Our Resources

2023 Year-End Planning for Not-for-Profits
With organizations approaching their year‐end, it is important to consider how today’s financial actions affect year‐end reporting… Read More

2023 Year-End Planning for Private Foundations
With private foundations approaching their year‐end, it is important to consider how today’s financial actions affect year‐end rep… Read More

Sage Intacct Customer Success Story: Catholic Charities Eastern Washington
Catholic Charities Eastern Washington Amplifies Impact with Sage Intacct Catholic Charities Eastern Washington (CCEW) was using Ab… Read More

Planning for Private Non-Operating Foundations
Whether the entity is a newly created private foundation or a public charity that changes its foundation status to private non-ope… Read More

Sage Intacct Customer Success Story: Arizona Community Foundation
Community Foundation Saves Over $24k with Sage Intacct With $1.4 billion in assets under management across thousands of funds, and… Read More

Planning for Private Operating Foundations
Whether an organization intends to be a private operating foundation from the beginning, or it is a non-operating private foundati… Read More

2022 National Manufacturing Outlook and Insights Survey
The latest Clark Nuber PS and Leading Edge Global Alliance (LEA) Manufacturing and Outlook Survey was released earlier this year. Read More

2022 Year-End Planning for Not-for-Profits
As organizations near their year‐end, it is time for them to consider how today’s financial actions affect year‐end reporting. Bel… Read More

2022 Year-End Planning for Private Foundations
As foundations near their year‐end, it is time for them to consider how today’s financial actions affect year‐end tax strategies. Read More

2021 Year-End Planning for Private Foundations
We hope this letter finds you healthy and safe during this unprecedented time. As your foundation continues to operate, consider h… Read More