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Finance

8 item(s) found
Donor Advised Funds: Understanding the Pros and Cons Protects You and Your Donors
  • Thursday, July 18
  • Webinar
Sally Morris

Please join Sally Morris, attorney at law, for a comprehensive review of DAFs, including the pros and cons of adopting them at your nonprofit, what to look out for, and how to avoid the potential pitfalls.

Real Estate for Nonprofits: Rules, Tax Implications and Potential Liability
  • Tuesday, July 23
  • Webinar
Sally Wagenmaker

Please join attorney Sally Wagenmaker of Wagenmaker & Oberly, located in Chicago and Charleston, SC, as she covers the landscape of owning and renting real estate, state and federal taxes that may affect nonprofits’ property (and their bottom line!), and how to best protect real estate, particularly for a nonprofit with major program activities serving children and the public.

Charitable Solicitation and Disclosure of Contributions: How to Avoid Liability and Do It Right
  • Thursday, August 8
  • Webinar
Ryan Oberly

A detailed look at charity fundraising with tips to help your organization understand critical solicitation reporting and disclosure requirements

Making Sense of Nonprofit Financials: Fundamentals, Dashboards & Oversight
  • Tuesday, August 13
  • Webinar
Lynn Ivey

Please join Lynn Ivey, nonprofit consultant, as she leads you through the fundamentals of nonprofit financial reports and statements, and tracking key indicators that ultimately impact mission, vision and organizational objectives. Learn how to use dashboards as an essential tool for monitoring and improving your organization’s quality and performance.

Time and Effort Under the Uniform Guidance: Requirements, Risks and Remedies
  • Friday, August 16
  • Webinar
Rex L. Porter

Learn clear and practical explanations of time and effort reporting responsibilities to help improve your compliance with these federal requirements.

Nonprofit Affiliations, Collaborations, and Mergers: A How to Guide
  • Webinar
Laura Solomon, Esq.

Please join Laura Solomon, Esq. for a practical session designed to help you understand, evaluate, and effectively implement the right form of nonprofit collaboration for your organization.

Designing a Standard Operating Procedures Manual for Your Nonprofit: Improve Daily Operations and Further Your Mission
  • Webinar
Chris Martinez

Please join Chris Martinez as he discusses standard operating procedures manuals and how they can benefit your nonprofit by cutting down on confusion and questions regarding daily tasks. A well drafted standard operating procedures manual will effectively answer questions before they arise and hopefully lead to a better run nonprofit.

Subrecipient Monitoring and Management: Nonprofit Success Under 2 CFR 200
  • Webinar
Rex Porter

Please join Rex Porter as he provides practical and important explanations of subrecipient monitoring and management best practices under 2 CFR 200 to provide your nonprofit a needed roadmap for awareness of key risks and methods of compliance.

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