Blackbaud

DECEMBER 12, 2024

If, like my client, youre asking if its time to change your fundraising CRM , the starting point is understanding your current situation (your team, your data, and your needs) as well as your goals for the future. In addition to your CRM, document any third-party tools you use: email marketing, event management, volunteer tracking, etc.

CRM 105

CRM IT Budget Training 105

Blackbaud

JUNE 6, 2024

Just as a successful capital campaign follows defined steps and milestones, so does the work of a database manager—nitty-gritty, behind-the-scenes tasks to keep the campaign moving toward its goal. Gifts from prospects on the top of your giving pyramid are necessary to meet your campaign goal. Add data health tools.

Goals 104

Goals Finance Policy Policies 104

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 Grant Grants Budget 130

Millionaire Grant Lady

MARCH 3, 2025

Private foundation grants are typically targeted at broader goals like education, animals, or veterans. Within these goals, you can lay out how your program supports their initiative, but with your own unique services and work. Foundation grants typically dont require organizations to hire additional staff just to manage them.

Government 147

Government Grant Grants Federal Grants 147

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

Blackbaud

JANUARY 14, 2025

Document signatures. Clearly defining your needs helps you select partners that align with your strategic goals. Remember, the goal is to enhance your grant management system’s functionality and streamline your operations. Data visualization. Fund accounting.

Grant Management 97

Grant Management Management Grant Grants 97

Planned Giving

JANUARY 25, 2025

Moves management fosters transparency and accountability by documenting every conversation and decision, bringing strategy and predictability to donor cultivation. Getting Ready to Implement Moves Management Set Clear Goals Before implementing moves management, establish well-defined revenue targetsboth short-term and long-term.

Management 52

Management CRM Metrics Readiness 52

Allied Grant Writers

DECEMBER 25, 2024

The objective is to facilitate projects that align with the funder’s goals and priorities. Usually require a detailed proposal outlining the research goals. Clear comprehension of a grant’s purpose enables applicants to tailor their proposals and align their projects with the funder’s goals.

Grant Writing 52

Grant Writing Grant Grants Proposal 52

The NonProfit Times

NOVEMBER 19, 2024

Forming: Team members come together to establish a common goal. Performing: Now that time isn’t wasted deciding how the team will work, the group makes significant progress toward their goals. 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.

Grant 59

Grant Grants GPC Proposal 59

GrantNews

MARCH 27, 2025

Cloud Storage and Document Sharing: Securely store, access, and collaborate on files from anywhere. The goal of the program is to facilitate progress in diversifying entrepreneurship and empowering a more diverse group of investors through knowledge and enhanced financial literacy.

Mentor 111

Mentor Award Grant Grants 111

Grant Writer Team

DECEMBER 5, 2024

Detailed Project Overview Your writer can clearly define your organization’s goals, the project’s purpose, anticipated outcomes, and community benefits. 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.

Application 67

Application Applicant Grant Grants 67

Blackbaud

DECEMBER 20, 2024

times more likely to hit their mission goals compared to peers with low digital maturity. In minutes, a data check query can bring me up to speed with a spreadsheet containing all the organizations CRM goals, projects, and training needs by category. Digitally mature nonprofits are, in fact, 3.5

CRM 98

CRM Software IT Fundraising 98

GrantNews

JANUARY 9, 2025

How to Get Approval on Your Grant Application Common Reasons a Grant Is Rejected Since your goal is to get approval on your grant application, let’s look at the most common reasons a grant is rejected, along with the solutions. Missing Items: Have all documentation ready and attached before you submit.

Application 67

Application Applicant Grant Grants 67

GrantNews

NOVEMBER 12, 2024

We have been held together by a few documents and symbols for the past 200 years. The goal of the program is to mitigate diesel exhaust produced by school buses. Because of this, nonprofits are taking their lead and pioneering a path to encourage grant-makers to create more inclusive grants. We are an unusual country.

Policies 107

Policies Policy Government Grant 107

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 52

Liability Budget Finance Nonprofit 52

Blackbaud

APRIL 21, 2025

An RFP is a formal document that outlines your organizations needs, expectations, budget, and selection criteria when hiring vendors or consultants for a task. Define Your Goals A well-defined goal is a critical foundation for your RFP, guiding your nonprofits questions and qualification criteria.

Proposal 66

Proposal Template Budget Nonprofit 66

Candid

JUNE 5, 2025

In alignment with your nonprofits strategic plan , set financial goals (e.g., Tips and best practices for developing a nonprofit budget But what does an actual budget document look like? Here are a few: Four common grant proposal documents (free samples included). Building a nonprofit budget: 4 steps to get started.

Budget 71

Budget Budget Narrative Indirect Cost Proposal 71

Allied Grant Writers

JUNE 8, 2025

The main goal goes beyond just getting money—it helps organizations turn their ideas into reality. Grant writers serve as documentation specialists and salespeople for their organizations. The document presents a logical flow that explains your project’s need, describes your approach, and details who’ll do the work.

Grant Writing 52

Grant Writing Proposal Grant Grants 52

Allied Grant Writers

DECEMBER 25, 2024

Corporate Grants Corporate grants are financial contributions provided by businesses to support various initiatives that align with their corporate social responsibility (CSR) goals. Preparing Required Documents : Each grant may have specific requirements. Purpose of Funding Funding must align with the goals of the grant provider.

Grant Writing 52

Grant Writing Grant Grants Budget 52

Grant Writer Team

JUNE 12, 2025

A skilled grant writer helps translate your vision into actionable, measurable goals that align with funders’ priorities. 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.

Application 60

Application Applicant Grant Grants 60

Grant Writer Team

APRIL 17, 2025

Outline Your Project and Its Purpose Begin by clearly outlining the project and its main goals. Collect Supporting Data and Documentation Back up your proposal with relevant data. These elements show your dedication and alignment with funders’ goals. 10 Steps to Strengthen Your Next Grant Proposal 1.

Grant 64

Grant Grants Proposal Grant Writing 64

Blackbaud

APRIL 23, 2025

The type of grant reviews your funding organization uses will depend on the number of applications you receive, your technology, and the goals of your grant program. This includes validating IRS status, checking for required attachments, and ensuring the information provided aligns with your programs goals.

Grant 59

Grant Grants Applicant Application 59

Allied Grant Writers

DECEMBER 25, 2024

To effectively research grant opportunities, individuals should consider the following steps: Identify potential funding sources that align with their organizations mission or project goals. Key elements of grant guidelines may include: Eligibility criteria (who can apply) Project scope and objectives Required documents (e.g.,

Grant Writing 52

Grant Writing Grant Grants Indirect Cost 52

DoJiggy

MAY 8, 2025

Required documentation: A detailed description of your mission, activities, and financials. These documents should explain how funds will be used and what, if any, recognition or terms are attached. Maintain a system for documenting all donations, including donor names, amounts, and any restrictions or preferences.

Fundraising 52

Fundraising Liability Donation Funding 52

The Fundraiser Coach

MAY 22, 2023

Yesterday I came across a document from my early fundraising days in Canada. I'd forgotten that I had created this document and "Key Phrases and Next Steps when Asking for Major Gifts". By focusing on a concrete need or goal, you can create a sense of urgency and clarity around the gift. Good luck, and happy fundraising!

Goals 130

Goals Donation Fundraising Nonprofit 130

Blackbaud

APRIL 7, 2025

A well-crafted budget is essential for aligning financial resources with the strategic goals of your private school, and with the right processes and tools, it doesnt have to be stressful. The Purpose of a Budget for Your K-12 Private School Your budget is the guiding financial document for your school.

Budget 59

Budget Strategic Plan Template Conference 59

Blackbaud

MAY 19, 2025

When youve documented and implemented a strong conflict of interest policy, you protect your team, ensure ethical decision-making, and strengthen your reputation among grantees and stakeholders. Industry- and Impact-Area-Specific Language A COI policy is not a one-size-fits-all document.

Policy 59

Policy Policies Ethics Consulting 59

Grant Professionals Association

DECEMBER 11, 2024

The Stages of Group Development Image credit: Lumen Learning Forming: Team members come together to establish a common goal and get acquainted. The team must explicitly define its strategy and may reevaluate goals. The appropriate personnel closes out the project by documenting the work and saving final copies for posterity.

Grant 52

Grant Grants GPC Proposal 52

Allied Grant Writers

JUNE 8, 2025

Matching Your Research with the Right Foundation Research grants from foundations work best when researchers match their goals with a funder ‘s mission. Foundations usually list their goals clearly in application calls or on their websites. You need clear goals with measurable outcomes that people can achieve and track.

Grant 52

Grant Grants Proposal Applicant 52

Allied Grant Writers

DECEMBER 23, 2024

Initial Research and Prospecting (5-15 Hours) Identifying suitable grants that align with your goals. Supporting Documents: 2-5 hours. Submission (2-5 Hours) Preparing submission documents. Analyzing grant requirements and eligibility criteria. Outlining the proposal structure. Project Description: 8-15 hours.

Grant Writing 52

Grant Writing Grant Grants Proposal 52

Candid

MAY 5, 2025

These groups often face multiple barriers such as distrust of financial institutions, lack of sufficient funds, limited connectivity in rural areas, lack of identification documents, and the resulting high transaction costs, which limit opportunity for economic participation for those who need it most.

Policy 52

Policy Policies Finance Ethics 52

Allied Grant Writers

DECEMBER 25, 2024

These professionals assist in identifying potential grants that align with the clients’ goals. Steps Research Funding Opportunities: Identify potential grants that align with the organization’s mission and goals. They help in crafting persuasive narratives that engage funders.

Grant Writing 52

Grant Writing Consulting Consultant Consulting 52

Allied Grant Writers

DECEMBER 25, 2024

Importance of Grant Funding Grant funding plays a significant role in enabling individuals and organizations to achieve their goals without incurring debt. Writing Clear and Concise Objectives Objectives should clearly articulate the goals of the proposed project. Many agencies provide a confirmation once documents are submitted.

Grant Writing 52

Grant Writing Grant Grants Indirect Cost 52

Blackbaud

MARCH 21, 2024

Have you ever been pulled into a meandering project with no clear direction or goals? Any major project—such as implementing new fund accounting software—needs a well-developed charter to keep stakeholders focused on the goals and desired outcome. How does this project fit within your mission, values, and goals? out of scope).

Software 111

Software Funding Metrics Goals 111

DoJiggy

MAY 27, 2025

Whether safeguarding documents, restoring old buildings, or hosting educational programs, these organizations rely heavily on fundraising to support their work. Organize a Book or Antique Sale If your historical society has access to books, documents, or antiques, consider hosting a sale.

Fundraising 52

Fundraising Education Donation Goals 52

Big Fundraising Ideas

DECEMBER 22, 2024

Fundraisers are vital to supporting school programs, but their impact can extend far beyond immediate monetary goals if post-event reviews are conducted effectively. These shouldinclude: Assessing overall success: Did the fundraiser meet its financial and non-financial goals? Why Conduct a Post-Fundraiser Review?

Fundraising 52

Fundraising Metrics Training Goals 52

Get Fully Funded

FEBRUARY 6, 2023

But without a clear idea of where you’re going, all that activity may not actually move you forward toward your goals. But there are going to be many questions to answer in getting to that goal. But food pantries often have many goals beyond just providing food. Eradicating hunger in your community is not a goal.

Strategic Plan 111

Strategic Plan Goals Nonprofit Conference 111