Resources

Your nonprofit has lost an executive. Now what?

June 17, 2025

A fictional nonprofit lost its executive director (ED) unexpectedly. The charity had a basic contingency plan, but the document didn’t name an actual successor for the ED position. Fortunately, the plan outlined procedures for finding a new leader, and the already-assembled search team was able to interview several candidates and hire a qualified individual within […]

Beyond the Annual Audit: Why Your Nonprofit Needs Year-Round Revenue Health Checks

June 17, 2025

Without a predictable revenue stream, you’ll have a hard time budgeting, funding priorities and planning for the future. Right now, many organizations are grappling with sudden federal grant cuts. If this is your nonprofit’s situation — and even if it isn’t — you should assess your revenue streams between audits using the same techniques professional […]

Are your nonprofit board meetings as focused as they could be?

June 2, 2025

According to nonprofit BoardSource, not-for-profit boards that meet monthly should be able to cover all business in one to two hours. If your meetings last longer, they may lack planning and focus. This can ultimately harm your organization as busy board members lose confidence in your leadership — and even quit. Here’s how to hold […]

When corporate sponsorships raise UBIT issues

May 28, 2025

Under the Internal Revenue Code, “qualified sponsorship payments” to not-for-profits aren’t subject to unrelated business income tax (UBIT). Qualified payments refer to money, property transfers or the performance of services by a business without an expectation or arrangement that the business will receive any “substantial return benefit” in exchange. However, some corporate sponsorships don’t qualify, […]

Client Corner – AdGood – Affordable CTV Advertising for Nonprofits

May 5, 2025

We are proud to feature our client, AdGood, in this issue of Waters|Ortiz Insights. AdGood empowers nonprofits with affordable access to Connected TV (CTV) advertising, helping organizations of all sizes reach their ideal audiences to amplify messages, raise awareness, and increase donations. At AdGood, they believe every nonprofit deserves access to the same powerful advertising […]

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