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Financing & Loans

How To Check the Status of Your Employee Retention Credit

After filing your employee retention credit, you’ll want that money to arrive as fast as possible. While you wait, you’ll undoubtedly be left wondering when that refund check will come. This article explains how to check the status of your employee retention credit and offers tips to avoid any delays along the way. Use Bottomline …
This piece was motivated by Renata Rafferty’s Posting of June 8: see “The-Politically-Incorrect-Guide-To-Donors” Renata’s method of “classifying” donors by motivation, which revisits a subject that doesn’t get enough attention, reminded me of a series of articles I read, many years ago, in The Chronicle of Philanthropy. Those articles, based on the book, “The Seven Faces …
A couple of questions appeared in my email recently … from an organization getting ready (!!??) to plan an event, ”How do we put together and structure our event committee?” Should our board be the committee? The answer to the latter question is an emphatic “No!!” The board should not be the committee. Some key …
For decades, the old-style capital campaign firms have insisted that all feasibility studies interviews must be confidential. The usual explanation for the need for “confidentiality” of the interview process was the assumption that interviewees would be more comfortable, and more likely to express themselves fully and honestly if they knew that their comments (especially negative …
The grant making process is highly subjective. The vast majority of private foundations are family foundations that show up in the research resources, but that select their grantees on the basis of personal preferences. Most do not even accept proposals. Their grants are akin to individual donations, and the fact that they are grants at …
When I started my career in fundraising, in the late ‘70s, my first employer was one of the traditional capital campaign-consulting firms — one of those firms that, for the most part, only engaged in feasibility studies and capital campaigns. Like many like similar firms, there was little attention paid to the broad concepts of …
I have been a grants professional since 1974 — that’s a long time. I have worked in agencies that range from the largest single local public agency in the country to a tiny seminary … and everything in between. During that time I’ve taught countless grant seekers in graduate and continuing education courses, and in …
For the last 50-60 years, a Feasibility Study has been “required” before planning and/or implementing a Capital Campaign, and its basic concept and structure hasn’t changed in all that time. I contend that it’s more than obsolete, it’s counter-productive. Now don’t get me wrong. I’m not saying that we shouldn’t first determine the feasibility of …