CauseVox

JUNE 9, 2025

4) Annual (Gratitude) Report Many nonprofits and charities compile an annual document that reports budgeting, services, and impact. To keep your event budget-friendly, link up with local businesses or major donors and see if they would be willing to sponsor. Depending on your budget, you may consider a digital donor wall.

CRM

Get Fully Funded

AUGUST 5, 2025

As Bloomerang’s nonprofit software guide explains, the right software platform will help nonprofits “manage their finances, including revenue, expenses, budgeting, grants, and other needs” and “maintain organized financial data to support their long-term viability and comply with relevant regulations.” Consider your budget.

Finance

Blackbaud

JULY 28, 2025

Implementing fund accounting software with subfund capabilities can help your team avoid common nonprofit audit mistakes by streamlining grants management, documentation management, and other key processes. The auditor will need recent tax documents, payroll details, annual financial statements, among other documentation.

Finance

Blackbaud

JUNE 16, 2025

Finance and fundraising teams must collaborate closely to ensure data pulled from the CRM aligns with financial records. For example, donors who supported a capital campaign might receive a report outlining progress toward construction milestones, complete with photos and budget updates.

Finance

Greater Giving

JULY 23, 2025

For instance, your data about volunteers might be housed in your volunteer management software and not get transferred to your CRM, preventing you from easily checking which donors also volunteer. Documenting internal processes. When assessing new data management software, be mindful of your budget and timeline.

Management

Qgiv

NOVEMBER 13, 2024

Determining the auction budget. To set an accurate budget for this event, assess past event budgets for similar experiences. To set an accurate budget for this event, assess past event budgets for similar experiences. The characteristics of your planning committee will vary depending on your organization’s size.

Procurement

Planned Giving

MAY 12, 2025

This guide offers the most practical, scalable approach to launching a planned giving programeven if you’re a small nonprofit with limited staff and budget. Document your flexibility, but use the word “suggested” to allow discretion. And it’s never too early to start.

Policy

Planned Giving

FEBRUARY 20, 2025

Modern CRM systems enable sophisticated segmentation and personalized communication at scale, dramatically improving fundraising efficiency. With a documented $65 billion decline in charitable giving over the past four years, foundations now prioritize organizations with sustainable strategies over those operating crisis-to-crisis.

Funding

Blackbaud

JULY 8, 2025

But for organizations already doing more with less, documenting those results often takes time they don’t have. These repetitive tasks can be even more prevalent in nonprofit organizations, where updating vendor records, tracking down donor agreements, or documenting grant applications are everyday occurrences. The average U.S.

AI

Blackbaud

JULY 10, 2025

Practicing good document management and adding the gift agreement to the journal entry right away ensures that donor intent is always understood, no matter the time frame on revenue recognition. If your fundraising CRM and fund accounting system are integrated, this can be done automatically to streamline the entire process.

Finance

Instrumentl

JUNE 21, 2025

And when it's well-documented how to follow the system. It might take some time upfront to figure out, okay, what's the best system here, or time to document the steps or figure out what kind of system you need to use. DonorPerfect, project manager, custom CRM with air table. A lot of spreadsheets, monday.com.

Instrumentl

Blackbaud

JULY 23, 2025

Why this is important Public funding may only constitute a small portion of your budget, but it could mean the difference between having programs and accommodations or not. Run budget scenarios to understand your short and long-term challenges. Document everything for audits. For an English-learner program? Optimize drawdowns.

Policy

Get Fully Funded

FEBRUARY 23, 2021

You may feel like you are doing everything yourself, but at some point you will be collaborating with others on documents, and you will need Docs and Sheets. Cloud storage: For file sharing and storage, you can start with Drive through Google Workspace, so all documents can be stored in a convenient, accessible place.

CRM

CauseVox

DECEMBER 8, 2023

Use a spreadsheet to document all fundraising endeavors, assessing expenses, benefits, and key details for each. Kickstarting the budgeting journey involves setting a comprehensive, year-long fundraising goal. For instance, let’s consider a total operating budget of $200,000.

Calendar

Qgiv

JUNE 23, 2021

Use a CRM to help w ith donor research . Data-driven fundraising strategies are always the smartest move, so make sure you have the necessary constituent relationship management software (CRM) integrations and reporting tools. So, if you know you want to attract high-impact donors and retain them, turn to the data in your CRM.

Fundraising

Tech Soup

FEBRUARY 23, 2015

One of the major benefits of cloud-based programs is that you can work on projects or documents from anywhere at any time. With many programs, multiple staff members can work on a document or a project simultaneously. You can easily work on documents, presentations, spreadsheets, and more. Productivity and Collaboration.

CRM

DH Leonard Consulting & Grant Writing Services

SEPTEMBER 23, 2022

Grant management requires keeping track of multiple moving parts, including deadlines, points of contact, unique application requirements, financial reports, and other documents that vary by grant. . In this post, we will explore four software tools your nonprofit can leverage to better manage your ongoing grant applications: Your CRM.

Grant Management

Blackbaud

FEBRUARY 15, 2024

Adopt a CRM system, such as Blackbaud Raiser’s Edge NXT + Rosterfy , to allow volunteers to seamlessly manage their experience with your organization, including: Onboarding Scheduling Training Recognize that volunteers have busy lives outside of your organization, and it’s your job to understand their commitments.

Retainer

Get Fully Funded

OCTOBER 26, 2022

This document explains the purpose of your nonprofit and officially registers you as an organization in your state. Before you file this form or any of your incorporation documents, double-check to make sure you’ve filled out each one as accurately as possible. Nonprofits typically invest in resources such as: A CRM database.

Finance

Tech Soup

JUNE 5, 2011

Organizations with healthy IT infrastructures are continually making iterative improvements based on their program needs, documenting those improvements, and monitoring for future iterations. For example, you might be running a constituent relationship management (CRM) database, but are all of your organization's constituents in it?

CRM

CauseVox

JANUARY 3, 2025

A nonprofit fundraising plan is a document that strategically organizes all of your fundraising activities over a certain period of time (usually one year). These documents are also essential in shifting an entire organizations attitude about fundraising. What is a Nonprofit Fundraising Plan? Will new staff be brought on?

Fundraising

Tech Soup

JUNE 5, 2011

Organizations with healthy IT infrastructures are continually making iterative improvements based on their program needs, documenting those improvements, and monitoring for future iterations. For example, you might be running a constituent relationship management (CRM) database, but are all of your organization's constituents in it?

CRM

Tech Soup

SEPTEMBER 6, 2013

From donor tracking to volunteer management, event registration to grant documentation, data is the lifeblood of a nonprofit’s daily operations. Other popular applications nonprofits have built using Caspio include: CRM, Task Management, Feedback Form. One click to display the details of each grant from the result page.

CRM

Tech Soup

FEBRUARY 23, 2015

One of the major benefits of cloud-based programs is that you can work on projects or documents from anywhere at any time. With many programs, multiple staff members can work on a document or a project simultaneously. You can easily work on documents, presentations, spreadsheets, and more. Productivity and Collaboration.

CRM

Qgiv

NOVEMBER 3, 2021

In this guide, DNL OmniMedia will cover the ins and outs of conducting a nonprofit technology assessment from start to finish through the following points: Preparing for the Assessment Conducting a Technology Assessment Step 1: Discovery Step 2: Analysis and Strategy Step 3: Documentation Step 4: Review.

Consulting

OneCause

JULY 7, 2022

When broken down by budget-size, the trends show impressive growth across the board: Medium-sized nonprofits with budgets of $1M – $10M were the largest growth leaders, notching a 25% year-over-year increase in their online giving revenue. What’s the process for recording offline gifts get in your organization’s CRM?

Policy

Get Fully Funded

JUNE 27, 2022

It’s hard to compare your results to your budget, breaking down your fundraising to see where you need to improve. If you have a CRM with an analytical dashboard, like Little Green Light or Bloomerang , you are presented with this number daily. No one is excited to create a document that tells them to do more. The Bottom Line .

Fundraising

Blackbaud

FEBRUARY 20, 2024

Given the nature of a capital campaign, your board will be asked to approve operating budgets and your overall capital campaign budget. If you’ve budgeted for a kickoff event (or plan to), board members can often be great connectors to venues, key sponsors, or noteworthy attendees to drum up even more momentum.

Strategic Plan

Tech Soup

MAY 10, 2011

Eamon is a software engineer who is skilled in helping charities migrate to various cloud solutions that are appropriate to their IT staffing and budget. Most importantly they needed an integrated solution for project and client management, financial management, and document management.

IT

The Fundraising Coach

APRIL 9, 2024

A proposal is a document that outlines a consultant’s process and approach to your project, as well as answers any specific questions you have. You can cover if the candidate kept a budget and deadline in mind while working. Ask for a proposal. After you’ve met or spoken with the potential consultant, you can ask them for a proposal.

Consulting

Fundly

FEBRUARY 20, 2024

Whether you need to build a comprehensive digital fundraising strategy, migrate to a new CRM system, or build custom integrations between multiple tools, Team DNL can optimize your technology to help your organization reach its fundraising goals. Create a request for proposal (RFP).

Consulting

Get Fully Funded

APRIL 20, 2021

But through shared documents and calendars via cloud-based platforms, the Executive Director of the horse rescue has the extra help they need to get everything done. If you have a volunteer handbook or other documents with general information, provide them to your new VA. Start small. Be careful with VAs who say they can write grants.

Calendar

Qgiv

JULY 21, 2022

As your budget allows, layer in Paid Google Ads to get even better results. We recommend using an evergreen – or “always on” – annual campaign that’s the baseline of your display budget. Once you’ve refined your brand, document all the pertinent details in nonprofit branding guidelines. Paid Google Ads. Maintain data hygiene.

Fundraising

Blackbaud

FEBRUARY 6, 2025

For each grant, estimate how much of the total grant or contract might be affected, and work with your program staff to document the impact on programs and services. This includes understanding how this will affect your budget in the short term and any cost containment actions that need to be addressed in the short and long term.

Funding

Center for Major Gifts

FEBRUARY 3, 2025

Look at their giving capacity, philanthropic history, and personal interestsa task made easier by prospect research tools and a well-maintained CRM. Providing Reassurance If a donor worries about the feasibility or impact of their gift, offer concrete details such as program budgets, success metrics, or testimonials from other major donors.

CRM