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nonprofit news and events

Management Override of Internal Controls: The Achilles’ Heel of Fraud Prevention addresses the risk of fraud through management override of internal control over financial reporting. Read more here:

Management Override of Internal Controls: The Achilles’ Heel of Fraud Prevention (click on the appropriate PDF on the page linked).

To find more resources on Financial Management, click here. 

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March 18-19 – Building Exceptional Boards with Chuck Loring

National trainer/speaker and Senior BoardSource Governance Associate Chuck Loring is back with Building Exceptional Boards. Join us for a 1.5 day training on governance challenges, opportunities and best practices on Day 1 and some of the critical components to nonprofit and board success on Day 2.
Day 1 (March 18, full-day): The Skinny on Boards
• Purposeful Boards
• Power Fundraising
Day 2 (March 19, half-day): Critical Components
• Board Chair/ED & Board/Staff Relationship
• Assessment, Evaluation & Progress
Click the flyers below for detailed information:
Building Exceptional Boards Flyer MAR2015Building Exceptional Boards Narrative WEB VERSION_Page_1
Date: Wednesday, March 18, 2015 & Thursday March 19, 2015
Time: Check-in begins at 8 am
Day 1 (March 18) Session runs from 8:30 am – 3:30 pm
Day 2 (March 19) Session runs from 8:30 am – 12 Noon
LocationMCC Conference Center, 4601 North 19th Street, Waco, TX 76708
Cost: Day 1 only $25│Day 2 only $10; both days $30*
Register here
Limited scholarships available. Contact for more information.
CPE credits are available for this course!
Registration closes March 10. Cancellations after March 13 will be refunded on a prorated basis.
*If you are planning to attend both days, use promo code 2DAYS5OFF to receive a $5 discount off your registration. 
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(passed) “Made to be Modern: Website Trends for 2015” Webinar,

Made to be Modern: Website Trends for 2015
January 8, 1:00 – 2:00pm Eastern. FREE
Your website is frequently the first chance you have to make an impression on your constituents. How do you tell your story, create your content, and present your site in a modern way? Luckily, you don’t always need to start from scratch–there are a number of ways to tweak your existing site to help ensure that first impression you make is one of a modern and savvy nonprofit. We’ll take a closer look at the latest trends in web design and define what’s worth investing in and what’s just a flash in the pan.
Read more or register >>

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Webinar on Health Impact Assessment, Episcopal Health Foundation

From Episcopal Health Foundation│Webinar on Health Impact Assessment

The Episcopal Health Foundation (EHF), jointly with the Health Impact Project, a collaboration of the Robert Wood Johnson Foundation and The Pew Charitable Trusts, seeks to support a Texas-based organization seeking to conduct a health impact assessment (HIA) on an issue relevant to the Episcopal Health Foundation’s strategic plan and critical issues facing Texans relevant to community health (see plan at HIAs are a tool to help identify and address the unintended health effects of decisions made in non-health sectors. Potential applicants are invited to participate in a webinar on January 13, 2015, to learn more about HIAs and this particular funding opportunity. Representatives from the Health Impact Project will provide an overview of HIA, focusing on the screening and scoping steps of the HIA process. Please register for the webinar here.
For more information about submitting Letters of Interest to conduct an HIA, check the Episcopal Health Foundation website in early January.

Health Impact Assessment 101 webinar
Tuesday, January 13, 2015
1:00 pm | Central Standard Time (Houston, GMT-07:00) | 2 hr

Join WebEx meeting
Meeting number: 636 437 033
Meeting password: Health1
Join by phone
Call-in toll-free number: 1-855-2147745 (US)
Call-in number: 1-303-9273275 (US)
Show global numbers
Conference Code: 846 400 4518

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Form 990: Late filing penalty abatement, Journal of Accountancy

Form 990: Late filing penalty abatement

“Smaller not-for-profit organizations that don’t file Form 990 or file late may be unpleasantly surprised at how large the penalties can be.”

In this article by Vani Murthy, CPA, with the Journal of Accountancy, solutions are listed to help those who do not file Form 990 on time.

Topics include:

  • Penalty framework
  • Criteria for penalty relief
  • Reasonable cause
  • Considerations from IRS
  • Establishing and claiming a reasonable cause, and
  • Further tips, examples, and suggestions

Read the full article here.

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December 18 – Register for an IRS webinar: Help for charities

Register for an IRS webinar: Help for charities

Topics Include:

  • Section 501(c)(3) Exempt Purposes
  • Key activities including
    o Private benefit or inurement activities
    o Lobbying or legislative activities
    o Filing requirements
    o Unrelated business income activities
    o Failing to operate with an exempt purpose

Register for this event here for Thursday, Dec. 18 at 2 p.m. ET

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New Section: Planned Giving Toolkit

Planned Giving Toolkit is a new section within the Fund Development resource page. Planned Giving Toolkit comes from a recent training put on by Ashley Allison and Rachel Hobbs at Waco Foundation.

In this section you will find an informative document that explains what planned giving is it & how it works. The Planned Giving Toolkit gets you talking about the future of Planned Giving and “Pie Society.”

Need helpful templates? The Planned Giving Letter Template Packet will be helpful in directing you towards how to compose appropriate letter types to donors and all audiences. If you specifically need the language template to be used on your website or other publications, it is linked here: Sample Language Template.

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“Managing the Business Risk of Fraud: A Practical Guide,” Institute of Internal Auditors

The Institute of Internal Auditors (IIA) provides a guide that outlines five key principles of fraud risk management in Managing the Business Risk of Fraud: A Practical Guide.

This guidance […] recommends ways in which boards, senior management, and internal auditors can fight corporate fraud. The report is the result of two years of work from a dedicated task force of more than 20 experts in the field of fraud risk identification, mitigation, and investigation. It was released by The IIA, along with the Association of Certified Fraud Examiners (ACFE) and the American Institute of Certified Public Accountants (AICPA).​

Please note, this PDF link is located at the bottom of the page. 

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