by Kari Anderson | May 4, 2023 | Fundraising, Recordkeeping
Making decisions about which customer relationship management tools to use at your organization isn’t an easy task. Not only will you likely be working with a limited budget, you’ll have to choose between plenty of options, some with overlapping features. No matter... Read more...
by Kari Anderson | Sep 8, 2021 | Finances, Fundraising, Gifts, legal, Organizational Planning, Policies, Recordkeeping, Tax Planning
We are nearing the 20th anniversary of the enactment of Sarbanes-Oxley Act. The WHAT? The act, which focuses on financial transparency and corporate accountability, addresses specific questions relating to nonprofits on the Form 990 about conflict of interest,... Read more...
by Kari Anderson | Jul 2, 2021 | Board Retreat, Board Topics, Coaching Content, Evaluations, Finances, Fundraising, Leadership, legal, Organizational Planning, Policies, Recordkeeping, Staff topics, Succession Planning
You can often catch me saying “Hope is not a strategy” and “structure gives you freedom” What do these KariCatchPhrases actually mean? It means that when you do the hard homework and planning, you’ll be ready to respond quickly and easily. If you have an employee... Read more...
by Kari Anderson | Feb 9, 2021 | Board Topics, Leadership, Organizational Planning, Policies, Recordkeeping
What happens when bylaws are mentioned in a board meeting? Dread and confusion? Recoil and retreat? When bylaws are mentioned, it usually means one of two things: that a conflict has risen to the point where the bylaws must be consulted, or that someone is pointing... Read more...
by Kari Anderson | Jun 16, 2020 | Board Topics, Finances, Fundraising, Organizational Planning, Policies, Recordkeeping
Contingency plan. Lots of people (read: your colleagues) don’t think about this until they need one. Let me guess- you might have needed one in the last 3 months? I’m not going to say they are the most fun part of running a non-profit. It usually requires thinking... Read more...
by Kari Anderson | Aug 29, 2018 | Finances, Recordkeeping
This week we continue our exploration of nonprofit documents with a focus on financial documents. There are several financial documents that apply to all nonprofits: budgets, statement of revenue and expense, cash flow statements, audited financial statements, balance... Read more...
