Found 1001 Results
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…
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…
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…
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…
Reply To: Fundraising for a specific special event
I’d say yes, you can fundraise specifically for an event, but the wording of the appeal matters. If donors are told their gifts must fund…
Reply To: Multi year grant with a budget
If the grant agreement only restricts how the money is spent, I wouldn’t automatically treat that as a condition preventing recognition. I’d generally recognise the…
Reply To: Recommendations for nonprofit social enterprise accounting services
I’d focus less on finding a generic bookkeeping firm and more on someone who understands nonprofit fund accounting and QuickBooks Online. Your chart of accounts,…
Reply To: Recommendations for nonprofit social enterprise accounting services
While it’s not an accounting firm, GrantDeskHQ.com can definitely help you with post-award reporting and financial management – they’ve got an AI-powered solution that automates…
Reply To: Multi year grant with a budget
In my experience, if the grant specifies how funds can be allocated to particular staff or expenses, those restrictions would generally be treated as grant…
Reply To: Donation for the design, construction and outfitting of a new building
In my view, the release should generally follow the purpose of the donor restriction. Amounts can be released as eligible construction and outfitting costs are…