Knowledge and Insights: Newsletters

Advocacy vs. Lobbying by Nonprofits

Do you get a little nervous when anyone talks about lobbying? What about advocacy? Do you know the difference between the two? There are many issues facing the nonprofit industry, some of which require organizations to speak up and get involved in public policy. I have heard numerous times from organizations that they (or their…

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A Sustainable Business Model – More Important Than Ever

I’ve been helping numerous clients work through recent challenges stemming from funders’ demands, many of which are changing an organization’s entire way of getting paid.  Take, as an example, a human service provider agency funded primarily with state grants throughout its entire history, whereby if they spent $1 on providing approved services, the state would…

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The Sandwich Generation

An early morning stop at the hospital to visit your parent and to catch the doctor on their morning rounds, a hurried arrival at work, making follow-up appointments for your parent, schedule the well visits for the kids, start work, follow-up on the medical insurance denial, add the parent teacher conference to your calendar, work,…

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Medicare Open Enrollment

Medicare Open Enrollment, also known as the Annual Enrollment Period (AEP), runs from October 15 through December 7 each year. During this time of year you can change your Part D plan or change your Medicare Advantage plan. If you have original Medicare combined with a Medicare Supplement and Part D plan (prescription drug coverage)…

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Big Choices When Deciding Where To Retire

About 15% of people in households with incomes of more than $100,000 move to a new destination when they retire – While the majority of baby boomers choose to stay put when they retire, a growing number are deciding on a new location to spend their golden years. There are thousands of destinations to choose from…

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Back To School – 3 Little Lessons About Money

With the kids headed back to school, let’s talk about some of the important skills they’ll need your help with to master. It’s important to already know the key points you want to relay before taking on the teachable lessons. At each age, different lessons are the important ones; we all know a four-year-old isn’t…

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The Future of Philanthropy is Bright as Millennials Mature

Many organizations operate under the presumption that millennials are not as charitably committed compared to older generations. New research findings are challenging this misconception. Results from a recent study commissioned by Dunham+Company and conducted by Campbell Rinker found that millennials are increasing their donations and charitable commitments as they mature. In this article, we will…

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Assessing Near-Term Nonprofit Challenges

Friends and colleagues, I am writing this on the train ride home from Washington D.C., where Kyle, Lovepreet and I attended the annual AICPA Not-for-Profit Conference.  The three-day getaway gives us a chance to step back and reflect on the changes that our firm and clients need to know about, and better yet, to convene…

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What You Need to Know About Website Compliance and the ADA

Banks continue to receive demand letters from attorneys claiming that their websites are not compliant with the Americans with Disabilities Act (ADA) of 1990. Should you be worried? In this article, we will summarize the current situation on ADA so you can decide and prepare accordingly. Purpose of the ADA The ADA prohibits discrimination and…

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Measuring Fundraising Effectiveness

While fundraising is a major activity for all nonprofits, it is especially vital for small organizations that rely on it as a major source of revenue. In today’s competitive landscape, possessing strong fundraising skills is vital to an organization’s success. While nonprofits have many things in common, a defined mission, an effective team, procedural integrity,…

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