Tax, Legal & Compliance

Using Direct Response to Drive Planned Giving
August 11, 2021 at 12:07 pm

With more than a third of your annual donations still likely to come, it’s time to buckle down and get intentional about every aspect of your fundraising goals — planned giving included. Here are a few areas of focus you should be considering through the remainder of 2021...

The Money Redirect That’s Coming for Donor Wallets
August 10, 2021 at 9:39 am

The idea for many donors is to allow the donor-advised funds to grow to make more significant gifts in the future. Currently, there is no legal requirement to distribute gifts, and therein lies the problem. So, while more than $25 billion went to charitable causes in 2019, so much money remains sitting for years in DAFs, and not working for improving peoples' lives.

The NonProfit Voice Ep 51: How to File Nonprofit Insurance Claims
July 28, 2021 at 9:00 am

In this episode of The NonProfit Voice, Amanda Cole, editor-in-chief of NonProfit PRO, is joined by Joy Fennell, insurance coordinator and fleet clerk for Merakey, and Alyssa Lare, claims team leader for Philadelphia Insurance Companies. Listen to our conversation for a thorough overview of what types of claims nonprofits typically file, how to file those claims, how to avoid common filing mistakes and more...

The NCAA—America’s Worst Nonprofit?
June 30, 2021 at 12:37 pm

Helping nonprofits in their sincere efforts to make the world a better place makes one very sensitive to organizations that use their nonprofit status for purely financial gain. There is one group that comes to our attention as particularly egregious. We’re talking about the National Collegiate Athletic Association—the NCAA...

Is It Tax Time Yet?
January 25, 2021 at 11:57 am

I know many of you are feverishly working to enter all gifts with a postmark or check date of December 31, 2020.