Is the Bank With You or Against You?
Many business owners have mixed feelings about their banks and their banking representatives. They are unsure about whether they can be completely honest about their business without a negative impact…
Knowledge and Insights: Newsletters
Tips for Complying With New HMDA Rules
Once again, banking compliance professionals are in full swing preparing for the new HMDA rules. This is the biggest change since the recent TRID rules that banks still are getting…
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,…
Does Your Human Service Provider Agency Have a Sustainable Business Model?
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…
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…
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…
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…
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…
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…
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,…
