fbpx

Author: Samantha Crist

< Back to Thought Leadership

Board of Directors’ Use of Financial Ratios

By: Shawn Williams, CPA, FHFMA, Audit Senior Manager As a current board member for several not-for-profit organizations, my fellow board members and executives seek my advice when reviewing and dissecting […]

Read More

Diversifying Your Board

By: Annmarie Novotney, CPA, Senior Accountant In an age of social media, online fundraising, and increased volume of organizations in the market, nonprofit entities in the United States are fighting […]

Read More

Social Media Policies

By: Ashley Jones, CPA , Senior Accountant Many businesses, including not-for-profits, are taking advantage of social media to promote marketing and solicit donations. Social media has proven to be an […]

Read More

Importance of Public Support Test

Organizations that qualify for tax exemption in section 501(c)(3) are considered private foundations unless they fall under one of the categories specifically excluded from the definition of private foundation in […]

Read More

Is Charitable Gaming For You?

By Mike Gricius, CPA  – Manager Should your organization offer gaming as a means of raising additional funds? Several charitable organizations are actively using raffles and other gaming activities as a fundraising […]

Read More

What Women Want – and Why Nonprofits Should Care

By: Ashley Jones, Staff Accountant When creating a marketing strategy, not-for-profits (NFPs) need to identify their target audience for soliciting donations. “The 2011 Study of High Net Worth Women’s Philanthropy […]

Read More

The Importance of Budgeting

By Greg Heitkamp, CPA – Senior Accountant Management team members of not-for-profit organizations are frequently asked questions such as the following: Are we meeting our budget? Do we have enough cash? What is […]

Read More

SBA's E2G Manufacturing Program

SBA’s E2G Program Highlights Manufacturing’s Real Growth Constraint: Talent

By Jordan Miller, CPA, Senior Manager at Blue & Co. If you spend time talking with manufacturers right now, especially leaders in small to mid-sized operations, you start to hear […]

Learn More
Preserving 340B Eligibility: Why Hospitals Need a Proactive DSH Strategy

Proactive DSH Strategy for Preserving 340B Eligibility

For hospitals that depend on 340B savings, optimizing the Disproportionate Share Hospital (DSH) percentage that drives 340B eligibility should be treated as a financial and operational priority. In simple terms, […]

Learn More
The Optimal Retirement Age for Dentists: A Financial Perspective

The Optimal Retirement Age for Dentists: A Financial Perspective

As of 2025, there were approximately 200,000 dentists practicing in the United States. Of these, nearly 35% of them were 55 years or older. In 2023, the average retirement age […]

Learn More