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 […]

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 […]

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 […]

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 […]

By Luke Pierce, CPA, Manager, at Blue & Co. What is a payment re-direct and business email compromise scheme? A payment re-direct and business email compromise scheme is when a […]

By Greg Jackson, CPA, Principal, at Blue & Co. What is Segregation of Duties? According to the American Institute of Certified Public Accountants, segregation of duties is a basic building […]

By Jason Terwilliger, CPA, CIA, Senior Manager, at Blue & Co. The uncertain times in which we find ourselves often requires us to be more agile and expectant than usual […]

By Claudia Valarezo Guerrero, MAccy, Senior Accountant at Blue & Co. As organizations navigate evolving financial regulations, staying informed about changes is crucial for compliance and operational efficiency. A Single […]

By Annmarie Novotney, CPA, Director at Blue & Co. Not-for-profit organizations have been dealing with changing circumstances on many fronts over the last five years. Part of this changing landscape […]

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. […]

By Corey Schunemann, CPA, Manager at Blue & Co. The IRS issued proposed regulations that could dramatically affect the landscape and operations of Donor Advised Funds (“DAF”). While many organizations […]

By Chad Nieter, Senior Manager at Blue & Co. Artificial intelligence (AI) is technology that enables computers and digital devices to learn, read, write, talk, see, create, play, analyze, make […]

By Angela Crawford, CPA, Director at Blue & Co. There are two key items Indiana not-for-profits need to know in first quarter 2024 – no matter your organization’s fiscal year […]

By Rick Shields, CPA, Principal at Blue & Co. When not-for-profits receive grants from governments and foundations, the application process often includes an estimate for indirect costs which is then […]

By Claudia Valarezo, CPA, Manager at Blue & Co. Maximize Cost Recovery Under Federal Rules (Uniform Guidance) Nonprofits and local governments often ask, “How can we avoid problems during our […]

By Beth Anne Akers, CPA, Manager, and Caroline Paulus, CPA, Manager at Blue & Co. An endowment fund is a powerful signal of an organization’s long-term commitment to its mission. […]

By Luke Lamb, CPA, Senior Manager, and Cory Schunemann, CPA, Manager at Blue & Co. In the past month, the Office of Management and Budget (OMB) announced proposed changes to […]

By Holly Fields, CPA, Senior Manager at Blue & Co. The SECURE 2.0 Act was signed in December 2022 and builds on the original SECURE Act to improve retirement savings […]

By Chad Nieter, CPA, Senior Manager at Blue & Co., and Joel Barnett, Technical Account Executive at Blue Pioneer Consulting Fraud prevention isn’t something leadership can simply hand off to […]

By Rick Shields, CPA, Principal at Blue & Co. Not-for-profit organizations that accept donations through their websites face a relatively new risk: credit card testing (also known as “carding”). If […]