Endowment Investments
The Uniform Prudent Management of Institutional Funds Act (UPMIFA) prescribes ways to manage endowment funds held by charitable institutions. With its many requirements and intricacies, along with new accounting pronouncements on the topics of enhanced disclosure in financial statements regarding endowment investment policies, nonprofit organizations must be more vigilant than ever.
The age of transparency, enhanced disclosure policies, and our economic climate all point to the need for investment consultation. BPM's strategic partner, Vista Wealth Management, has a nonprofit asset management team that is qualified to: assess board risk relative to prudent investing, provide assistance with policy statements, consult on the management of funds, and monitor asset allocation.
To learn more about Vista Wealth Management, click here.
The sessions cover significant emerging
issues that can affect every facet of your organization.
Recurring Accounting Issues Noted and
Related Best Practices for Nonprofits
A look at what the IRS wants to know
about your tax-exempt bonds.
Nonprofit Dashboards to Stay
Informed and Make Decisions
How to plan and design a meaningful dashboard.
The Single Audit:
What it Means for the Auditee
Overview of the Single Audit Act and Compliance Requirements.
Your Internal Control Check-up
Reducing the risks of errors and fraud.
Merging Nonprofit Organizations
A look at accounting due diligence
issues for considering nonprofit mergers.
IRS Increases Scrutiny of Nonprofits
Exempt organizations should be aware of these key areas that the IRS will be targeting.
