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. Sometimes the biggest challenge in grant writing is ensuring the proposal stays consistent with your organization’s messaging, priorities, and strategic plan.

Grant Writing

Allied Grant Writers

DECEMBER 26, 2024

These funds may be used for training staff, improving technology, or developing strategic plans. Gather Supporting Documents : Collect financial statements, organizational charts, and board member lists as required by the specific grant guidelines. Refer to effective resources such as grant writing templates. Step Description 1.

Funding

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

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

Planned Giving

FEBRUARY 20, 2025

Invest in Comprehensive Planned Giving Infrastructure Establishing a strategic planned giving program provides reliable long-term funding streams while appealing to sophisticated major donors. This infrastructure includes dedicated staff training, marketing materials, and legal expertise for complex gift arrangements.

Funding

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

Grant Writing Made Easy

JULY 4, 2025

These might include: 501(c)(3) nonprofit status Specific geographic areas or populations served Minimum or maximum annual operating budgets Years in operation Required match or cost-sharing Audit history or financial documentation Even one missing element can disqualify your proposal, regardless of how compelling your narrative is.

Grant

Grant Writing Made Easy

JULY 29, 2025

Scattered deadlines, disjointed documents, and disconnected systems make it nearly impossible to stay on top of funding opportunities strategically. What’s missing from this approach are things like task tracking, draft storage, document management, and narrative re-use tools. It’s a lack of infrastructure.

Grant Writing

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

Blue Avocado

APRIL 8, 2025

Have well-used, and thoughtfully created guiding documents, such as bylaws, policies, strategic plans, values, mission and vision statements, etc. If it’s not in the strategic plan, that will help reign in rogue ideas and projects you don’t have capacity for at the moment.

Management

Grant Writing Made Easy

JULY 11, 2025

Keep a Federal Disruption Log Track every instance of: Delayed payments Cancelled or rewritten NOFOs Unanswered agency communications Use this internal log to bolster emergency funding applications, explain project delays in final reports, and document the broader landscape for future strategic planning.

Federal Grants

Blackbaud

DECEMBER 20, 2024

A world-class finance team will do all that and be a key part of your strategic planning, helping you identify opportunities and risks based on past performance and future scenario planning. Make sure transactions are appropriately documented and you are above reproach.

Finance

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

Blackbaud

MAY 21, 2025

This approach enhances business planning capabilities and enables more adaptable and responsive financial management. Incorporating budget scenarios into your strategic planning can help your organization stay financially agile and better prepare for potential changes in your funding. They are excellent for cash flow planning.

Budget

Get Fully Funded

FEBRUARY 6, 2023

Nonprofit strategic planning often gets a bad rap, but time spent mapping out your organization’s future can save you from spinning your wheels, being busy but not effective. It’s no wonder nonprofit strategic planning leads to frustration. A strategic plan looks ahead up to five years. What a waste of time!

Strategic Plan

Lightning Fast Grant Writing

NOVEMBER 16, 2023

As I like to say, if you can’t get hold of a document in 10 seconds, it is useless to you. Finally, the last two weeks of the year are the ideal time to do your strategic planning. It is then that I review the year’s results, and update my business plan.

Strategic Plan

ProposalPRO

AUGUST 31, 2021

Read the agency’s strategic plan. Each agency is required by law to share its strategic plan. 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

Candid

DECEMBER 20, 2023

You should also have a plan for how to effectively manage your funding, which is where your financial strategy comes into play. Set financial goals for your organization Before creating your operating budget, check in with your strategic plan.

Budget

Get Fully Funded

FEBRUARY 20, 2023

Ideally, the Board and Executive Director will work together as partners to lead the nonprofit, especially on the strategic plan, fundraising, and overall evaluation of the organization. Ensure Effective Organizational Planning The Board is responsible for both short-term and long-term strategic planning.

Strategic Plan

Blackbaud

AUGUST 12, 2024

Operational efficiency: A well-integrated CRM simplifies event planning, volunteer coordination , and internal communications. Strategic planning: Your CRM holds valuable data that can inform your strategic decisions. This efficiency frees up resources, allowing your team to focus more on mission-critical activities.

CRM

NonProfit PRO

APRIL 9, 2024

Nonprofits may scramble to gather details or documents and submit last-minute applications for grants. Here are five tips to cut the chaos.

Grant Management

CauseVox

FEBRUARY 5, 2024

Hosting a successful giving day requires strategic planning and thoughtful execution. Follow the instructions provided and gather essential documentation, including your organization’s 501(c)3 registration, a compelling logo, and a mission description that encapsulates your work. How Do I Host My Own Giving Day?

Strategic Plan

Blackbaud

JULY 8, 2024

Endowments are the result of a successful long-term strategic plan. 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. This streamlined document management also helps with business continuity.

Management

Blackbaud

JULY 24, 2024

If your nonprofit undergoes an independent financial audit, your accountant will compile and organize all of the documentation the auditor requests. If you’re setting financial goals for a new strategic plan, fractional CFO services will be your best bet. Preparing for audits. Filing tax forms.

Finance

Blackbaud

JANUARY 17, 2024

This includes reviewing your process documentation or creating it if necessary. Work with your team to review and document each of your funding programs, including the number of grantees, timelines, and applications for each. Make sure you have consistent communication processes for both declined funding requests as well as grantees.

Grant Management

Blackbaud

JUNE 3, 2024

Gen Z and Your Strategic Planning Before suggesting you adapt your board development strategy to include Gen Z, I first want to encourage an overall “alignment check” as it relates to your organization’s strategic plan. Evaluate your roles and responsibilities document. Start with a self-assessment. Is it current?

Readiness

Get Fully Funded

JULY 13, 2021

Forms can be used to survey volunteers and program participants about their experiences with your organization, gather opinions from donors about an upcoming strategic plan, and about 100 other things. With Dropbox you create a folder system that keeps every document in its place. CamScanner is a scanner app for your phone.

Calendar

Blue Avocado

JANUARY 23, 2024

This document might include: Membership Information—How many members is optimal for the committee? Documentation of answers to these questions is important because the time you have with your advisory committee members is very valuable and likely limited. You may want to consider creating a committee manual (or something similar).

Policy

Candid

NOVEMBER 29, 2022

Earlier this year, we introduced new funder fields to make them better suited to documenting grantmaking activities. What we learn from this view is that foundations struggle the most when it comes to sharing information about overall foundation performance, demographic data, executive compensation processes, and strategic plans.

Demographics

Qgiv

DECEMBER 9, 2021

What is an annual fundraising plan (also known as a nonprofit strategic plan)? 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.

Fundraising

CauseVox

APRIL 29, 2021

And so, here’s what we recommend as you focus on planning your fundraising initiatives in 2021. Creating a Fundraising Plan. Creating a fundraising plan may seem daunting. Even the word “planning document” might make you stressed. With this knowledge, you can begin creating a plan for the future.

Calendar

CauseVox

JANUARY 3, 2025

Instead, get your team together (or go solo if its only you) and get to work on creating your nonprofit fundraising plan. What is a Nonprofit Fundraising Plan? A nonprofit fundraising plan is a document that strategically organizes all of your fundraising activities over a certain period of time (usually one year).

Fundraising

Blue Avocado

SEPTEMBER 24, 2024

Download the Word document, and everything you need to fill is in in red. We often stumble on this task for two, curiously contradictory reasons: Creating an Accounting Procedures Manual seems like too huge a task to get started on. An Accounting Procedures Manual is one of those things that takes a year and an hour to do.

Template

Greater Giving

AUGUST 27, 2024

Strategic Planning A clear strategic plan aligns the organization’s mission with its operational capabilities and fundraising efforts. Regularly revisiting and updating the strategic plan keeps the organization responsive to changing circumstances and opportunities.

Strategic Plan

Red Tape Busters

JULY 11, 2023

Generally, a Grant Writers’ kit simply represents a single place to access all the information and documents that are typically requested when grant writing. They are documents that may only change annually (financials) or not at all (company registration records).

Insurance

amplifi

MAY 2, 2024

Traditionally, when fundraisers think about a capital campaign case for support or case statement, we visualize a document that explains why someone should support a campaign. READ MORE: Building a strategic plan for your next capital campaign. But a case statement is not a one-and-done exercise! The public phase pamphlet.

Donation

Tech Soup

JANUARY 10, 2017

Strategic Plan. Post your strategic plan on your website. Again, date stamp this document with the board approval date and add how long the plan has been in effect. Let's say the strategic plan was a result of a survey you did with your membership or with the clients you serve.

Grantstation