Resource Library

NCDOR guide on forms of taxation for which nonprofits may be responsible for filing and reporting.

(April 14, 2021 webinar) The recent passage of the American Rescue Plan Act includes updates and changes to the Employee Retention Tax Credit (ERTC). Join presenter Jennifer Rohen with CLA to explore what the employee retention credits are, eligibility criteria and amounts for 2020 and 2021, and what it means for your nonprofit. We'll also discuss the changes that continue the credits through the end of 2021.

Short video explaining how nonprofits can prevent fraud by misappropriation of assets and in financial reporting.

Short video explaining nonprofit fiscal sponsorship arrangements.

Makes the case for a shift in grantmaking foundations' practices to general operating support grants and offers suggestions for making that happen.

(March 15, 2021 briefing) Get an overview of the latest federal COVID-19 relief plans – including the American Rescue Plan Act – the state budget and major legislation affecting nonprofits, and potential policy solutions that could help nonprofits during the 2021 NC legislative session.

(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.