Remove Document Remove Files Remove Review Remove Support
article thumbnail

How to Develop Scalable AP Policies for Your Nonprofit

sgEngage

Effective AP policies support financial compliance, scalability, and operational efficiency. Here are some of the key elements that should be included in your AP policy document: Receiving and Approving Invoices Outline how invoices can be received and who should approve them, including backup approvers when staff are out of the office.

Policy 82
article thumbnail

Supercharge Your Intern Program: 18 Proven Assignment Ideas Across Marketing, Data, & More

Whole Whale

Social media analytics report Have your intern review the past year of posts and data from your major platforms. Have the intern map the steps involved so your team can review at a bird’s eye view. Plan or support an event or major meeting A detail oriented intern may be the perfect assistant to a major event. Visit Campus 15.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to Minimize Risk Throughout Your Grant Cycle

sgEngage

And as a grantmaker, you’ve had the privilege of supporting many of them. To mitigate risk throughout your grant cycle, you need to know your grantees through relationships and documentation, support their internal controls, and set up a process for whistleblower complaints.

Grant 102
article thumbnail

Is Your Remote Team Getting the TLC They Deserve? An Audit Delivers Answers

.orgSource

Even if the law in your state does not require employers to reimburse these items, providing that support demonstrates concern for individual well-being and expectations for peak performance. What are the requirements for calendar and file sharing? But do begin with clear documentation that is available to everyone.

Team 221
article thumbnail

Nonprofit Accountant vs. Fractional CFO: The Key Differences

sgEngage

Having multiple people working on your organization’s finances helps ensure accuracy—not only by delegating tasks efficiently, but also by allowing for additional review of records and reports. However, their main duties generally include: Reviewing and maintaining financial records. Filing tax forms. Analyzing budgets.

article thumbnail

10 Considerations for Creating a Budgeting Process

sgEngage

In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your process for creating that document. Review your strategic plan so everyone is familiar with the organization’s larger goals. That includes both the budget and the process for creating it.

Process 96
article thumbnail

Supercharge Your Intern Program: 18 Proven Assignment Ideas Across Marketing, Data, & More

Whole Whale

Social media analytics report Have your intern review the past year of posts and data from your major platforms. Have the intern map the steps involved so your team can review at a bird’s eye view. Plan or support an event or major meeting A detail oriented intern may be the perfect assistant to a major event. Visit Campus 15.