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2018

CEO succession planning is no longer just for retirement

By Bryan Orander, president, Charitable Advisors Earlier this year, I interviewed a 30-something arts organization’s CEO about leadership and staff development and the discussion turned to CEO turnover and succession planning. I explained that more than half of the leadership transitions that Charitable Advisors’ supports are for retiring nonprofit executives. The arts organization CEO surprised […]

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‘Blocker’ corporation: Avoiding UBIT for nonprofit ‘business’ activities

This article originally was published on Aug. 2, 2016.  By Zachary S. Kester, JD, LLM, CFRM and Kylie Schreiber, at Charitable Allies As charitable organizations seek to increase streams of revenue — to provide more services, support more staff or help ensure long-term sustainability — many dabble in sources of business revenue to supplement the financial bottom line. For […]

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Why you need to know about donor-advised funds

By Lynn Sygiel, editor, Charitable Advisors Michele Thomas Dole has spent her career helping others realize their philanthropic dreams. During the day, she is a senior trust officer at Fifth Third Private Bank. She advises clients about trust administration and estate planning, and builds client relationships to help accomplish their financial goals. For the past […]

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A OneAmerica® survey may help participants understand their personal financial picture

Best channels to help employees understand their retirement picture By Melissa Musial, marketing research and data manager, OneAmerica   As a nationally known record-keeper interested in aiding employers with their employee-retirement-plan objectives, the question of whether retirement plan participants have ample education on financial fundamentals ─ and whether increased education on these topics is needed […]

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Nonprofits and corporations working collaboratively

By Abby Rolland, communications projects manager and Genevieve Shaker, Ph.D., associate professor of philanthropic studies, IU Lilly Family School of Philanthropy Last year, corporations gave over $20.7 billion to nonprofits, an increase of eight percent since the year before (Giving USA 2018).Through gifts of cash and in-kind materials made through corporate-giving programs, as well as […]

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Helping young people reach their potential

By Lynn Sygiel, editor, Charitable Advisors Today’s young people are tomorrow’s _______.  It’s a common expression and you can fill in the blank many different ways. It’s an inescapable fact that young people eventually grow up and turn into something. Today’s adults, as every generation does, hope that transition is a positive one and one […]

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Finding “lemonade” in the new tax law

By Lynn Sygiel, editor, Charitable Advisors When the Tax Cut Jobs Act (TCJA) of 2017 passed Congress in December, many news stories focused on the concerns of nonprofits about the potential impact on individual charitable giving. Under the new law, the standard deductions increased dramatically to $12,000 for single filers and $24,000 for married couples […]

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Project management tools: What’s best for your nonprofit?

By Lynn Sygiel, editor, Charitable Advisors When Annie Cornett was hired by Bloomington-based Social Legends two years ago, the company tracked its projects by using Excel. Teams used both Microsoft’s OneDrive and Dropbox to share files. While this system worked really well for a long time, as the company started adding people, it just wasn’t […]

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Avoiding common costly retirement plan errors

By Kevin Kidwell, vice president of national tax-exempt sales, OneAmerica® As an employer, it’s likely gratifying for you to look out for the welfare of your employees, particularly when it comes to helping them build a retirement. Less enjoyable though may be the administration and compliance of your nonprofit’s retirement plan. As an employer, you […]

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Student loan forgiveness: With work it could happen

By Lynn Sygiel, editor, Charitable Advisors The topic comes up frequently. Just about every election cycle, candidates talk about the spiraling cost of higher education. According to 2017-18 figures provided by the nonprofit organization College Board, the average total cost to attend a four-year state college or university is $25,290. The price tag for a […]

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