Oppelt Insights

The Never Ending Discussion Between Development and Accounting; Counting versus Accounting financial management fundraising

By:  Kathleen M. Clayton, CPA

Scene One

Development Director, “I just got this huge pledge! Closing in on my budget, maybe I’ll get a bonus.  Put it in my donor data base already.  I need to let accounting know.”  Walking over to accounting department...

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Audits made easy, or easier financial management

By:  Kathleen M. Clayton, CPA of HBK CPAs & Consultants

Whether this is your first audit, and you have no clue what to expect or you’ve been involved in the process for years, there are always ways to make the process more efficient.

Rule #1 – Plan ahead

When should you start...

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Grant Writing: Bringing It All Together grant writing

There are more than 1.56 million nonprofits in the U.S., many of them competing for the same funding. How can your proposal stand out from the rest? To stand out, answer the eight questions below, whether the foundation directly asks them or not.

  1. What need will you meet?
  2. How will you meet the...
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Foundation Giving: Increasing Your Annual Grant Revenues financial management grant writing

According to Giving USA, foundations account for 18 percent of the charitable dollar. Do you want to increase your revenues from foundations over last year? Yes? Start by evaluating last year’s grants performance. Did you apply for grants that were in line with your mission? Were your grant...

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What You Can Still Do to Increase Your Individual, Foundation and Corporate Donations development planning fundraising

It’s the last month of the year. There’s just one month to go to bring in that last bit of money and increase those 2020 fundraising results. What are the things that you can still do to improve your fundraising performance? What can you do now that will improve 2020 results and put...

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Successful Nonprofit Fundraising: It's Not About the Money fundraising

"How can that be?” you say. Isn’t the whole objective of fundraising is to raise money?

Yes, you are raising money. But money is not the goal. Fulfilling mission is the goal. Money is just the vehicle you are using. Money is converted to resources that lead to life-changing impact....

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The Last Two Days of 2019 development planning fundraising

Where are you with your fundraising efforts? What are you doing in these waning days of 2019 to improve your annual fundraising results?

  • Do you have follow-up emails going out today and tomorrow to donors who haven’t given yet?
  • Do you have thank you letters to get out?
  • Are your social...
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