Resource Library

Recommendations and considerations for nonprofits to reopen operations throughout or following a public health emergency or crisis

(September 21, 2023 webinar) Did you know your nonprofit organization may be leaving money on the table? Through the Nonprofit Employee Retention Tax Refund, the IRS offers refunds of up to $26,000 per employee for eligible nonprofits if your operations were partially or fully suspended due to government orders or if you experienced a significant revenue decrease during the COVID-19 pandemic.

(September 7, 2023 webinar) What does your organization’s current financial close process look like? Whether you scramble every month or feel like things run smoothly, it’s helpful to pay attention to certain key areas.

(July 19, 2023 webinar) Join this discussion for an overview of the current healthcare landscape as it relates to nonprofit employee benefits. We’ll explore various strategies employers are deploying to mitigate cost and risk, and the pros and cons of nontraditional health care options for smaller nonprofits including Qualified Small Employer Health Reimbursement Arrangements (QSEHRA), Exclusive Provider Organization (EPO) plans, Professional Employer Organizations (PEO), and Association Health Plans (AHP).

Ways to minimize the impacts of lean times and preserve capacity for renewed growth once economic conditions improve.

(June 1, 2023 webinar) The term ESG (Environmental, Social, and Governance) has shown up in the media a lot lately, but too few people understand what it means or how it relates to their organization.

Learn more about in-kind donations and how they can help your nonprofit reach its goals.

(February 8, 2023 webinar) This workshop for board members and staff offers knowledge to strengthen their organization’s financial literacy and the opportunity to practice telling their organization’s financial story.

(December 7, 2022 webinar) New IRS regulations address a quirk in the Affordable Care Act (ACA) health insurance marketplace known as the “family glitch” and may provide relief for employees covering family members on group health insurance plans. Specifically, covered family members may be eligible for subsidies under the ACA on individual plans. Join Marsh McLennan Agency to learn about the “family glitch” changes and how they may benefit your family.

Sample purchasing policies to be compliant with federal and state regulations.

(May 17, 2022 webinar) In this session, you will learn about practical tools that have emerged for revising reserve targets, as well as unpack the last decade and current credible frames of thinking regarding how reserves are built, accessed, and invested within your organization.

Legal compliance with financial management standards for nonprofits receiving federal funds.

(March 9, 2022 webinar) Considering a capital campaign? Where do you start? Start by asking and answering six vital questions designed to prepare your nonprofit to enter the process. Designed for executive directors, development leaders and board members, this session will allow you to consider the questions for your own organization while exploring real-world examples from professionals with more than 18 years of capital campaign fundraising experience.

Tips for small nonprofits on internal controls.

Taxability and accounting considerations for the trend of accepting blockchain derived currency donations.