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All information on this website, including downloadable forms, is provided free of charge as “information only.” I state my opinions but 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 opinions, 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, a means to evaluate and promote accomplishments, and the like.
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