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Reply To: Financial Ratios Webinar – Let’s Keep the Discussion Going!

Hi Erica…as I work through understanding LUNA and its related calculations I, like you, also encounter these wrinkles and exceptions! My reaction would be to…

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Reply To: Financial Ratios Webinar – Let’s Keep the Discussion Going!

Should we include in-kind donations (expense side) in the average monthly expenses for calculating LUNA as expressed in terms of months?

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Reply To: Financial Ratios Webinar – Let’s Keep the Discussion Going!

When discussing overhead, I ask folks if they would want to fly in an airplane if ticket costs only covered the pilots’ and flight attendents’…

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Reply To: Fundraising for a specific special event

Can you recommend how to book the proceeds when you are holding a capital improvement fundraiser for a new building? Do you book it as…

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Reply To: Fundraising for a specific special event

You might consider adding language (“fine print”) to any materials promoting the fundraising saying the funds may be used at the organization’s discretion–not necessarily for…

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Reply To: Financial Ratios Webinar – Let’s Keep the Discussion Going!

The following are selections from the chat from the webinar “Exploring the New World of Nonprofit Financial Ratios: A Guide to Using Ratios as Financial…

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Reply To: Banking Recommendations

Amalgamated Bank has offices in NYC and Boston. They have national banking options. As a fractional CFO, I recommend them often. Contact Kathy Gasperine at…

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Reply To: Banking Recommendations

See if you can find a bank where you can set up a sweep account. It will sweep funds over $250K and spread the cash…

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Financial Ratios Webinar – Let’s Keep the Discussion Going!

Greetings fellow forum members! If you joined us on Tuesday for our webinar on Nonprofit Financial Ratios, we hope you’ll agree that it was an…

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