Contributed by: Portfolio Design Services
Learn the differences between S.E.P., S.I.M.P.L.E. IRA, and 401(k) and 403(b) retirement plans.
Members, you can join Colorado Nonprofit Association’s Retirement Solutions for 401(k) plans through our partner, Royal Wealth Management.
Not a member or interested in 403(b) plans, contact our business members, including Portfolio Design Services.
We are an independent Registered Investment Advisory firm that improves 403(b) retirement plans for nonprofits by meeting with each employee and by reducing risk for the organization’s officers and board members. We enjoy serving this sector because we value the work nonprofits provide and the gaps they close for society. Our personal backgrounds makes us familiar with the joy of working with people to help others. Other 403(b)/401(k) plan services provided by PDS are investment selection, portfolio building, financial planing, committee meeting facilitation, plan bench-marking, investment monitoring, plan consulting, cost control, plan origination and meeting minute management.
About Ty Boggs
Ty has worked with investments and retirement plans since 1989 has volunteered at various levels for literacy tutors, home builder, Urban Peak, Bridge to Justice and the Littleton Lion Lacrosse Club. He lives with his wife and 2 teenage daughters and they enjoy soccer, skiing, camping and staying out of trouble!
Contact Ty Boggs at Portfolio Design Services for more information.
No matter your title or role, there are plenty of opportunities while working at a nonprofit organization for you to serve as a leader. Whether you are directing a board, chairing a committee, managing a team, or coordinating a project, the goal is always the same — to lead effectively.
Below is a sample Employee Exit Form and Interview Questions. Nonprofits should seek input from exiting employees on their experience at the organization.
Below you’ll find several checklists for new employees. These checklists are for both the new employee and the human resources administrator. Additional information and checklists may be used for job specific orientation.
Below is Colorado Nonprofit Association’s Employee Performance Evaluation. The evaluation should be completed by the employee prior to meeting with his or her supervisor. The Performance Objectives from the previous year’s evaluation should also be reviewed.
Coaching is used to inspire and empower people and organizations. When volunteer managers utilize coaching skills, they maximize their team’s potential. Learn and practice several skills that can be put into use immediately.
9 minutes | Learn what has to be true of your relationship in order to effectively coach somebody. Amy shows you how to find what drives a person to volunteer.
It’s no secret that your office productivity will improve with managed IT support, but how do you know when to make the leap? If you’re in charge of running a small organization, understanding when to let a professional take over your IT services can be an intimidating (and expensive) decision. Not sure if your nonprofit would benefit from managed support?
This short video, presented by the Foundation Center, provides information on the funding challenges to accessing quality IT support, determining your organization’s specific technological needs, and how to access the right resources to fulfill those needs.
Learn how an interim executive director or CEO may be beneficial to your organization in a time of executive transition. Dr. Jackie Eder-Van Hook also shares guidelines for selecting an interim executive.
This work is licensed under a Creative Commons BY-NC-ND United States License.
Read examples of the concerns and misunderstandings about succession planning expressed by CEOs, senior staff and board members. Then, learn how to have a conversation that addresses these issues.
This work is licensed under a Creative Commons BY-NC-ND United States License.