Best MoneyMinder Podcasts (2024)

1
Why Your Financial Year in MoneyMinder Should Match Your Bylaws and the IRS 1:43

8d ago1:43

1:43

Some of our groups work with financial year start & end dates in our system different from the ones setup with the IRS. In this episode, we share some solid reasons why your group may want to get these in alignment. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as …

1
How to Get Volunteers Up to Speed Quickly 2:52

1M ago2:52

2:52

As a leader, it can be frustrating when it feels easier to do everything yourself rather than delegate tasks to others. However, building a team or community to help can alleviate stress and further your cause. In this episode, you'll find tips to make the most out of utilizing valuable volunteers and creating a successful team. MoneyMinder has bee…

1
New Year Start-Up Tips 2:04

2M ago2:04

2:04

Beginnings are exciting, but often, there’s lots to do and little time to do it. Getting your nonprofit group off on the right foot can be a huge element in its success. This episode gives you some great tips for keeping all those balls in the air. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treas…

1
Making a Clean Transition of Officers 2:24

4M ago2:24

2:24

It’s an occurrence every nonprofit group goes through, yet there are still a number of steps your group should take to protect the outgoing officers from liability and get your new ones off on the right foot. Learn all about these in this episode. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasu…

1
How to Prepare for Your Audit 2:25

5M ago2:25

2:25

An audit is a great way to ensure the financial health of your organization. If you're getting ready for an audit, we have some handy tips you can follow to make it easy for all of the folks involved. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime volu…

1
Year-End Tips 2:59

5M ago2:59

2:59

Get ready to welcome the new treasurer by preparing your books, stocking banking supplies, paying bills, and making a list of important dates. It's also helpful to prepare an annual report and get everything organized for your financial review. In this episode, we give you some suggestions for a smooth treasurer transition. MoneyMinder has been sup…

1
What if Your Tax Exempt Status Was Revoked? 2:20

6M ago2:20

2:20

Finding out that your group’s 501(c)3 status has been revoked can be frightening and anxiety-provoking. MoneyMinder is here to help. This episode goes over the necessary steps to take to get your group back in line with the IRS in the event you find yourself in this situation. MoneyMinder has been supporting volunteer-run nonprofit treasurers for t…

1
Monthly Audit Versus Annual Audit 1:57

7M ago1:57

1:57

Monthly audits can be a great way to stay on top of your finances. They help catch errors early and make annual audits a breeze. It doesn’t take much time, allows everyone to take responsibility for the group’s finances, and creates terrific transparency. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi help…

1
How to Make Your Financial Reports So Sexy People Will Read Them 2:49

9M ago2:49

2:49

This episode shares a few tips on thinking outside the box and coming up with inventive ways to present your reports. Don't be afraid to experiment and try new things that will capture your audience's attention. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a li…

1
Warning Signs of Fraud or Embezzlement in Your Group 2:33

10M ago2:33

2:33

Any group has the potential for fraud or embezzlement. This week’s episode will help you and your group learn the warning signs so you can put safeguards in place. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether new to your ro…

1
The State of Volunteering in the U.S. 2:35

12M ago2:35

2:35

Volunteers are truly the ones who make the world go around. You may be surprised at what the most recent national census shows about how much time people spend volunteering and who’s doing it. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer he…

1
Personal Logins Versus Generic Logins 3:01

1y ago3:01

3:01

Did you know that having a generic login can actually be more complicated and risky compared to individual logins? But no worries, MoneyMinder has got you covered. This episode of the podcast breaks down all the reasons for using personal logins instead. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps…

1
The Benefits of Using a Budget 2:52

1y ago2:52

2:52

If you want to stay on top of your finances and achieve your financial goals, budgeting is key. The new season of the Two-Minute Treasurer’s Podcast from MoneyMinder jumps right in with this important topic. Luckily, we also have a great e-guide called Budgeting Made Easy that can help you learn even more about it. MoneyMinder has been supporting v…

1
Why the Treasurer of Your Organization Shouldn’t Serve on the Audit Committee 2:41

1+ y ago2:41

2:41

Many treasurers feel slighted by the fact that they cannot serve on their audit committee. Cyndi breaks down the purpose of the audit and the role the treasurer can serve in helping to ensure the audit committee has all the necessary documents to complete their audit. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two…

1
Is It Time to Update Your Bylaws? 2:47

1+ y ago2:47

2:47

Bylaws are designed to guide your board’s actions and decisions. But over time, they can start to feel like a shirt you’ve outgrown. Today Cyndi talks about how to update them so they evolve with your group. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a…

1
How to Select an Ideal Financial Institution 2:51

1+ y ago2:51

2:51

It’s hard to know where to house your group’s hard-earned money given the sheer number of financial institutions these days. Banks and credit unions have different offerings. Today we talk about what to look for in the ideal bank for your group. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps t…

1
Do You Need to Change Your Financial Year Start Date? 2:58

1+ y ago2:58

2:58

Today’s tip discusses the steps that are necessary to take with your Secretary of State, as well as the IRS, in order to change your group’s financial year. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether you are new to…

1
What Steps Do I Need to Take to Establish a 501(c)3? 2:58

1+ y ago2:58

2:58

Taking the necessary steps to establish your organization as tax-exempt can feel daunting. In this episode, Cyndi outlines how to go about that and provides this free resource for more detail than we can share in 2 minutes. Establishing your Organization e-guide: https://bit.ly/3OJZHXe MoneyMinder has been supporting volunteer-run nonprofit treasur…

1
How to Manage Unused Gift Cards That Have Been Donated to Your Organization 2:42

1+ y ago2:42

2:42

It’s hard to believe, but sometimes people receive gift cards that they don’t want. Today we talk about the idea of donating them to your group and tracking them so you have a proper paper trail. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime vo…

1
Making Adjustments Mid-Year Based on a Budget Analysis 3:07

1+ y ago3:07

3:07

The purpose of a budget is to set your path for the year. Sometimes things go better than expected. Other times they don’t go quite as well as anticipated. Today’s tip addresses mid-year adjustments: how to make them, why you might consider doing so, and what to watch out for. MoneyMinder has been supporting volunteer-run nonprofit treasurers for n…

1
Questions to Consider When Evaluating Technology Solutions for Your Group 3:28

1+ y ago3:28

3:28

There are many great software tools & options for groups to use to manage their organization. Cyndi suggests questions you might ask yourself to make sound decisions around the technology you select. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetim…

1
Ideas for Attracting Volunteers from All Generations 3:04

2y ago3:04

3:04

We currently have five generations in the volunteer workforce. Cyndi offers some tips for designing opportunities that appeal to this diverse potential volunteer pool to encourage intergenerational involvement. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory a…

1
Navigating HOA Dues Increases 3:20

2y ago3:20

3:20

HOA dues are typically established to cover both operating costs as well as reserves. Today we discuss what happens when those reserves don’t cover long-term capital repair & replacement costs, along with a tip for how to talk to your HOA members about increasing dues. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly tw…

1
Can I Be Held Personally Liable For My Nonprofit? 2:45

2y ago2:45

2:45

Voluntarily serving on a board is a worthy thing. However, without adequate insurance coverage, you could be putting yourself and your personal property at risk. Today we talk about the importance of adequate insurance coverage for your board. For a deeper discussion around all-things-insurance, check out our podcast series with Kerri from RV Nucci…

1
Cleaning Up and Organizing Your Group’s Records 2:59

2y ago2:59

2:59

Financial transparency is important not only for tax filing but also to retain & attract donors, sponsors, volunteers, and members. Today we talk about the steps you can take to ensure your records are transparent, understandable, and available at a moment’s notice. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two d…

1
Financial Tracking & Record Keeping for Major Projects or Purchases 3:23

2y ago3:23

3:23

Many groups save money to make large purchases, like a playground or technology lab. And sometimes it takes years to accumulate enough to pay for the project. Today’s tip provides instructions for tracking that money across financial years. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasu…

1
How to Track In-Kind Donations in a Meaningful Way 2:51

2y ago2:51

2:51

In today’s episode, Cyndi talks about in-kind donations and why it’s important to track the value of those. She also refers to this great Help article that steps you through the process of creating a clear paper trail for them. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate…

1
What Kinds of Things Does the Secretary Need to Record at a Meeting? 2:56

2y ago2:56

2:56

Good meeting minutes are often overlooked, but poor meeting minutes can hamper your organization. Cyndi provides some suggestions for not only what you should be recording but a tip for capturing & documenting the most important things. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers…

1
How to Keep Your Budget Fresh 3:05

2y ago3:05

3:05

It’s easy to use the same budget year after year without giving it much thought. Today we suggest ways to freshen it up and the areas you might consider changing up. We also refer to our free e-guide called Budgeting Basics. Get it here! MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurer…

1
How to Set Your New Board Up for Success 3:15

2y ago3:15

3:15

Are you getting ready for a board handoff? This week’s tip focuses on the steps your outgoing Treasurer can take to make the handoff easy & organized. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether you are new to your …

1
How to Choose the Right Online Payment Platform for Your Group 3:05

2y ago3:05

3:05

Choosing the right online payment platform for your group requires some important research & thought. Cyndi takes the guesswork out of that today offering suggestions for what to look for, along with what to avoid. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territo…

1
Qualities of a Top-Notch Treasurer 3:05

2+ y ago3:05

3:05

Are you wondering if you would make a good treasurer for your organization? Or are you looking for an ideal candidate? In this episode, Cyndi discusses the qualities she feels it’s important for your next treasurer to possess. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate …

1
Your first PTA meeting of the year - what do you do? 3:04

2+ y ago3:04

3:04

For most newly elected Treasurers, the first meeting of the year can cause anxiety. In this episode, Cyndi provides suggestions for where to turn for guidance as well as what to bring with you. She also provides tips for how to give your first oral report. Check out this podcast to learn how to present the Treasurer’s Report. MoneyMinder has been s…

1
How to increase involvement in your group 2:54

2+ y ago2:54

2:54

Finding enough volunteer power to fulfill your group’s mission can be quite daunting. Today we talk about some of the places you might find helpful in locating volunteers as well as how to convey opportunities that people are likely to fill. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treas…

1
Can one person hold two positions in a nonprofit? 2:18

2+ y ago2:18

2:18

Finding enough volunteers to fill all the roles in your organization can be challenging, if not downright impossible. In this episode, we provide insight into where to find the answer to that question. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifet…

1
Suggestions for dealing with volunteer burnout 3:29

2+ y ago3:29

3:29

In this episode we address the million-dollar question: how to deal with volunteer burnout, providing some ideas and suggestions for reducing the workload while making sure your volunteers feel the love. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lif…

1
Is it safe to give out your EIN number? 2:09

2+ y ago2:09

2:09

It’s hard to know what is OK to disclose and what’s not these days. Today we talk about your EIN (tax ID number) and whether or not it’s OK to publicly disclose. We also tell you where to easily find it if it’s not at your fingertips. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers n…

1
Can your booster club require participation as a condition of membership? 2:11

2+ y ago2:11

2:11

Because booster clubs are typically sanctioned by a school or district, there are clear rules you must abide by. Today we highlight the difference between encouraging and requiring participation. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime vo…

1
The how’s and why’s of updating your bylaws 3:37

2+ y ago3:37

3:37

As your group evolves you may find that your bylaws no longer “fit” your organization. In this episode, we discuss best practices, provide examples of when you might consider updating (or amending) yours, and outline how to do this. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers nav…

1
How your group could benefit from using QR codes 3:18

2+ y ago3:18

3:18

QR codes have been around a while but have recently made a comeback thanks to Covid. In this episode, we explain QR codes and give suggestions for where you might use them in your organization. You can even aim your smartphone camera at the thumbnail here for more information! Or use this link. MoneyMinder has been supporting volunteer-run nonprofi…

1
Are all-in-one apps for managing your group worth it? 5:16

2+ y ago5:16

5:16

This 2 + 2 bonus minutes episode talks about the pros and cons of all-in-one apps and Cyndi’s recommendations and favorite apps for making your group a highly functioning one. The most important takeaway? Curate the apps that will help your group get the job done quickly and efficiently. One-stop shopping is not all that it’s cracked up to be. Mone…

1
What are the responsibilities of the Treasurer? 2:57

2+ y ago2:57

2:57

Thinking about being the next Treasurer for your group? In this episode, we talk about the most common things that all treasurers of volunteer-run nonprofits do. We also suggest checking out the resources on our website for more tools that will help you be successful: https://moneyminder.com/resources/ MoneyMinder has been supporting volunteer-run …

1
How to develop next years budget 3:04

2+ y ago3:04

3:04

Developing your group’s budget is a balance of both art and science. In this episode, we break down the steps for creating your group’s budget at a high level. For more detail, we suggest checking out our Budget Basics Guide. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate t…

1
Is it OK to reallocate funds if you deviate from your budget? 2:30

2+ y ago2:30

2:30

Flexibility is key in any organization. If nothing else, that’s something the pandemic has taught us. In today’s episode, Cyndi talks about where to turn to learn about how/what you can change and what’s required to make that happen. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers na…

1
Why does MoneyMinder name financial years the way they do? 2:18

2+ y ago2:18

2:18

Some people find the naming of financial years to be confusing since there seems to be little consistency. In this episode we explain our rationale for naming financial years the way we do. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime voluntee…

1
Is it possible to change your financial (tax) year? 2:02

2+ y ago2:02

2:02

Nonprofits change over time. Sometimes the financial year that was initially selected doesn’t fit an organization well as it matures. This episode discusses how to go about changing your financial year in the event you find yourself in that position. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi he…

1
How to deal with cash on hand (for full transparency) 2:39

2+ y ago2:39

2:39

Taking cash out of the bank to make change at events is a common occurrence with nonprofits. Learning how to handle that for full transparency as well as proper bookkeeping is what this episode is all about. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a…

1
How to evaluate insurance options 2:55

2+ y ago2:55

2:55

This episode breaks down the various coverages a nonprofit may elect to get briefly discussing each and why you might consider it. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether you are new to your role or a seasoned v…

1
Does your group need insurance? 2:30

2+ y ago2:30

2:30

Yes. Just yes. In this episode, we talk about why it’s so darn important to have insurance coverage. MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether you are new to your role or a seasoned veteran, these tips might just …

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