Celebrating the 2019 NYSAE Synergy Award Winners

Tate & Tryon NY Region Director, Leigh Fugger-Smith and Supervising Senior Accountant Alice Hsieh joined in celebrating the 2019 NYSAE Synergy Award Winners at the April 17th awards luncheon in New York. The event was kicked off by Gerard Thiers, Executive Director of ASAH & 2018-2019 Chair of NYSAE.

We are truly honored to help recognize individuals and organizations whose outstanding practices contribute to making New York’s association and nonprofit community thrive.

Congratulations to the winners!

INSIGHTS & RESOURCES

In a world full of complexity and demands for visible transparency and accountability, like never before, every financial decision matters. And every critical decision impacts your success.

Nonprofit Donor Disclosure Law Ruled Unconstitutional

Posted on October 14, 2019, updated on October 17, 2019 by Mary Campagnolo

Exempt Organization Tax — 10/14/2019

On September 30, 2019, a federal judge struck down two provisions in a 2016 state ethics law in New York that required nonprofit organizations to disclose their donors in public filings with the state, citing first amendment violations.

Posted in Exempt Organization Tax

Tips on Improving Your Nonprofit’s Charity Watchdog Ratings

Posted on October 2, 2019, updated on October 16, 2019 by Allison Sciuto

Insights — 10/02/2019

Nonprofit Accounting-Tax-Technology — 10/02/2019

Podcasts — 10/02/2019

In this podcast, we discuss how charity watchdog organizations such as Charity Navigator, BBB Wise Giving Alliance, and GuideStar typically monitor and rate charitable organizations and what nonprofit leaders should be thinking about with respect to their organization’s ratings.

Posted in Insights, Nonprofit Accounting-Tax-Technology, Podcasts Tagged Charitable Organizations, Charity Ratings, Watchdog Organizations

Targeting the Appropriate Level of Reserves at Your Organization

Posted on September 17, 2019, updated on September 19, 2019 by Mary Campagnolo

Insights — 09/17/2019

Nonprofit Accounting-Tax-Technology — 09/17/2019

Podcasts — 09/17/2019

In this podcast, we discuss the process of evaluating and targeting an appropriate level of reserves.

Posted in Insights, Nonprofit Accounting-Tax-Technology, Podcasts

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Resources Center

Sample Document Retention Policy

This tool contains sample elements that can be used in the creation of a document retention and destruction policy.
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Audit Committee Self-Assessment Tool

A sample self-assessment tool for nonprofit audit committee members to evaluate the effectiveness of the audit committee.
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Sample Audit Committee Charter

This sample Audit Committee Charter is intended to assist nonprofit audit committees in developing their own organization-specific charter.
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Sample RFP for Audit and Tax Services

This is a sample RFP template for audit and tax services.
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Celebrating the 2019 NYSAE Synergy Award Winners

Congratulations to the winners!

INSIGHTS & RESOURCES

Nonprofit Donor Disclosure Law Ruled Unconstitutional

Tips on Improving Your Nonprofit’s Charity Watchdog Ratings

Targeting the Appropriate Level of Reserves at Your Organization

Resources Center

Sample Document Retention Policy

Audit Committee Self-Assessment Tool

Sample Audit Committee Charter

Sample RFP for Audit and Tax Services

The Right Size, Right Fit