Blackbaud

JUNE 6, 2025

Managing your nonprofit’s finances is no small task, but there are four standardized financial statements that provide clear benchmarks to help you make decisions. Financing Activities: Cash flows from loans, endowments, or debt repayments that fund your nonprofit beyond its mission-related activities.

Liability 77

Liability Finance Nonprofit Funding 77

Grant Professionals Association

MAY 1, 2025

Below is a suggested template for a kick-off meeting. For larger organizations, this could include staff from Human Resources, Finance, Information Technology, etc. This meeting should include all key personnel that will be impacted by the grant. depending on the nature of the grant.

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GPC Award Finance Grant 64

Blue Avocado

JUNE 27, 2022

The post 5 Best Practices for Building a Nonprofit Annual Operating Budget (with Template!) Unlike financial statements, which have some rules and guidelines according to accounting standards, the same level of industry-imposed standardization for budget documents and formats doesn’t really exist. appeared first on Blue Avocado.

Budget 119

Budget Template Nonprofit Finance 119

Qgiv

DECEMBER 13, 2024

Donation request letter example 12 fundraising letter templates What is a donation request letter? Based on your needs, you can adapt this formatting to the various letter templates in the next section. This template can be referenced for any type of fundraising effort. Well cover: What is a donation request letter?

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Template Donation Goals Fundraising 98

Blackbaud

JANUARY 10, 2025

Encourage Your Grantees to Establish an Investment Committee Your grantees likely have finance committees as part of their Boards, but with a sizeable gift that wont all be allocated immediately, they need to create an Investment Committee as well.

Award 97

Award Policies Policy Finance 97

CauseVox

APRIL 29, 2021

That’s why we created this 2021 fundraising calendar worksheet and template to help you map out the best possible plan. These templates come with a number of tips that we’ve pulled together to help you through the process of planning. You should be able to pick up these templates and start working with them right away.

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Calendar Template Fundraising Goals 98

Grant Writing Made Easy

MAY 20, 2025

Thats where a Grant Writing Toolkit comes ina collection of reusable content, data, and templates that make the grant writing process faster, smoother, and less overwhelming. Grant Proposal Templates: Standardized responses to common funder questions, like program outcomes, sustainability plans, and partnerships.

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Grant Writing Grant Grants Template 52

Blackbaud

MARCH 31, 2025

These resources might include reporting templates and examples, access to community support, or information on professional development opportunities. For instance, you could share budgeting templates, provide a referral to a financial advisor, or recommend attending a workshop on managing large-scale funding.

Grant 59

Grant Grants Grant Management Award 59

Blackbaud

NOVEMBER 7, 2024

Will you have the use of custom fields and templates so you can personalize forms? The Headwaters Foundation for Justice streamlines their payment process between grant program managers and finance staff members by auto populating expense request data and attaching grant agreements to expense requests, simplifying the audit process.

Grant Management 98

Grant Management Grant Management Software Applicant Application 98

Blackbaud

APRIL 4, 2024

Develop a more accurate overall budget In collaboration with your organization’s finance committee, create a more accurate overall budget by using project or program-based budgets. Utilize a dashboard to communicate financial updates A dashboard is a helpful tool for board members and staff to stay abreast of the organization’s finances.

Finance 119

Finance Budget Indirect Cost Indirect 119

Blackbaud

MARCH 12, 2025

Customize a template and make your goals SMART: S pecific M easurable A ttainable R elevant T ime-Bound 4. Stop: These are tasks and activities that will be ending in the new strategy (stop recording donor details on a personal spreadsheet; stop requesting one-off reports from finance, etc.) Dont Just Collect Data: Use It!

Strategic Plan 94

Strategic Plan Nonprofit Goals Finance 94

Allied Grant Writers

DECEMBER 26, 2024

For additional resources, check out grant writing templates and explore options for grant writing certification programs to build skills in crafting successful applications. Notable platforms include: Platform Description GrantSnap An online platform that simplifies the grant application process, providing tools and templates for applicants.

Grant 52

Grant Grants Grant Writing Applicant 52

Qgiv

JANUARY 8, 2025

Teach kids math and leadership skills: A recent study found that just 18% of high schoolers and 26% of college students said they have a somewhat high or very high knowledge of finance. Planning school fundraisers can make learning about finances fun and relatable. Fundraising Event Planning Template.

Fundraising 98

Fundraising Donation Education Award 98

Blue Avocado

DECEMBER 17, 2024

Finance Once your nonprofit or private foundation is tax-exempt, you never have to deal with the IRS again, right? When it comes to finance, though, having clearly defined roles and duties over budgeting, accounting, and expenses are essential internal controls for small nonprofits, and key to their stability and success.

Budget 97

Budget Finance Burnout Grant 97

Candid

NOVEMBER 28, 2023

Some don’t require reporting at all; others ask for verbal reports in-person or over video call; some allow us to repurpose reports; and others require traditional and extensive reports in their own custom templates and timelines. Our approach to simplifying reporting Reporting templates often ask similar questions in slightly different ways.

Grant 105

Grant Grants Template Budget 105

Blackbaud

MARCH 7, 2024

The Financial Accounting Standards Board (FASB) introduces guidelines on how nonprofits should handle grants and contracts, and these updates help nonprofits report their finances accurately and in a standard manner. Engage with accounting professionals who specialize in nonprofit finance.

Finance 105

Finance Contract Contracts Funding 105

The Fundraising Coach

JANUARY 17, 2025

Budget Constraints Tight finances can make it difficult to secure venues, hire vendors, and provide high-quality experiences for attendees. Utilize Budgeting Tools: Consider using budgeting templates or software designed for nonprofits. These tools can help you track expenses, identify cost-saving opportunities, and stay within budget.

Budget 52

Budget Burnout Transportation Utilities 52

Peak Proposals

APRIL 3, 2023

Create a template The first step in the budgeting process is to set up your budget template. In the funding opportunity announcement, a funder will either include a budget template or they will describe what your proposal budget should look like, including any required line items.

Budget 69

Budget Grant Grants Proposal 69

Get Fully Funded

JUNE 20, 2022

Many new organizations draft bylaws based on a template or an existing organization’s bylaws. Many Boards have a Steering or Executive Committee, a Finance Committee, and a Governance Committee, which oversees Board recruitment and makes sure the Board operates according to the bylaws. What is the procedure for that?

Nonprofit 122

Nonprofit Government Finance Template 122

CauseVox

JANUARY 3, 2025

Download Our Free Fundraising Plan & Calendar Template: Why Do You Need a Fundraising Strategy? Reflect on Your Past Finances Before you start putting together a fundraising plan for the upcoming year, take a moment to reflect on last year as a whole. After that, take a step back to look at last years finances.

Fundraising 98

Fundraising Calendar Engineering Nonprofit 98

Candid

NOVEMBER 16, 2021

It provides free information on nonprofits’ missions, visions, values, programs, leadership, and finances. And for more practical application, Candid provides sample templates for documents you will eventually write as an industry professional. GuideStar . Candid’s GuideStar platform includes over 2.7 million nonprofits.

Letter Of Inquiry 119

Letter Of Inquiry Nonprofit Proposal Training 119

Blackbaud

APRIL 7, 2025

For example, your process should outline the template your departments should use, explaining that the formatting makes it easier to upload to your fund accounting system. You can easily export templates based on their budget last year and upload their new versions directly into the system.

Budget 59

Budget Strategic Plan Template Conference 59

Grant Writing Made Easy

DECEMBER 17, 2022

I share examples from each year in my business as well as a template for you to use!). I’ll also share some SM templates with you to use to promote your biz. (You’ll Use our contract templates, designed by an attorney who has represented clients in business law for the last 30 years. Your Marketing Materials.

Grant Writing 52

Grant Writing Subcontractor Contract Template Grant 52

Get Fully Funded

DECEMBER 27, 2021

Grab This Fundraising Plan Template for New Nonprofits. You need a fundraising plan built on the right fundraising plan template — one that outlines goals, actions, and the specific results you want. Use this template to get started on your Nonprofit’s Fundraising Plan. How to Raise Funds for a New Nonprofit.

Fundraising 64

Fundraising Template Budget Finance 64

Get Fully Funded

AUGUST 27, 2023

A nonprofit budget can bring so many positives: Finances are much easier to manage because you know what expenses and revenue to expect. Very soon, you’ll have a nonprofit budget that serves you well and helps you manage the finances. Not everyone’s favorite topic. Yet a budget is a critical tool in managing your organization.

Budget 98

Budget Finance Organizational Budget Management 98

DoJiggy

JULY 9, 2024

QuickBooks is a powerful tool that can help streamline these processes, making it easier for nonprofits to manage their finances efficiently. By following these tips and leveraging the right integrations, your nonprofit can harness QuickBooks’s full potential to manage finances effectively and maintain donor trust.

Finance 52

Finance Utilities Nonprofit Template 52

CauseVox

NOVEMBER 16, 2021

The small nonprofit had just signed up for CauseVox’s digital fundraising platform in late 2019 for its end-of-year donor appeal and saw an immediate return, said Subira Taylor-Louineus, Director of Operations and Finance. Then, when the pandemic hit a few months later, it was time to get creative for fundraising.

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Mentor Goals Fundraising Utilities 98

DoJiggy

SEPTEMBER 19, 2024

Nonprofits demand more from managers, especially when it comes to finances. Your nonprofit needs to manage its finances responsibly to be prepared for these thin donation times. What are your current finances, and where do you expect to be next quarter, next year, and the following five years?

Management 52

Management Finance Budget Nonprofit 52

Qgiv

SEPTEMBER 2, 2024

Plus, there’s many challenges you have to overcome, such as limited staff capacity, rising costs, and inadequate finances. With its intuitive design tools and extensive library of templates, Canva makes it easy for organizations to produce eye-catching graphics and materials without requiring advanced design skills.

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Software Nonprofit Management CRM 98

Think and Ink Grants

NOVEMBER 4, 2021

Create training models, best practices, templates, and policies and procedures to guide your team on the standard and quality of work you want to deliver to your clients. This can include areas such as finance, marketing, operations, administration, etc. Clone yourself. Yes, it sounds impossible but it's really not.

Subcontractor 52

Subcontractor Consultant Consulting Consulting 52

CauseVox

SEPTEMBER 28, 2021

Colleen also made sure to create a robust template for her fundraisers with boilerplate language and images. Success: Because of the templates, her fundraisers felt supported: they didn’t have to start from scratch and could use some of the copy explaining Woven Health Clinic’s work. If great customer support is available, use it!

Award 98

Award Nonprofit Fundraising Goals 98

Blackbaud

MARCH 21, 2024

You can get a downloadable project charter template on our resource center. A well-developed project charter can help to keep stakeholders aligned from the onset, avoid common risks and pitfalls, and ensure that you’re making the most effective use of your resources. Here are 10 essential elements that every project charter should include.

Software 111

Software Funding Metrics Goals 111

Allied Grant Writers

DECEMBER 26, 2024

No Repayment Required : Unlike loans, grants do not need to be paid back, making them a favorable option for financing business initiatives. Resources such as grant writing templates and online grant writing courses can further enhance these skills. Budget A clear and detailed financial plan, highlighting how grant funds will be spent.

Grant 52

Grant Grants Grant Writing Utilities 52

Tech Soup

NOVEMBER 23, 2011

Manage Your Finances. More than thirty built-in Starter Solution templates allow even inexperienced users to create databases. This book features a chapter by TechSoup’s Elliot Harmon, and walks you through topics like fundraising, managing technology, marketing, finances, advocacy, and working with boards.

Software 54

Software Nonprofit Finance Donation 54

Tech Soup

JANUARY 6, 2012

Browser plug-ins, widgets, web apps, and templates: all of these are apps, too. We've talked a lot about mobile apps during the App It Up project. But apps come in many other forms. And they all have the potential to help your organization do its work more efficiently and easily.

IT 62

IT CRM Software Nonprofit 62

Big Fundraising Ideas

JULY 30, 2024

If you need a graphic designer, look for volunteers in your community, or consider turning to graphic design platforms with templates and design assets. Businesses sponsor school fundraisers in a variety of ways, including by assisting with: Finances. Local Businesses Try reaching out to local businesses for fundraising help.

Fundraising 52

Fundraising Media Engineering Template 52

Tech Soup

MAY 30, 2014

The latest version of QuickBooks can help you manage your organization's finances all in one place. With NetSuite LightCMS , you can use templates to design a website that adapts to be viewed on phones, tablets, and computers, plus a built-in online store with a database for up to 1,000 products.

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Telecommunication Software Grant Management Software Donation 66