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Nonprofit Fund Development Planning Done Right

NonProfit PRO

The value of a Fund Development Plan is not only the plan itself, but the intentional process of putting it together. How do you decide which new activities to pilot? After the several years of uncertainty and change, how can you plan for fundraising success in the future?

Fund 157
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Your Unrestricted Funds Need Stewardship, Too

sgEngage

All in unrestricted funds with no reporting necessary. While nonprofits will hopefully see an increase in unrestricted funds—and a decrease in burdensome reporting requirements—as part of this and other movements, good nonprofit accounting principles still apply. What Are Restricted Funds? What are Unrestricted Funds?

Fund 88
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Vanguard Charitable Adds New Investments with Emphasis on Active Management

NonProfit PRO

equity options and active-strategy investments. For the second time in six months, Vanguard Charitable has added new investments to enhance its donors’ charitable asset allocation options. The 16 recently added investments offer donors greater portfolio customization capability, especially among U.S.

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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. Without that, the SOA can misrepresent the financial health of the organization and lead to future funding issues. It offers a comprehensive overview of revenue and expenses over a specific timeframe.

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Community foundations: Donor-advised fund grants outpaced contributions in 2022 

Candid

In my last article , I examined some of the key findings from the latest CF Insights survey , conducted annually by the Council on Foundations to track trends in community foundation activity and growth. In 2022, when both contributions to the funds and their investment returns declined, DAF account holders continued to recommend grants.

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Give Your P2P Events New Energy with Activity Tracking

sgEngage

While traditional events still have an important place in the fundraising calendar, activity-based fundraising events now encompass a diverse range of experiences, from yoga to pickleball to kayaking and more. What Activity Will Appeal to Your Donors? That means more donors and more dollars.

Track 91
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Why Fund Accounting Software Beats Spreadsheets for Nonprofit Grant Reporting and Compliance

sgEngage

To meet those requirements, you’ll need to be able to successfully track and manage your grants and effectively report on how you allocated these funds. If you are a grant-funded organization, it will be important to manage spending restrictions and meet reporting requirements. Tracking: Cut Out the Spreadsheets!

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