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Statement of Activities: Common Mistakes and How to Avoid Them

sgEngage

The Statement of Activities—commonly referred to as an SOA—is one of four essential financial statements for nonprofit organizations. As a CPA working with nonprofits of all sizes, I’ve encountered numerous errors in Board of Directors’ financial reports and Statements of Activities documents. Let’s dive in!

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Move DEI Beyond Words

.orgSource

In 2020, the Society for Human Resources Management (SHRM) reported that following George Floyd’s death, 85% of organizations published a statement on racial justice or diversity and 63% took action to address those concerns. Three years later, the space between opinion and action seems to be getting wider. Lack of resources.

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How Your Nonprofit Can Routinize Reflection

Beth's Blog: How Nonprofits Can Use Social Media

Reflection is a critical step in assessing individual and team performance at your nonprofit. A reflective process, whether it is a structured process for individuals or groups, can give us insights about what worked and what could be improved. Reflection requires hitting the pause button and asking and answering questions.

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Trainer’s Notebook: Facilitating Brainstorming Sessions for Nonprofit Work

Beth's Blog: How Nonprofits Can Use Social Media

Does your work at a nonprofit include facilitating meetings or trainings? Looking for new techniques to add to your facilitator’s toolbox? Brainstorming can be done as a solo activity or group or collaborative brainstorming. There are two basic ways to facilitate a group brainstorming session. Basic Approaches.

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Five New Year’s Rituals for Nonprofit Professionals

Beth's Blog: How Nonprofits Can Use Social Media

Review the Year: I use tool called the “ Year Compass, a free downloadable booklet that provides a set of structured reflection questions that help you look back and ahead. I call it my “ To Do, To Done, Don’t Do, Reflection List. also use it as a reflection as the year progresses. Here they are: Rituals.

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Reflections on a Decade of Designing and Facilitating Interactive Webinars

Beth's Blog: How Nonprofits Can Use Social Media

I’ve had the honor of facilitating an online peer learning exchange of Knight Grantees that are hosting Giving Days, applying and iterating on the Giving Day Playbook since 2013. Yesterday, I facilitated the first webinar in a series hosted by the Knight Foundation on taking the practice of Giving Days to the next level.

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Five New Year’s Rituals for Nonprofit Professionals

Beth's Blog: How Nonprofits Can Use Social Media

Review the Year: I use tool called the “ Year Compass, a free downloadable booklet that provides a set of structured reflection questions that help you look back and ahead. I call it my “ To Do, To Done, Don’t Do, Reflection List. also use it as a reflection as the year progresses. Here they are: Rituals.