Resources

If your not-for-profit has an endowment, you probably know it’s a major responsibility. Endowment investments generally need to be managed by a financial expert, and your organization must adhere to certain regulations, particularly when it comes to spending. As a refresher — or primer for new employees or board members — here are the basics of […]

Timely, accurate financial information is essential to running a successful business. There are a number of accounting methods you can use to record and track your business’s financial performance. Here’s an overview of cash, tax, and accrual basis accounting to help you choose a method that’s appropriate for your situation. Cash basis Often startups and […]

Data analytics is the science of collecting and analyzing sets of data to develop useful insights, connections, and patterns that can lead to better informed decision making. It can be enormously useful for not-for-profits. For example, data-driven nonprofit Community Solutions partners with local charities to help them reduce, and even end, homelessness in their communities. […]

Giving circles — generally small groups of people who make a charitable impact by pooling their money — are growing in popularity. If your not-for-profit isn’t already actively appealing to them, you need to get up to speed because they’re capable of providing substantial financial resources. Collective decision-making Giving circles sometimes are confused with crowdsourcing, […]

We are proud to feature our client, eMerge Americas in this edition of the Waters|Ortiz Accounting Advisor. eMerge is more than just an event—it’s an ecosystem that is transforming Miami into a global tech hub. eMerge has been at the forefront of building the South Florida entrepreneurial and tech ecosystem since 2014. In addition to […]