Exempt Organizations Newsletter | November 2023

Exempt Organizations Newsletter

November 2023

Is your organization considering a merger as we approach the new year? In our November '23 newsletter we discuss merger successes and pitfalls, as well as how to create policies for returned donations and more. Plus, don't forget to register for the Exempt Conference.

2023 Exempt Organization Conference

Our Annual Exempt Organizations Conference will be held remotely from 9am - 12pm on November 30 and December 1. Topics include Economic Update, Power of AI, Credit Losses (CECL) for Nonprofits, Govt. Accounting Updates and the new Data Collection Form, Cybersecurity Threats, and Exempt Organization Tax Credits.  Register here today! 

Successes and Pitfalls of a Nonprofit Merger

There are many advantages of merging two nonprofit organizations with similar services, programs, and finances.  

Create a Policy for Donation Returns

Have you ever had a donor request their donation back? Here is what best practice suggests in such circumstances.

BDO Nonprofit Standards Newsletter, Fall 2023

This BDO publication is available through our affiliation with the BDO Alliance USA.

From cash benefits to GASB Implementation Updates and Form 990 Review, the fall newsletter covers technical updates plus more.