Tax, Legal & Compliance

5 Tips for Nonprofit Leaders to Avoid Claims of Wrongful Termination
April 7, 2022 at 9:00 am

No nonprofit leader relishes the unfortunate task of ending an employee's employment — be it for performance problems, misconduct or operational reasons. It is a difficult process, and poorly handled and rushed terminations create serious risks, such as a wrongful termination claim. 

Why Protecting Donor Data Is No Longer Optional
December 16, 2021 at 8:30 am

Data gets compromised and put at risk of being stolen or misused, including by nonprofits who haven't invested in cybersecurity. In short, we've reached a moment where the privacy lights are blinking red, and nonprofits must invest in cybersecurity. Protecting donor data is no longer just something nice to do.

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...