The Charity CFO

APRIL 1, 2025

At The Charity CFO , weve worked with hundreds of nonprofits (if not thousands)and reviewed thousands of financial systemsover the past decade. From grassroots organizations to $20M+ institutions, weve seen firsthand what sets high-performing nonprofits apart. Its not just about clean books or audit prep.

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Nonprofit CFO Leadership Cash Flow Forecasting 89

The Charity CFO

APRIL 29, 2025

Build a Strong Leadership Team with Financial and Operational Accountability Behind every financially sound nonprofit is a leadership team that doesnt just care about the missionbut also owns the outcomes. Why Leadership Teams Matter More Than Ever Over the last decade, our team at The Charity CFO has worked with 200+ nonprofits.

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The Charity CFO

FEBRUARY 19, 2025

The Power of Mission Clarity in Nonprofit Fundraising In this enlightening episode of A Modern Nonprofit Podcast, host Tosha Anderson engages in a thought-provoking conversation with Erin Straza, CEO and Chief Donor Engagement Strategist for nonprofits at ErinStraza.com.

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The Charity CFO

APRIL 25, 2025

Is Your Leadership Holding Back Your Nonprofit? Sometimes, the biggest obstacle to transformation in a nonprofit isnt lack of funding, staff turnover, or outdated systems. From Silos to Alignment Whether you lead a $500K nonprofit or a $50M one, your departments dont naturally align themselves. Its leadership.

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The Charity CFO

APRIL 11, 2025

The Nonprofit Budget Balancing Act: Crafting Budgets for Fundraising Success Nonprofit leaders know all too well that crafting budgets isnt just about numbersits about storytelling. Why Nonprofits Need Multiple Budgets Different funders have different priorities. Learn more about best practices when accounting for grants.

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The Charity CFO

MARCH 13, 2025

Is Your Nonprofit Ready for Increased Funding Scrutiny? Heres How to Prepare The financial landscape for nonprofits is shifting, and the pressure is mounting. With government funding and donor contributions facing heightened scrutiny, nonprofit leaders must ensure their financial systems are rock solid. The good news?

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The Charity CFO

FEBRUARY 26, 2025

In the latest episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with Drew Reynolds, Principal Consultant at Common Good Data , to explore the critical intersection of data, storytelling, and fundraising in the nonprofit sector. And what did you learn from it?”

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The Charity CFO

DECEMBER 23, 2024

Successful nonprofits and for-profit businesses alike use a variety of key performance indicators (KPIs) to help track their organizations performance. This guide will explore some of the most common nonprofit KPIsincluding how to calculate themto help you pick the right KPIs for your nonprofit.

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The Charity CFO

FEBRUARY 20, 2025

Nonprofit budgeting may be a source of dread for many, but there are ways to make the process (and outcome!) Keeping that in mind, let’s go over what we’ve learned at The Charity CFO While supporting hundreds of nonprofits with their budgets. Start with Your Mission Your nonprofits budget exists to advance your mission.

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The Charity CFO

APRIL 20, 2025

The Nonprofit Guide to Smart Digital Marketing If you’re a nonprofit leader feeling overwhelmed by digital marketingor unsure if your website is even helping you anymorethis episode of A Modern Nonprofit Podcast is for you. Is Your Website Working for You? What do you do? Why do you do it? Who do you serve?

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The Charity CFO

MARCH 6, 2025

The Importance of Setting Goals and Tracking Them in Nonprofit Management As nonprofit leaders, one of our biggest responsibilities is to set clear expectations, measure progress, and hold teams accountable. Why Nonprofits Need Data KPIs allow nonprofit leaders to: Set measurable goals for fundraising, programs, and operations.

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The Charity CFO

JUNE 4, 2025

Thats what I told myself for years… And then I left the nonprofit world and entered the for-profit sectorand I realized just how wrong I was.” His journey from nonprofit development to business development gave him a new appreciation for what fundraisers can learn from for-profit sales teams.

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The Charity CFO

MAY 6, 2025

Building a Grant Team That Works: The 6 Roles Every Nonprofit Needs Grant writing is more than just a skillits a strategy. Too many nonprofits are flying solo, reacting to deadlines instead of building a system that works. Grouping the Roles: Work Smarter, Not Harder Most nonprofits cant hire six new people. And thats okay.

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The Charity CFO

MARCH 20, 2025

The Silent Threat Lurking in Your Nonprofit Think your nonprofit is safe from fraud? Fraud happens in nonprofits far more often than leaders realizeand its not just the obvious scams. ” Jason Kruger Too many nonprofit leaders believe an annual audit guarantees financial security. Think again. Audits wont catch it.

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The Charity CFO

OCTOBER 28, 2024

In a recent episode of A Modern Nonprofit Podcast, host Tosha Anderson sat down with Dr. Tiffany Slater, an nonproift HR expert and founder of HRTailorMade. The conversation centered around common HR risks faced by nonprofit organizations and best practices for avoiding potential pitfalls. Want to jump right in?

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The Charity CFO

APRIL 2, 2025

When it comes to Federal Single Audits , nonprofits often make costly mistakes that lead to compliance issues, financial weaknesses, and material deficiencies. Below, we break down the top audit findings and what nonprofits need to know to stay compliant. Make sure your documentation is complete.

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The Charity CFO

DECEMBER 23, 2024

As a nonprofit leader, you’re constantly looking for ways to streamline operations and maximize resources. As a nonprofit organization, there are many pitfalls around payroll and you need to be aware of the rules. Many nonprofits handle payroll in-house or outsource to a payroll provider.

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The Charity CFO

DECEMBER 18, 2024

Federal funding can be an attractive option for nonprofits looking to expand their programs and reach. In this episode of A Modern Nonprofit Podcast, host Tosha Anderson and guest Rachel Schmidt discuss the top five considerations nonprofits should keep in mind when considering federal dollars. Are you ready to expand?

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The Charity CFO

MARCH 4, 2025

Surviving (and Thriving) in Fundraising: The Nonprofit Wake-Up Call Lets be honestfundraising isnt getting any easier. In fact, if it feels like raising money for your nonprofit has become an uphill battle, thats not just a feeling. He dropped some truth bombs that nonprofit leaders need to hear. So, whats the game plan?

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Cube Software

FEBRUARY 14, 2025

What is budget software for nonprofits? Budget software for nonprofits provides organizations with the tools to manage financial planning, monitor expenses, and generate reports while maintaining compliance with grant restrictions and donor requirements.

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CFO Talks

FEBRUARY 17, 2025

By assigning clear accountability and ensuring employees understand the significance of risk policies, companies can foster a culture of risk awareness. But beyond finance, hes also a long-distance runner, active in the nonprofit sector, and a dedicated beekeeper. Chris, welcome to the CFO Club! Chris Weeks: Thank you, Leana.

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CFA Institute

DECEMBER 15, 2023

Schumacher holds an undergraduate degree from Colorado State University with majors in both finance and accounting. Schumacher is actively engaged with various local nonprofits and guest lectures to graduate students about the global economy and financial markets. He holds an MBA. Schumacher is a chartered financial analyst (CFA).

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CFO Thought Leader

DECEMBER 18, 2024

Brian Registe shared insights into his career journey, which spans from his origins in Dominica to roles in Alaskas telecom sector and eight years in the US Army focusing on finance, accounting, and procurement. He also spent a decade with Heartland Alliance in the nonprofit sector before moving to Midhouse Engineering in Chicago.

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The Charity CFO

FEBRUARY 12, 2025

On this episode of A Modern Nonprofit Podcast, host Tosha Anderson welcomed Sheri Chaney Jones , CEO and Founder of SureImpact , to discuss how nonprofits can leverage data to better engage donors and stakeholders. The Shift Towards Impact Investing Sheri highlighted a significant shift in the nonprofit world over the past two decades.

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The Charity CFO

DECEMBER 4, 2024

In the latest episode of A Modern Nonprofit podcast, host Tosha Anderson sat down with Sawyer Nyquist, a data expert who specializes in analytics and data management for nonprofits. ” From Data Warehouse to Decision Driver The conversation touched on the evolution of data use in nonprofits. .

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The Charity CFO

JANUARY 8, 2025

In this episode of A Modern Nonprofit Podcast, host Tosha Anderson sat down with Kathryn Hoffman, CEO of the Minnesota Center for Environmental Advocacy (MCEA), to discuss how to balance a big mission with human-centered leadership. Want more nonprofit leadership tips? Check out this recent episode of A Modern Nonprofit Podcast.

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The Charity CFO

MAY 12, 2025

When youre running a nonprofit, its tempting to think of accounting as something you can get by withmaybe its a part-time admin, a volunteer with QuickBooks experience, or a reactive scramble at tax time. But heres the truth: If your organization doesnt have a skilled accounting team, you dont just have a bookkeeping problem.

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The Charity CFO

DECEMBER 30, 2024

In a recent episode of A Modern Nonprofit Podcast, host Tosha Anderson sat down with Greg Miller, President and CEO of Penn-Mar Human Services, to discuss the critical issues of recruitment, retention, and strategic partnerships in the nonprofit sector. He encouraged organizations to think creatively and start small if necessary.

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The Charity CFO

DECEMBER 11, 2024

In a recent episode of A Modern Nonprofit Podcast, host Tosha Anderson sat down with Mohan Sivaloganathan, CEO of Our Turn and advocate for youth leadership and equity in education, to discuss the concept of harmonious leadership and its potential to transform the nonprofit sector. Want to jump right in?

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Barry Ritholtz

APRIL 29, 2025

And, and I saw that the, what were in those days, the big eight accounting firms were coming up to hire and they had this program where they would hire liberal arts graduates, have them work, and as part of the arrangement would pay for you to go to grad school. So it was a combined program through Arthur Anderson to go to NYU.

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Barry Ritholtz

MARCH 4, 2025

00:15:17 [Speaker Changed] So really what you’re saying is from a checking account up to a, a secondary financing private debt up to an IPO. They need a, they need a bank account, they need to pay their employees, they need to have a way to sort of collect funds, they may need a credit card. Just very simple banking needs.

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Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

The Charity CFO

MARCH 7, 2025

Its no secret that accountants have a busy season. I get asked all the time – how do you survive the busy season of accounting? For accountants, its typically January through April. This year, I took that time to connect with fellow accounting firm owners in sunny Fort Lauderdale. Get the free guide!

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The Charity CFO

MARCH 12, 2025

If your nonprofit isnt engaging corporate partners, youre leaving money, volunteers, and long-term support on the table. But too many nonprofits miss out. Why Nonprofits Should Care Corporate volunteer programs like this exist everywhere, but they need nonprofits to partner with. The corporate world is changing.

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The Charity CFO

JULY 1, 2025

Discover why your nonprofit budget isn’t enough. Learn how forecasting gives leaders the financial clarity. The post Why You Shouldn’t Be Giving Up on Federal Grants appeared first on The Charity CFO.

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The Charity CFO

JULY 8, 2025

"Most nonprofits don’t have a branding problem—they have a clarity problem." Discover how refining your verbal identity can transform your nonprofit's outreach and engagement. The post Branding Beyond the Logo: What Nonprofits Must Know appeared first on The Charity CFO.

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The Charity CFO

NOVEMBER 20, 2024

Welcome to the 100th episode of A Modern Nonprofit Podcast! Today, we’re doing something special: we’ll be diving into the confessions and candid struggles of nonprofit leaders, exploring some of the most difficult, eye-opening, and surprising challenges they face. Not just accounting support, but development, operations etc.

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The Charity CFO

APRIL 29, 2025

On this episode of A Modern Nonprofit Podcast , Mandy joins Tosha to unpack her 4P Formula for fundraising and show nonprofit leaders how to build a strategy that actually scaleswithout burning out your team or ghosting your donors. Watch the Full Episode Catch the full conversation with Mandy Moody on YouTube ! Get the free guide!

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