Presented at a Center conference by Robin Barefoot (Triangle Community Foundation) and Douglas Benson (Foundation For The Carolinas), this workshop relays the importance of planned giving and questions you should ask to assess your organization's readiness.
Lee Painter, principal at CliftonLarsonAllen LLP, presented this webinar to help your organization identify cybersecurity trends and tactics hackers are using, recognize common email phishing attacks and information security weaknesses, and outline strategies to mitigate risks related to phishing, ransomware, and other costly data breaches.
Watch now!
An emergency action plan (EAP) is usually a written document required by particular OSHA standards. For smaller organizations, the plan does not need to be written and may be communicated orally if there are 10 or fewer employees. [29 CFR 1910.38(b)]. (OSHA)
Candid.org (formerly The Foundation Center/Grantspace) offers Spanish language videos on:
Principios de la planificación para la procuración de fondos (Introduction to Fundraising Planning): Aprenda el proceso básico de planificación para lograr diversificar las fuentes de apoyo financiero de su organización.
Adapt from these sample confidentiality agreements for Information about clients. (National Council of Nonprofits)
Use this sample inventory sheet to keep record of both onsite and offsite locations of important documents, bank account numbers, and other important information. (TransitionGuides)
Nonprofit organizations can adapt this sample emergency succession plan (CompassPoint) for the process of appointing an acting executive in the event of an unplanned absence.
Every organization will eventually experience a change in executive leadership, which is a time of both risk and opportunity. Nonprofit organizations can adapt this executive director succession policy example to create their own succession policy (Raffa, formerly TransitionGuides).
Executive transitions can be stressful for everyone involved. Transition Guides makes this transition easier with an "Executive Search & Transition Time Line Worksheet" to assist your organization in the process. (Transition Guides)
Practice Note