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Auditor and 990 Preference
Publication date:
10/2021
Forum members share recommendations for an auditor. Responses are compiled below by known organizations.
Finance
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COLA for 2021
Publication date:
06/2021
Forum members share cost-of-living adjustment (COLA) increases that their organization is planning to do for 2021. Responses are compiled below by known organizations.
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401K Administrators
Publication date:
06/2021
Forum members share cost-of-living adjustment (COLA) increases that their organization is planning to do for 2021. Responses are compiled below by known organizations.
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Dues Payments by Credit Card
Publication date:
06/2021
Forum members share their insights from accepting dues payments by credit card. Responses are compiled below by known organizations.
Resource
"Donate" Buttons on Your Website
Publication date:
05/2021
Forum members share if their organization has a "donate" button on their websites. Responses are compiled below by known organizations.
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Continuity of Operations Plan
Sample language from philanthropy-serving organizations about their Continuity of Operations Plan.
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Document Retention Policies
Sample document retention policies from philanthropy-serving organizations.
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Audited Financial Statements
Publication date:
05/2016
The audited financial statements that include the statement of financial position as of December 31, 2019, and the related statements of activities and change in net assets, functional expenses and cash flows, and the related notes to the financial statements.
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Economic Scenario Planning Toolkit
The Economic Scenario Planning (ESP) Model, or "Stress Test," allows community foundations to create five-year forecasts to answer questions such as: What will be the impact of different investment performance scenarios on asset levels? What amount of grantmaking can we expect in the next few years? What happens to our economics if donors behave in different ways?
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The Sarbanes-Oxley Act and Implications for Nonprofit Organizations
While nearly all provisions of the Sarbanes-Oxley Act apply only to publicly traded corporations, nonprofits may want to review them and adopt particular governance practices. Learn about the provisions of this bill and their relevance to nonprofits from the Independent Sector and BoardSource.