In celebration of New Years, The Goldenburg Group is pleased to provide you this handy checklist for 2016, which includes tasks to ensure a successful year. With just four tasks each month, this guide can keep you on track to reach your goals.
These tasks are based on annual committee work plans outlined in Successful Nonprofits Build Supercharged Boards and is designed for a fiscal year beginning 1/1/2016. We also have checklists for fiscal years beginning 4/1/16, 7/1/16, and 10/1/16 on request.
_____ Distribute annual organization calendar
_____ Disclose conflicts of interest
_____ Mail 1099’s to independent contractors
_____ Send annual donor summariesMarch
_____ Conduct board evaluation*
_____ Create program evaluation plan
_____ Obtain board fundraising commitments*
_____ Review staff pay scales
_____ Sign audit engagement letter
_____ Review results of fall campaign*
_____ Send Form1096 to IRS
_____ Ensure spring campaign planned*April
_____ Review insurance coverages
_____ Hold annual board retreat*
_____ Review/revise board recruitment plan*
_____ Review/revise website for accuracy
Contact The Goldenburg Group if you would like assistance with these tasks.
Copyright 2015, The Goldenburg Group, LLC.
The fine print: Nothing in this document is intended to provide legal, accounting, insurance, or other professional advice. Should you have questions regarding matters in these areas, you should consult a licensed professional. Additionally, since The Goldenburg Group serves organizations in multiple states, this task list does not include any state registration requirements.
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