Nonprofit Resources Archives | SAX - Advisory, Audit and Accounting

Episode 40: Health Insurance & Benefits with USI

Iimani McKnight — Mon, 18 May 2026 20:29:11 +0000

In Episode 40, hosts Adam Holzberg and April Kushner sit down with Shaun Stanton, Vice President of Employee Benefits at USI, for an insightful conversation about one of the biggest challenges nonprofits face today: providing quality health insurance and employee benefits while managing tight budgets. Shaun shares expert guidance on how nonprofit organizations can build […]

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SAX’s 2026 Nonprofit Industry Update

Stephanie Haggett — Fri, 15 May 2026 15:44:40 +0000

Join SAX in New York City on June 23rd for our 2026 Nonprofit Industry Update, a morning built for timely insight, honest discussion, and practical takeaways for nonprofit leaders.

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IRS Form 990 Revisions Ahead: What Your Nonprofit Should Do Now

Iimani McKnight — Tue, 28 Apr 2026 19:36:17 +0000

On April 23, 2026, the U.S. Department of the Treasury announced that the Internal Revenue Service (IRS) plans to revise Form 990 to increase transparency, strengthen tax administration, and provide clearer reporting on the activities of 501(c)(3) organizations. These are expected to be the first significant revisions to Form 990 since 2008. What Is Being […]

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Episode 39: What to Expect in a Uniform Guidance Audit

Iimani McKnight — Tue, 07 Apr 2026 14:43:35 +0000

If your nonprofit receives federal funding, understanding the Uniform Guidance audit process is essential. In Part 2 of our Uniform Guidance series, we go beyond the basics to walk you through exactly what happens during a Single Audit—and how to be fully prepared. Tune in as Adam Holzberg and April Kushner, Nonprofit Partners at SAX, […]

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Webinar: Navigating Uniform Guidance Updates—What Nonprofits Need to Know

Stephanie Haggett — Tue, 31 Mar 2026 18:17:33 +0000

Join SAX's educational webinar on Thursday, April 30, 2026, designed for nonprofit leaders as we break down the most important updates and what they mean for your organization.

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Episode 38: Uniform Guidance – The Basics

Iimani McKnight — Fri, 13 Mar 2026 14:39:24 +0000

In this episode of SAX Nonprofit Fundamentals, hosts April Kushner and Adam Holzberg kick off Part One of a multi-part conversation on Uniform Guidance. They break down the purpose and structure of the regulations that govern federal funding for nonprofits, helping organizations understand the framework behind financial oversight and compliance. Throughout the discussion, they highlight […]

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Episode 37: Mission at Risk—Fraud Lessons for Nonprofits

Iimani McKnight — Mon, 23 Feb 2026 14:37:59 +0000

In this episode of SAX Nonprofit Fundamentals, hosts Adam and April take a candid look at real-world fraud cases that have shaken nonprofit organizations. Through compelling cautionary tales, they unpack what went wrong, how internal controls failed, and what leaders could have done differently. From misplaced trust to weak oversight and breakdowns in governance, this […]

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The New Tax Law & Charitable Giving: Key Questions and Strategic Considerations for Nonprofits

Iimani McKnight — Tue, 17 Feb 2026 15:10:52 +0000

The New Tax Law: What Nonprofits Should Be Thinking About Right Now Tax laws change. Donor behavior changes. Your mission does not. Still, it would be a mistake to ignore how these new rules may influence giving patterns. Below are the questions nonprofit leaders should be asking, along with what the answers might mean for […]

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Episode 36: Building Out Your Finance Team

Iimani McKnight — Mon, 02 Feb 2026 17:09:03 +0000

In this episode of SAX Nonprofit Fundamentals, hosts April and Adam dive into one of the most critical building blocks of a strong nonprofit: your finance team. From early-stage organizations to growing nonprofits, they break down how to thoughtfully build out a finance function that supports transparency, compliance, and long-term sustainability. You’ll learn which roles […]

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Episode 35: Why Tech Fails with Melanie Meyer

Iimani McKnight — Fri, 16 Jan 2026 14:38:08 +0000

Why does tech so often fail nonprofits? On this episode of Nonprofit Fundamentals, hosts Adam and April welcome Melanie Meyer, VP of Strategic Growth and Partnerships at Tech Impact, to dig into Why Tech Fails. Together, they break down the common missteps, mindset gaps, and strategic misses that derail well-intentioned tech projects and share what […]

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