Understanding Your Form 990
Growth Exchange Understanding Your Form 990 Return of Organization Exempt from Income Tax Presentation Objectives Provide a General Overview Feel comfortable asking for help/guidance Understand SKC’s workflow **Disclaimer – This presentation is for 501c3 Form 990 Filing ** What is a Form 990? Is an informational return Is a powerful tool to influence public perception Is NOT a […]
Employee Benefits
Growth Exchange THE FUTURE OF FUNDRAISING EVENTS Health HSA FSA Dental Vision Basic Life Disability Vol Life Accident Critical Illness Medical Gap History of Health Insurance Civil War era / popular 1916‐1920 ‐ sickness funds ‐‐ Precursor to Private Health Insurance Early 1930s – Hospital Service Plans – beginning of Blue Cross as sociations 1939 […]
THE FUTURE OF FUNDRAISING EVENTS
Growth Exchange THE FUTURE OF FUNDRAISING EVENTS OVERVIEW Who is KC Crew? How did we end up in fundraising events? What we’ve learned How we can help Who is KC Crew? 15,000 Active league players 5,000 Active event participants 25-34 75% of demographic Where it started… Pickleball tournament fundraiser Raised $300,000 on a Thursday night […]
Brand + Marketing Audit
Growth Exchange Marketing / Brand Development Brand + Marketing Audit for Nonprofits A practical framework to clarify your story, evaluate your assets, and improve marketing performance over time. Presented by Craig Bittner (osign, LLC) This Growth Exchange session was presented by Craig Bittner, founder of osign, LLC (osign.us). Craig helps nonprofits and mission-driven organizations clarify […]
Conducting a Brand Audit
Growth Exchange Conducting a Brand Audit What is your brand story? Three layers to understanding brand purpose WHAT Every organization knows WHAT they do. These are the products and services they sell or produce. HOW Some organizations know HOW they do it. These are the things that make them special or set them apart from […]
Improving Your Grant Process
Growth Exchange Understanding the SKC 990 Questionnaire Cultivation – The Pre-Application Phase 1) Do your research 2) Contact the Funder – Email – Phone – Mail – LOI (Letter of Interest) 3) LISTEN to the Funder 4) Follow up quickly with the next steps suggested by the funder and send a […]
Understanding the SKC 990 Questionnaire
Growth Exchange Understanding the SKC 990 Questionnaire 990 EZ vs. Full 990 Part I Summary (Page 1 of 990) Line 1: Briefly describe the organization’s mission or most significant activities – Can be more descriptive than the mission statement Part III Program Service Accomplishment (Page 2) •Line 1: Board approved mission statement •Line 2-3: Significant […]
Data Best Practices
Growth Exchange Data Best Practices Tips for collecting and storing data so that it remains useful, readable, and portable. What to collect? – What you need. ‐ Information you are obligated to collect, by necessity to supply services, or by law. ‐ What you will use. ‐ Data that is recalled and referred to by […]
Annual Audit Preparation
Growth Exchange Annual Audit Preparation Topics 1. What is an audit? 2. Does my organization need an audit? 3. How do I prepare for an audit? 4. Best practices and tools for a successful audit What is an Audit? An independent audit is an examination of the financial records, accounts, business transactions, accounting practices, An independent audit is an examination of the financial records , accounts, business transactions, accounting practices, […]
Payroll Responsibilities
Growth Exchange Payroll Responsibilities Introduction Regardless of who processes your organizations payroll, it is organizational leaderships’ responsibility to understand and engage in the payroll process. Payroll is generally the largest operating expense for a nonprofit organization. It is vital that leadership to be able to navigate, review and inquire regarding the payroll process. This engagement […]