Information Databank
These articles and memos are from past issues of New York Nonprofits and NPCC Informational Memos. Select articles are for NPCC members. This page was last updated on May 1, 2013 and is always under construction. Send comments and suggestions to dmyers at npccny.org.
Click here to go to NPCC's checklist, The Things You Gotta' Do to Start a Nonprofit.
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Advocacy and Lobbying
Government and Tax Issues
Financial Matters
Fundraising
Governance & Organizational Issues
Health, Disability Insurance, Workers' Comp & Compensation Issues
Organizational Insurance
Personnel Management & Employee Issues
Press & Marketing
Postal Issues
Technology
NPCC Events, Projects & Editorials
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Advocacy
and Lobbying
Websites & Electioneering
New Federal Lobbying Disclosure Rules
Lobbying: Registering & Reporting
NY State and City Lobbying Law Changes
Lobbying and the 501(h) Election: An Introduction
The 501(h) Election (members
only)
Advocacy Without Fear
Lobbying and the Use of Previously Created
Material
IRS Announcement on 501(h) Elections
Voter Registration Drives: An Introduction
Nonpartisan
Voter Registration Drives
Government
and Tax Issues
Health Care Tax Credit ![]()
NYS Sales Tax Guide
Lost IRS Determination Letter?
NYS Sales Tax Collections
IRS Form 990 Filing Thresholds & IRS 990-N
Unrelated
Business Income Tax (UBIT) (members only)
Proposed
Sarbanes-Oxley Law for Nonprofits
Introduction to Taxes (members
only)
Volunteer Protection Act of 1997
Agencies You Need to Notify When You Move
(members only) ![]()
Intermediate
Sanctions (members only)
Financial
Matters
Sample Investment Policy For Nonprofits Having Endowment Funds ![]()
Investment Policy (Investment Assets But No Endowment Funds; Delegation To External Agents Not Permitted) ![]()
Investment Policy (Investment Assets But No Endowment Funds; Delegation To External Agents Permitted) ![]()
How to Read the New IRS Form 990 (2010 version)
Investment Policy Template (for nonprofits without endowments) (members only)
The Facts on Fraud & Embezzlement (members only)
Loans to Employees? (members only)
Renegotiating Contractual Obligations
Temporarily Restricted vs. Permanently Restricted
Audit Preparation & Risk Based Audits
Advice for CEOs & EDs
Scam Alert
Your Financial Statements: A Banker's Perspective (members only)
Document Shredding: FACTA
Financial Reporting: 5 Questions All EDs Should Ask (members only)
Audit
Committees
Can’t Find Your IRS Form 1023?
Working a Form 990
Registration & Reporting Requirements
for Nonprofits ![]()
CPA Audits: Financial
Filing Thresholds
Choosing & Using Accounting Software
(members only)
Can A Nonprofit Have Too Many Assets?
(members only)
Disclosure Rules for IRS Forms 990 and 1023
Fiscal Management 101 (members
only)
Board: Financial and Organizational
Controls (members only)
Finding the Right Financial Manager
(members only)
Pension Plan Quandary (members
only)
Financial & Accounting Manuals
(members only)
Loans to Officers? (members
only)
Preparing for Your Audit (members
only)
How Much is Tax Deductible? (members
only) ![]()
How to Read the IRS Form 990 (2005 version)
Form 990: A Detailed Examination
Gifts of Stock (members only)
Dissolution of a Nonprofit
Financial Managers
Roundtable (members only)
Development & Finance (members only)
Fundraising
Gift Acceptance Policies (members only)
Face to Face Fundraising ![]()
Introduction to & Planning for Fundraising ![]()
Fundraising Software (members only) ![]()
Fundraising Requirements for Soliciting in Cyberspace (members only) ![]()
Grantseeking in Today's Economy (members only)
The Art of the Ask (members only)
Corporate Giving: A Personal Perspective (members only)
How to Ask (members only)
Proposal Writing
Registering
for Online Solicitations (members only)
Fundraising:
Some Basic Advice
IRS Rules on Contributions
Planned Giving (members only)
Raffles: The Rules for New York
(members only)
Finding Funders (members
only)
Fundraising: Whose Job Is It Anyway?
(members only)
Solicitation Wording (members
only)
NPCC's Government Grant Information Service
Using the Phone To Get What Your
Agency Wants (members only)
Some Tips on Applying for Federal Grants
Attracting Corporate Sponsorship
The ABCs of Planned Giving
Brother Can You Spare a Dime?
Governance & Organizational Issues
A Nonprofit Guide to Outsourcing ![]()
Form 990 Board Questionnaire Template (members only) ![]()
Succession Planning: Executive Director Transitions ![]()
Compliance Checklist: Accountability & Transparency
How to Read the New IRS Form 990 (2010 version) ![]()
IRS Governance Check Sheet ![]()
Managing Board Relationships ![]()
Sample Materials for Board Recruitment & Evaluation (members only)
Real Estate: Scenario Development (members only)
Board Effectiveness
Beyond Collaboration: aka Mergers (members only)
Records Retention Policy
Whistleblower Policy (members only)
Managing Up (members only)
Disaster
Planning, Emergency Preparedness & Business Continuity
Advice for Executive
Directors (members only)
Leading
Your Team to High Performance (members only)
Conflict-of-Interest
Policies (members only)
Reinvigorating
Board Leadership (members only)
Strategic Planning: Lessons Learned
(members only)
Organizational Life Cycles (members
only)
Executive Director Roundtable Wrap-up
Mergers & Consolidations
Planning & Building Real Estate
(members only)
Collaborations (members only)
Brainstorming on the 21st Century Nonprofit
Informational Accountability
Mission Possible: Improving Your
Organization's Mission Statement (members only)
New and Young Executive Directors
(members only)
New & Young Executive Directors
II (members only)
Term Limits (members only)
Real Estate: A Plan for Action
(members only)
Getting Your Board on Board
Problem Solving (members
only)
Managing in a New World (members
only)
Build an Effective Organization
(members only)
Strategic Planning (members
only)
Developing a Business Plan (members
only)
Customer Service
(members only)
Disaster Planning & Emergency Preparedness (members only)
Executive
Director Transitions (members only)
Diversity
(members only)
Ethical Fitness
(members only)
Evaluation
(members only)
Shared
Space: What Works, What Doesn't (members only)
Planning
in A Time of Crisis (members only)
Leadership
(members only)
Health, Disability Insurance, Workers' Comp & Compensation Issues
NYS Wage Theft Prevention Act ![]()
Salary Survey-2010 (members only)
COBRA Subsidy
NYC Health Insurance Links
403(b) Retirement Plans: Expanded IRS Form 5500 Filing Requirements
COBRA Extension
403(b) Retirement Plan Changes for 2009
Health Savings Accounts (members only)
Health Insurance: Can Employees Opt Out? (members only)
Accrued Vacation: To Pay or Not?
Salary Survey Results-2007 (members only)
Salary Survey Results-2004 (members only)
New Jersey Residents and 403(b) Plans
(members only)
COBRA Compliance (members
only)
A Primer on Health Insurance and
HealthPass (members only)
Disability Leave vs. Disability Insurance
(members only)
Organizational
Insurance
A Risk & Insurance Primer for Nonprofit Organizations ![]()
The Top 10 Nonprofit Insurance Mistakes and How To Avoid Them![]()
Filing Insurance Claims
D&O Insurance: Do all nonprofits need
D&O insurance? (NPCC's Member Plan)
Liability Insurance for Nonprofits
(members only)
Personnel Management & Employee Issues
2012 Employee Benefits Survey Results (members only) ![]()
Job Posting Possibilities (members only) ![]()
Managing in Hard Times: Furloughs & Salary Reductions
NYS Shared Work Program
Volunteer Management
NYS Disposal of Personal Records Law
Uniformed Services Act
Personnel Practices: Hiring, Handbooks,
and Evaluations (members only)
How to Avoid a Sexual Harassment
Lawsuit (members only)
Posting Requirements (members
only)
Employee Benefits: How To Develop
A Comprehensive Benefit Package (members only)
2009 Employee Benefits Survey Results (members only)
2005 Employee Benefits Survey Results (members only)
2001 Employee Benefits
Survey (members only)
1999 Employee Benefits
Survey (members only)
Conflict Resolution
Flexible Spending Accounts
(members only)
Personnel Practices: Handbooks
(members only)
Employee: Recruitment & Retention
(members only)
Communicating for Results (members
only)
TransitChek (members only)
Independent Contractor or Employee?
(members only)
References & Employment Applications
(members only)
Employment Contracts for Executive
Directors (members only)
Exempt vs Non-exempt Employees
(members only)
FMLA (Family Medical Leave Act)
(members only)
Laws and Regulations Affecting
Employers: An Overview (members only)
Managing
Conflict (members only)
Election
Law: Employee Time Off (members only)
Travel and
Work (members only)
Conducting
an Executive Search (members only)
Learning
to Listen (members only)
Press & Marketing
Big City, Many Voices: Advertising & Reaching Out to Community & Ethnic Press (members only) ![]()
Social Media
How to Get More Ink on Your Next Report
Storytelling as Best Practice (members only)
Cause Related Marketing & Branding (members only)
Crisis
Communication (members only)
Communication
Strategies (members only)
Get Your Message to the Media
Press and Marketing
Nonprofits and Press Coverage
(members only)
Marketing
Strategies (members only)
Marketing:
Branding (members only)
Special Events
Calendars
Postal
Issues
The What's, Why's and Hows of Bulk
Mail (members only)
A Word of Caution from the USPS
Technology
Lessons Learned from Hurricane Sandy (members only) ![]()
Email: Send
Domain Names: Abuse & Privacy
Databases: Points to Consider
Spam: How to Avoid Sending & Receiving
Open
Source (members only)
Computers: The Basics of Backups
(members only)
Internet Access (members
only)
Computer Networks (members
only)
Computer Databases (members
only)
Rethinking Websites (members
only)
Website Accessibility
(members only)
NPCC Events, Projects & Editorials
NPCC 2012 Annual Report ![]()
NPCC's 2012 Annual Meeting ![]()
2013 Nonprofit Excellence Awards
NPCC's 2013-15 Strategic Plan
2012 New York Community Trust - New York Magazine Nonprofit Excellence Awards Winners
Nonprofit Outsourcing Clearinghouse
Cloud Computing Technology Program
NPCC's 25th Anniversary Celebration (October 2010)
NPCC Strategic Plan 2006-2010 Summary
How to Read the New IRS Form 990 (2010 version)
How to Read the IRS Form 990 (2005 version)
NPCC Names New Executive Director: March 2, 2005
Lorie Slutsky's Keynote Speech from 2004 Annual Meeting
October 2002: NPCC Unveils Who Does
What? Database
New York City Nonprofits
Project
NPCC 2001 Annual Meeting: Jon Small's Report
Jon Small's Offitbank Speech: The Aftermath
of September 11
Wrap-up: Annual Meeting for 1999
Reflections of Peter Swords
Madeline Lee's Keynote Speech from 1997
Annual Meeting
Check out NPCC's Who Does What? database for additional resources and organizations that serve nonprofits.