By accessing this web site, you are agreeing to be bound by these web site Terms and Conditions of Use, all applicable laws and regulations, and agree that you are responsible for compliance with any applicable local laws. If you do not agree with any of these terms, you are prohibited from using or accessing this site.
All information on this website, including downloadable forms, is provided free of charge as “information only.”I make no warranties, expressed or implied, and do not guarantee the accuracy, likely results, or the reliability of the use of material on this site or any information or material linked to other sites. It is up to you to determine if the information provided to you on this website is accurate and suits your needs.
As always, consult with your Board and the appropriate legal, financial, and tax professionals to ensure accuracy and compliance with your local, state, and federal regulatory agencies. Your Board of Directors has the legal and fiduciary responsibility for the agency, so you should always get your Board’s input and approval before adopting any budgets or policies.
I have no legal or accounting training and have no expertise in those areas whatsoever. I have over 15 years experience as a professional fundraiser and will offer suggestions and forms for budgeting and fundraising, based on my education and experience, but again, it is offered as “information only.”
This is strictly a volunteer effort on my part. I believe that small and mid-size nonprofits miss out on a lot of funding because they are not aware of the more sophisticated fundraising methods used by larger organizations, such as: solid, well thought out budgets and evaluation plans, transparency on GuideStar, annual reports, etc.
Because the information and tools on this site need to be personalized in order to be useful, I only ask that you adhere to the Creative Commons license, which allows you to share and adapt this material:
Attribution — You must give appropriate credit, provide a link to the license, and indicate if changes were made. You may do so in any reasonable manner, but not in any way that suggests the licensor endorses you or your use.
I do not collect any user data on this website. This means that I do not collect “cookies” or track you in any way.
I do not send out emails. This may change if users request email updates.
I do not offer memberships or premium data for a price.