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Reply To: I saw that Cristyn asked about booking multi year settlement dollars

Under accrual accounting, deferred revenue may be appropriate when the organisation has not yet earned the full amount. Recognising everything upfront could distort the results…

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Reply To: A question about the role of the board treasurer – is this allowable?

I would probably keep these responsibilities separate. A board treasurer is generally better placed to provide oversight than to handle routine bookkeeping. Having the same…

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Reply To: Passthrough funds & how to report them on 990

That is an interesting point, Kristin. Pass-through funds can appear on the Form 990, depending on the circumstances and the organisation’s role in handling them.…

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Reply To: Experimenting with AI: Potential Benefits & Pitfalls

AI can be particularly useful for grant writing drafts and sorting routine donor emails, which can save quite a bit of time. The main thing…

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

When looking at nonprofit finances, overhead ratios tell only a fraction of the story. I think it is worth considering operating reserves, revenue diversity, and…

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

When considering nonprofit tech stacks, the sheer number of platforms can feel rather overwhelming. I would start with a simple list of what you actually…

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Reply To: Volunteer & Donor Policy template

A solid volunteer policy can start with clear role definitions and a simple tracking spreadsheet or lightweight CRM. For FMV rates, the Independent Sector publishes…

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

This is a thoughtful set of questions, and in my experience with membership models, the key is creating genuine community value rather than simply adding…

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Reply To: Banking Recommendations

For a nonprofit at that scale, I would look beyond traditional banks and compare institutions that understand nonprofit cash management. I would also prioritize options…

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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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