Transitioning to the new treasurer is an easy process with Treasurer's Briefcase. Essentially all you need to do is add a new user to the system, assign them administrative rights and possibly revoke the privileges of the old treasurer. Here are some things to keep in mind.
Cloud based record keeping software for non-profits. Simple, Fast, Easy!
Tuesday, September 27, 2016
Monday, September 26, 2016
How do I record non-cash donations?
Dear Trudy,
We have a parent who is donating a 2 night stay at a hotel with breakfast to our program. We are going to put that and a few things (lotion, candles, etc,) into a basket and sell raffle tickets for a fundraiser. The stuff we buy, I know what to do with, but how do I record the donation? Do I have to? Just want to be sure that I do this correctly.
Thanks Trudy!
Thursday, March 24, 2016
17 Top Tools for Small Nonprofits and Volunteers
Have a
program or software you’d like to suggest to add to the list? Leave a comment!
Small Nonprofit Management
What They Offer: Quickly organize helpers, conferences,
potlucks & events without ‘reply-all’ emails, spreadsheets, and paper
sign-up sheets that get lost. Make assignments from pre-existing paper lists or
for people without email access
Imagine
planning without frustrating ‘reply-all’ email chains, clipboards to pass
around or spreadsheets to juggle. Just check out the list above for all of the
reasons your small nonprofit should be using Volunteer Spot!
What They
Offer: Fundraising, emailing, directories, websites and sign ups
Your
all-in-one solution for busy PTO’s. Over 1,426 schools served so far! They will
even create
your organization’s website for you.
Fundraising, Record-Keeping & Treasury
What They Offer: If your donors can
send a text message, they can make a donation. And with Txt2Give, they can give
from anywhere, at anytime. Whenever generosity strikes.
It's as
easy as sending a text message. Donors text the word Give with the
amount (e.g. Give 100 for $100) to a number assigned to your
organization. After they complete a one-time registration process, the funds
are transferred to your bank account. It's that easy.
We compared many different fundraising softwares and Crowdrise was one that came out on top. With transaction fees of 3% and just a $50 a month (credit card transaction fees included), it’s ideal for small AND medium nonprofits. Plus, there are no fundraising goal or deadline requirements so you keep what you raise.
What We Offer: Checkbook maintenance &
recordkeeping solutions, tax return services, budget & fundraising treasurer
reporting and secure document storage in the cloud
Because small non-profit groups often have unique
governmental and organizational filing requirements, traditional accounting
software is either too complex, too expensive or sometimes just doesn't meet
your needs. Treasurer's Briefcase provides a mechanism for
organizations to create transparency as well succession planning for
treasurers. No longer are cartons of documents or big messy binders passed from
one volunteer to another.
What They
Offer: Online Fundraising & Crowdfunding
Another
crowdfunding software that came out on top was CauseVox. No monthly fees until
you raise $5,000 + starter plan is only 2.5% Causvox transaction fee with $0
per month (credit card transaction fees apply)
What They Offer: Crowdfunding, peer-to-peer, event
registration & website donations all under one roof.
Classy is
the #1 online and mobile fundraising platform. Their starter plan is free and
ideal for smaller organizations with single campaigns or events.
What They Offer: A thorough database, comprising
more than 140,000 grantmakers, that is updated weekly so you can count on the
accuracy of results
\FDO makes
it easy to turn foundations into funders. It’s the only resource you need to
search for the foundations most likely to give you grants and manage your
prospects through to funding.
FDO
simplifies and speeds up your process with Multiple filters and an assessment
tool help you quickly identify your best potential funding sources AND A
prospect management platform that automates much of the grantseeking process
and stores your data for you.
What They Offer: A coffee fundraiser fueled by
social media
The
Javathon Fundraiser is designed specifically to assist nonprofit organizations.
Customers looking for premium gourmet coffees will gladly pay
higher prices for the best available. Add to that premium teas and beverages
and you have tremendous potential for success. Traditional
product fundraisers offering cookie dough, candles, sweets or chocolates can’t
make that claim.
Connecting With Volunteers
What They Offer: Volunteers to help with web-based
projects
An online
portal of volunteers that have signed up to offer small amounts of time to
complete Web-based projects requested by nonprofits. Known as micro-volunteers,
these individuals offer one or two hours a week to complete “Challenges” in the
areas of technology, design, research, etc. Free for nonprofits, it’s an easy
way to tap into a skilled volunteer network without committing a lot time to
volunteer management.
What They Offer: Matchup with volunteers in your
area
VolunteerMatch
believes everyone should have the chance to make a difference. That's why they
make it easy for good people and good causes to connect. They have connected
millions of people with a great place to volunteer and helped tens of thousands
of organizations better leverage volunteers to create real impact.
What They
Offer: Listings for volunteer positions
Too many good ideas for making the world a better place go
unheard or unrealized, so Idealist is all about connecting idealists - people
who want to do good - with opportunities for action and collaboration.
Marketing Tools
What They Offer: Free email newsletter campaigns
If you
have 2,000 subscribers or less, Mailchimp is free and very user-friendly. Use it to stay top of mind with your advocates.
What They
Offer: Community-based social media exposure for nonprofit organizations
Harness
people’s passion – Ask people to volunteer their social media voice by
becoming your supporters with justcoz. It’s free and easy to do. Justcoz
provides you with the tools and data to plan your campaign, compose your
message and tell the world about your organization. They send your message
through your supporters’ personal social media accounts, optimizing your
message reach and impact.
What They
Offer: Free design program for flyers, social media images, etc.
With
simple drag and drop functionality, everyone on your team can create
professional graphics that communicate your organization's mission. Apply for
your FREE not-for-profit organization subscription to Canva for Work for
extra features.
What They
Offer: Local nonprofit directory
Your
nonprofit listing is populated with stories and reviews are submitted by people
who know you best -- your clients, donors, volunteers, and others-- all those
who have experienced the impact of nonprofit work up close!
What They
Offer: professional looking and comprehensive press pages for your website
Typically,
a press page is a place for you to put all the information a reporter needs to
write about you. If they’re writing a story about your organization, they’ll
often need to use a logo, fact sheet, a photo or two, some video. The problem
is this kind of information isn’t available on most websites. Many nonprofit
sites aren’t designed with the reporter in mind, and there is much to gain by
making it easier for a reporter to cover your news. Totem will build your page
for you in 48 hours or less!
Tuesday, June 2, 2015
How Did You Do This Year?
Friday, May 16, 2014
How to Make the Transition to a New Treasurer in 2 Easy Steps!
I've recently seen some emails from treasurers who are transitioning to a new board and it reminded me to let everyone know again just how easy it is to do that with Treasurer's Briefcase.
Monday, March 10, 2014
Has the IRS revoked your nonprofit status?
Fun or Not So Fun Fact: A review of the February 10, 2014 IRS nonprofit revocation list shows 2,620 names were added this month alone.
The Pension Protection Act of 2006 directed the IRS to revoke the tax exemption of any nonprofit that is required to file an annual information return but failed to do so for three consecutive years. Revocation is automatic and mandatory under the law.
The Pension Protection Act of 2006 directed the IRS to revoke the tax exemption of any nonprofit that is required to file an annual information return but failed to do so for three consecutive years. Revocation is automatic and mandatory under the law.
As a result hundreds of thousands of exempt organizations had their tax-exempt status revoked. Many were smaller organizations that were not aware of the 2006 law change that required all exempt organizations (except churches) to file annual returns, regardless of how small their annual receipts may be.
Monday, March 3, 2014
We're small...do the IRS rules apply to us?
The short answer is yes. The rules apply to all organizations that raise funds from the public. It just depends on what rules we're talking about. The amount of revenue your club generates will determine which rules it should follow.
During an appointment with one of my individual tax clients this week I took some time to demonstrate Treasurer’s Briefcase. I explained that, for even his small non-profit, Treasurer's Briefcase would be of tremendous value. Along with all of the other benefits of a cloud based record keeping package, I described how providing a platform that can be handed off from one treasurer to another treasurer helped to provide a consistent repeatable process for the organization would make recruiting treasurers easier and make reporting uniform.
He liked the software but then explained, “We’re a small non-profit so the rules don’t apply to us.” The normal half hour interview turned into an hour so I could answer his questions about nonprofits and correct this common misperception.
He liked the software but then explained, “We’re a small non-profit so the rules don’t apply to us.” The normal half hour interview turned into an hour so I could answer his questions about nonprofits and correct this common misperception.
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