These PowerPoint slides present a "List Checking with Bridger Insight" online training:

• Managing and preparing data for use with Bridger Insight Online.
• Taking steps before, during, and after using Bridger Insight to comply with all the Mott Foundation requirements.
• Using Bridger Insight both efficiently and effectively.

Charles Stewart Mott Foundation re-granting compliance project

FREQUENTLY ASKED QUESTIONS

 Q.  Why is Mott requiring USA PATRIOT Act compliance?

A.  Mott has provided information for its re-granting grantees on the Mott website at http://toolbox.mott.org. If you have additional questions about Mott’s policy or decisions, please contact your program officer.

Q.  Where can I find out about the USA PATRIOT Act?

From the CompuMentor USA PATRIOT Act project, funded by the Charles Stewart Mott Foundation.

If you only have time to read one document…

• Grantmaking in an Age of Terrorism: Some Thoughts About Compliance Strategies (.pdf)

If you want more information…

Q.  So, you’re big brother, eh?  Come to force me to adhere to a noxious US federal requirement?

This work record was designed to be used at client site for a one-off, no prior contact, one-day consult.

The idea was to provide structure for the visit in a way that would provide good documentation of the work done and record approval for that work as it progressed so the paperwork was a tool for communication rather than a (frequently forgotten) hindrance at the end of the day.

The Nonprofits' Insurance Alliance of California (NIAC) is a liability insurance pool which was established in 1989 exclusively for 501(C)3 tax-exempt nonprofit organizations in California. NIAC provides liability insurance coverages tailored to the specialized needs of the nonprofit sector. NIAC can also assist with developing and implementing effective loss control and risk management programs.