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Dawn Westerberg

Prepare Your Nonprofit for Year-End: 1099’s and W-2’s

By | Training | No Comments

Road sign 2014Let Vicki Welter, CPA, guide you through valuable online year-end training for processing W-2’s and 1099’s.  Similar training classes provided elsewhere are nearly double the cost.  Take advantage of the cost savings offered by Welter Consulting and the expertise of a CPA who specializes in Abila software and works exclusively with nonprofits. Classes are limited so be sure to secure your spot by registering now.

1099s:  Are you ready for year-end?

Learn how to review your vendor set-up & transactions that relate to 1099 processing at this online training class.

This online training session will:

  • Review set-up in MIP Fund Accounting for vendors
  • Review reports to ensure the accuracy of your data including transactions associated with each 1099 Vendor
  • Process 1099’s in Aatrix
  • Cover best practices to ensure next year’s processing is a breeze

The registration fee is $100/person unless you are on a Welter Consulting support plan in which case the registration fee is $70/person.   Classes are limited to 25 attendees and classes will be offered:

  • December 20:  8:30-10:00
  • January 9: 3:00-4:30
  • January 22: 8:30 – 10:00

 Register here

W-2s: Let’s get ready!

Walking through a year-end checklist is critical to ensure all steps have been completed for 2013 W-2 reporting and to get ready for payroll processing in 2014  at this online training class.

This online training session will:

  • Provide you with a year-end checklist
  • Give you tool to help you reconcile taxable wages against your 941’s to ensure accurate year-end reporting
  • Teach you about the required system set-up in MIP payroll needed to report accurately on your W-2’s
  • Process W-2’s in Aatrix
  • Review best practices and options for submitting W-2/W-3’s electronically using Aatrix to save your organization money and eliminate extra hassle

The registration fee is $100/person unless you are on a Welter Consulting support plan in which case the registration fee is $70/person.   Classes are limited to 25 attendees and classes will be offered:

  • December 20: 10:30-12:00
  • January 9: 1:00-2:30
  • January 22: 10:30 – 12:00

Register here

 

Abila Advocate of Distinction Awards

By | Abila, Nonprofit | No Comments

Advocate of DistinctionAbila has announced that nominations for the Advocate of Distinction Awards will open in December 2013.

This is an exciting opportunity to be recognized or nominate someone to be recognized for his or her work on behalf of a nonprofit organization.  The award is available to any individual who work for, or volunteers with a 501c3 nonprofit organization.

Nominations will be accepted beginning December 2013 and Abila will begin announcing monthly winners.  The winner will be rewarded with a $1,000 donation to the nonprofit (501c3) cause or charity of their choice.

Do you know someone deserving of this reward?  Then be sure to nominate them for a chance to be recognized as they deserve but also for the opportunity to affect a $1,000 donation to charity.

Click here for more information

Fundraising small donor by small donor

By | Fundraising | No Comments

iStock_000006237376XSmallOne fundraiser related her story of how she got into the profession: I was working for a mid-size corporation and was asked to handle the annual United Way Campaign. I knew absolutely zero about fundraising. I first went to the Vice President for Human Resources and asked that the company double whatever I could raise. He readily answered in the affirmative. I then went to each department, talked about core United Way services that could one day help them or their neighbors or friends, and then I asked every person to contribute a dollar per paycheck. Only a dollar.

When nearly every employee signed up, the company’s match was much more significant than they had anticipated, but they followed through. The CEO was congratulated publicly, with press coverage, by the local United Way Executive Director. Everyone profited.

What are the fundraising lessons from this experience?

Don’t discount small donations; rather, encourage them, especially in a campaign for small donations from lots of donors. “Every dollar counts” has become a tired phrase, but it’s true nonetheless. Every dollar does count. One fundraiser recently heard that a performing arts school needed new tutus that were not in their budget. She asked her friends for $5 each and asked them to ask their friends for $5 each. (What is social media for, after all?) Soon there were new tutus.

People want to donate but those who only have the capacity for small donations often shy away from contributing because they don’t think their gift will make a real difference. Imagine how good they would feel if they were told, You are one of 20 people who helped purchase this tutu. Helping people see how their particular gift makes a difference will encourage them to donate. (This is true for donors at every level.)

Ask a donor with the capacity for a major gift to create a matching gift that will double or triple all donations of $100 or less in the next two months until their entire gift is matched. All of a sudden, a donor who is able to contribute $25 feels as if their contribution to that cause is much more significant. And the major gift donor also benefits – that gift helped bring in many other donors, several of whom may be new donors to that cause, which in itself is quite valuable.

Donors who have made small gifts may turn into volunteers. They may offer in-kind contributions. They may even give larger gifts if their life situations change. But donors who give a gift at any level, year after year, are key contributors to the long-term sustainability of your organization. Thank them, thank them, and thank them again, and everyone will profit.

If you or your Board need donor-tracking software to increase your ability to have effective campaigns of any size, please contact us to see how we can help.