Blackbaud

MAY 5, 2025

How to Avoid It Avoiding the confusion around criteria starts with clear documentation. Establish, document, and implement evaluation criteria that reflect your mission and funding program guidelines. This includes a formal grading rubric that aligns the questions on your application to specific metrics.

Grant

Blackbaud

MARCH 31, 2025

Consider creating reporting dashboards that clearly display key metrics. If a question or issue arises down the road, youll have the documentation to back up your decisions. This also allows team members to provide timely and accurate responses to grantee inquiries, improving overall relationships.

Grant

Allied Grant Writers

DECEMBER 26, 2024

Prepare Required Documents Gather all necessary documents, including financial statements, project proposals, and letters of support. Establish a system to track metrics and achievements linked to grant-funded initiatives. Utilize tools and databases for finding relevant opportunities.

Grant

Grant Writing Made Easy

JUNE 23, 2025

Pro Tip: Keep a living grant strategy document or tracker that lists deadlines and includes notes on alignment, ease of application, and past results. Draft a few flexible evaluation strategies to adapt to different grant formats, including quantitative metrics and qualitative feedback. Need help sharpening your storytelling skills?

Grant Writing

Blackbaud

JULY 18, 2025

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.

Government

Candid

NOVEMBER 14, 2024

By examining details about these projects, such as the project title and abstract (if available), the award amount, the location of the funded organization, and other relevant metrics, nonprofits can tailor their grant proposals to that foundation. However, buyer beware: using these tools requires caution.

AI

Millionaire Grant Lady

JULY 2, 2025

Strengthening Supporting Materials From client testimonials to annual reports to financial documents, additional attachments need to align with the vision of the proposal. You will also need to gather essential information, including data and financial documentation. Foundations require wise stewardship of their money.

Grant Writing

Greater Giving

JULY 23, 2025

For a major donor, you might document your entire history of phone calls and face-to-face meetings with notes about how they respond in each setting. Focus on relevant metrics. Documenting internal processes. To improve marketing and outreach , note how each stakeholder prefers to engage with your organization.

Management

Allied Grant Writers

DECEMBER 25, 2024

Key elements of grant guidelines may include: Eligibility criteria (who can apply) Project scope and objectives Required documents (e.g., This section outlines the essential elements of a grant proposal and offers valuable insights into crafting a persuasive document.

Grant Writing

Blackbaud

JUNE 16, 2025

If your community outreach programs are grant-funded, your funder likely requires you to report key metrics like the number of individuals served or how you were able to expand your programs into new areas. Restricted Gift Compliance Your reports should document how donor-restricted funds were used in line with their intended purposes.

Finance

Grant Writing Made Easy

JULY 9, 2025

Did they include stronger metrics or more compelling storytelling? Set status updates, assign sections, and attach supporting documents so everyone stays on track. Update DEI framing and metrics Many funders expect clear demographic data and transparent discussion of equity efforts.

Grant

Grant Writing Made Easy

JULY 7, 2025

For nonprofits, this means less time spent proving worth through excessive documentation and more focused on delivering impact. This could be a one-page mutual expectations document outlining how you’ll communicate, report impact, and share feedback over time. Document a clear use policy. Create a “trust agreement.”

Grant

Allied Grant Writers

DECEMBER 26, 2024

Gather Supporting Documents : Collect financial statements, organizational charts, and board member lists as required by the specific grant guidelines. This includes signing and returning any necessary documents, such as grant agreements, which outline the terms and conditions of the funding. Step Description 1.

Funding

Grant Professionals Association

NOVEMBER 22, 2024

Year to Date As you review the year so far, review your metrics to illustrate the excellent work you and your team completed. Spend some time to update and refresh your toolkit of grant templates and answers to commonly asked questions as well as your organization's supporting documents.

GPCI

Blackbaud

JULY 2, 2025

Instead of submitting formal documents, grantee partners are invited to share reflections through conversation—via scheduled calls, voice memos, video check-ins, or other formats that prioritize relationship and context over compliance. Document what you learn and follow up transparently. Visit the Reporting Resource Hub.

Burnout

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

Planned Giving

FEBRUARY 24, 2025

Every $1 invested in these communications generated $15 in documented planned gifts. Set clear metrics for success. The Leadership Society Effect Spotlighting legacy donors in our quarterly impact reports led to a 40% increase in inquiries about planned giving options. Analyze your donor demographics. Engage your marketing partners.

Budget

Bonterra

JULY 31, 2025

Users can also create their own messaging and campaigns then track success metrics. And within the built-in CRM, users can send automated communications and document supporter details. Real-time reporting: Design custom reports on events, campaigns, donor segments, and other metrics.

CRM

Qgiv

NOVEMBER 13, 2024

To determine these target metrics, review past event results. This documentation is helpful for organizational reasons and also aids your event if you’re incorporating virtual elements. Use multiple channels and take insight from past data and metrics for guidance. Set both revenue and performance goals.

Procurement

CauseVox

JULY 1, 2025

Double the Learning Curve Each system comes with its own dashboard, settings, terminology, and support documentation. Real-Time Analytics : Monitor campaign performance, donor retention, and engagement metrics without switching tools. And if you’re not using both tools to their full potential, it’s hard to justify the cost.

CRM

Bonterra

JULY 21, 2025

Remote or hybrid workers could participate in activities such as assembling paracord bracelets for veterans or contributing documented research to environmental conservation missions such as the Smithsonian birdwatching projects. Using Insights has been one step toward that trajectory for our organization.”

Metrics

Big Fundraising Ideas

MARCH 18, 2025

Document and Store the Information Keep an organized recordof: Sponsor contactdetails Amounts donated Types of in-kind contributions Communication logs Agreements or contracts Having this documentation handy makes it easier to approach sponsors next time. Evaluate : Collect feedback, track event metrics, and keep records.

Fundraising

NonProfit PRO

JULY 15, 2025

” In addition, name any files or documents linked on your website clearly. Use Descriptive URLs and File Names A good URL helps users and search engines understand what is included on the page. For example: “yournonprofit.org/staff” is better than “yournonprofit.org/page?id=3.” setForceSafeFrame(true).addService(googletag.pubads()).setCollapseEmptyDiv(true).setTargeting("ic",

Engineering

Get Fully Funded

JULY 17, 2025

Policies and procedures: Provide documents that cover safety regulations, attendance and scheduling expectations, communication and reporting procedures, dress code, and any other codes of conduct volunteers are expected to follow. Here are some additional, specific ways to showcase impact: Share metrics and stories.

Training

DoJiggy

FEBRUARY 18, 2025

Step 2: Build a Business Case Compile a document or presentation that outlines the case for adopting new tech. Monitor and Optimize Track key metrics during and after your event to measure the technologys impact. Features that address pain points, such as registration tools, payment processing, and marketing automation.

Software

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. And then you'll be able to save documents, too. What kind of program?

Instrumentl

Grant Writer Team

JANUARY 23, 2025

The grant process is detailed and time-consuming, requiring effort to gather all necessary documentation for a complete proposal. They will help you gather and present detailed data about your business, including things like goods and services, client numbers, profitability, and other key metrics.

Funding

NonProfit PRO

JULY 28, 2025

At the center of this release are two significant capabilities: Boardable Public Sites, enabling organizations to share agendas, documents, and key updates publicly with just a few clicks; and Surveys & Forms, which streamline stakeholder input and compliance workflows. setForceSafeFrame(true).addService(googletag.pubads()).setCollapseEmptyDiv(true).setTargeting("ic",

Government

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

Blackbaud

FEBRUARY 9, 2024

The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system. From the start, you want the system tracking the grants that fund multiple programs and to enjoy the ease of having all grant documentation in one electronic source.

Software

Blackbaud

MARCH 21, 2024

A project charter is a brief, formal document that concisely articulates the essential details of the project, such as its purpose, scope, goals, and contributors. Make sure to document exactly what your project will be focused on (i.e., Goals and Metrics What does success look like? What is a Project Charter? out of scope).

Software

AmpliFund

APRIL 30, 2024

Improves Data Centralization Many grant managers are still having to manage their programs with spreadsheets, email, calendars, document storage, and other disparate systems (or even printed materials). You check your email, sort through spreadsheets, rifle through Word documents, but no luck.

Grant Management Software

AmpliFund

DECEMBER 5, 2023

If you're managing grant funds in spreadsheets and keeping track of program progress and expenditures with documents and emails, you're likely keenly aware of the inherent risks and administrative headaches. Connecting the people, processes, documents, and data within this system also enables you to see where improvements are needed.

Amplifund

Candid

NOVEMBER 8, 2022

from 2016–2018 and added a number of financial metrics to the spreadsheet. We then compared that emotional polarity score with the organizations’ financial data from the 990 tax documents. After finding our 200 nonprofits, we created a spreadsheet where we recorded their names, websites, and each organization’s mission statement.

Donation

GrantNews

DECEMBER 5, 2023

The order and word usage will differ but they each contain the following sections: Project Goals Scope of Work Current Roadblocks and Barriers to Success Evaluation Metrics and Criteria Submission Requirements These categories are all geared toward helping you ascertain whether your organization will qualify for funding.

LOI

Blackbaud

APRIL 17, 2024

For organizational leaders, deputizing—and supporting—the right person at your organization will return huge dividends in the form of clean, organized, and well-documented data structures. This usually means identifying key metrics that you have been using—or want to be using—to measure your organization’s success.

IT

Greater Giving

AUGUST 30, 2024

Review your planning materials, budget, marketing collateral, attendance data, event photos, and any other documentation you have. End: Conclude your case study with the results, listing metrics about donations, attendance, and anything else that’s important to your organization. If you’ve proven the event was a success, say that!

Metrics