ARTICLES
Find useful articles and resources for your nonprofit here!
September 7, 2026
10 min
A messy chart of accounts (COA) makes financial reports misleading, grant reporting painful, and board conversations awkward. A clean COA designed for fund accounting and grant tracking does the opposite: it clarifies which dollars are available, shows whether programs are on budget, and makes Fo...
August 31, 2026
11 min
UPMIFA matters because it frames how your board can legally and prudently manage donor restricted endowments — including when markets suck and an endowment goes underwater. Skip the legalese: this guide gives the practical policy language, calculations, board steps, and documentation checklist yo...
August 22, 2026
9 min
Understanding the differences between board designated and donor restricted endowments isn't trivia — it's central to correct financial reporting, honest stewardship, and avoiding awkward conversations with auditors, donors, or your board. Below I’ll give clear definitions, show how each type is ...
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August 17, 2026
12 min
ASU 2016 14 changed nonprofit financial reporting in ways that simplify net asset presentation but add new disclosure demands — especially around liquidity. If you lead a nonprofit, your board or audit committee has probably asked: what actually changed, what do our statements need to look like, ...
August 14, 2026
11 min
If your board ever asks, "Do we have enough cash to cover next quarter?" the statement of cash flows is the report that should make you feel smart — or alarmed fast enough to act. Unlike the statement of activities (your accrual-based income statement), the cash flow statement shows the actual ca...
August 10, 2026
11 min
Clear donor intent documentation is the single best thing a nonprofit can do to preserve donor trust, avoid compliance headaches, and sail through grant audits. Here’s a pragmatic, step-by-step guide that ties donor intent language to gift accounting, grant agreement checklists, and audit-ready d...
