Blackbaud

JULY 31, 2025

It is essential to document approvals, your processes, where things are stored, and who has access. Best practices for data management include: Minimization : Collect and retain only the necessary data. Transfer Procedures : Ensure all file transfers are secure, documented, and routinely reviewed.

Ethics

Get Fully Funded

JULY 17, 2025

In this guide, we’ll explore four strategies for retaining your volunteers and cultivating loyal support for your mission. To ensure volunteers stick with your organization, you need to cultivate a positive volunteer experience and create structured ways to build lasting connections. Create a structured onboarding process.

Training

Grant Writing Made Easy

JULY 11, 2025

Education and Teacher Development : Professional development, curriculum innovation, and efforts to retain educators are stalling. Climate Action and Environmental Justice : Community-based climate resilience initiatives are being deprioritized, despite mounting needs.

Federal Grants

Blackbaud

FEBRUARY 15, 2024

It’s imperative that you recruit a strong volunteer base and, more important, retain volunteers by valuing their time, effort, and skills. If you’re ready to make a plan to retain your volunteers, start with these six tips. Document this important role and codify the goals for both the volunteer and the organization.

Retainer

Wild Apricot

JULY 15, 2010

The ability to retain hyperlinks when you convert documents to PDF format has been missing from most of the free or low-cost PDF tools to date. Finally, here’s a free online document converter that can keep those clickable links working in your PDFs. read more ).

Retainer

Qgiv

JULY 12, 2022

How do you recruit, coach, and retain your board members? Before worrying about how to coach and retain board members, you first need a full board. This document serves to get everyone on the right page when it comes to board expectations and responsibilities. Retaining your board members. How to recruit board members.

Retainer

Ann Green's Nonprofit

FEBRUARY 8, 2024

The number of new retained donors, or those who gave the previous year but never before, dropped by 18.7%. For instance, digital documents can be read out loud to signees by screen readers, and visual elements like color contrast, screen brightness, and text size can easily be adjusted. Create donor segments.

Retainer

Wild Apricot

JANUARY 17, 2010

One small nonprofit I work with has chosen to publish its monthly membership newsletter as a magazine-style document in Portable Document Format (PDF), rather than as an email blast. read more ).

Retainer

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

Tech Soup

MARCH 17, 2015

Adobe Acrobat XI Pro — This program is the industry-standard application for creating, controlling, and exchanging secure, high-quality PDF documents. Key points: You can create Adobe PDF documents from any application that can print, including Microsoft Office software and web browsers like Internet Explorer and Firefox.

Publishing

Get Fully Funded

MAY 1, 2023

Because this section of your nonprofit business plan is a summary of the facts contained throughout the whole document, it is often written last. This section provides detailed descriptions and documentation of how you meet needs in your community. Make the document unreadably long. Do Make the document easy to read.

Nonprofit

Pamela Grow

MARCH 14, 2024

Recruiting and retaining staff can feel like scaling a mountain. Whether you use a video series, short informational document, or one-on-one training, it’s essential to provide new hires with the resources they need to be successful. When recruiting and retaining new team members, start with the end in mind.

Nonprofit

Pamela Grow

MARCH 14, 2024

Recruiting and retaining staff can feel like scaling a mountain. Whether you use a video series, short informational document, or one-on-one training, it’s essential to provide new hires with the resources they need to be successful. When recruiting and retaining new team members, start with the end in mind.

Nonprofit

amplifi

DECEMBER 7, 2023

As you know, monthly giving can help your nonprofit retain donors at a higher rate and provides a consistent cash flow. These documents will help your partner understand where you’re at now and apply your nonprofit’s established identity to new materials for your campaign. READ MORE: Handing off assets to your fundraising agency.

AI

Qgiv

JUNE 23, 2021

Focus on Acquiring and Retaining Donors. A good CRM will help you track your donors’ giving history, document their engagement with your organization, and help you identify opportunities to build strong donor relationships that will last for years. Base this on your documented research, and follow it carefully! . Let’s begin.

Fundraising

Grant Writer Team

OCTOBER 26, 2023

Quota: A goal; most likely a goal required in order to retain some or all of the grant award. White Paper: Nonprofits use these documents to market and/or otherwise promote the benefits or services they offer. Pass-Through Funding: Grant funding that is passed through an intermediary agency or agent to the ultimate grant recipient.

Grant

Qgiv

DECEMBER 9, 2021

The annual fundraising plan is a document detailing the fundraising plans for the entirety of the upcoming year. There is no standard for how this document looks, but a good rule of thumb is to make it as detailed as possible. Download Template. What is an annual fundraising plan (also known as a nonprofit strategic plan)? Volunteers.

Fundraising

amplifi

FEBRUARY 1, 2024

Multi-channel donors give more on average and are retained at a rate two times higher than online or offline-only donors, according to the Blackbaud Institute. Document every interaction with community members so nothing slips through the cracks. You may know this concept as multichannel marketing or integrated communications.

Goals

Get Fully Funded

OCTOBER 7, 2021

Like with your donors, you can use your CRM or volunteer management software to document developments in your relationships with supporters. This means that you should document participation in your advocacy campaigns like you would any other type of supporter engagement, such as event attendance. Focus on volunteer retention.

CRM

Get Fully Funded

FEBRUARY 22, 2022

A bookkeeper can help you set up the right documentation and tracking procedures so you categorize everything consistently and are not stuck trying to figure it all out come tax time. proper documentation and categorizing of expenses is part of the deal you strike with the IRS when you get 501c3 status. Here in the U.S.,

Fundraising

Candid

MAY 5, 2021

Also, after hiring an employee, you’ll want to retain them. Too many organizations write documents about how they are committed to diversity, then fail to act on any of the recommended initiatives to actually improve their current practices. Create a detailed job description . It requires honesty and a genuine willingness to change.

Training

DH Leonard Consulting & Grant Writing Services

JUNE 23, 2023

This means you will have to share information about your organization – from important documents like your current organizational budget and 510(c)3 determination letter to details about your programs and needs of those you serve. Some charge per hour, some per project, and some on a retainer. First, grant work is a team sport.

Consulting

Qgiv

MARCH 27, 2023

ChatGPT can help you retain donors by writing donor thank-yous and thank-you receipts Appeals aren’t the only way to merge ChatGPT and fundraising. Whether it’s volunteer manuals or fundraising how-to documents, you can use ChatGPT to create these materials for you! Creating these resources can take a lot of time for your nonprofit.

ChatGPT

Qgiv

SEPTEMBER 2, 2024

It offers a range of tools to help organizations recruit, manage, and retain volunteers while also facilitating the planning and execution of events. With its robust features for secure file storage and team collaboration, Dropbox simplifies the management of your organization’s important documents and enhances team productivity.

Software

Get Fully Funded

MARCH 16, 2023

As a nonprofit professional, you know how important hosting fundraising events is to both expanding your donor base and retaining existing donors. Your nonprofit can then use the data from these online documents to build a comprehensive database of information about donors. The Bottom Line.

Fundraising

Greater Giving

APRIL 18, 2023

Thus, retaining 501(c)(3) status helps keep donors happy and willing to give in the future. Part IV of the form will provide a list of supplemental documents to include, such as Schedule B, Schedule of Contributors, Schedule F, and Schedule G. Additionally, holding tax-exempt status is a significant draw for donors to give.

Retainer

The NonProfit Times

AUGUST 27, 2024

If the organizational managers put in place processes and expectations to meticulously document interactions, AI can help retain valuable information about donors and pave the way for continuity. Wouldn’t you be frustrated about spending your valuable time sharing the same information many times over?

AI

Assel Grant Services

JULY 21, 2024

Office of Management and Budget (OMB), an agency within the Executive Office of the President, issues government-wide grants-related guidance for federal departments and agencies and is responsible for the maintenance of this document. The original document became effective in December 2014.

GPC

Tech Soup

APRIL 28, 2015

" Smart Objects are a way for Photoshop to retain some of the features of the thing you're importing. This means you can transform these objects in your Photoshop document without losing quality. Save your document with File > Save. Bonus: Photoshop imports this vector graphic as a "Smart Object."

Nonprofit

Get Fully Funded

APRIL 8, 2024

Growing your donor base and retaining as many donors as possible should be top priority for you. That helps me remember to document what I’m doing. Get too focused on the money, and donors start to feel like a number in your database – and that’s when they stop giving. Instead, put your donors at the top of your priority list.

Nonprofit

CauseVox

JULY 1, 2022

Your content calendar may be a part of your fundraising calendar , or it could be a separate document. We mentioned above how a welcome email series can help you retain your donors. But how can you develop these relationships and leverage them into a bigger and better monthly giving program? Personal Thank You’s.

Calendar

Qgiv

APRIL 19, 2023

An event communication plan is a document that outlines when and how you’ll communicate with your event guests, volunteers, and staff. Additionally, communicating after the event is essential for retaining your attendees and keeping them updated about the results of your fundraising event. What is an event communication plan?

Demographics

Qgiv

OCTOBER 11, 2023

All it takes is telling your team (including contractors and volunteers) to acquire X number or percentage of new donors, retain Y percentage of existing donors, and upgrade Z percentage of existing donors to the next level. Document these performance expectations and report plan versus actual at least once a month.

Consulting

Get Fully Funded

AUGUST 3, 2023

You can record a tax-deductible amount for in-kind gifts; this amount is $0 unless you have a verified third-party appraisal or the donor provided documentation of the fair market value dollar amount and you should leave that appraisal to the donor (refer to IRS Publication 561 for further details). When was the gift made?

Fundraising

Peak Proposals

MARCH 23, 2022

March 23, 2022 Style guides are reference documents that writers and editors use to ensure consistency within and across publications or materials. Additionally, if your reference materials are created as Word documents or PDFs, another challenge is how to point people to the correct files.

Publishing

Peak Proposals

MARCH 23, 2022

Style guides are reference documents that writers and editors use to ensure consistency within and across publications or materials. Additionally, if your reference materials are created as Word documents or PDFs, another challenge is how to point people to the correct files. The template is in the form of a PDF download.

Publishing

Qgiv

SEPTEMBER 14, 2023

Use your About page as a jumping-off point and go more in depth, using engaging historical photos, maps, and documents as much as you can. Most nonprofits have volunteers with interesting experiences to share and they are typically happy to share their stories. Another great topic is the history of your organization. That’s totally natural.

Nonprofit