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

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. Track these metrics using your nonprofit constituent relationship management system (CRM) and fundraising software.

Metrics

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. For instance, leverage software that allows you to create access levels. Documenting internal processes.

Management

Blackbaud

MARCH 25, 2025

Keep reading to learn what financial reviews and audits entail, when to opt for one over the other, and how specialized fund accounting software can simplify and enhance these processes. To prepare for a financial review, you need to compile your standard financial statements and supporting documentation. What is a Financial Review?

Software

CauseVox

JUNE 9, 2025

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! 4) Annual (Gratitude) Report Many nonprofits and charities compile an annual document that reports budgeting, services, and impact.

CRM

GrantNews

MARCH 27, 2025

Cloud Storage and Document Sharing: Securely store, access, and collaborate on files from anywhere. Customer Relationship Management (CRM): Manage customer interactions, sales pipelines, and business relationships efficiently.

Mentor

Qgiv

NOVEMBER 13, 2024

This documentation is helpful for organizational reasons and also aids your event if you’re incorporating virtual elements. When your auction platform integrates with your other nonprofit tools, you can leverage your CRM to: Find and send invites to past event attendees. Create a plan for storing and cataloging auction items.

Procurement

DH Leonard Consulting & Grant Writing Services

MARCH 20, 2025

Building capacity by hiring more staff or investing in fundraising software. Track applications in your CRM to stay organized. Keep track of grant opportunities youve already applied for, applications still in progress, grants youve won, and rejected opportunities in your CRM platform. Scaling up a recurring fundraising event.

Grant Writing

Planned Giving

MAY 12, 2025

Document your flexibility, but use the word “suggested” to allow discretion. Your policies protect your nonprofit legally and set internal expectations. Begin with : Bequests Beneficiary designations Life insurance IRA rollovers Then grow into real estate, complex trusts, and life income gifts.

Policies

Planned Giving

FEBRUARY 20, 2025

Leverage Advanced Data Analytics and Technology Investing in enterprise-grade donor management software and predictive analytics identifies high-potential donors and improves retention metrics. Modern CRM systems enable sophisticated segmentation and personalized communication at scale, dramatically improving fundraising efficiency.

Funding

Blackbaud

JULY 8, 2025

Today’s software platforms have a number of built-in tools that remove much of that manual work, if you know how to use them. But for organizations already doing more with less, documenting those results often takes time they don’t have. Workflows can be analog or done through software. The average U.S. Someone opens the mail.

AI

Blackbaud

JULY 2, 2025

As your fund accounting software has evolved, so have the opportunities to incorporate automation into your processes—and get rid of some of that paper and manual decision-making. Payments Using fund accounting software with native automated payments can help your team quickly process invoices and automate payments without lifting a finger.

Finance

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. 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.

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

For each source, estimate how much of the total grant or contract might be affected and work with your advancement and business office teams to document the impact on school operations. Document everything for audits. Is there demand for skills-based training for auto technicians or software engineers? Optimize drawdowns.

Policy

Bonterra

JUNE 27, 2025

Make it easier for your team to manage your organization with one of the best nonprofit constituent relationship management (CRM) systems designed for organizations like yours. Get started with nonprofit software designed to help your organization grow your donor base, build stronger relationships, and ultimately make a bigger impact.

Nonprofit

Blackbaud

AUGUST 12, 2024

Where does your constituent relationship management software (CRM) fit into that culture? The Power of a CRM-Centric Culture Reflecting on my 20-plus years of working with nonprofit organizations, I can point to one pivotal era that underscored the importance of a CRM-centric culture: the pandemic.

CRM

Qgiv

SEPTEMBER 2, 2024

That’s why it’s essential to carefully choose the right software solutions to support your operations–the right tool can drive a high ROI for your fundraising efforts. Luckily, there are many nonprofit software solutions designed to meet the unique needs of your organization and help keep you and your staff from getting overwhelmed!

Software

Tech Soup

JANUARY 26, 2015

To read about how open-source software might benefit your nonprofit or public library, check out part one of this series. In that spirit, here are some leading open-source solutions in three categories relevant to nonprofits: CRM. Making the Right Decision About Open-Source Software. Project Management.

CRM

Blackbaud

AUGUST 7, 2024

With the right mindset and planning, you can organize and execute a seamless fund accounting software implementation that meets your needs—both for today and for the future. Before getting into the details of rolling out new fund accounting software, focus on the big picture. Mindset matters. Are they comfortable using new tools?

Funding

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

JANUARY 17, 2024

Changing a core piece of software at your grantmaking organization is no picnic. But inertia is not an option when your grant programs outgrow your current solution, or your vendor sunsets the software you use, like Salesforce is doing with their grant management software, FoundationConnect. What reports do you pull regularly?

Grant Management

Qgiv

JUNE 23, 2021

You’ll also need to add software and online solutions to your fundraising strategy. 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.

Fundraising

GiveSmart

NOVEMBER 29, 2023

Integrating your fundraising data into accounting software allows you to make better investments and meet your organizational objectives. Accounting departments can oversee tasks like generating reports, tax forms, statements, and external documents for the organization and the donor. What is Fundraising Data in a Nonprofit?

Software

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

Blackbaud

OCTOBER 8, 2024

By extending the power of its Blackbaud CRM platform with Power BI, the team now sees more focused information about their major giving prospects. Tim McCleary, CRM Director for The Salvation Army Southern Territory, said the organization’s 71 major and planned giving officers have portfolios assigned by geographic region across 15 states.

CRM

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

DECEMBER 19, 2016

Over 90 percent of businesses report using cloud solutions now, and many software companies are in the process of moving to it or already have. Cloud computing software and services are delivered over the Internet and are accessed mostly through our web browsers. It's closer to renting than buying software. Benefit #1: Cost.

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

Get Fully Funded

OCTOBER 7, 2021

Nonprofit advocacy campaigns require focused planning and robust software solutions and outreach resources. Use your CRM to track relationships with supporters. Bill tracking software. Bill tracking software allows you to monitor where key bills are in the legislative process. Stay up to date with current advocacy trends.

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. It isnt meant to be a static document. Will new staff be brought on?

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

The Fundraising Coach

JUNE 11, 2024

With the right donor database or constituent relationship management (CRM) system, you can centralize your data and create a single source of truth for all valuable information your organization collects. Look to integrate the following tools with your CRM: Fundraising platform. Email marketing software. Event management tools.

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

Qgiv

NOVEMBER 3, 2021

And now, you’re using a hybrid fundraising model to address both in-person and online engagement— and you likely have new software to address that change as well. Prepare any initial documentation for your nonprofit consulting partner. But what about setting your organization up for nonprofit tech success in the new year?

Consultant

Tech Soup

JULY 6, 2012

IBM’s Many Eyes , Data-Driven Documents , Gephi , or Visual.ly Some CRM (customer relationship management) software also includes tools to do this. Visit the TechSoup catalog to learn more about CRM software and other technology tools available to bring your organization’s data to life.

CRM

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