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Reply To: Are there cost-effective ways one can verify nonprofit organizations?

You can start by automating the first verification layer rather than trying to automate the entire compliance process. The IRS already provides searchable nonprofit status,…

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Reply To: How do I verify the legal status of individual organizations or nonprofits?

I completely agree. A polished social media presence is evidence of marketing, not proof of legitimacy. The IRS itself recommends checking a nonprofit’s tax-exempt status,…

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Reply To: Donation for the design, construction and outfitting of a new building

From what I have seen, gradually releasing a restriction as construction milestones are completed can be a good approach, provided the gift terms and accounting…

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Reply To: Inconsistent IRS Guidance on Conflicts of Interest

That is an interesting point, and the narrower definition of an “interested person” in a sample policy could potentially create gaps. In my view, it…

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Reply To: Suzman Essay – A Warning From the Gates Foundation: The Wealthy Must Give More

To me, this essay makes a fair point. When a smaller group of very wealthy donors carries an increasing share of the fundraising burden, it…

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Reply To: Excerpts from the "Nonprofit Finance Automation" Webinar chat.

What an interesting discussion. In my experience, choosing the right finance stack comes down to separating the essential features from the nice-to-have ones. The best…

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Reply To: What should donors look at when evaluating a charity’s financial health?

<div>Beyond overhead, I find indicators such as the program expense ratio and liquidity worth considering when assessing financial health. The right benchmarks can vary depending…

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Reply To: The Evolved Membership Nonprofit: What’s on Your Mind?

What an interesting collection of questions. In my experience, a membership model can be a useful way to develop recurring revenue, but it helps to…

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Reply To: Banking Recommendations

For a growing nonprofit of that size, I would consider community banks or credit unions alongside larger institutions. They can sometimes offer more personalised service,…

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Reply To: Volunteer & Donor Policy template

Based on my experience with volunteer management, a simple spreadsheet can be a good starting point for tracking volunteer hours and calculating their fair market…