Nonprofit Internal Controls: Post Numero Uno

Whew. Now that things have slowed down a bit I want to post about something many (if not all) the last few presentation organizer”s have asked me to talk about; internal controls. Specifically, internal controls for organizations with staff smaller than 10 people and budgets less than 100K. What Are They and Why Do They […]

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The Contract Process and Steps to Managing it: Part I [INTERACTIVE GRAPHIC]

Okay, okay. Last contracts post…..for now. But in all fairness, this deluge of posts comes from the surprisingly large amount of questions I’m getting from organizations about contracts. From how to draft them to which contracts to use it seems organizations are starting to get hip to reality; nonprofits are a business and have to […]

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Have You: Created a Gift Acceptance Policy?

I’ve noticed that organizations are starting to get the hang of Conflict of Interest and Whistleblower policies. But the Gift Acceptance policy is one that still seems to get overlooked; even though there are a variety of reasons for having one in place. For starters, they protect against jeopardizing a tax-exempt status, lower the risk of taking […]

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“I’m Supposed To Keep Those Emails?” The Need For An Electronic Document Policy

What is That Exactly? What constitutes as an electronic document or record is massive. There’s the stuff we tend to think of like emails, databases, word processing documents and spreadsheets. But what many don’t think about are the blogs, chat room transcripts, instant messaging transcripts, voice-mails, text-messages and even deleted documents. All this has to […]

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How To Avoid Entering the “Oops” Agreement

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It plagues men and women of all shapes and sizes. It can knock you off your feet before you know what hit you…cause weeks of headaches. It’s the “Oops” Agreement, or at least that’s what I call it. The “Oops” Agreement is that contract you enter into without knowing it. How do you enter a […]

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