MoneyMinder

Two-Minute Treasurer’s Tip Podcast

Business EN ↓ 65 Folgen

MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether new to your role or a seasoned veteran, these tips might help make your volunteer experience easier.

Besuch unbedingt die Website des Podcasts und unterstütze die Macher: twominutetreasurerstip.podbean.com

Autor

MoneyMinder

Kategorie

Business

Neueste Folge

20. Dez 2024

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Payment Processors: Base your selection on more than just the interest rate & fees 20.12.2024

Connecting your group to a payment processor, like Square, Stripe, and others, can be a long-term relationship, so you must do your due diligence when deciding which one to choose. This episode will give you other data points to look for beyond just interest rates and fees. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this terr...

How to Deal with Board Decisions that You Don’t Agree With 22.11.2024

It’s inevitable. This week’s episode will help you learn how to handle board decisions that you don't agree with and steps you can take to feel heard. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether new to your role or a seasoned veteran, these tips might help make your volun...

Why Your Financial Year in MoneyMinder Should Match Your Bylaws and the IRS 22.10.2024

Some of our groups work with financial year start & end dates in our system different from the ones setup with the IRS. In this episode, we share some solid reasons why your group may want to get these in alignment. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether new to y...

How to Get Volunteers Up to Speed Quickly 27.09.2024

As a leader, it can be frustrating when it feels easier to do everything yourself rather than delegate tasks to others. However, building a team or community to help can alleviate stress and further your cause. In this episode, you'll find tips to make the most out of utilizing valuable volunteers and creating a successful team. MoneyMinder has been supporting volunteer-run nonprofit treasurers fo...

New Year Start-Up Tips 30.08.2024

Beginnings are exciting, but often, there’s lots to do and little time to do it. Getting your nonprofit group off on the right foot can be a huge element in its success. This episode gives you some great tips for keeping all those balls in the air. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime volunt...

Making a Clean Transition of Officers 19.07.2024

It’s an occurrence every nonprofit group goes through, yet there are still a number of steps your group should take to protect the outgoing officers from liability and get your new ones off on the right foot. Learn all about these in this episode. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime volunte...

How to Prepare for Your Audit 19.06.2024

An audit is a great way to ensure the financial health of your organization. If you're getting ready for an audit, we have some handy tips you can follow to make it easy for all of the folks involved. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether new to your role or a seaso...

Year-End Tips 04.06.2024

Get ready to welcome the new treasurer by preparing your books, stocking banking supplies, paying bills, and making a list of important dates. It's also helpful to prepare an annual report and get everything organized for your financial review. In this episode, we give you some suggestions for a smooth treasurer transition. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two...

What if Your Tax Exempt Status Was Revoked? 26.04.2024

Finding out that your group’s 501(c)3 status has been revoked can be frightening and anxiety-provoking. MoneyMinder is here to help. This episode goes over the necessary steps to take to get your group back in line with the IRS in the event you find yourself in this situation. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this t...

Monthly Audit Versus Annual Audit 29.03.2024

Monthly audits can be a great way to stay on top of your finances. They help catch errors early and make annual audits a breeze. It doesn’t take much time, allows everyone to take responsibility for the group’s finances, and creates terrific transparency. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime...

How to Make Your Financial Reports So Sexy People Will Read Them 16.02.2024

This episode shares a few tips on thinking outside the box and coming up with inventive ways to present your reports. Don't be afraid to experiment and try new things that will capture your audience's attention. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether new to your role...

Warning Signs of Fraud or Embezzlement in Your Group 05.01.2024

Any group has the potential for fraud or embezzlement. This week’s episode will help you and your group learn the warning signs so you can put safeguards in place. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether new to your role or a seasoned veteran, these tips might help ma...

The State of Volunteering in the U.S. 17.11.2023

Volunteers are truly the ones who make the world go around. You may be surprised at what the most recent national census shows about how much time people spend volunteering and who’s doing it. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether new to your role or a seasoned vete...

Personal Logins Versus Generic Logins 20.10.2023

Did you know that having a generic login can actually be more complicated and risky compared to individual logins? But no worries, MoneyMinder has got you covered. This episode of the podcast breaks down all the reasons for using personal logins instead. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime...

The Benefits of Using a Budget 15.09.2023

If you want to stay on top of your finances and achieve your financial goals, budgeting is key. The new season of the Two-Minute Treasurer’s Podcast from MoneyMinder jumps right in with this important topic. Luckily, we also have a great e-guide called Budgeting Made Easy that can help you learn even more about it. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades....

Why the Treasurer of Your Organization Shouldn’t Serve on the Audit Committee 07.07.2023

Many treasurers feel slighted by the fact that they cannot serve on their audit committee. Cyndi breaks down the purpose of the audit and the role the treasurer can serve in helping to ensure the audit committee has all the necessary documents to complete their audit. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this ter...

Is It Time to Update Your Bylaws? 16.06.2023

Bylaws are designed to guide your board’s actions and decisions. But over time, they can start to feel like a shirt you’ve outgrown. Today Cyndi talks about how to update them so they evolve with your group. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether you are new t...

How to Select an Ideal Financial Institution 02.06.2023

It’s hard to know where to house your group’s hard-earned money given the sheer number of financial institutions these days. Banks and credit unions have different offerings. Today we talk about what to look for in the ideal bank for your group. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime vo...

Do You Need to Change Your Financial Year Start Date? 19.05.2023

Today’s tip discusses the steps that are necessary to take with your Secretary of State, as well as the IRS, in order to change your group’s financial year. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether you are new to your role or a seasoned veteran, these tips might...

What Steps Do I Need to Take to Establish a 501(c)3? 05.05.2023

Taking the necessary steps to establish your organization as tax-exempt can feel daunting. In this episode, Cyndi outlines how to go about that and provides this free resource for more detail than we can share in 2 minutes. Establishing your Organization e-guide: https://bit.ly/3OJZHXe MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers...

How to Manage Unused Gift Cards That Have Been Donated to Your Organization 21.04.2023

It’s hard to believe, but sometimes people receive gift cards that they don’t want. Today we talk about the idea of donating them to your group and tracking them so you have a proper paper trail. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether you are new to your role...

Making Adjustments Mid-Year Based on a Budget Analysis 03.03.2023

The purpose of a budget is to set your path for the year. Sometimes things go better than expected. Other times they don’t go quite as well as anticipated. Today’s tip addresses mid-year adjustments: how to make them, why you might consider doing so, and what to watch out for. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate...

Questions to Consider When Evaluating Technology Solutions for Your Group 24.02.2023

There are many great software tools & options for groups to use to manage their organization. Cyndi suggests questions you might ask yourself to make sound decisions around the technology you select. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether you are new to your r...

Ideas for Attracting Volunteers from All Generations 27.01.2023

We currently have five generations in the volunteer workforce. Cyndi offers some tips for designing opportunities that appeal to this diverse potential volunteer pool to encourage intergenerational involvement. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether you are ne...

Navigating HOA Dues Increases 13.01.2023

HOA dues are typically established to cover both operating costs as well as reserves. Today we discuss what happens when those reserves don’t cover long-term capital repair & replacement costs, along with a tip for how to talk to your HOA members about increasing dues. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this te...

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