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4 Ways Effective Grant Management Impacts Nonprofit Finances

DH Leonard Consulting & Grant Writing Services

Effective grant management goes beyond tracking funds in your CRM its also about budgeting effectively, prioritizing programs that need financial support, and delivering timely reports to grantmakers. Your calendar should lay out activities, costs, expected income, deadlines, and other notable events month-by-month.

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4 Top Donor Retention Strategies to Keep Your Year-End Donors

CauseVox

But heres the good news: 2025 can be the perfect year to strengthen your donor retention with clear goals , a well-thought-out fundraising calendar , a killer fundraising campaign and a refined donor retention strategy to help you keep your supporters year-round. Thats tons of money that is being missed out on. Lets make this happen.

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Post-Event Follow-Up to Foster Long-Term Donor Relationships

Pamela Grow

These include: Donation receipts and tax acknowledgments: Promptly sending these essential documents shows your professionalism and gratitude while giving donors the information they need for tax purposes. Track these metrics using your nonprofit constituent relationship management system (CRM) and fundraising software.

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How to Streamline Nonprofit Financial Statement Preparation

Get Fully Funded

Check to see which platforms integrate with tools like your donor management system, constituent relationship management (CRM) platform, and payroll solution. Create a financial reporting calendar. With a financial reporting calendar, you can keep your team on track and prepare your financial statements in an efficient manner.

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Avoid These 16 Common Nonprofit Audit Mistakes

Blackbaud

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.

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How to Launch a Planned Giving Program: A Step-by-Step Guide

Planned Giving

Document your flexibility, but use the word “suggested” to allow discretion. Make it feel like a letter to your mother, not a cold institutional appeal. 4 Create a Legacy Society ESSENTIAL A Legacy Society is a simple way to honor planned giving donors and build social proof. What small update can I make to our messaging?

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Step Up Your Systems for Success: How to Simplify, Streamline and Support Your Team w/ Teresa Huff | Instrumentl

Instrumentl

And when it's well-documented how to follow the system. Calendar alerts. I live by my calendar alerts. 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. That saves a ton of time. Microsoft Planner.