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Reply To: Expense Forecasting in Sage Intacct

Sage Intacct Planning is the native solution for this. Vena is a good alternative if your team is Excel-obsessed.

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Reply To: Property Value in 990

Enter the historical cost or other basis (purchase price plus improvements). For property that cannot be sold, report the cost basis and note any restrictions…

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Reply To: Seeing retribution against non-profits who have DEI in mission?

Your suspicion is understandable. Anti-DEI executive orders are creating a chilling effect in the private sector. Banks are de-risking by avoiding nonprofits with DEI missions,…

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Reply To: Managing Operating Funds

Your board member is right about earning near zero, but moving operating cash without a policy is risky.The middle ground here is to move any…

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Reply To: What are the best ways to integrate social media with a nonprofit website?

Anniee, the one thing I would add is to track everything with UTM parameters. It is the only way to know which platform is actually…

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Reply To: Digital Marketing

Anchor every idea to a specific, trackable outcome. Instead of “increase awareness,” set a clear goal like “grow email list by 200 subscribers.” Use UTM…

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Reply To: 501c3 fiscally sponsoring a 501c7

A 501(c)(3) cannot fiscally sponsor a 501(c)(7) social club because the IRS requires the sponsor to have full control over funds for charitable purposes. Since…

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Reply To: 501c3 fiscally sponsoring a 501c7

Fiscal sponsorship generally only works when the sponsored activity furthers the 501(c)(3)’s own charitable/exempt purpose, so sponsoring a 501(c)(7) social club is unusual and would…

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Reply To: Windfall Gifts: What’s on your Mind?

Mark, great breakdown. The core theme: a windfall tests strategic maturity, not luck. Avoid the cliff. Treat it as growth capital to build systems and…

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