Bulk operations
Easy Steps To Begin Your Program
Starting a planned giving program? Here are a few basics.

Great insight into the reporting responsibilities of charities as well as the advisor's role in analyzing the potential viability of a donor's gift.


There are more than 1 million nonprofits in the United States, and more than 70% of these entities receive annual support of less than $200,000.  Philanthropic advisors play an important role in guiding these volunteer-driven nonprofits in the performance of...

Non-Profits face many risk management issues. This articles provides a thorough overview of some of the risks and appropriate management responses to those risks.

Charitable expert Sue McEntee brings an interesting viewpoint to light, succession planning for charities.


Who will serve as the trustee, whether now or after you are unable to yourself?

A prudent approach to choosing may well consider: Which trustee has the attributes best suited to meet your needs?

8 Feb 2007 | Governance | National Publication | News story | 4 comments
The Internal Revenue Service has released a draft that suggests that 501(c)(3) organizations review and consider helping ensure that directors understand their roles and responsibilities and actively promote good governance practices.
23 Jun 2005 | Governance | National Publication | News story | 1 comments
In a June 22 statement, Senate Finance Committee Chair Chuck Grassley, R-Iowa, praised the Panel on the Nonprofit Sector for its final report, particularly for its recommendation for minimum payouts for donor-advised funds, and he said the report would be put to use in...
23 Jun 2005 | Governance | National Publication | News story
A Panel on the Nonprofit Sector report on recommendations to improve nonprofits will serve as "invaluable guidance" as the Finance Committee considers new legislation on charitable governance, Committee ranking minority member Max Baucus, D-Mont., said in a June 22...
2 Mar 2005 | Governance | National Publication | News story
In a March 1 report, the Panel on the Nonprofit Sector made recommendations to the Senate Finance Committee for strengthening charities by enacting a variety of measures to improve governance and financial disclosure and the panel also suggested that the government...
15 Dec 2004 | Governance | National Publication | News story
On December 10th, the Senate Finance Committee released a legislative discussion draft that would enact new oversight and governance standards for charities, and charged Independent Sector with convening a panel to comment formally on the plan. Today, Charitable Accord...
4 Sep 2003 | Governance | National Publication | News story
A new report, "Foundation Trustees: Uses and Abuses," by the Center for Public and Nonprofit Leadership at the Georgetown University Policy Institute reveals that some private foundations are paying large fees to their trustees to the exclusion of the charitable causes...
Is your Board doing all that it can? Or should? In this article, Kathryn W. Miree, Esq. examines the various duties an effective nonprofit Board is engaged in, such as governance, fiduciary management of assets, advocacy, and marketing.
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