DH Leonard Consulting & Grant Writing Services

DECEMBER 6, 2024

This is why its important to create a grant calendar that pre-plans each grants application deadline, reporting schedule, required documentation, and any contingencies. Your calendar should lay out activities, costs, expected income, deadlines, and other notable events month-by-month.

Finance

CauseVox

JANUARY 20, 2025

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.

Retainer

Instrumentl

JUNE 21, 2025

Unlock the full potential of your grant management process by learning the importance of strategic grant calendars, how to strategically examine RFP's, and how to document your decision-making process - all with help of Instrumentl.

Instrumentl

Blackbaud

JULY 18, 2025

They come with strict compliance requirements, detailed reporting obligations, and potential penalties that could result in claw backs if you aren’t careful with your spending and documentation. If possible, use your fund accounting system as your single source of truth for document management, so everyone has access to the same information.

Government

GrantNews

JANUARY 9, 2025

Missing Items: Have all documentation ready and attached before you submit. GrantWatch offers a Personalized Grants Calendar that helps you easily keep track and monitor your grants. In fact, you might even need a grant writer. Format Guidelines: Always follow the funder’s guidelines. Check and double check every item.

Application

Grant Writing Made Easy

JULY 9, 2025

Update Your Grant Calendar An organized, realistic calendar is the backbone of a successful nonprofit grant strategy, especially as you approach the high-stakes Q3 and Q4 deadlines. Set status updates, assign sections, and attach supporting documents so everyone stays on track.

Grants

Grant Writing Made Easy

JUNE 23, 2025

Pro Tip: Keep a living grant strategy document or tracker that lists deadlines and includes notes on alignment, ease of application, and past results. Trello or Notion : Visual task boards and calendars can help you track deadlines, application statuses, and document needs in one place.

Grant Writing

Millionaire Grant Lady

MARCH 3, 2025

While these statements have not been true of the 2025 calendar year through February, this has been the case for decades, and will likely be the case again. More Stable Year Over Year Foundation giving is governed by the individuals running the foundation or by the original documents forming the foundation.

Government

Grant Writing Made Easy

JULY 29, 2025

Scattered deadlines, disjointed documents, and disconnected systems make it nearly impossible to stay on top of funding opportunities strategically. And if your grant calendar lives in one place, your tasks in another, your drafts in a hidden folder, and your funder research on sticky notes… of course, your strategy is falling apart.

AI

Grant Writing Made Easy

JUNE 25, 2025

Missed details can derail your proposal: Important components—like letters of support or compliance documents—can be overlooked or improperly formatted. How to Fix It Start early: Begin your process at least 4–6 weeks before the deadline, and block writing time on your calendar.

Proposal

Grant Professionals Association

NOVEMBER 22, 2024

Spend some time to update and refresh your toolkit of grant templates and answers to commonly asked questions as well as your organization's supporting documents. A Plan for 2025 What is on your calendar as you look forward to the new year? Prepare to request budget or timeline revisions as needed.

GPCI

Pamela Grow

FEBRUARY 11, 2025

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. Depending on the fundraising platform used during your event, these messages may be sent automatically!

Metrics

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

Get Fully Funded

FEBRUARY 27, 2025

Build your promotion calendar around these times, and youll be sure to catch more attention and inspire action. Take the opportunity to promote estate planning with a quick year-start checkliststart collecting tax documents, review financial goals for the coming year, create or update your will, etc.

Finance

Big Fundraising Ideas

DECEMBER 22, 2024

Suggestions for Actionable Improvements Strengthen communication: Use tools like shared calendars and group chats to keep everyone informed. Documentation and Reporting Comprehensive documentation of the fundraiser ensures that valuable insights and lessons are preserved for future events.

Fundraising

Grant Writing Made Easy

JULY 15, 2025

If you’ve ever felt overwhelmed juggling grant deadlines, endless document requests, and repetitive tasks, you’re not alone. Many of the professionals we’ve heard from and work with say they’re always behind schedule, often losing critical documents, and struggling to maintain consistency and quality across their applications.

AI

Grant Writer Team

JUNE 12, 2025

Using 990s to Align Your Cause with a Funder’s Mission Grant writers ensure eligibility requirements are fully met and documentation is well-organized, preventing costly delays. Add your grant to your Grants Calendar to keep track of your grant applications.

Application

Allied Grant Writers

JUNE 8, 2025

They create various documents like full proposals, letters of intent, and application templates that fit different opportunities. Federal grants , on the other hand, just need extensive documentation and strict compliance with complex requirements. Federal grants need 20-40 hours of dedicated work.

Grants

Grant Writing Made Easy

JULY 23, 2025

In the AI Grants Hub™ , everything is already built: your organizational documents are linked, your proposal templates are searchable, and your writing assistant already knows your tone and funder history. Even more, AI alone won’t solve disorganized narratives or scattered documents. It documents your prompt usage and edits.

Grant Writing

Planned Giving

MAY 12, 2025

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?

Policy

Grant Writing Made Easy

JULY 2, 2025

Ask: “Do these documents tell the same story?” The Fix: Regularly Review and Update Your Templates Treat your template as a living document instead of relying on a one-size-fits-all budget. If not, adjust before submitting.

Budget

Millionaire Grant Lady

MAY 5, 2025

Once you have decided to move forward with a specific grant consultant, you can expect the process to include: Onboarding: The onboarding process with a grant consultant will usually include filling out an intake form, having an initial call to discuss your mission and goals, and gathering initial documents like budgets and tax forms.

Grant Writing

Big Fundraising Ideas

MARCH 18, 2025

Document and Store the Information Keep an organized recordof: Sponsor contactdetails Amounts donated Types of in-kind contributions Communication logs Agreements or contracts Having this documentation handy makes it easier to approach sponsors next time. You can build on these relationships rather than starting from scratch.

Fundraising

Instrumentl

JUNE 21, 2025

Don't try to worry about digging through because they are very long tax documents and maybe some of you are tax people. It saves so much headache if you're not used to those types of forms and documents. If you don't know what we're talking about with the 990 just go to Instrumentl's database and use it.

Instrumentl

The NonProfit Times

NOVEMBER 19, 2024

A donor funnel defines a static plan in which messaging is pushed out based on calendar or campaign timing. Treat the journey as a living document and allow the donors to shape and influence its growth. A journey, as opposed to a funnel, harnesses these drivers and puts a specific person behind the wheel.

Donation

Blue Avocado

FEBRUARY 11, 2025

We will be able to point out and document what we have done and ask for increased funding to do more, such as work on some public arts projects. We plan to improve board communications through an online document management program. A grantwriting workshop and the continuation of arts shows in the local library are examples.

Goals

Instrumentl

JUNE 21, 2025

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.

Instrumentl

Blue Avocado

JULY 15, 2025

In “IRS Speak,” the 990 Form is the annual reporting tax return document required to be filed by all federally tax-exempt organizations. For nonprofits on a calendar fiscal year, your due date will be May 15th of the following year. Does your state require any additional documentation to file your 990? When is your 990 due?

Liability

NonProfit PRO

JULY 28, 2025

At the center of this release are two significant capabilities: Boardable Public Sites, enabling organizations to share agendas, documents, and key updates publicly with just a few clicks; and Surveys & Forms, which streamline stakeholder input and compliance workflows.

Government

Planned Giving

JULY 28, 2025

August may be “Make a Will Month,” but let’s be honest—your legacy deserves more than a single square on the calendar. Why Everyone Needs a Will: It’s Not Just About Money Regardless of your income, age, or family structure, a will is one of the most important legal documents you can create. See additional resources at the end.

Template

Ann Green's Nonprofit

DECEMBER 12, 2023

I know that might sound impossible, but it will be a whole lot easier if you put together a communications calendar (also known as an editorial calendar). I like the term communications calendar because it emphasizes the importance of communicating with your donors and other supporters all year round.

Calendar

CauseVox

APRIL 29, 2021

Even the word “planning document” might make you stressed. Fundraising Calendar for 2021. That’s why we created this 2021 fundraising calendar worksheet and template to help you map out the best possible plan. That’s why we created this 2021 fundraising calendar worksheet and template. Creating a Fundraising Plan.

Calendar

CauseVox

DECEMBER 12, 2024

A fundraising calendar can help you streamline this process so you can raise more with less effort. It is sometimes hard to keep track of your correspondence with donors when it isnt scheduled or, at the very least, documented. This is where a fundraising calendar comes in handy.

Calendar

Qgiv

MAY 3, 2023

Fundraising calendars help set your nonprofit up for success for the entire year. A fundraising calendar enables you to keep your goals, campaigns, strategies, and due dates all in one place that your whole team has access to. Another objective you need to define for your fundraising calendar is your awareness goal.

Calendar

NonProfit PRO

NOVEMBER 19, 2021

A content calendar is a powerful reminder of where your nonprofit team’s attention and focus needs to be. With 2022 just around the corner, it is the perfect time to look ahead and document what your organization will be promoting, when you’ll be featuring it, and how you’ll be distributing it.

Calendar

The Fundraising Coach

APRIL 14, 2025

If youre just getting started with nonprofit accounting, one of the most straightforward entry points is to learn about some of the key documents involved in this process. In addition to using these documents for internal decision-making, they also help with external transparency by providing financial information for your annual report.

Liability

Get Fully Funded

JULY 13, 2021

My calendar and ‘To Do’ list were written in a notebook. Google Calendar has many rivals in the marketplace, but for meeting the scheduling needs of a busy nonprofit, I can’t imagine a more effective tool. When you accept invitations via email, the meeting gets automatically added to your calendar. With a pen.

Calendar