprofit | 5-Minute Lessons 4 Nonprofits
Oct 24, 2023
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Sep 26, 2023
VIDEO: What is a Quid Pro Quo Contribution? | Nonprofit Glossary
Sep 26, 2023
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Aug 29, 2023
VIDEO: What is Accounts Payable? | Nonprofit Glossary
Aug 29, 2023
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Aug 8, 2023
VIDEO: Establishing a Timeline to Prepare an Annual Budget | 5-Minute Lessons 4 Nonprofits
Aug 8, 2023
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Jul 25, 2023
VIDEO: What is the 501(h) Election? | Nonprofit Glossary
Jul 25, 2023
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Jun 27, 2023
VIDEO: What is Accrual Basis Accounting? | Nonprofit Glossary
Jun 27, 2023
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Jun 13, 2023
VIDEO: Opening a Bank Account for a New Nonprofit | 5-Minute Lessons 4 Nonprofits
Jun 13, 2023
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May 30, 2023
VIDEO: What is a Registered Agent? | Nonprofit Glossary
May 30, 2023
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May 9, 2023
VIDEO: Applying the Segregation of Duties Principle | 5-Minute Lessons 4 Nonprofits
May 9, 2023
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Apr 25, 2023
VIDEO: What is Cash Basis Accounting? | Nonprofit Glossary
Apr 25, 2023
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Mar 28, 2023
VIDEO: What is a Supporting Organization? | Nonprofit Glossary
Mar 28, 2023
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Feb 28, 2023
VIDEO: Drafting Donor Acknowledgment Letters | 5-Minute Lessons 4 Nonprofits
Feb 28, 2023
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Dec 29, 2022
VIDEO: Describing Your Mission in the Form 990 | 5-Minute Lessons 4 Nonprofits
Dec 29, 2022
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Oct 31, 2022
VIDEO: Understanding the Public Support Test under § 509(a)(2) | 5-Minute Lessons 4 Nonprofits
Oct 31, 2022
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Aug 30, 2022
VIDEO: Formatting an Operating Reserve Policy | 5-Minute Lessons 4 Nonprofits
Aug 30, 2022
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Jun 30, 2022
VIDEO: Understanding the Public Support Test under § 170(b)(1)(A)(vi) | 5-Minute Lessons 4 Nonprofits
Jun 30, 2022
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Apr 30, 2022
VIDEO: Establishing a Cash Management Target Policy | 5-Minute Lessons 4 Nonprofits
Apr 30, 2022
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Feb 24, 2022
VIDEO: Keeping Board Meeting Minutes | 5-Minute Lessons 4 Nonprofits
Feb 24, 2022
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Jan 28, 2022
VIDEO: Adding an Assistant Treasurer Position | 5-Minute Lessons 4 Nonprofits
Jan 28, 2022