Found 787 Results
Reply To: Is every board member legally responsible for the integrity of our books?
Absolutely agree with Nonprofit_Bookkeeper. I saw the “legally” and thought I’ll pass 🙂 Now that that’s cleared up… I just wanted to add that they’re…
Reply To: ERTC
My apologies. I see there is already a thorough and excellent thread on this topic in the forum.
Reply To: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion
One way to handle it in the accounting records is to utilize tracking categories. For example: In Xero, use Department and Location tracking codes. In…
Reply To: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion
Finance and fundraising often find themselves with these kinds of confusions. It can help to look at it from the others perspective. Fundraisers think about…
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…