CauseVox

JANUARY 20, 2025

Use your donation software such as a CRM or even a spreadsheet to track and monitor this essential donor data. If you captured any other pertinent data during the donation process, be sure to document this as well. Did they happen to stumble across your donation page through an online search?

Retainer

Grant Professionals Association

MAY 14, 2025

When I stepped into the role, there werent any templates, process documents, or systems to guide me, just a dozen open tabs and a handful of old applications that I kept scavenging for useful language. When I imagined building sustainability into my role, I thought it might involve fancy software or some kind of elaborate filing system.

GPC

Ann Green's Nonprofit

APRIL 28, 2025

Treat your donor profiles as living documents. Integrate Your Database With Other Nonprofit Software Integrations allow data to transfer automatically from your nonprofits other fundraising and management platforms to its CRM, saving your team time and reducing the risk of errors that come with manual entry.

CRM

Blackbaud

OCTOBER 25, 2024

The Blackbaud SKY API, or Application Programming Interface, is basically a set of rules that outlines how one piece of software can access data or functionality provided by a separate piece of software. What is an API and how does it work? Whether you know it or not, you use APIs every day. So, what’s next? Go forth and conquer!

Software

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. Your reviewers arent sure how to move forward and dont have the time to reach out to get clarification.

Grant

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

Blackbaud

JULY 28, 2025

Implementing fund accounting software with subfund capabilities can help your team avoid common nonprofit audit mistakes by streamlining grants management, documentation management, and other key processes. The auditor will need recent tax documents, payroll details, annual financial statements, among other documentation.

Finance

Blackbaud

JANUARY 14, 2025

Document signatures. Youll want to keep informed about updates to the software that may change your workflows. Want to see how Blackbaud Grantmaking is expanding its partnership ecosystem to include better integrations with Blackbaud Financial Edge NXT as well as data visualization and document signing partners? Fund accounting.

Grant Management

Greater Giving

JULY 23, 2025

For instance, your data about volunteers might be housed in your volunteer management software and not get transferred to your CRM, preventing you from easily checking which donors also volunteer. For instance, leverage software that allows you to create access levels. Documenting internal processes.

Management

GrantNews

JANUARY 9, 2025

Writing Needs Improvement: If writing is not your thing, you might consider using a software program. Missing Items: Have all documentation ready and attached before you submit. In fact, you might even need a grant writer. Format Guidelines: Always follow the funder’s guidelines. Check and double check every item.

Applicant

Blackbaud

MARCH 25, 2025

Keep reading to learn what financial reviews and audits entail, when to opt for one over the other, and how specialized fund accounting software can simplify and enhance these processes. To prepare for a financial review, you need to compile your standard financial statements and supporting documentation. What is a Financial Review?

Software

DoJiggy

JANUARY 8, 2025

Event Management Software can simplify ticketing, registrations, and event promotion. Track Income and Expenses Financial software like QuickBooks can be used to monitor transactions. Do you need a platform to collect online donations? Or an app to track ticket sales and attendance?

Fundraising

GiveSmart

MARCH 20, 2025

Watch On-Demand Why You Should Use Fundraising Software To Host Your Charity Golf Tournament Using software designed specifically for nonprofit fundraising makes planning, managing, promoting, and day-of for your golf outing go smoothly. Charity golf tournament software works as a centralized planning system.

Fundraising

Bonterra

JULY 31, 2025

Running a nonprofit is tough, which is why many organizations turn to nonprofit software to help with management of fundraising, donor relationships, and volunteers. This sort of software can help streamline operations, letting employees spend their time furthering their mission instead of struggling with administrative work.

CRM

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

Allied Grant Writers

DECEMBER 29, 2024

software, hardware). Documenting Justifications : Clearly articulate the rationale behind each proposed change, referencing both internal assessments and feedback from stakeholders. Budgeting Software Tools Utilizing budgeting software can streamline the process of creating and managing grant budgets.

Budget

Blackbaud

JULY 7, 2025

With a complex financial structure that includes multiple entities managed within a single instance of their fund accounting software, Blackbaud Financial Edge NXT®, USC Foundations required a high degree of organization and control. PaperSave supports automated workflows, document storage, and audit-ready visibility. Enter PaperSave.

Finance

Greater Giving

DECEMBER 12, 2024

Start by selecting flexible holiday eCard software with intuitive design tools, templates, and branding capabilities. Instead of sending a plain document with financial reports and a list of completed projects, structure your annual report around the impact your supporters helped your organization achieve.

Template

Pamela Grow

FEBRUARY 11, 2025

These include: Donation receipts and tax acknowledgments: Promptly sending these essential documents shows your professionalism and gratitude while giving donors the information they need for tax purposes. Track these metrics using your nonprofit constituent relationship management system (CRM) and fundraising software.

Metrics

Allied Grant Writers

JUNE 8, 2025

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. What is a grant proposal? Gather required attachments Strong applications need good supporting materials.

Grant Writing

Strategic Grants

JULY 17, 2025

The shared challenges Common challenges in the sector include informal or outdated systems, lack of documented processes, and inconsistent knowledge sharing. This might include funding for a dedicated operations or systems manager, investment in fit-for-purpose software, or support to document and standardise processes.

Grants

Blackbaud

MAY 12, 2025

Inconsistent Updates: When updates to the budget are not consistently communicated and documented, your team may inadvertently use outdated information for decision-making. No Documented Budget Approval Process: When there isnt documentation, people rely on outdated information or make up their own process.

Budget

Blackbaud

FEBRUARY 4, 2025

QuickBooks is depreciating the tags functionality in their accounting software starting March 8. If your nonprofit has chosen to use the tagging feature in QuickBooks to help identify your restricted revenue, this means you will be juggling even more spreadsheets outside of your software. There is a better way.

Software

Planned Giving

MAY 12, 2025

Document your flexibility, but use the word “suggested” to allow discretion. Your policies protect your nonprofit legally and set internal expectations. Begin with : Bequests Beneficiary designations Life insurance IRA rollovers Then grow into real estate, complex trusts, and life income gifts.

Policies

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

Qgiv

NOVEMBER 13, 2024

This documentation is helpful for organizational reasons and also aids your event if you’re incorporating virtual elements. By incorporating silent auction software into your event, your checkout process will look more like this: The auction ends. Create a plan for storing and cataloging auction items. Your organization opens checkout.

Procurement

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. Create or Update your Documented Budget Process Make sure your documented budgeting processes are up to date with the correct people, tools, and expected timelines.

Budget

CauseVox

JUNE 9, 2025

These days, modern fundraising software (like CauseVox) sends an automatic thank you once a donation is processed, and you can customize the content of that email to fit your needs! 4) Annual (Gratitude) Report Many nonprofits and charities compile an annual document that reports budgeting, services, and impact.

CRM

GrantNews

MARCH 27, 2025

Cloud Storage and Document Sharing: Securely store, access, and collaborate on files from anywhere. Accounting and Bookkeeping: Elect software that tracks expenses, generates reports, and simplifies financial management. Team Communication and Collaboration: Enhance teamwork with real-time messaging, file sharing, and video calls.

Mentor

Blackbaud

JULY 8, 2025

Today’s software platforms have a number of built-in tools that remove much of that manual work, if you know how to use them. But for organizations already doing more with less, documenting those results often takes time they don’t have. Workflows can be analog or done through software. The average U.S. Someone opens the mail.

AI

Greater Giving

JUNE 17, 2025

But on event day, one document can make or break your success: the run-of-show. This is NOT the document that hold your entire script. Greater Giving event software can help you keep track of all your contacts and quickly export the list to share. Who Should You Share the Run-of-Show With?

Funding

Blackbaud

JULY 2, 2025

As your fund accounting software has evolved, so have the opportunities to incorporate automation into your processes—and get rid of some of that paper and manual decision-making. Payments Using fund accounting software with native automated payments can help your team quickly process invoices and automate payments without lifting a finger.

Finance

Blackbaud

JUNE 5, 2025

Students can then apply for multiple scholarships through that same portal, add any other required documentation, and monitor their progress. The best award management software includes collaboration tools to facilitate online committee review.

Award

DH Leonard Consulting & Grant Writing Services

MARCH 20, 2025

Building capacity by hiring more staff or investing in fundraising software. For example, they may require you to submit official documents in PDF format or create a video of someone at your organization explaining your case for support. Here are some examples of funding needs your nonprofit might have: Starting a new program.

Grant Writing

DoJiggy

MAY 27, 2025

Whether safeguarding documents, restoring old buildings, or hosting educational programs, these organizations rely heavily on fundraising to support their work. Try Our Donor-Friendly Auction Software Learn More Sign Up for Free 5. Historical societies play a vital role in preserving and promoting the rich heritage of communities.

Fundraising

Blackbaud

MARCH 24, 2025

This is why having your enrollment management system integrated with your tuition and billing software is critical. Then that selection automatically sets up the payment schedule in your billing software and the system sends payment reminders when charges are coming due.

Contract

DoJiggy

FEBRUARY 18, 2025

Increased Efficiency Using event management software can streamline tedious processes such as ticketing, sponsorship coordination, and communication with supporters. Real-Time Updates: Event software can send reminders to attendees or update them about schedule changes. Include key stakeholders in software demos or vendor discussions.

Software