How Is Your Buy-Sell Agreement Doing These Days?
Most companies would not go into business without some basic types of insurance in place, such as property coverage and a liability policy. For a company with more than one
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Matching Gifts Double The Impact Of Donors’ Contributions
A majority of large U.S. companies offer matching gift programs to boost the impact of their employees’ charitable gifts. Double the Donation estimates that $2 to $3 billion is donated
Have You Coordinated Your Payable-On-Death Accounts With Your Estate Plan?
Payable-on-death (POD) accounts provide a quick, simple, and inexpensive way to transfer assets outside of probate. They can be used for bank accounts, certificates of deposit, or even brokerage accounts.
Should Your Organization Launch A Diversity Program?
For employers, the word “diversity” no longer refers only to race and gender. It is about providing a working environment in which all employees — regardless of background, identity, and
Lease Or Buy? Changes To Accounting Rules May Change Your Mind.
The rules for reporting leasing transactions are changing. Though these changes have been delayed until 2021 for private companies (and non-profits), it is important to know the possible effects on
Updates to Multiple Transactions on Currency Transaction Report
The Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) updated its Currency Transaction Report (CTR) Electronic Filing Requirements document in October 2019 and again modified these details in November
Avoiding Travel Voucher Scams
Most travelers love a deal that extends their budget — whether it is a cheap flight, discounted hotel room, or all-inclusive package tour. Unfortunately, sophisticated scammers are only too happy
The 2019 Gift Tax Return Deadline Is Coming Up
If you made large gifts to your children, grandchildren, or other heirs last year, it is important to determine whether you are required to file a 2019 gift tax return.
How Are You Going To Find Your Non-Profit’s Next Executive?
Every non-profit needs an executive search plan. Even if you are not facing an imminent vacancy, your organization is smart to prepare for what can be a long process. In
Can Your Board Recognize Financial Red Flags?
A key fiduciary duty of your non-profit’s board of directors is to oversee and monitor the organization’s financial health. Some financial warning signs — such as the loss of a