by Kari Anderson | Nov 27, 2022 | Board Topics, Education, Finances, Fundraising, Leadership, Organizational Planning, Strategy, Tax Planning
It’s that time of year when budgets are being inked for fiscal 2023. You’ve often reached out to ask me, “Kari if I wanted to contract with a professional that does (fill in the blank), who would you recommend?” I’m sharing more about my favorite consultants, coaches,... 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 | Jan 9, 2019 | Fundraising, Gifts, Tax Planning
Reaching Out to 2018 Donors January is a great time to reach out to your donors and provide information on their total annual giving for 2018. This is different than the acknowledgement letter you sent after receiving the gift. And, most importantly, it’s another... Read more...
by Kari Anderson | Dec 12, 2018 | Gifts, Tax Planning
As we approach the end of the year, be prepared to encounter donors who want to make an unusual or nontraditional gift. It might be a gift of land. You might receive gifts of stocks and bonds. I’ve had donors who wanted to donate art, vehicles and antiques. I... Read more...
by Kari Anderson | Mar 21, 2018 | Tax Planning
We are less than a month away from the deadline to file your 2017 taxes. Although nothing changes for this year’s return, the Tax Cuts and Jobs Act (TCJA) brings significant changes to 2018 tax returns and these changes may impact giving to your nonprofit. The... Read more...
