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As businesses grow, financial reporting expectations change. You may not need a full audit—but lenders, investors, or stakeholders are now asking for more tha...
Your Nonprofit Has Reserves—But No Plan: That’s a Risk
Mar 30, 2026If your nonprofit holds reserve funds but lacks a clear investment strategy, you’re taking on more risk than you may realize. Investment policies aren’t jus...
Enterprise Risk Management Built for Nonprofits
Feb 23, 2026Nonprofit leaders might assume that enterprise risk management (ERM) is something only large, complex organizations need (or can afford). But the truth is, orga...
The OBBBA: What It Means For Nonprofits
Aug 18, 2025On July 4, 2025, President Trump signed the One, Big, Beautiful Bill Act (OBBBA), which contains several provisions that may affect your not-for-profit organiza...
Put Qualified Charitable Distributions to Work for Your Nonprofit
Jul 28, 2025Individuals with traditional IRAs generally are mandated to start taking required minimum distributions (RMDs) after they reach age 73. However, they have the o...
When Corporate Sponsorships Raise UBIT Issues
Jun 02, 2025Under the Internal Revenue Code, “qualified sponsorship payments” to not-for-profits aren’t subject to unrelated business income tax (UBIT). Q...
7 Ways To Cut Nonprofit Costs Rather Than Staffers
Apr 14, 2025It wasn’t long ago that the not-for-profit sector was struggling to find enough staffers to hire. Now that many organizations are losing federal grants an...
Weighing the Pluses and Minuses of HDHPs + HSAs for Businesses
Mar 19, 2025Will your company be ready to add a health insurance plan for next year, or change its current one? If so, now might be a good time to consider your options. Th...
Five Tips for Dynamic Strategic Planning
Mar 03, 2025Is your not-for-profit the same organization it was three years ago? Are your stakeholders the same now as then? What about your community and its support? You ...
