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Reply To: Financial Infrastructure Needed to Support Government Funding

Once a nonprofit takes on government funding (especially federal pass-through), the financial infrastructure bar jumps even for otherwise well-run orgs. Some concrete things to budget…

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Reply To: Financial Infrastructure Needed to Support Government Funding

The outcome usually includes added costs for dedicated grant tracking, audit prep, and real-time reporting systems. What I think will be best is budgeting at…

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Reply To: Blog: Don’t Send Unspent Grant Money Back

Spot on. The grant agreement is the real boss here. Based on my experience, some donors genuinely prefer unspent funds returned, while others allow reallocation…

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Reply To: Blog: Protect Your Nonprofit from the Dip in Donations

The dip in donations is a bit concerning, though a fantastic opportunity is often undervalued. We have gotten a bit lazy talking at people rather…

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Reply To: Blog: How to Enter and Credit Donor Advised Fund Gifts

Based on my experience with donor databases, the boss’s approach misses the relationship. Thanking only the administrator is like thanking the postman for a birthday…

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Reply To: Inventory management policies

I’d start with resources from the Nonprofit Risk Management Center and the AICPA, as both offer useful guidance around internal controls and risk management. You…

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Reply To: Experimenting with AI: Potential Benefits & Pitfalls

I think AI can be genuinely useful for reducing repetitive work, from drafting communications to summarising information and organising data. The bigger challenge is making…

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Reply To: CRMs and Donor Platforms – What are your experiences?

I’ve found that the best CRM is usually the one your team will actually use consistently. For me, good reporting, sensible donor segmentation, integrations, and…

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Reply To: Nonprofit dissolution — required records to archive?

I’d be cautious about applying a blanket seven-year rule to everything. Retention requirements can differ depending on the record, tax rules, employment matters, safeguarding, and…

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

One thing I’d add is that ratios are most useful when you track them over time, rather than treating a single number as a verdict…

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