RBW Strategy

FEBRUARY 27, 2025

Do those documents provide a path for handling the unexpected? If you do not have core policies documented, how can the pass-through entity, awarding agency, and/or auditor be assured that you will be a good steward of federal funding? Start with the highest priority policies and then go from there. Were here to help.

Award 130

Award Federal Grants Policy Policies 130

Lightning Fast Grant Writing

JANUARY 10, 2024

The grant innovator form is a simple document I use to organize an agency as it seeks grants. Please take a moment to familiarize yourself with this surprisingly valuable document by checking out the link at the end of this article.

Grants 299

Grants Grant Application Applicant 299

Lightning Fast Grant Writing

MAY 8, 2025

Stop formatting every document like its a wedding invitation. Not everything deserves your attention. If its boring, draining, or not moving the needle, stop doing it. Quit writing that maybe grant no one really cares about. Dont attend a meeting that doesnt feed your success. This is your permission slip to be strategically lazy.

Calendar 130

Calendar LOI Grant Calendar Grants Calendar 130

Blackbaud

FEBRUARY 13, 2025

Lack of an Audit Trail Spreadsheets are easily editable, and without proper documentation, it can be difficult to maintain an audit trail. Organizations need a system that provides a clear and documented history of changes to ensure transparency and accountability.

Grants 104

Grants Grant Indirect Cost Budget 104

GrantNews

JUNE 10, 2025

Grants now support a wide range of efforts to document personal narratives, oral histories, endangered ways of life, and cultural expression through art, film, and museum collections. This includes archival projects, development and dissemination of scholarly databases, and documentation projects.

Grants 77

Grants Grant Education Contracts 77

Lightning Fast Grant Writing

MAY 12, 2025

Bonus points if you use shared documents with tracked changesso no ones working off a version labeled Final-Final-Draft-V3-Tuesday. Project management tools like Trello, Asana, Monday.com, or ClickUp can keep your entire review process on track. Assign tasks, set due dates, and leave feedback in one place.

Insurance 130

Insurance Insurance Finance Template 130

Blackbaud

FEBRUARY 28, 2025

Internal financial audits, where your team reviews its own documentation and procedures to identify opportunities for large-scale improvement in your financial strategy. Your auditor will need access to various financial documentation to conduct your nonprofits audit effectively.

Nonprofit 90

Nonprofit Government Policy Policies 90

GrantNews

DECEMBER 11, 2024

Funders will ask for a variety of documentation, including previous tax returns and financial records, so make sure these records are up to date and in compliance. Grant proposals have a greater chance of being awarded if they can offer a compelling solution to a well-documented community problem.

Grants 115

Grants Grant Proposal Application 115

Tony Martignetti

NOVEMBER 19, 2023

Febe Voth has devoted decades to the art of crafting these fine documents. Febe Voth has devoted decades to the art of crafting these fine documents. Febe Voth: Your Case For Support Whether you call it a case statement or case for support, it’s a critical part of your next fundraising campaign.

Nonprofit 200

Nonprofit Fundraising IT Goals 200

Millionaire Grant Lady

JANUARY 24, 2025

When foundations require budgets, tax documents, or even board giving statements, it isnt because they want to know every financial detail of your organizations innerworkings. Prior Years Financial Documents : Foundations sometimes ask for the prior years statement of activities and/or statement of financial position.

Funding 130

Funding Grants Grant Budget 130

The Chronicle of Philanthropy

MAY 19, 2025

Constitution and a document that led to the creation of the U.S. Plus, Georgetown University received $25 million for its nursing school, and the National Constitution Center got a $15 million donation to celebrate the founding of the United States, and the donor is loaning a rare copy of the U.S. Bill of Rights.

Donation 78

Donation Fundraising IT 78

Blackbaud

JUNE 6, 2025

Together, these documents reveal where your organization stands financially, how resources are being utilized, and what steps you can take to strengthen operations. This document highlights how your organization generates revenue and allocates expenses, ultimately revealing the change in net assets.

Liability 77

Liability Finance Nonprofit Funding 77

Blackbaud

MARCH 25, 2025

To prepare for a financial review, you need to compile your standard financial statements and supporting documentation. You’ll need to gather comprehensive documentation, including financial statements, receipts, and records of transactions. Preparing for an audit requires significant effort.

Software 95

Software Nonprofit Finance Funding 95

Blackbaud

JUNE 12, 2025

Important activities: Gather necessary documents, develop narratives, build budgets, and secure internal approvals. Bonus Tip: Capture all completed applications and accompanying documentation in both your fundraising and accounting systems as attachments. Important activities: Allocate resources, launch programs, and train staff.

Grants 71

Grants Grant Grant Management Award 71

Blackbaud

JANUARY 31, 2025

Your eligibility quiz should be concise, with questions reflecting the information provided in your program documentation. Any question on your eligibility quiz should also be clearly addressed in your program documentation. What Information Should Be on an Eligibility Quiz?

Application 98

Application Applicant Grants Grant 98

Blue Avocado

DECEMBER 10, 2024

Essentially, this is a folder of Word documents each containing answers to common grant application questions, like organization mission and activities, the greatest challenges our nonprofit faces, how we measure and evaluate program impact, how we recognize funders, etc. Spend time researching your options.

Grant Writing 111

Grant Writing Grants Grant Application 111

Lightning Fast Grant Writing

MAY 12, 2025

Capture these insights in a simple document or voice note. After every major grant, set up a 30-minute debrief. What worked? What felt like pulling teeth? What could be templatized or automated next time? Itll save your future selfand your teamhours of frustration down the line. Use Tools That Do the Heavy Lifting Federal grants are a beast.

Grants 130

Grants Grant Federal Grants Logic Model 130

Tony Martignetti

DECEMBER 10, 2023

Then he shares his wisdom on the takeaways for nonprofits including good governance, proper documentation, gift acceptance, commercial co-ventures, and more. Then he shares his wisdom on the takeaways for nonprofits including good governance, proper documentation, gift acceptance, commercial co-ventures, and more.

SAM 169

SAM Government Nonprofit Management 169

Blackbaud

DECEMBER 12, 2024

In addition to your CRM, document any third-party tools you use: email marketing, event management, volunteer tracking, etc. Watch recorded demos as well and be sure to review all publicly available product documentation. Compile a list of all the data-related tools that youre currently using.

CRM 105

CRM IT Budget Training 105

CauseVox

DECEMBER 12, 2024

It is sometimes hard to keep track of your correspondence with donors when it isnt scheduled or, at the very least, documented. That being said, there are a number of topics that should be addressed in the first draft of this living document. It isnt meant to be a static document. Remember that this will be a living document.

Calendar 96

Calendar Template Fundraising Donation 96

Blackbaud

MAY 13, 2025

Not having sufficient control documentation can create a more time-consuming process and lead to your external auditors identifying recommendations or deficiencies. But some of these controls, such as what happens if a check is stolen, will need to be part of your process documentation.

Policy 72

Policy Policies Ethics Finance 72

Blackbaud

FEBRUARY 4, 2025

Have a documented process to make sure you are keeping your Excel spreadsheet up to date. Use the “show changes” functionality or document history to track who has made changes and what they changed. Know who should be updating your spreadsheets and when.

Software 86

Software Nonprofit Finance Management 86

Planned Giving

JANUARY 28, 2025

Here’s what you might need to prepare for: Court Costs Just like any official process, courts charge fees for their services: Filing paperwork to start probate (this can range from a few hundred to a few thousand dollars) Letting everyone involved know what’s happening Getting official documents that give you authority to handle things (..)

Insurance 88

Insurance Insurance Finance Management 88

Blackbaud

NOVEMBER 5, 2024

Let’s take a closer look at each of these documents and how your nonprofit can compile them. This document subtracts total expenses from total revenue to let you know if your organization is bringing in more money than it is spending. Four Main Financial Statements for Nonprofits 1.

Liability 111

Liability Finance Template Budget 111

Fundraising HayDay

OCTOBER 31, 2024

On that document they are required to share information about their assets, board members, recent grantees, and a few details about how to submit an application (or not if they do not accept unsolicited applications).

Application 52

Application Applicant Grants Grant 52

Allied Grant Writers

DECEMBER 25, 2024

This preparation involves gathering the required documents, developing a comprehensive grant proposal, and budgeting for the funds requested. Gathering Required Documents The gathering of necessary documents is a foundational step in the grant application process.

Grant Writing 52

Grant Writing Grants Grant Proposal 52

The NonProfit Times

NOVEMBER 12, 2024

Market performance varied significantly during the 18-month period analyzed and documented in the report, resulting in different giving patterns between DAF sponsors that report on a fiscal year ending June 30 versus those that report on a calendar year ending December 31. By the 2023 calendar year-end, the Dow was 13.7%

Calendar 111

Calendar Grants Grant Funding 111

Blackbaud

JANUARY 14, 2025

Document signatures. Want to see how Blackbaud Grantmaking is expanding its partnership ecosystem to include better integrations with Blackbaud Financial Edge NXT as well as data visualization and document signing partners? Data visualization. Fund accounting. Check out our most recent Product Update Briefings to see our roadmap.

Grant Management 97

Grant Management Management Grants Grant 97

DH Leonard Consulting & Grant Writing Services

NOVEMBER 8, 2024

This inaugural installment of the series, Active Voice vs. Passive Voice, examines this grammatical choice that arises occasionally as we write grant documents. This series delves into the satisfaction that comes from making intentional grammatical decisions. Each sentence has the necessary parts: they are “not incorrect.”

Grant Writing 98

Grant Writing Grants Grant Consulting 98

Planned Giving

JANUARY 25, 2025

Moves management fosters transparency and accountability by documenting every conversation and decision, bringing strategy and predictability to donor cultivation. Create a shortlist of high-potential donors and document relevant insights to guide your next moves. Pro Tip Tweet Track Progress Document every interaction in your CRM.

Management 52

Management CRM Metrics Readiness 52

The NonProfit Times

NOVEMBER 19, 2024

It is a good idea to document anything that may have previously been assumed or implied so everyone can refer back to the working norms. The appropriate personnel close the project by documenting the work and saving final copies for posterity. By the end of this stage, the proposal will be written and approved.

Grants 59

Grants Grant GPC Proposal 59

Ann Green's Nonprofit

APRIL 28, 2025

Treat your donor profiles as living documents. Philanthropic ties: Lets you know if donors have contributed to other similar nonprofits, so you can more accurately gauge their affinity for your mission.

CRM 173

CRM Software Management Donation 173

Grant Writer Team

DECEMBER 5, 2024

Complete and Clear Documentation A grant writer knows what documents are essential and how to organize them, ensuring that your application is complete and easy to review. Proof of Eligibility Grant writers are familiar with eligibility requirements and can help you gather and present the necessary proof.

Application 67

Application Applicant Grants Grant 67

Blackbaud

JANUARY 31, 2025

Ensure this is documented internally so that your entire team is communicating the same message. Can you lean into a strong point of view that aligns with a clear mission, or do you need to temper a response to meet stakeholders from differing points of view?

Funding 106

Funding Fundraising Budget Management 106

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 148

Metrics CRM Donation Fundraising 148

Grant Professionals Association

MAY 14, 2025

When I stepped into the role, there werent any templates, process documents, or systems to guide me, just a dozen open tabs and a handful of old applications that I kept scavenging for useful language. Start Your Own Tiny Process Library Open a document while youre completing a task you do regularly and jot down the steps.

GPC 59

GPC Template Grant Writing Burnout 59

Millionaire Grant Lady

MARCH 3, 2025

More Stable Year Over Year Foundation giving is governed by the individuals running the foundation or by the original documents forming the foundation. Foundation grants typically dont require organizations to hire additional staff just to manage them. Much of foundation giving is tied to the legacy left by the namesake of the foundation.

Government 147

Government Grants Grant Federal Grants 147