Data management for nonprofits

    • [DOCX File]NC Nonprofits

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      Record Type Retention Period Annual Loss Summaries 10 years Audits and Adjustments 3 years after final adjustment Certificates Issued to {Insert Name of Organization} Permanent Claims Files (including correspondence, medical records, injury documentation, etc.) Permanent Group Insurance Plans Active Employees Until Plan is amended or terminated ...

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    • [DOCX File]PART I. UNDERSTANDING NONPROFIT MANAGEMENT, THE …

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      In order to accomplish this, FAN commits to providing accurate and complete financial data for internal and external use by the Executive Director and the Board of Directors. Authority. The Board of Directors is ultimately responsible for the financial management of all activities. The

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    • [DOCX File]Nonprofit Financial Policy Guidelines and Example

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      The best way to show that impact is through collecting relevant data from your service delivering and reporting on it overtime. ... impact investing”. Instead of simply giving based on mission or location, funders want to actually gauge the change nonprofits are creating in the communities they are investing in. ... [List data management ...

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    • [DOC File]Normal - Community Philanthropy

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      The National Council of Nonprofits encourages nonprofits to seek the advice of competent professional advisors prior to adopting this, or any template document. ... former clients, our staff, volunteers, and financial data, and business records of [Name of Nonprofit] is confidential. “Confidential” means that you are free to talk about ...

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    • [DOC File]SAMPLE RECORD RETENTION POLICY

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      NONPROFITS HAVING . ENDOWMENT FUNDS. The New York Prudent Management of Institutional Funds Act (“NYPMIFA”) requires the adoption of an “investment policy” by all corporations subject to its provisions. This draft sample investment policy is intended for consideration by a nonprofit that (i) holds cash equivalents (such as bank deposits ...

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    • [DOC File]SAMPLE INVESTMENT POLICY FOR - Pronto Marketing

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      Sample MOU. Sample Memorandum of Understanding (MOU) for Group Applicants. Under Requirement 4 of the Notice Inviting Application (NIA), all applicants other than a single LEA would need to include with their applications a Memorandum of Understanding (MOU) or other binding agreement that includes—

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    • [DOCX File]Nonprofit Financial-Infrastructure Self-Assessment (WORD)

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      1. Discuss the contrast between leadership and management. In your opinion, do nonprofits needs good leaders or good managers? Potential Answer: Leadership is about leading people to want to accomplish the leader’s vision. Management is about performing the tasks needed to be done to accomplish the vision.

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    • A Guide to Data Management for Nonprofits: Tools, Resources, an…

      nonprofit financial management: budgeting and cash flow, data and analysis, operations, audit readiness, and governance and strategy. For any items for which you choose “No” or “Needs Work,” consider revising your practices to . better . adhere. to. the principle. s. suggested in the question. and the “Notes on Best Practice” column

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    • [DOCX File]Grant Writing Template

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      But what did surprise many in the field was the way the company leveraged its dominance in online giving to patent data collection practices and consolidate information across nonprofits and donors to develop a massive, proprietary database of donor and fundraising information.

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    • [DOC File]NONPROFIT RISK MANAGEMENT CENTER

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      Lead in developing and implementing engagement tracking tactics and systems, coordinating with other staff with data management responsibilities as necessary Coordinate across all Rural Center program teams to plan ways to engage stakeholders in the development and delivery of signature programming

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