Blackbaud

APRIL 1, 2025

Just as we finally got our footing from a global pandemic and spinning up programs to support communities dealing with extreme weather events, now federal policy shifts have grantmakers and grantees alike scrambling. As Kris Putnam-Walkerly wrote on her blog, Uncertainty isnt an excuse to retreatits a call to adapt.

Funding 81

Funding Indirect Cost Policies Policy 81

Blackbaud

OCTOBER 28, 2024

Employee Roles and Responsibilities Define clear policies regarding employee roles, especially for those who might help with on-the-ground cleanup efforts versus those who will keep the organization running. Define clear policies on when and how this fund can be used, particularly in the event of a climate disaster.

Policies 93

Policies Policy Funding Readiness 93

Blackbaud

MAY 19, 2025

This is why you need a conflict of interest policy. When youve documented and implemented a strong conflict of interest policy, you protect your team, ensure ethical decision-making, and strengthen your reputation among grantees and stakeholders. And so, in practice, its being able to say we have a policy.

Policies 59

Policies Policy Ethics Consultant 59

Blackbaud

MAY 13, 2025

Your control activities are the specific policies and procedures you implement to mitigate risks and achieve organizational objectives, such as spending limits on your purchase cards. Develop Policies and Procedures: Create written policies and procedures that address identified risks and outline control activities.

Policies 72

Policies Policy Ethics Finance 72

Planned Giving

NOVEMBER 27, 2024

How you do that is up to you—that’s what gift policies are for. Use our free and paid materials to build a “gratitude” campaign with emails; postcards; blog posts; in your Newslet, and in social media posts. Donors may not necessarily want a bunch of recognition or hoopla. A little gratitude goes a long way, after all.

Policies 98

Policies Policy Media IT 98

Blackbaud

APRIL 3, 2025

Following a standard expense reimbursement policy may be a more secure process. Set internal policies restricting the amount employees can spend on a credit card without prior approval from a superior. Establish clear credit card usage policies and revoke cards from employees who violate them.

Policies 94

Policies Policy Finance Ethics 94

Blackbaud

DECEMBER 5, 2024

Anuradha Parihar, donor database coordinator at House of Friendship, reminds us of the “rinse and reuse” policy; repeating the right actions —instead of reinventing every year— will save you time and help you raise more dollars. Document, document, document the policies and procedures for all projects to make the next year more efficient!

Fundraising 102

Fundraising Calendar Policies Policy 102

Blackbaud

JANUARY 9, 2025

Operating Reserve Policies To help institutionalize operating reserve best practices and provide a pathway for a clear set of purposes, definitions, and goals, have a formal operating reserve policy in place prepared by senior management and staff and approved by the Board.

Policies 98

Policies Policy Budget Management 98

Blackbaud

FEBRUARY 28, 2025

Compliance audits, which ensure your nonprofits adherence to federal, state, and local government regulations, as well as your organizations bylaws and other policies across all aspects of your work. The post What Every Nonprofit Needs to Know About Financial Audits first appeared on The ENGAGE Blog by Blackbaud.

Nonprofit 90

Nonprofit Government Policies Policy 90

Blackbaud

MARCH 17, 2025

Federal Funding Landscape first appeared on The ENGAGE Blog by Blackbaud.

Funding 59

Funding Federal Grants Strategic Plan Finance 59

Blackbaud

DECEMBER 20, 2024

Help enforce established internal controls and policies, actively and by setting a strong example. Even if youve followed all the proper policies and internal controls, it puts your direct reports in an awkward position. As a leader, act in the way that youd want your team members to act when it comes to finances.

Finance 98

Finance Policies Policy Training 98

Candid

APRIL 23, 2025

One survey respondent noted, As government policies and economic conditions shift, having the ability to allocate resources where they are needed mostwhether for direct client assistance, operational support, or emergency responseensures we can continue to serve our community effectively.

Nonprofit 82

Nonprofit Government Funding Policies 82

Blackbaud

MARCH 24, 2025

Recurring donor support ensures that CHW programs remain resilient despite fluctuations in government funding and healthcare reimbursement policies. The post The Rise of Community Health Workers: A Best Practice for Modern Community Benefit Initiatives first appeared on The ENGAGE Blog by Blackbaud.

Transportation 90

Transportation Government Policies Policy 90

Blackbaud

JANUARY 14, 2025

At the same time, an enterprise-scale CRM provides the necessary controls and oversight to ensure that all transactions are handled securely and in compliance with your organization’s policies. The post 7 Signs Your Organization Is Ready for an Enterprise-Scale CRM first appeared on The ENGAGE Blog by Blackbaud.

CRM 105

CRM Readiness AI Management 105

Candid

NOVEMBER 29, 2023

But before receiving funds, you need to show you’re legally registered, governed by a board, and have solid financial management policies. In this blog, I’ll share lessons learned from our SOC 2 audit to help you build a culture of nonprofit compliance. This couldn’t be truer when it came to our recent compliance effort.

Policies 105

Policies Policy Contract Contracts 105

Blackbaud

APRIL 23, 2025

Its also important to share your conflict-of-interest policy and make sure everyone involved has an opportunity to disclose any potential conflicts. Establish clear guidelines and guardrails so participants disclose any personal or professional connections to applicants and adhere to strict confidentiality policies.

Grants 59

Grants Grant Application Applicant 59

Blackbaud

MARCH 18, 2025

Economic fluctuations, policy changes, climate events, and rapid advances in technology are just a few of the factors fundamentally reshaping how the nonprofit sector fulfills its mission. Funders are often well-placed tosupport field-wide research and policy efforts.

Burnout 85

Burnout Metrics Letter Of Intent Funding 85

NonProfit PRO

JUNE 11, 2025

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Award 66

Award Retail Grants Grant 66

Pamela Grow

OCTOBER 24, 2024

I have taken several of your courses and read your blog. We have always had a policy to thank every donor no matter how big or small. Here, I’ll let you read it… “I don’t expect you to remember me. I am the co-founder of an animal and nature sanctuary in upstate NY. I have no training in marketing or fundraising.

Donation 148

Donation Fundraising Software Retainer 148

Blackbaud

JANUARY 9, 2025

The post How to Develop Your Nonprofit Operating Reserves first appeared on The ENGAGE Blog by Blackbaud. Consult your auditor and CPA to identify the options that work best for your organization. This post was originally published October 2016 and updated January 2025.

Contract 104

Contract Contracts Budget Nonprofit 104

Blackbaud

JANUARY 14, 2025

Make sure your own data governance and data management policies are up to date so you have processes in place if an issue does arise. The post Building an Effective Partner Ecosystem for Your Grant Management System first appeared on The ENGAGE Blog by Blackbaud. Check out our most recent Product Update Briefings to see our roadmap.

Grant Management 97

Grant Management Management Grants Grant 97

Blackbaud

APRIL 23, 2024

Here are some of the internal controls your grantees should have: Formal Written Policies and Procedures You want to make sure your grantees have documented and defined ways of managing and tracking the funds they receive. Adequate Monitoring Having great written policies is key, but how do your grantees ensure that they are followed?

Grants 111

Grants Grant Policies Policy 111

Blackbaud

NOVEMBER 8, 2023

Pre-Award Preparation Have certain policies and processes in place before applying for a grant so you can be confident you meet their requirements and there are no surprises. Tip 1: Have your leadership drive the conversation on grant funding and the policies associated with this revenue stream. Update your policies accordingly.

Government 116

Government Indirect Cost Indirect Grants 116

NonProfit PRO

JUNE 13, 2025

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Funding 59

Funding Retail Fundraising Award 59

Blackbaud

MAY 5, 2025

Finally, provide a clear conflict of interest policy with examples so people know what conflicts might look like and they can disclose them. This could be a good use case for a generative AI tool (just make sure you have a good AI policy in place first).

Grants 59

Grants Grant Application Applicant 59

Blackbaud

FEBRUARY 12, 2025

Or maybe theyre disgruntled about a new policy, ruling, or direction and want you to weigh in.Because it is so easy to make a misstep, these conversations demand expert diplomacy. The post Discussing a Change in Leadership with Your Donors first appeared on The ENGAGE Blog by Blackbaud. Maybe the donor is just curious.

Pass-Through 80

Pass-Through Management Fundraising Policies 80

Blackbaud

JANUARY 24, 2024

At DKJA, we worked with our lawyers to create transparent policies, contracts, and addendums that met our needs and all local, state, federal, and industry guidelines. The school also has the option of issuing new contracts if there is a significant change in the policy or the enrollment cycle schedule. What is the bottom line?

Contracts 104

Contracts Contract Policies Policy 104

Blackbaud

OCTOBER 15, 2024

.” This analysis not only highlights the current state of generosity but also offers a set of actionable recommendations aimed at empowering nonprofits, foundations, companies and policy makers to help promote and protect generosity.

Demographics 105

Demographics Education Utilities Policies 105

Soapbox Exchange

APRIL 21, 2025

Youll also find insights on building financial stability through better data systems, why your nonprofit needs an AI policy, and how to shift your messaging from selling to storytelling. You can receive the Fundraising Weekly newsletter each Tuesday by subscribing today !

Fundraising 52

Fundraising AI Policies Policy 52

HSF House

MAY 14, 2025

I wanted to start my first blog post by sharing what I’m working on and why it matters to me. I also want to take the time in my first blog post to talk about my future aspirations. I want to experience the differences between reading about integration policies and hearing from people actually living through them.

Mentor 52

Mentor Publishing Policies Policy 52

Blackbaud

MARCH 18, 2024

In this blog post, we’ll explore the significance of advancing equity in philanthropic grantmaking and discuss actionable steps that donors, organizations, and social changemakers can take to make a meaningful impact.

Policies 111

Policies Policy Demographics Metrics 111

ProposalPRO

MAY 1, 2022

Last week the nonprofit sector achieved a milestone when legislation was introduced in the House of Representatives to elevate sector voices in the development of policy. The Nonprofit Sector Strength and Partnership Act introduces something new: It establishes a formal partnership between federal policy makers and nonprofit organizations.

Grants 130

Grants Grant Federal Grants Policies 130

Blackbaud

FEBRUARY 5, 2025

Effective internal controls along with comprehensive policies and procedures help reduce the opportunity for a fraudster to succeed. The post Best Practices for Mitigating Fraud in Not-for-Profit Organizations first appeared on The ENGAGE Blog by Blackbaud. This is the component that companies have the most control over.

Training 76

Training Finance Electronics Funding 76

Blackbaud

APRIL 2, 2024

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

Policies 108

Policies Policy Training Management 108

Blackbaud

FEBRUARY 15, 2024

Create a Volunteer Engagement Policy Remember that volunteers are donors (of time, talent, and often financial support), but not all donors are volunteers. Ideally, you should have a volunteer engagement policy developed by management, key (active) volunteers, and leadership. It is a special relationship. Authors Barbara L.

Retainer 111

Retainer Policies Policy Training 111

Strategic Grants

MAY 18, 2025

This information can be used: In annual reports and social impact reports to publicly demonstrate the importance of your volunteers to your organisations work To inform your strategic planning, project planning and resourcing, and risk mitigation policies To signal to key stakeholders and the broader public that your organisation is a trustworthy, (..)

Strategic Plan 59

Strategic Plan Budget Application Applicant 59

Blackbaud

MAY 2, 2025

Not to mention shifting political policies and higher prices on everyday items. Recessions are part of the economic cycle, but that doesnt mean anyone in philanthropy is excited to see a potential one on the horizon. These downturns are often accompanied by layoffs, housing uncertainty, and an increase in general anxiety.

Government 81

Government CRM Application Applicant 81