Blackbaud

JANUARY 24, 2025

Many organizations use CRMs to track donor information, but most are missing out on the benefits that come from integrating them with their other software. Here’s a common problem: Your fundraising team has to download donor information from your online giving platform, then re-key it all into your CRM by hand.

CRM

Greater Giving

OCTOBER 29, 2024

Plus, we’ve included a ready-to-use email template that’s also been preloaded into Greater Giving Fundraising Software to make your email campaign even easier! Cost-effective : Compared to print marketing or paid ads, email is a budget-friendly option with a high return on investment (ROI). We’ve got you covered.

Fundraising

Blackbaud

JULY 18, 2025

Working with your program and development teams, your finance staff identifies funding gaps, supplies important budget numbers, sets up projects in your accounting software, establishes spending approvals, and creates reporting schedules. Here are the key roles for your finance office throughout the government grant lifecycle.

Government

Blackbaud

AUGUST 4, 2025

Knowing your annual revenue is foundational for accurate budgeting and strategic planning. Free White Paper Future-Proofing Your Organization’s Finances: Proactive Steps to Ensure Stability and Growth Download now 7. Budget to Actuals Your budget-to-actuals report is where planning meets reality. over the fiscal year.

Metrics

Blackbaud

AUGUST 6, 2025

This breakdown helps you pinpoint areas for potential budget adjustments. Data scattered across different systems, such as donor management platforms and accounting software that don’t talk to each other, can create inconsistencies. Cash Flow Forecast Forecasting cash inflows and outflows helps you plan for liquidity.

Finance

CauseVox

JUNE 9, 2025

Download Our Free Donor Engagement & Retention Playbook: 1) Immediate Email Confirmation Let’s start with the lowest hanging fruit. These days, modern fundraising software (like CauseVox) sends an automatic thank you once a donation is processed, and you can customize the content of that email to fit your needs!

CRM

Blackbaud

JUNE 3, 2025

Whether youre assessing the need for assessing the need for a tuition reset or forecasting next years budget , drill-down reporting helps you identify trends and address gaps efficiently. Want to learn more about how fund accounting software can help your school operate more efficiently and improve the family experience?

Finance

CauseVox

MAY 27, 2025

Customer/Client Relationship Management software was developed in the for-profit world. This is because when you use CRM software: Youre Not Guessing When you start using data to drive your fundraising, youll do less guessing about what your donors care about, and which fundraising techniques will work. What is a Nonprofit CRM?

CRM

Blackbaud

JUNE 20, 2025

Office of Management and Budget (OMB) revised their uniform guidance in 2024, increasing the de minimus (or standard) rate allowed for indirect costs—overhead for federal grants—from 10 to 15%. Simplifying Cost Allocation with Fund Accounting Software Managing overhead expenses doesn’t have to be complicated.

Indirect Cost

CauseVox

MAY 27, 2025

Customer/Client Relationship Management software was developed in the for-profit world. This is because when you use CRM software: Youre Not Guessing When you start using data to drive your fundraising, youll do less guessing about what your donors care about, and which fundraising techniques will work. What is a Nonprofit CRM?

CRM

Wild Apricot

JULY 23, 2025

Sticking to an event budget. Why Use an Event Budget Template It seems as though events season is always upon us. Whether you’re planning a big trade expo or your annual member’s luncheon, event budgeting crucial for mission-driven organizations. Here’s two budget templates to make your own!

Template

Blackbaud

JULY 10, 2025

Make sure you keep a detailed record within your accounting software to ensure all FASB guidelines are followed and all conditions are fulfilled. By implementing fund accounting software built for nonprofits, you will have unique records for each of your restricted funds.

Finance

GiveSmart

APRIL 1, 2025

No matter a nonprofits yearly fundraising budget, organizations recently shared that events make up nearly half of their annual revenue. Download our free guide today! Calendar Calendars are one of the most straightforward annual fundraising event ideas your organization can implement, even with a small budget.

Fundraising

Instrumentl

JUNE 21, 2025

For some reason, whether it be some requirement that they had to be a certain type of organization or a certain budget or serve a certain population, it's like, oh, okay. And the last thing I'll go over is just downloading reports. What kind of program?

Instrumentl

Blackbaud

MARCH 7, 2025

We build a budget that is fair, balanced, and built on evidential history, but flexible ready for whatever hiccups and bumps come along. Im sure everyone is mildly familiar with budgeting. Meetings, approvals, and publication of the finalized budget are involved. How do you communicate the change in your plans, your budget?

Budget

Planned Giving

JULY 28, 2025

Use the flyers below to share these 10 powerful truths with the people who matter most in your life, your community, or your organization: Abridged Version [ DOWNLOAD ] A quick-reference one-pager featuring the 10 Powerful Truths About Making a Will — ideal for handouts, bulletin boards, email outreach, or social posts.

Template

NonProfit PRO

OCTOBER 18, 2023

Download this fund accounting software guide to understand key core functionality; like GL, budgeting, fund tracking, grant administration, AP, AR, reporting, etc., Use it as an explainer for navigating the features, implementation process, and ways to get the most out of fund accounting software long-term.

Software

Wild Apricot

FEBRUARY 18, 2010

Choosing the right member-management software is a big decision, and the selection process can be both tedious and time-consuming. The free downloadable ebook lays out a series of seven easy-to-follow steps for a smooth software review process. It suggests the most common pitfalls.( read more ).

Software

Blackbaud

MARCH 21, 2024

Any major project—such as implementing new fund accounting software—needs a well-developed charter to keep stakeholders focused on the goals and desired outcome. You can get a downloadable project charter template on our resource center. Give your project an easily identifiable name, such as Fund Accounting Software Implementation.

Software

Peak Proposals

APRIL 3, 2023

Grant proposals have at least two parts: the project narrative and the budget (aka cost proposal). There may not be a division of responsibilities between the cost and narrative proposals at a small nonprofit, leaving the project lead (or the grant writer) to both write the proposal narrative and prepare the budget.

Budget

Tech Soup

OCTOBER 14, 2015

In this second installment of the series, we are going to delve deeper and showcase key antivirus software to protect your nonprofit and show how to avoid harmful malware. What Is Antivirus Software? Therefore, an important precaution to take is to have good antivirus software* installed on all devices that your nonprofit uses.

Software

Blackbaud

APRIL 25, 2024

4 What is your budget for the technology project? By determining your budget early on, you can set realistic expectations and find a suitable cost model for your nonprofit. Your budget also helps you to evaluate the importance and timeline of your projects if you have multiple technology innovation projects in mind. . #3

CRM

Blackbaud

NOVEMBER 8, 2023

Identify a place to store documentation, including applications and relevant policies, in a place where everyone has access, such as within the grant record within your fund accounting software or a cloud storage tool. Review them regularly against the approved budget.

Government

Candid

NOVEMBER 8, 2022

We also downloaded their IRS Form 990s?from The Moderating Effect of Mission Statement Polarity on Performance , we used a package in the statistical software R Studio to measure the emotional polarity of the 200 mission statements. from 2016–2018 and added a number of financial metrics to the spreadsheet. For our first project,?

Donation

Blackbaud

JULY 22, 2024

Revenue diversity is a good hedge against the unexpected, but diversity alone is not enough when your budget is threatened or dismantled by outside forces. Use budget scenarios to plan for possible outcomes and contingencies. But creating budget scenarios helps you prepare for both the good and the less optimal outcomes.

Management

Blackbaud

FEBRUARY 12, 2024

How Fund Accounting Systems Improve Nonprofit Compliance Fund accounting software with subfund accounting capabilities provides functionality that makes reporting and transparency an integrated part of your workflows. Here are four ways that accounting software built for nonprofits helps you improve your compliance processes.

Software

Blackbaud

MAY 19, 2023

Errors in your nonprofit financial data can not only cause issues in your planning and budgeting processes , but you could also lose grant funding—or donor trust—if you aren’t tracking your expenses properly. And there is no difference in tracking, reporting, or budgeting capabilities with a segmented chart of accounts.

Nonprofit

Qgiv

APRIL 26, 2021

To bring your virtual event to life and provide an experience that’s just as enriching as an in-person one, you need the right fundraising event software. In this guide, we’ll dive into the different types of fundraising event software that nonprofit leaders have successfully leveraged for virtual events. Download PDF.

Software

Tech Soup

SEPTEMBER 30, 2014

Data Is the New Coin of the Realm — Learn How to Stretch Your Budget! Then check with the software vendors to get a range for data usages with their specific applications and multiply by the number of mobile users you have. But remember when downloading or transmitting sensitive company information that not all Wi-Fi is secure.).

Software

AmpliFund

SEPTEMBER 29, 2023

Monitor Budget and Performance Closely monitoring budget and performance as the award moves forward will allow you to draw down effectively, and in turn, ensure that funding will be proportionate throughout the timeline of the award. If you are managing subrecipients, download our Subrecipient Monitoring Checklist.)

Award

CauseVox

JANUARY 3, 2025

Download Our Free Fundraising Plan & Calendar Template: Why Do You Need a Fundraising Strategy? If that data isnt available or you are a start-up, look at your estimated budget or check out the stats of similar organizations. Download your free nonprofit fundraising and calendar plan here. Will new staff be brought on?

Fundraising

Tech Soup

SEPTEMBER 14, 2015

The library, which serves about 4,000 people, has no dedicated IT staff and a budget of about $200,000 per year. With a tight budget, a small staff, and an obvious need for computers, a technology plan is crucial for the Oakland City-Columbia Township Public Library. Microsoft software. Comodo (security software).

Template

CauseVox

APRIL 29, 2021

Download your fundraising calendar + goals template below: Fundraising Plan & Goals Worksheet. The downloadable spreadsheet includes a sample, along with a blank template for you to use for your own plan. If you need guidance, work with whoever’s in charge of finances to get a copy of the budget.

Calendar

Blackbaud

MARCH 7, 2024

Often, this leads to large audit adjustments, budget vs actual reporting difficulties, and other funding challenges. Investing in a fund accounting software simplifies processes and reporting, making it easy to avoid potential pitfalls. Use financial management software with analytical tools.

Finance

Tech Soup

DECEMBER 11, 2014

Because of Nancy's busy schedule, she doesn't want to have to worry about computers freezing up due to malware and faulty security software. Another program, Money Management, helps community members get out of debt and create a budget plan. No Tech Budget? She relies on volunteers and board members to fill in the gaps.

Software

Tech Soup

FEBRUARY 7, 2014

The recent news is that several third-party anti-virus software makers will continue supporting Windows XP, but how well will they work? Most anti-virus software makers have announced that they will support Windows XP beyond the XPocalypse. I understand the reluctance, and the budget constraints. Not at all? Not at all?

Software

Qgiv

DECEMBER 9, 2021

Ready to download the template? Download Template. Take a look at: Technology Volunteers Board Partnerships Staff Current budget. We recommend downloading our End of Year Workbook to help your nonprofit set reasonable goals based on what you achieved over the past year. Your budget. Download your free copy today.

Fundraising