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 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

Blackbaud

MAY 19, 2025

This is why you need a conflict of interest policy. 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. And so, in practice, its being able to say we have a policy.

Policy 59

Policy Policies Ethics Consulting 59

Blackbaud

OCTOBER 16, 2024

In a webinar with Peter Panapento , co-founder and philanthropic practice leader of Turn Two Communications, he shared best practices when creating an AI policy for your grantmaking organization. Here are some of the tips Peter shared for creating an AI policy that your organization will actually use. Meet your staff where they are.

Policy 97

Policy Policies AI Ethics 97

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

RBW Strategy

AUGUST 7, 2024

Policies and procedures that adhere to the 2 CFR 200 and other policy requirements. Through these policies and procedures, you’ll want to answer the following questions: Has management designed policies and procedures to handle a wide variety of circumstances? The same goes for grant management. The answer is no.

Federal Grants 147

Federal Grants Grant Grants Procurement 147

Blackbaud

APRIL 23, 2025

To mitigate this, its crucial to foster open communication and make sure your evaluation criteria is documented thoroughly. Because external reviews often involve people who have less experience with your organization, its important to have clear, well-documented evaluation criteria and training.

Grant 59

Grant Grants Applicant Application 59

GrantNews

JANUARY 31, 2025

For example, scientific insights and policy proposals are best utilized if understood universally. For example; for science-driven policies to achieve their goals, communication, and accessibility must go beyond borders. Language is the root of communication and cultural identity.

Grant 111

Grant Grants Government Publishing 111

Blackbaud

JANUARY 14, 2025

Document signatures. Make sure your own data governance and data management policies are up to date so you have processes in place if an issue does arise. Data visualization. Fund accounting. Gone are the days when each of those systems required a different login and manual data manipulation to get what you needed.

Grant Management 97

Grant Management Management Grant Grants 97

Candid

FEBRUARY 19, 2025

In well documented cases of international aid organizations operating in Haiti, weak safeguarding measures led to the sexual exploitation of the very people those groups exist to serve. Those cases sparked awareness among many funders of their role in incentivizing safety and their obligations when failures occur at grantee organizations.

Policy 95

Policy Policies Training Funding 95

Blackbaud

APRIL 23, 2024

To mitigate risk throughout your grant cycle, you need to know your grantees through relationships and documentation, support their internal controls, and set up a process for whistleblower complaints. Adequate Monitoring Having great written policies is key, but how do your grantees ensure that they are followed?

Grant 111

Grant Grants Policy Policies 111

Blackbaud

DECEMBER 20, 2024

Make sure transactions are appropriately documented and you are above reproach. Help enforce established internal controls and policies, actively and by setting a strong example. Even if youve followed all the proper policies and internal controls, it puts your direct reports in an awkward position.

Finance 98

Finance Policy Policies Training 98

Blackbaud

NOVEMBER 8, 2023

Pre-Award Preparation Have certain policies and processes in place before applying for a grant so you can be confident you meet their requirements and there are no surprises. Tip 1: Have your leadership drive the conversation on grant funding and the policies associated with this revenue stream. Update your policies accordingly.

Government 116

Government Indirect Cost Indirect Grant 116

Get Fully Funded

MAY 4, 2021

If your organization relies on volunteers, even just a little, you need a volunteer handbook that spells out expectations, policies, and procedures. Volunteer policies and procedures: It is critical that you have policies and procedures in place that minimize potential problems that could arise.

Policy 119

Policy Policies Liability Training 119

GrantNews

JUNE 4, 2024

“Honesty is the best policy,” said every parent–ever. It turns out, your folks were right, honesty really is the best policy. Having clear organizational policies in place helps manage conflicts of interest effectively. An Example of Why Honesty is the Best Policy Brenda K. What does this mean for you?

Policies 67

Policies Policy Grant Grants 67

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 could be a good use case for a generative AI tool (just make sure you have a good AI policy in place first).

Grant 59

Grant Grants Applicant Application 59

Blackbaud

APRIL 2, 2024

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

Policy 108

Policy Policies Training Management 108

Candid

NOVEMBER 29, 2023

But before receiving funds, you need to show you’re legally registered, governed by a board, and have solid financial management policies. For example, we tapped resources from all parts of Candid—from facilities to product managers—to collect and develop necessary materials and documentation. At Candid, we can relate.

Policy 105

Policy Policies Contract Contracts 105

Allied Grant Writers

JUNE 8, 2025

Researchers must go beyond finding opportunities and create documents that engage reviewers while showing their project’s value. Ensuring Policy Alignment with Foundation Terms Organizations need clear Memoranda of Understanding (MOUs) with their partner foundations.

Grant 52

Grant Grants Proposal Applicant 52

Candid

MAY 13, 2021

You need to document your internal controls that separate the receipt of income from the payment of expenses. Make it hard to enforce expense policies You need to ensure expenses are appropriate, documented correctly, approved by the correct people, and charged to the right accounts. Project-based allocation and policy .

Software 111

Software Management Policy Policies 111

Grant Training Center

JULY 31, 2023

The following is a step-by-step guide on how to write the NIH DMP: Understanding the NIH Data Sharing Policy: Familiarize yourself with the specific data sharing requirements and policies outlined in the Funding Opportunity Announcement (FOA) or the agency-specific guidelines. Address issues like data quality control and validation.

Management 98

Management Grant Writing Budget Policy 98

ProposalPRO

OCTOBER 30, 2021

If your comments do not ultimately change the regulation, they are still important for potential litigation, according to the Center for Health Law and Policy Innovation at Harvard Law School. Identify what you are commenting on by using the Agency/Docket Number and/or the Document Number (both can be found on the Federal Register Notice).

Federal Grants 130

Federal Grants Grant Grants Publishing 130

Grant Professionals Association

NOVEMBER 22, 2024

Revised or created policies and procedures? 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. Year to Date As you review the year so far, review your metrics to illustrate the excellent work you and your team completed.

GPCI 52

GPCI Grantschool GPC LOI 52

AmpliFund

MARCH 13, 2024

Ensure that you have SOPs and communicate the policies well with the right training to support your team. When it comes to reporting requirements and financial management, I touched on the impact of Uniform Guidance, agency guidance, and the specific award documentation. You may need to use specific templates and provide documentation.

Budget 103

Budget Amplifund Grant Grants 103

Blackbaud

APRIL 7, 2025

The Purpose of a Budget for Your K-12 Private School Your budget is the guiding financial document for your school. Finally, external factors like enrollment changes or new policies can drastically impact your schools financial outlook, creating more uncertainty in an already challenging process.

Budget 59

Budget Strategic Plan Template Conference 59

Candid

SEPTEMBER 25, 2024

These programs provide access to job training and employment opportunities, fostering economic inclusion; community integration opportunities; access to public services; and support for obtaining legal documents that will allow them to work, open bank accounts, travel, and receive services.

Policy 95

Policy Policies Grant Grants 95

GrantNews

MARCH 11, 2024

Additionally, much of what is included in these documents is essential to your application to become a recognized nonprofit, so preparing early on is beneficial. Any conflict of interest policies or procedures. Additionally, because nonprofits are incorporated on a state level, states may have legal requirements.

Nonprofit 111

Nonprofit Policy Policies Consulting 111

Blackbaud

MAY 23, 2024

In addition to risk, federal government agencies are asking applicants/recipients to demonstrate their ability to manage federal grants through a robust internal controls policy and procedures manual (sometimes during the pre-award stage) that outlines how organizations will be good stewards of government funding.

Grant Readiness 119

Grant Readiness Award Readiness Grant 119

HSF House

MAY 14, 2025

Their willingness to participate has been pretty encouraging, and I am grateful that I have the chance to document so many of their experiences. I want to experience the differences between reading about integration policies and hearing from people actually living through them.

Mentor 52

Mentor Publishing Policy Policies 52

Blackbaud

OCTOBER 18, 2024

Mitigate Risks Before deploying spontaneous volunteers to a disaster zone, check your insurance policy. Add them, if they are willing, to your affiliated volunteer roster and to your constituent relationship management (CRM) platform so you can keep them apprised of opportunities to support your mission in the future.

Management 98

Management Liability Insurance Insurance 98

Blackbaud

FEBRUARY 15, 2024

Create a Volunteer Engagement Policy Remember that volunteers are donors (of time, talent, and often financial support), but not all donors are volunteers. Document this important role and codify the goals for both the volunteer and the organization. The important part is to show your appreciation as much as possible.

Retainer 111

Retainer Policy Policies Training 111

RBW Strategy

JUNE 11, 2024

This is a natural consequence when several different administrative requirements documents and cost circulars are consolidated into one document, and meant to be universally applied. This latest iteration is OMB’s attempt to simplify and reduce administrative burdens for those who must comply with these requirements.

UEI 130

UEI Grant Grants Procurement 130

ProposalPRO

AUGUST 31, 2021

PRO Tip: Learn the best way to respond to a grant by studying the agency issuing that grant - its mission, policy goals, and types of grants it awards. Beyond its mission and programs, this document will help you to understand what the agency is trying to achieve and what programs and outcomes it seeks to invest in.

Federal Grants 130

Federal Grants Strategic Plan SAM Government 130

Tech Soup

SEPTEMBER 30, 2015

You can always find out which version is the current one in the Microsoft Title Groups document. Just save a document to OneDrive for Business and invite your colleagues to join you in a simultaneous authoring session. End users will see policy tips or sharing restrictions when the apps detect a potential policy violation.

Onenote 65

Onenote Policy Policies Publishing 65

Blackbaud

DECEMBER 20, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Update the policy based on your current and future needs.

Indirect Cost 105

Indirect Cost Indirect Finance Government 105

Blackbaud

JULY 8, 2024

Strong endowment management and documented processes help you track—and adhere to—donor intent and prohibit the organization from spending down the original corpus unintentionally. It’s important to have strong controls in place so you can preserve the purchasing power of your endowment while aligning with your overall investment policy.

Management 102

Management Funding Finance Software 102

Blue Avocado

JANUARY 23, 2024

2 Say you’re a nonprofit working in the area of houselessness and want to put together an advisory committee of people with legislative and policy development experience to advance systemic changes in your community. This document might include: Membership Information—How many members is optimal for the committee?

Policy 105

Policy Policies Utilities Nonprofit 105