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How To Develop And Maintain Your Fundraising Calendar (Downloadable Template)

CauseVox

Seasoned fundraisers are well aware that fundraising involves a lot more than simply asking for donations. 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.

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

CauseVox

We made it through 2024, and with it the final push for year-end donations. You might be asking why you need to put a ton of time and energy into bringing your donors back for a second donation. This is the first interaction your donor will have with the organization after they make their donation. Lets make this happen.

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4 Ways Effective Grant Management Impacts Nonprofit Finances

DH Leonard Consulting & Grant Writing Services

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.

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

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Top Accounting Tips for Government Grants

Blackbaud

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.

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How to Streamline Nonprofit Financial Statement Preparation

Get Fully Funded

For instance, QuickBooks For Nonprofits allows you to categorize your revenue and expenditures by fund or program, track budgets, accept donations, create specialized reports, and more. Create a financial reporting calendar. For example, this data will be helpful when it’s time to create your annual report. Consider your budget.

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What Are the Best Practices for Conducting a Post-School Fundraiser Review?

Big Fundraising Ideas

Breakdown of revenue sources: Identify which aspects of the fundraiser (ticket sales, donations, auctions, etc.) Conversion rates: Calculate how many people responded to the marketing by attending or donating to the fundraiser. Challenges faced: Document specific issues and how they weremanaged.