Found 589 Results
Reply To: Is every board member legally responsible for the integrity of our books?
Hi Kelle. I think you are not getting replies because of the word “legally” in your question. So, I will say that I am NOT…
ERTC
Hi everyone! I’m curious to hear from other non profits that rely primarily on government funding regarding their experience with the Employee Retention Tax Credit…
Reply To: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion
Hi Joseph and all who are participating in this forum discussion…thank you for posting this question which clearly so many of us struggle with! We…
Reply To: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion
We also struggle with this. We book the DAFs as individuals and put a note “Name of donor via Schwab or JP Morgan or XX…
Reply To: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion
Greetings, The very first item should be to link as many of your software products as possible. It will save a lot of manual/one-off task…
Reply To: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion
We separate grants from individual gifts based on whether we had to apply for the grant or not. If the gift did NOT require an…
Reply To: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion
<div>I have dealt with this issue both as a former nonprofit auditor and now as a Treasurer/Bookkeeper. It seems the best approach as alluded to…
Reply To: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion
Great questions, Joseph. There is a lot of confusion about DAFs, and they are growing in popularity with both middle-class individual donors as well as…
Reply To: 50/50 Fundraiser Ticket sales Revenue/Expense Question
I would go with the liability option. You know from the getgo that 50% of every ticket sale is owed to the winner so there…
Reply To: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion
Our finance department and advancement departments use the same categorizing so the reports line up. I think this raises a bigger issue about why Finance/Quickbooks…