Resource Library

(February 9, 2021 webinar) Presenters Michele Pratt and Christine Hall from CLA to share updates on Paycheck Protection Program (PPP) loan forgiveness, including discussing the application, reviewing the information required to accompany the application, and how the amount is calculated.

Detailed article on why and how to create and maintain gift acceptance policies for your nonprofit organization.

This articles covers internal control policies and their importance to avoid the misuse and misappropriation of assets.

(December 9, 2020 webinar) How can public and private partnerships work better together to support fragile nonprofit operations and disrupted service delivery systems caused by COVID-19? This workshop will explore the opportunities and challenges of these partnerships to support the nonprofit sector in the new world order.

(December 9, 2020 webinar) In this session, you’ll explore strategic scenario planning, risk management, and continuity planning as part of your strategic planning process; think through incorporating strategic communications, building out the role of your board, and identifying the right expertise to guide your planning; discuss examples from small organizations with six-figure budgets to those with large multi-million dollar fundraising campaigns; and leave with practical examples and ideas for creating your own strategic planning processes to face the future realistically.

(December 8, 2020 virtual workshop) This program is designed to strengthen the financial resilience of nonprofit organizations in North Carolina. Intended for both funders and nonprofit leaders, the program will begin with an introduction to the concept of “full cost” funding and budgeting as strategies to support nonprofit financial health. Building on this foundation, participants will then engage in a dialogue around recommendations for post-COVID recovery and rebuilding that advance equity in the nonprofit sector.

(December 17, 2020) Get insider tips and recommendations for navigating your upcoming insurance renewal. Additionally, understand risk management best practices that can position your agency for the best possible renewal outcomes. Learn about alternative options such as captive insurance groups and risk retention groups, which offer access to liability insurance when the market is in flux.

Collection of resource for choosing type of planned giving programs you might start, how to market planned giving, and sample appeal letters.

A series of contemporary nonprofit financial management tools, with videos and downloadable templates.

Quick tips on how to stave off cybercriminals' evermore sophisticated attempts to con you out of sensitive information about your organization. 

(July 22, 2020 webinar) Get in-depth details about PPP loan forgiveness.

(May 28, 2020 webinar) How can your organization adapt to this new reality and not only survive but thrive in 2020, emerging stronger with more capacity to act on your mission and raise the revenue you need? This training is especially appropriate for executive teams.

(May 18, 2020 webinar) In this webinar, you’ll explore the critical elements of our organizations and how you can actively pivot ‘what we do and how we do it’ to be aligned with these uncharted needs and time – and keep doing so with the agility and flexibility required. You’ll also look at how to align your fundraising appeal, with accompanying tools and templates to get us started.

(May 13, 2020 webinar) This webinar offers practical tips for getting ready for your nonprofit’s new normal. Learn what you can do today to create a path to your organization’s future.

Donating an IRA or other retirement assets to charity can be a tax-smart estate planning strategy.