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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. They don’t come with any direction or reporting requirements.

Fund 88
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Salesforce Winter ’22 Release: What You Need to Know

Cloud 4 Good

Admins and Developers will be particularly interested in the many updates to Einstein Search, inline editing from reports now being generally released, and even more functionality added to Flow Builder. Dynamic Gauge Charts in Dashboards (Beta). For example, the gauge chart can display a subtotal of a subsidiary (i.e.,

Chart 101
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If a Metric Changes on a Spreadsheet and No One Notices, Does it Show Impact?

Amy Sample Ward

Give me an interactive map, a pivot table, even a plain old pie chart and I’m happy. If we don’t set goals and then create regular opportunities to review the data, does it matter that we capture it? And the highest level metric that they lead with is that they have 20 volunteers, and they have 20 every year.

Metrics 158
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7 Ways Your Nonprofit Can Build a Strong Financial Foundation in 2024

sgEngage

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. Tip 1: If you have an operating reserve, review your policy. But they often come with many strings attached—such as detailed reporting requirements.

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7 Ways Your Nonprofit Can Build a Strong Financial Foundation in 2023

sgEngage

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. Tip 1: If you have an operating reserve, review your policy. Review your naming conventions so each journal entry is easily identifiable.

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4 Ways to Take the Stress Out of Your Nonprofit Remote Audit

sgEngage

They will use the view-only access you provide to your fund accounting system, and it’s even better if they are already familiar with your system and know where to find specific reports. Your auditors will want to see your organizational chart, which is sometimes difficult to keep current.

Review 68
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7 Ways Your Nonprofit Can Build a Strong Financial Foundation in 2023

sgEngage

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. Tip 1: If you have an operating reserve, review your policy. Review your naming conventions so each journal entry is easily identifiable.