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Building Trust and Accountability: A Guide to Nonprofit Internal Controls Policy

Blackbaud

Now imagine an alternative scenario where every financial process is clearly documented, roles are well-defined, and checks and balances are in place for all your various financial responsibilities. Internal control policies are especially critical for organizations with diverse revenue streams donations, grants, and earned income.

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How to Issue Donation Receipts for Different Types of Gifts

Get Fully Funded

Donation tax receipts allow you to confirm that youve processed and implemented a charitable contribution while expressing appreciation for donors gifts. While donation receipts must follow several standards, well provide tips for customizing your receipts to recognize different donor groups’ individual contributions.

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What Every Nonprofit Needs to Know About Financial Audits

Blackbaud

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.

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How to Improve Your Internal Controls to Minimize Audit Findings

Blackbaud

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.

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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.

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Using Moves Management: A Step-by-Step Guide to Cultivating Major Donors

Planned Giving

Moves management fosters transparency and accountability by documenting every conversation and decision, bringing strategy and predictability to donor cultivation. Capture data points like donation history, event attendance, and engagement metrics (e.g., Pro Tip Tweet Track Progress Document every interaction in your CRM.

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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. It is sometimes hard to keep track of your correspondence with donors when it isnt scheduled or, at the very least, documented. There are prime times to ask for donations and other times when donors are less likely to donate.