Author: Mina Shorr

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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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Planned Gifts: A Plan for All

By Mike Gricius, CPA, Senior Manager at Blue & Co. Planned gifts are a tool that can help not-for-profits plan ahead and secure the future for the years to come. […]

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Worksheet S-12 FAQs: Medicare Cost Reporting Explained

By Becca Meredith, CPA, FHFMA, Senior Manager at Blue & Co. For Medicare cost reporting periods ending on or after January 1, 2026, many acute care hospitals will have to […]

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SBA 7(a) quality of earnings requirement

SBA 7(a) Acquisitions: Preparing for New Quality of Earnings Requirements

By Alex Fritz, CPA, Director at Blue & Co., and President at One 2800 Capital Advisors, and Harsh Desai, Totl Manager For borrowers, lenders, and advisors involved in SBA-backed lending […]

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Building a Stronger IT Foundation for Your Nonprofit

By Karen Dringenburg, CPA, Audit Manager at Blue & Co. Your not-for-profit’s IT environment plays an important role in protecting donor information, financial data, and the systems that support your […]

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