Consider Mission AND Profit In Investments. IRS Says You Can.

Back from vacation and finally catching up. While I was gone, the IRS got all “one small step for man, one giant leap for mankind” on us. Well not a giant leap. Or even a leap. More like a “significant shuffle.” But they did publish a catch up with the rest of the investment world, […]

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Finish The Year With A Bang, Start Your Fundraising Checkup List


Tis’ the season to start holiday planning. In fact, one organization I work with is doing just that while finalizing plans for its yearly fundraising finale, the annual campaign drive. But because so many new people, programs and fundraising initiatives were introduced this year I recommended a “checkup” first.  To make sure everything’s been “stirred […]

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Hire An Attorney Like A Pro


Originally appeared on the Startup Grind. Photo Credit: Unsplash I see it all the time: organizations run out to buy top of the line computers, walking desks, fancy Swedish staplers – you name it. But the minute I recommend they hire an attorney there’s pause – “that’s too expensive!” Maybe they should wait until there’s more of a […]

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“Should I Use the 1023-EZ Form?”: Pro’s and Con’s


Not too long ago the IRS released a new Application for Exemption (1023-EZ) to help with its backlog. Shorter, and filled out online, it allows certain organizations to get determination letters quicker. Typically those bringing in a small amount of revenue. But in the time leading up to, and shortly after, finalizing the form you’d […]

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What You Don’t Know, But Should, About Sweepstakes and Contests


Image from: There is no denying the major impact a sweepstakes or contest can have for a startup. Especially at such an important stage. When creating buzz can mean life or death. But as simple as sweepstakes and contests seem, they can also cause unwanted trouble if not carefully thought out. There is more involved […]

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