Ann Green's Nonprofit

NOVEMBER 26, 2024

Effective financial management is critical for your nonprofit to grow and thrive long-term. One important but sometimes overlooked step in future planning is ensuring proper nonprofit financial management. Before you can grow, you should have a strong accounting infrastructure that consists of: Fiscal policies and procedures.

Finance 147

Finance Policy Policies Nonprofit 147

Blackbaud

SEPTEMBER 19, 2024

But it’s never a good plan when you are managing accounts payable for your nonprofit organization. Your nonprofit’s accounts payable policies create easy-to-follow guidelines to help provide that consistency. Here is why you need accounts payable policies for nonprofits and how you can design them to scale with your organization.

Policy 105

Policy Policies Nonprofit Training 105

Gail Perry Group

DECEMBER 11, 2024

Written by Gina Vaughn, Managing Consultant at Gail Perry Group. While most donors report that tax policy isnt the primary motivation to give to charity, this shows how tax policy still shapes generosity. We're entering a new era where understanding both tax policy and donor behavior will be more crucial than ever.

Fundraising 97

Fundraising Policy Policies Pass-Through 97

Blackbaud

JANUARY 14, 2025

Now your grant management system (GMS) is the hub of your grantmaking organization, and simple API integrations allow you to plug in the systems that work best for you. Look for a preferred vendor list or marketplace to see if your grant management vendor has organizations they know work well with their system. Document signatures.

Grant Management 97

Grant Management Management Grant Grants 97

Planned Giving

NOVEMBER 2, 2023

Read on for a few simple steps to build or strengthen your gift acceptance policy. What is a Gift Acceptance Policy? A gift acceptance policy serves as a transparency tool for your organization to understand which gifts your nonprofit is prepared to warmly accept. What does a Gift Acceptance Policy Contain?

Policy 93

Policy Policies Liability Pass-Through 93

Candid

APRIL 1, 2024

So in 2023, Candid’s executives, human resources team, compliance manager, and legal counsel collaboratively developed guidelines for AI use. We then incorporated these guidelines into our employee policies. Here are three reasons why your organization should consider adopting an AI policy.

Policy 105

Policy Policies AI Ethics 105

Blackbaud

JANUARY 10, 2025

But many nonprofits that earn organization-changing donations scramble to build the infrastructure to manage the funds effectively. The IPS should cover the purpose, objectives, mission statement, time horizon, spending policy, target asset allocation, allowable investments, guidelines, and restrictions for each bucket of funds.

Award 97

Award Policy Policies Finance 97

Double the Donation

MAY 6, 2024

Gift acceptance policies are an essential but easily overlooked part of nonprofit management. To avoid touchy (and potentially damaging) donor relations and legal situations, it’s worth taking the time to study up on these policies and how to create […]

Policy 98

Policy Policies Template Nonprofit 98

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

The NonProfit Times

NOVEMBER 7, 2024

The funding and distribution phases of limited life endowments require more drastic changes in the asset allocation policy. It is vital for decision makers to be consistent and adhere to the policy. However, the total dollars granted will be reduced, meaning risk management will take priority during the distribution process.

Funding 89

Funding Policy Policies Government 89

Blackbaud

MAY 13, 2025

Financial Accountability: Donors, grantors, and the public trust nonprofits to manage their finances responsibly. Risk Management: Internal controls help identify and mitigate risks, protecting the organization from financial loss and reputational damage. Examples include backup procedures, disciplinary action, and insurance.

Policy 73

Policy Policies Ethics Finance 73

Candid

MAY 19, 2025

Participants spoke about the urgent need for funding that supports the full infrastructure of their workfrom staffing and transportation to cold storage, volunteer management, and data systems. But the strain isnt just on food supply: Its also on staffing, technology, transportation, facilities, and volunteer coordination.

Transportation 98

Transportation Policy Policies Nonprofit 98

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 18, 2024

If you don’t have a volunteer management strategy in place, an influx of self-deployed crisis volunteers can increase rather than reduce the chaos. 10 Tips for Managing Crisis Volunteers Before the next crisis, put these volunteer management strategies in motion so you can help your helpers meet your community’s needs.

Management 98

Management Liability Insurance Insurance 98

Blackbaud

JANUARY 9, 2025

By understanding and managing operating reserves, nonprofit leaders can navigate their organizations toward greater longevity and stability, ensuring they remain trusted and impactful stewards of their missions for years to come. Operating reserves are the result of careful managerial and governance planning, hard work, and determination.

Policy 98

Policy Policies Budget Management 98

Blackbaud

OCTOBER 28, 2024

A huge thank you to Audrey Kidwell, Grants Manager for the Center for Disaster Philanthropy, for providing many of the resources and tips included in this article. Define clear policies on when and how this fund can be used, particularly in the event of a climate disaster. Hurricanes. Prolonged droughts.

Policy 93

Policy Policies Funding Readiness 93

RBW Strategy

AUGUST 7, 2024

This is a privilege, but also requires diligence, planning, and solid recordkeeping to ensure that you follow the federal requirements as indicated in The Office of Management and Budget (OMB)’s Uniform Grant Guidance, or 2 CFR 200, plus any other federal, state or local agency requirements.

Federal Grants 147

Federal Grants Grant Grants Procurement 147

Blackbaud

FEBRUARY 28, 2025

Compliance audits, which ensure your nonprofits adherence to federal, state, and local government regulations, as well as your organizations bylaws and other policies across all aspects of your work. Operational audits, which assess your organizations internal systems, productivity, staffing, and management practices.

Nonprofit 90

Nonprofit Government Policy Policies 90

GrantNews

DECEMBER 6, 2024

Above all, increase your real-world impact by implementing donor-centric management. Donor-Centric Management Defined If a donor shows an interest in your nonprofit or small business, it may be safe to assume they share a passion for your mission. Donor-centric management or donor stewardship is nurturing your connection with donors.

Grant 113

Grant Grants Donation Grants Calendar 113

Blackbaud

DECEMBER 5, 2024

Kimberly Townsend Pierce Development Manager, Chester County Hospital Foundation Creating and sharing a master view of your fundraising activities provides important org-wide visibility for campaign roles and responsibilities to reduce unnecessary repetitive actions. Create a Master View of Your Fundraising Activities Timing is everything.

Fundraising 102

Fundraising Calendar Policy Policies 102

Candid

MAY 13, 2021

Manage budgets based on multiple projects. For instance, investing in an automated program, such as expense management software , can help you save time, yield better results, and increase efficiency. This post discusses the signs a nonprofit should consider expense management software. Managers need to approve them.

Software 111

Software Management Policy Policies 111

Grant Writer Team

DECEMBER 26, 2024

As expected, one notable nonprofit trend for 2025 is a shift in management practices due to new technology. For example, donor-centric management is a popular tool for nonprofits to create long-lasting relationships with donors. Grant writers must stay current on nonprofit trends to ensure efficiency and relevancy in the profession.

Grant 60

Grant Grants AI Nonprofit 60

Ann Green's Nonprofit

DECEMBER 11, 2024

Recurring donations provide a stable income stream for your nonprofit while making it easier for donors to contribute smaller, manageable amounts over time. Many databases also include details on company policies, eligibility requirements, and submission deadlines. Allow donors to set up monthly, quarterly, or annual gifts.

Donation 147

Donation Metrics Education Funding 147

Blackbaud

DECEMBER 20, 2024

If you dont have the time to find and manage a strong finance team, outsource. Help enforce established internal controls and policies, actively and by setting a strong example. You should help set the tone on overall risk management. Building a world-class finance team can be a slow process.

Finance 98

Finance Policy Policies Training 98

RBW Strategy

JUNE 24, 2024

Challenge In 2022, the company had contacted RBW Strategy as they received several federal awards and would benefit from institutional background in managing and maintaining compliance. Outcome RBW Strategy worked with the company to navigate the administrative challenges and maintain grant compliance after the company’s IPO.

Indirect Cost 130

Indirect Cost Federal Award Indirect Grant Policy 130

NonProfit PRO

OCTOBER 22, 2024

Here's how a gift acceptance policy can help. Imagine someone wants to donate a huge gift, but you’re not entirely sure how to accept it.

Policy 64

Policy Policies Donation Nonprofit 64

Blackbaud

APRIL 3, 2025

Following a standard expense reimbursement policy may be a more secure process. Set internal policies restricting the amount employees can spend on a credit card without prior approval from a superior. Establish clear credit card usage policies and revoke cards from employees who violate them.

Policy 94

Policy Policies Finance Ethics 94

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.

Policies 67

Policies Policy Grant Grants 67

Future Fundraising Now

FEBRUARY 4, 2025

Within that okay for now group are many that may still be targeted for cuts: A memo from the Office of Management and Budget said: The use of Federal resources to advance Marxist equity, transgenderism, and green new deal social engineering policies is a waste of taxpayer dollars… Nonprofits in the rest of the world cant breathe easy.

Funding 64

Funding Indirect Policy Policies 64

Big Fundraising Ideas

OCTOBER 29, 2024

Leftover products take up space and can impact your overall profit if not managed effectively. If you choose products with expiration dates, such as food items, managing them carefully is essential. Tips To Manage Leftover Products After The Fundraiser After a successful fundraiser, managing leftover products can be a challenge.

Management 52

Management Fundraising Goals Donation 52

Blackbaud

JANUARY 14, 2025

As a tech leader at a growing social impact organization, you know that migrating to an enterprise-scale constituent relationship management (CRM) system can be a daunting proposition. An enterprise-scale CRM is designed to handle large volumes of data, ensuring that you can manage your records and maintain required data hygiene.

CRM 105

CRM Readiness AI Management 105

NonProfit PRO

DECEMBER 1, 2021

Poorly managed change in the work environment leads to burnout, disengagement within the team, and a culture of cynicism around change in general. While change is inevitable, we can minimize frustrations surrounding change by effectively planning for and managing the change.

Management 97

Management Burnout Policy Policies 97

Blackbaud

AUGUST 12, 2024

Modern technology and clear rules are key to strong nonprofit financial management. But how do you perfect your nonprofit financial management? What is Nonprofit Financial Management? Nonprofit financial management is the process of managing the money that flows through your not-for-profit organization.

Management 98

Management Policy Policies Budget 98

Candid

NOVEMBER 5, 2024

Many companies report low utilization of VTO, however, so nonprofits that encourage people to check their employer’s VTO policy when signing up as a volunteer can tap into this underutilized benefit. Look at tools such as Double the Donation to see if your corporate volunteers are eligible for Dollars for Doers grants or matching gifts.

Nonprofit 111

Nonprofit Training Metrics Donation 111

RBW Strategy

JUNE 3, 2024

Challenge In 2022, the company had contacted RBW Strategy as they received several federal awards and would benefit from institutional background in managing and maintaining compliance. Outcome RBW Strategy worked with the company to navigate the administrative challenges and maintain grant compliance after the company’s IPO.

Indirect Cost 130

Indirect Cost Federal Award Indirect Grant Policy 130

Blackbaud

APRIL 23, 2025

Your grants management system can help you limit the number of incomplete or unqualified applications, but you still need someone to do a quick review to make sure the information provided is what you need to make an informed decision. Eligibility Reviews: A Timesaving First Step The first review in most processes is a check for eligibility.

Grant 59

Grant Grants Applicant Application 59

Not Your Father's Charity

OCTOBER 19, 2022

Therefore, you must break down resistance and build trust in managing organizational change. It’s also about old-school people management to evolve, change and grow. So, let’s explore some tips on managing organizational change within your nonprofit—especially in an industry resistant to change. All Rights Reserved.

Management 130

Management Policies Policy Proposal 130