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How to prepare for your annual broker dealer audit

October 1, 2020 by Ernst Wintter & Associates LLP

Preparing for your annual broker-dealer audit should be a proactive agenda throughout your company’s fiscal year. Early preparation allows your business to stay compliant with the numerous rules and regulations. Failure to implement preemptive measures may result in an interruption of your … Read More

Deciphering the Many Motivations Behind Charitable Giving

January 20, 2019 by Ernst Wintter & Associates LLP

The motivations behind American giving have been as varied as they are opaque. From various financial motivations to individual, social, or community level motivations, understanding what motivates donors and how these vary across demographic groups can help your non-profit more effectively reach … Read More

3 Common Mistakes that Get Non-Profits in Tax Trouble

January 10, 2019 by Ernst Wintter & Associates LLP

Mistakes happen - managing a non-profit is too complex for there not to be. Some errors are harder to fix than others, and it’s important to focus on minimizing potential mistakes that would cause your non-profit to lose precious financial resources. This includes accurately managing … Read More

5 Steps for a Successful Non-Profit Survey

December 16, 2018 by Ernst Wintter & Associates LLP

Surveys play a key role in helping non-profits identify member needs to better their programs, outreach, and development programs. However, a non-profit cannot best serve those needs if they do not ascertain the needs of their members through a survey. This result,ending up with useless information, … Read More

Transitioning your Non-Profit from Overhead to Impact

November 4, 2018 by Ernst Wintter & Associates LLP

Local and national watchdog groups have played an important role in helping donors identify questionable non-profits for decades. However, the measurement standards have evolved since groups such as GuideStar, Charity Navigator, and the Better Business Bureau’s Wise Giving Alliance began issuing … Read More

Leveraging Accountability to Grow your Non-Profit

October 29, 2018 by Ernst Wintter & Associates LLP

Your non-profit’s mission is the core of your organization, and it is imperative that not only does your organization make an impact, but that it does so effectively and that the broader community understands this impact. Accountability allows for the work your non-profit does day in and day out to … Read More

How to Determine the Value of Donated Items for you Non-Profit

October 24, 2018 by Ernst Wintter & Associates LLP

It can be difficult for non-profit organizations to value non-cash and in-kind donations.  There are several purposes for valuing donations including record-keeping or providing a value for charitable tax deduction. Either way, your non-profit’s tax needs will likely include valuing donations at … Read More

Choosing the Right Insurance for your Non-Profit

October 21, 2018 by Ernst Wintter & Associates LLP

Risk management is important for every organization to integrate into their operating strategy.  Insurance is the cornerstone of any risk management plan, including your non-profit organization’s financial plan. While insurance cannot protect your organization from every adverse situation, it is … Read More

Is Your Fundraiser Profitable? Best Practices for Measuring Fundraiser ROI

March 12, 2018 by Ernst Wintter & Associates LLP

As your nonprofit begins to prepare its taxes, it is also a good time to conduct a fundraising audit. A fundraising audit, will aide in developing a data-driven strategy to help your organization and fundraising efforts expand and grow. Below is a list of what to include in your fundraising audit … Read More

Upcoming Changes to Nonprofit Financial Reporting

March 9, 2018 by Ernst Wintter & Associates LLP

In August of 2017, a new set of rules were adopted by the Financial Accounting Standards Board (FASB). The is the first major update to the regulations since 1993, and will become effective on December 31, 2017. The goal is to improve communication between the nonprofits and its investors and … Read More

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