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News & Insights
October 26, 2026
Knowledge Center
Preparing for What’s Next: Risk, resilience, and planning conversations nonprofits should be having now
by Kelly Pollard and Lucas LaChance A strategic plan can define where a nonprofit wants to go. But it is the conversations between planning cycles that help an organization stay ready for what comes next. What assumptions are we relying on? Where do we have room to adapt? What decisions would become harder if […]
October 16, 2026
Knowledge Center
Weakest link: Exceptions can expose your business to fraud
Most organizations have procedures for executing routine financial transactions. But what happens when someone requests an exception? This might be an immediate wire transfer, a change in bank details, an expedited vendor setup or an unexpected request for a favor from an executive. Legitimate exceptions may sometimes be necessary. However, routinely bypassing established controls can […]
October 14, 2026
Knowledge Center
A charitable remainder trust can provide tax benefits and more
If you’re thinking about making a large gift to charity before year end, options besides an outright gift of cash are worth considering. One alternative is a charitable remainder trust (CRT). Funding one this year will provide a 2026 income tax deduction and other tax and nontax benefits. It may be particularly beneficial if you’d […]
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