Finance

Coinpanda Review: The Ultimate Crypto Tax Software for Crypto Traders
1. Understanding Donor Retention by Jonathan Howard In a prior post, we looked at a mailing designed to bring in new, first-time donors, a process called donor acquisition. Now lets’ talk about the other side of an effective direct mail program: keeping the donors you already have, called donor retention. I compare the interplay of …
Introduction In the world of cryptocurrency, managing taxes can be a complex and time-consuming task. With the increasing popularity of cryptocurrencies, investors are seeking reliable solutions to track their transactions and ensure compliance with tax regulations. CoinLedger is an intuitive crypto tax software that aims to simplify the process of transaction tracking and tax reporting …
Cryptocurrency has become increasingly popular recently, with millions worldwide investing in digital assets. However, as the popularity of crypto grows, so does the need for proper accounting practices, which is where a crypto accountant comes in.  This comprehensive guide will dive into the role of a crypto accountant, the importance of accounting for cryptocurrency, and …

More in Finance

Last month I focused on IRA gifts, now I’m back to bequests, picking up from August with strategies other than direct mail to promote bequest giving. (See Tony’s previous posts on Planned Giving.) If you haven’t got the budget for direct mail, these are for you! If you’re using direct mail, augment it with these …
For over three-and-one-half years, we’ve been writing/posting about Fundraising/Development — The Basics and the more Advanced. We’ve written on (in alphabetical order) Board & Staff Relations, Capital Campaigns, Certification, Corporate Fundraising, Development Staff, Donor Categories, Donor Recognition, Donor Relations, Effective Grantsmanship – Foundation and Government, Fundraising Accounting Practices, Fundraising Constituencies, Fundraising Consultants, Fundraising Ethics, Fundraising …
When hikers get together, many of them talk about their boots. When chefs gather, they swap recipes. What do grant proposal professionals do? Many of us talk about the proposal-generating work environments at our nonprofits. What Good Companies Have in Common: Grant proposal professionals can learn how to create good work environments by looking at …
A participant on a listserve raised the question: “What skills or personal qualities make one competent to ‘make the ask’ when meeting with a) an individual and b) a corporate representative?” Because I have some very strong feelings/opinions about the issue and didn’t want to be angered/frustrated/annoyed by that discussion, I didn’t read the rest …
My two previous postings included the nuts and bolts of preparing financials for grant proposals to private and corporate foundations. This post will focus solely on a significant issue facing NPO’s seeking grant funding: namely that many foundations don’t provide general operating support. Instead, they prefer to fund specific programs or projects, and often something …
I take the strong and unwavering position that members of the board of trustees and other volunteers are the people who must raise all or most of the money for a non-profit organization. These days far too many boards and eager-to-please development professionals are starting down the slippery slope of relying on staff to be …
CFC Special Events & Resources In my July 11th post I talked about what a “culture of philanthropy” is, and the value of establishing one in your non-profit. The point is that CFC workplace giving campaigns provide many opportunities that smart non-profits can use as a “practice field” for many aspects of professional development, including …