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How to Start a Nonprofit Organization In 5 Simple Steps

Success

Donors asked if they can deduct the cost of the donated items on their tax return, and a few people suggested you make your project legal by filing for nonprofit status. Rules vary by jurisdiction, but in general, a sales tax exemption will allow sales tax free purchases for businesses that are registered nonprofits.

Filing 163
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The Best Client Retention Strategies to Use Now

Success

In both cases, your teams may rely on “the fine print” to cover your company legally from overpromising. Depending upon your business style and structure, follow-ups may involve a personal visit, phone call, email, text or an online survey. Flash sales and discounts by email, text and social media platforms keep your clients engaged.

Gifts 279
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It’s time to review (or create) your document retention policy

BMT Office Administration

Legal consult proves especially helpful in matters involving the organization’s litigation hold policy. Their advice places a legal hold on physical and electronic records that should not be deleted because of potential future use. When constructing your policy, examine legal and regulatory guidelines.

Policies 105
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How to Get Started with a CRM

Jen Lawrence

Every software sends you a “Welcome/Getting Started” email. Depending on the platform, this can be lead capture forms, questionnaires, custom proposals, schedulers, canned emails, and much more! This is my favorite resource to keep my business legal. Watch the Onboarding Video. Load in Your Current Jobs/Projects.

Legal 52
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Stay organized and secure with electronic records management

BMT Office Administration

Jan bit her lip and hoped that Laura had not accidentally tossed evidence the legal department might need in a harassment lawsuit. The second action opens up the company to potential legal and regulatory problems. Some types of business records, such as tax forms and legal documents, are relatively easy to spot.

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Who is attending the Virtual Summit?

Practically Perfect PA

I have been getting a lot of emails from assistants wondering how they can watch the Summit in their time zone. If you would like to get your whole office or local PA network involved, you can also purchase a hub ticket for £250. I know we have PAs also booked on from the States, Australia, Europe and South America.

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Employee Monitoring: How to (and not to) track employee productivity

BMT Office Administration

Post-COVID-19, many employee tracking software programs started popping up, allowing companies to track employee productivity , computer activity, emails, and even individual keystrokes. Screen sharing of an employee’s computer will update managers on an employee’s progress on tasks, emails, and other workflows. Social security number.

Filing 52