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Author: Mina Shorr

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Captive Insurance Considerations

By Caroline Paulus, CPA, Audit Manager at Blue & Co. Insurance costs for not-for-profit organizations, especially state and national membership organizations, can vary widely based on several factors, including size […]

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Establishing Comprehensive Endowment Policies

By Doug Hasler, CPA, Director at Blue & Co. Whether your organization is considering soliciting donor-restricted permanent endowment contributions as part of a new capital campaign or you already have […]

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Establishing Comprehensive Endowment Policies

By Doug Hasler, CPA, Director at Blue & Co. In the first part of our series on establishing comprehensive endowment policies, we covered endowment creation and investment policy considerations. If […]

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Blue Cross and Blue Shield Antitrust Litigation Update

Earlier this month, the US District Court for the Northern District of Alabama issued a preliminary approval of the proposed settlement of the class action lawsuit against Blue Cross and […]

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restricted funds

Navigating Changes of Restricted Funds in Not-for-Profit Organizations

By Cecilia Spencer, CPA, Manager, at Blue & Co. Not-for-profit organizations often receive funds with specific restrictions on how they can be used. These restrictions ensure that the donor’s intent […]

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In the Chair with Industry Leaders: A Blue & Co. Dental Series – Episode 1

In our inaugural launch of In the Chair with Industry Leaders, we start with two seasoned veterans in the dental community, Thad Miller with DDSmatch and Jeff Cormell with Bank […]

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