filing
Employee Files: Why Privacy Matters
Your non-profit likely has a privacy policy. If your non-profit has a website, you for sure have a privacy policy. The policy likely talks about how you will collect and store information about your customers, clients, and maybe stakeholders. But have you thought about a version of a privacy...
How to Stop Non-Profit Policies from Becoming Mind-Numbingly Boring
Non-profits have sooo many policies. Policies that define the work of the board. Policies that define what an executive director is and isn’t allowed to do. Policies that tell the staff team what they can and cannot do. A non-profit’s policies, from governing to operational, are the rules that...
Filing System Basics for Non-Profits
I remember a conversation I had with a colleague from another organization. She confessed she had all her hard copy files in order but didn’t really understand how to make a computer filing system. Whenever she created a document on the computer, she would print a hard copy for filing but leave...
Easy Non-Profit Financial Filing System
It’s a typical non-profit office day and you are working on the accounts. Let’s imagine you’ve paid a bunch of bills, entering each one into your accounting software. Let’s also imagine you’ve opened the mail and there are a few receipts as well as a grant payment. And finally, you create a...
The Board meeting is over, what do you do with the minutes?
The board meeting is over, someone took minutes, and now you don't know what to do with them. Start by typing up the minutes, usually in a digital format, and distributing the minutes to everyone who attended the meeting. Some non-profits will have a private online folder or private website...
Past Due, Easy Bill Payment
The bills are coming in and you need to get cheques printed and in the mail. Where do you start? Here is an easy step-by-step process you can follow to ensure bill payment stays organized. Let’s get started. THE PAYMENT PACKAGE I like to treat each bill payment as an individual package....