Questions asked and FAQ's

Wednesday, November 11, 2009

Charitable Contributions and Tax Deductiblity

Here is some material on Charitable contributions and tax deductibility. Please understand that nothing we provide should be considered or should substitute for appropriate legal advice.

http://www.hurwitassociates.com/l_qa_charitablecontributions.php

http://www.labyrinthinc.com/SharedContent/SingleFaq.asp?faqid=44

http://www.sumptionandwyland.com/faq/charitable_deductions.html

http://nonprofit.about.com/od/fordonors/tp/taxdeductionsforcharity.htm

http://books.google.com/books?id=tiVT-vLYIesC&pg=PA195&lpg=PA195&dq=what+about+legal+and+insurance+requuirments+special+events&source=bl&ots=Act7dg8V1w&sig=zPivfv6fVFsYCxsI9E1cZw33144&hl=en&ei=3tP6SuuHN4uinQe-tun2DA&sa=X&oi=book_result&ct=result&resnum=2&ved=0CBcQ6AEwAQ#v=onepage&q=&f=false

There is a variety of material on the IRS site.

http://www.irs.gov/pub/irs-pdf/p1771.pdf

http://www.irs.gov/charities/charitable/article/0,,id=123204,00.html

http://www.irs.gov/pub/irs-pdf/p561.pdf

http://www.irs.gov/pub/irs-pdf/p526.pdf

http://www.irs.gov/pub/irs-tege/pub4302.pdf

http://www.boardsource.org/Knowledge.asp?ID=3.135

http://www.pgdc.com/pgdc/the-art-donating-art-the-charitable-contribution-art-antiques-and-collectibles

http://www.nonprofitlaw.com/fund/gift.shtml

http://nplawcast.com/2008/10/nonprofit-law-podcast-46-charitable-receipts/

Faith Based Giving

Here is a variety of news articles via ourRecent News Blog on Faith Based giving..

http://afprc7.blogspot.com/search/label/NPFaithbased

Some additional material. Please be aware that dates of this material vary.

http://faithbasedphilanthropy.blogspot.com/2009/10/2009-financial-outlook-for-faith-based.html

http://www.religionandsocialpolicy.org/docs/research/6-22-2003_private_foundation_giving_patterns.pdf

http://www.census.gov/field/www/faith/

http://ezinearticles.com/?Faith-Based-Giving&id=315302

http://www.nytimes.com/2009/02/06/us/politics/06obama.html?_r=1&hp

http://www.philanthropy.iupui.edu/Lakefamilyinstitute/Insights.htm

Monday, November 09, 2009

CEO fundraising

http://donovanmanagement.com/wptest/2009/07/26/five-tips-for-fund-raising-staff-in-working-with-the-ceo-and-board/

http://www.managementhelp.org/chf_exec/ed_defn.htm

http://www.current.org/funding/funding0817ceo.shtml

http://www.nptimes.com/instantfund/07Oct/IF-071011-1.html

http://www.cdsfunds.com/help_your_ceo_become_a_successful_fundraiser.html

https://mailman.rice.edu/pipermail/childmus/2008-February/009427.html

http://www.billjharrison.com/articles/Shouldyour.html

http://books.google.com/books?id=uArjaJF4bRAC&pg=PA20&lpg=PA20&dq=role+of+executive+director+in+major+gift+fundraising&source=web&ots=7YrlaMsjyY&sig=0R5CfAhbbXB8cEklmzAOSNVypAw&hl=en&sa=X&oi=book_result&resnum=7&ct=result

Board Fundraising in General

Via our FAQ Blog

http://afprc23.blogspot.com/search/label/NPBoardFundraising

Friday, October 30, 2009

Friday, October 23, 2009

Board Engagement

Some articles/material on Board Engagement

http://nonprofit.about.com/od/boardquestions/a/boardboredom.htm

http://www.urban.org/publications/411659.html

http://nd.alliance1.org/content/civic-engagement-and-your-board

http://advisortosuperheroes.com/category/board-engagement/

http://boardbank.suncoastnonprofits.org/_inc/BasicRespofaBoard.pdf

Tuesday, October 20, 2009

Membership Programs

Socially Networked Museum Membership
http://www.fundraisingsuccessmag.com/article/membership-20-a-socially-networked-museum-membership-403238_1.html
also from the Brooklyn Museum
http://www.brooklynmuseum.org/community/blogosphere/bloggers/2009/05/11/museum-membership-and-the-nba/

Some more membership program material
http://www.idealist.org/if/i/en/faqcat/47-98
http://image.examiner.com/x-12811-DC-Nonprofit-Business-Examiner~y2009m9d9-7-factors-to-consider-for-a-successful-membership-program
http://en.wikipedia.org/wiki/Non-profit_organization
http://www.philanthropyjournal.org/resources/managementleadership/building-membership-social-media

http://www.asaecenter.org/PublicationsResources/ANowDetail.cfm?ItemNumber=24748
http://www.asaecenter.orgPublicationsResourcesAMMagArticleDetail.cfm?ItemNumber=11120
http://www.asaecenter.org/PublicationsResources/whitepaperdetail.cfm?ItemNumber=24445

http://www.nps.gov/partnerships/membership_programs.htm

http://members4.boardhost.com/PNDtalk/msg/1146754110.html

Friday, October 09, 2009

Underwater Endowments

Some material from CASE
http://www.case.org/Public_Policy/United_States/Underwater_Endowments.html

Here’s a NP Times story about underwater funds:
http://www.nptimes.com/Apr04/sr1.html

Here’s a more recent article that covers release or modification of donor restrictions:
http://www.ropesgray.com/underwaterendowmentfunds/

Some additional web based material
http://www.bkd.com/docs/news/Impactof%20FASB124.pdf
http://www.uwsa.edu/tfunds/underwaterendowprac.htm
http://www.finance.upenn.edu/ftd/documentation/endow_manual.pdf

Thursday, October 01, 2009

Anatomy of a Charity Auction: "Anatomy of a Charity Auction

October 2009

Adapted from Everything You Need to Know to Raise Money (and Have Fun) with a Charity Auction

It was Francis Bacon who said, 'A prudent question is one-half of wisdom.'

With that in mind, let's start with the most basic of queries: Why hold a fundraising auction?"

Wednesday, July 29, 2009

Record Retention

Here are some web resources on record retention.

http://www.afpnet.org/Audiences/PublicPolicyIssueDetail.cfm?ItemNumber=1456

http://www.nais.org/files/PDFs/501c3_Records_Compliance_04.pdf

http://www.navref.org/library/Records_Retention.htm

In this file there is mention of pledge form retention policy Records. Gifts Processing - Pledge Records.

Summary: Documents the original commitment made by individuals and is filed alphabetically by donor name.

Extent: 24 cubic feet.

Recommended Retention: Destroy five fiscal years after fulfillment of pledge.

http://www.fundsvcs.org/modules/wfdownloads/singlefile.php?cid=27&lid=328

http://www.nonprofitlaw.com/retention.shtml

http://osulibrary.oregonstate.edu/archives/schedule/intcl_athl.html

http://www.southwestern.edu/fiscalaffairs/stuff/bus/RecordRetention.htm

http://64.233.169.104/search?q=cache:qXqP9k5_X9UJ:www.donorsforum.org/publictrust/RecordRetentionPolicy.doc+Sample+Record+Retention+Policy+checks&hl=en&ct=clnk&cd=10&gl=us

Thursday, July 23, 2009

State Registration

The State Attorney Generals sites are here www.naag.org

From the IRS
http://www.irs.gov/charities/article/0,,id=129028,00.html

Related material on this FAQ Blog
http://afprc23.blogspot.com/2006/04/how-to-register-if-youre-consultant_13.html

Additional material

http://www.afpnet.org/ResourceCenter/ArticleDetail.cfm?ItemNumber=3277

http://www.idealist.org/if/idealist/en/FAQ/QuestionViewer/default?section=16&item=24

http://www.wtplaw.com/public_document.cfm?id=74

http://www.copilevitz-canter.com/index.php?section=13

http://www.paperglyphs.com/nporegulation/foreign_solicitation.html
http://www.paperglyphs.com/nporegulation/states.html

Wednesday, July 22, 2009

Employee Retention and Turnover

Here are a variety of links to articles on Employee Retention and Turnover.

From the AFP Website

http://www.afpnet.org/ResourceCenter/ArticleDetail.cfm?ItemNumber=3924

h ttp://www.afpnet.org/Audiences/ReportsResearchDetail.cfm?ItemNumber=2107

From other sources

http://content.opportunityknocks.org/ok_research/ok-research-nonprofit-retention-and-vacancy-report/

http://www.philanthropyjournal.org/news/nonprofit-turnover-lower-profit

Some articles on turnover from our blogs.

http://afprc7.blogspot.com/search/label/NPTurnover

Monday, July 20, 2009

Capital Campaigns

Some web resources on Capital Campaigns

From the AFP website

http://www.afpnet.org/ka/ka-3.cfm?folder_id=914&content_item_id=24977

http://www.afpnet.org/ka/ka-3.cfm?folder_id=914&content_item_id=24979

http://www.afpnet.org/ka/ka-3.cfm?content_item_id=24978&folder_id=914

From other sources

http://www.syracuse.com/news/index.ssf/2009/01/syracuse_university_campaign_r.html

http://philanthropy.com/news/prospecting/index.php?id=4959

http://www.crainsnewyork.com/apps/pbcs.dll/article?AID=/20090120/FREE/901199966

http://www.dailyprincetonian.com/2008/11/26/22253/

http://www.nhregister.com/articles/2009/01/08/news/a1_--_philanthropy8.txt

http://www.afpnet.org/ka/ka-3.cfm?content_item_id=24753&folder_id=2545

http://www.changingourworld.com/site/News2?abbr=abt_&page=NewsArticle&id=6573

http://www.capitalcampaigns.com/consultfees1.html

http://www.instituteforgiving.org/pages/ds0904_06.htm

http://www.dioceseofgaylord.org/inside/capital-campaign-development-198/

Thursday, June 25, 2009

Moves Management

http://www.afpnet.org/ResourceCenter/ArticleDetail.cfm?ItemNumber=3422

http://www.nptimes.com/enews/tips/fundraise.html#fundraise12

http://www.raisersharpe.com/blog/2009/02/27/moves-management-key-to-major-gift-fundraising/#more-150

http://forums.blackbaud.com/forums/t/8223.aspx

http://www.onphilanthropy.com/site/News2?page=NewsArticle&id=6059

http://www.endowsandiego.org/_pdf/MovesManagementForum-3-29-07%5BRead-Only%5D.pdf

http://www.softrek.com/doc/Post/Insights_Summer_2007.pdf

Wednesday, June 17, 2009

Grateful Patient Programs

Some web resources on Grateful Patient Programs.

http://www.afpnet.org/ka/ka-3.cfm?content_item_id=24810&folder_id=1925

http://majorgiftsguru.com/2009/05/best-practices-in-grateful-patient.html

http://www.blackbaud.com/files/resources/downloads/WhitePaper_TargetAnalytics_GratefulPatient.pdf

http://philanthropy.com/news/prospecting/index.php?id=5842

http://www.afpnet.org/ka/ka-3.cfm?folder_id=2545&content_item_id=24184

Donor Profile Sample Forms

Here are some samples we’ve seen on the web.

http://www.arts.state.tx.us/toolkit/fundraising/templates/donorprofiletemplate.pdf

http://www2.aspca.org/site/DocServer/Individual_Donor_Prospect_File.pdf?docID=7801

https://webapps.csg.sc.edu/eforms/forms/DonorTrackingForm.pdf

https://www.nozasearch.com/pdfs/noza_prospect_research_workbook.pdf page 18 and 19

Monday, June 08, 2009

The NonProfit Times - "7 Things To Consider For Your D&O Policy

The NonProfit Times - The Leading Business Publication For Nonprofit Management: "7 Things To Consider For Your D&O Policy

Times are tough and budgets are tight but if you think you’ll save a few bucks by cutting Directors and Officers (D&O) liability insurance, you might want to think again.

Though D&O insurance might make up a large percentage of a small nonprofit’s budget, an organization would find it difficult to attract board members without it, according to Katherine Berkman, chairman of San Francisco-based Calender-Robinson Co. “It’s hard to get qualified board members to sit on your board (without D&O insurance),” she said."

Thursday, May 28, 2009

Auctions and FairMarketValue and Receipts

Some material via the AFP website.

http://www.afpnet.org/ka/ka-3.cfm?content_item_id=24457&folder_id=2545

http://www.afpnet.org/ka/ka-3.cfm?content_item_id=21408&folder_id=902

a link in that document http://www.afpnet.org/content_documents/APJulyFeature_05.pdf

There is some material on the IRS.

http://www.irs.gov/charities/charitable/article/0,,id=123204,00.html

http://www.irs.gov/pub/irs-pdf/p561.pdf

http://www.irs.gov/pub/irs-pdf/p526.pdf

http://www.irs.gov/pub/irs-tege/pub4302.pdf

Other sites.

http://www.boardsource.org/Knowledge.asp?ID=3.135

http://www.pgdc.com/pgdc/the-art-donating-art-the-charitable-contribution-art-antiques-and-collectibles

http://www.nonprofitlaw.com/fund/gift.shtml

http://nplawcast.com/2008/10/nonprofit-law-podcast-46-charitable-receipts/

Lapsed donor letters

Here are some sample lapsed donor letters we found via the web.

http://www.msh.on.ca/files/u2/Renewal_Letter_02-07.pdf

http://ezinearticles.com/?Lapsed-Donors:-How-to-Write-a-Fundraising-Letter-That-Wins-Them-Back&id=60593

http://www.pkscribe.com/Portfolio/copywriting_sample_lapsed_donor_nvs.html

http://www.pkscribe.com/Portfolio/copywriting_sample_lapsed_donor_sdpb.html

http://ezinearticles.com/?Write-Pre-Lapsed-Donor-Donation-Fundraising-Letters-Before-Donors-Lapse&id=201564

Friday, May 22, 2009

Raffles

Here are some weblinks that discuss raffles.

From the IRS.

http://www.irs.gov/pub/irs-pdf/p3079.pdf

From other sources.

http://www.idealist.org/if/idealist/en/FAQ/QuestionViewer/default?section=19&item=35

http://www.gambling-law-us.com/Charitable-Gaming/

http://www.fis.ncsu.edu/foundations_accounting/services/raffles.asp

http://www.taxalmanac.org/index.php/Charitable_Raffles

http://listserv.fundsvcs.org/cgi-bin/wa?A2=ind0109&L=FUNDSVCS&P=R6748&I=-3

From the USPS

http://pe.usps.gov/text/CSR/PS-307.htm

Friday, April 24, 2009

Volunteering

volunteering
Here are some case studies we found.

http://www.voluntarymatters1and2.org/people/volunteers/case_studies/index.html

http://volunteer.ca/en/search/node/motivation

http://www.commonimpact.org/work/#corp

Here is some other material on volunteering
http://www.energizeinc.com/art/atimevalue.html

http://www.independentsector.org/programs/research/volunteer_time.html

http://www.networkforgood.org/volunteer/

http://community.ups.com/philanthropy/toolbox.html#guidebook

Thursday, April 23, 2009

Naming Policies

Some web resources on Naming

From the AFP website

http://www.afpnet.org/ResourceCenter/ArticleDetail.cfm?ItemNumber=3907

From Other Sources

http://www.secretariat.uwa.edu.au/home/policies/naming

http://oregonstate.edu/dept/budgets/genupol/gupname.htm

http://www.philanthropyjournal.org/archive/95431

http://www.onphilanthropy.com/site/News2?page=NewsArticle&id=6254&security=1&news_iv_ctrl=1342

http://www.nptimes.com/enews/May05/news/news-0505_5.html

http://www.bloomberg.com/apps/news?pid=20601079&sid=aHLTB.XQonic&refer=home

http://www.raise-funds.com/b98forum.html

These policies have some specific language about unnaming/removal of names

http://www.ncsu.edu/policies/alumni_dev/POL03.00.2.php

http://www.marshall.edu/president/Board/Policies/MUBOG%20GA-10%20%20Naming%20of%20Units%20and%20Facilities.pdf

Tuesday, February 03, 2009

Homeless charity 'will close unless funding improved' - News - getsurrey

Homeless charity 'will close unless funding improved' - News - getsurrey: "A HOMELESS charity which helps people find accommodation in Runnymede has said a lack of funding could force it to close."