“A method of charitable giving that involves the donor’s consideration of their retirement plan and family estate plan, and usually means cash to a charity at the donor’s death.” I’ve been relying on that definition for years of public speaking and training. It’s easy, short and accurate. Others may quibble. It’s served me well for …
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Some time ago, I had a conversation with a group of colleagues about “expectations” in our relationships between consultants and clients – our expectations, and theirs !! We all pretty much agreed that it really doesn’t make much of a difference what we spell out in our contracts regarding deliverables, as the client (who often …
Grant proposals should go through a five-step writing process: • Plan: Think through your proposal section. • Organize: Use the grant guidelines as your outlining guide. • Write: Write in a free-flowing manner. • Examine: Walk away from your writing and review it later while letting others review it too. • Revise: Emphasize clarity, conciseness, correctness, and persuasiveness. One of my …
I work for a non-profit membership society as an advertising and marketing manager, a position that falls under the umbrella of the development office. I am responsible for advertising in our member publications and on our website, and for selling sponsorships to local and national corporations. I am having a difficult time separating out the …
This post was supposed to be Part 2 of Proposal Development for Grants. I’m moving that post to February 7th, however, so I may share a couple of personal insights on year-end giving campaign. The holiday – and year-end giving – season is over. We’ve all packed away our lights and decorations, year-end donor lists, …
I was asked if one 501(c)(3) non-profit can give money to another 501(c)(3) charity. With the usual, and necessary, caveat of, “I am not attorney, nor am I giving legal advice,” I responded that, “Yes, when the transaction advances the donor non-profit’s charitable mission, a non-profit can donate money (and other resources) to another non-profit.” …
As the year-end approaches, and since most non-profits use the calendar year for their tax returns, I wanted to highlight a few important aspects of a charity’s CFC Application and Tax Reporting and its financial management practices. First, in terms of applying to the CFC, there are three size categories with different levels of financial …
