Wild Apricot

JUNE 23, 2010

Google Wave's steep learning curve and "invitation only" policy made the collaboration tool less than useful for most nonprofits, when it first launched. But take another look: Wave is now faster and more stable, with quick-start templates and tutorials - and it's finally open for everyone to use.( read more ).

Template 102

Template Policies Policy Applicant 102

Planned Giving

MARCH 31, 2025

Not policies. So if you want to build trust, dont hide behind generic templates and third-person bios. They can sense when your letter is a template. It's all about the donor. In Part I of this series (Your Bio Is Boring. Lets Fix That.), we discussed a simple truth: planned giving is about people. Not portfolios.

Template 52

Template Engineering Policy Policies 52

Blackbaud

MAY 5, 2025

Finally, provide a clear conflict of interest policy with examples so people know what conflicts might look like and they can disclose them. Develop templates with examples for reviewers to capture the strengths and areas of improvement for each application, so reviewers know what is expected.

Grant 59

Grant Grants Applicant Application 59

Get Fully Funded

MAY 4, 2021

If your organization relies on volunteers, even just a little, you need a volunteer handbook that spells out expectations, policies, and procedures. Volunteer policies and procedures: It is critical that you have policies and procedures in place that minimize potential problems that could arise.

Policies 119

Policies Policy Liability Training 119

Grant Professionals Association

NOVEMBER 22, 2024

Revised or created policies and procedures? Spend some time to update and refresh your toolkit of grant templates and answers to commonly asked questions as well as your organization's supporting documents. Year to Date As you review the year so far, review your metrics to illustrate the excellent work you and your team completed.

GPCI 52

GPCI Grantschool GPC LOI 52

Joe Garecht Fundraising

JANUARY 10, 2022

4: Have Several Grant Templates in Place. If nonprofit grant writing is a numbers game, then you need to get as many grant proposals out as possible… and the only way to do that is by having several grant templates in place that you can quickly customize to send out to potential funders.

Grant Writing 130

Grant Writing Grant Grants Proposal 130

Blackbaud

MAY 2, 2025

Not to mention shifting political policies and higher prices on everyday items. Proactively share resources such as templates for strategic budgeting or checklists for cost containment best practices. Recessions are part of the economic cycle, but that doesnt mean anyone in philanthropy is excited to see a potential one on the horizon.

Government 81

Government CRM Applicant Application 81

Blue Avocado

DECEMBER 17, 2024

One nonprofit leader shared six lessons learned from a bad board experience organizational policies to help your nonprofit set expectations, prevent dysfunction, and avoid a laundry list of problems. With a convenient accounting procedures manual template , though, now you can make one in as little as 30 minutes!

Budget 97

Budget Finance Burnout Grant 97

Blackbaud

APRIL 2, 2024

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page. Likely no.

Policies 108

Policies Policy Training Management 108

Blackbaud

JANUARY 15, 2024

Also review your formatting guidelines and templates. Do you provide templates so grantees understand exactly what information you are looking for, such as financials? You may check in with a few trusted grantees on the amount of time it takes to complete the application.

Applicant 111

Applicant Application Grant Grants 111

RBW Strategy

JUNE 11, 2024

Objective 3: Clarifying Sections that Recipients or Agencies have Interpreted in Different Ways : While this objective does not constitute specific policy or process changes, it does help to diminish confusion when questions are raised. This has led to a more robust definitions section and ensures a lack of ambiguity.

UEI 130

UEI Grant Grants Procurement 130

Qgiv

MARCH 27, 2023

Whenever you’re using an unfamiliar online tool, look up where the tool stores its information and what the privacy policy is regarding information sharing. You can ask ChatGPT to create a thank you phone script for your volunteers, create an email thank you template, thank you messaging for a specific campaign you’ve run, and more!

ChatGPT 98

ChatGPT AI Fundraising Template 98

Blackbaud

APRIL 7, 2025

Finally, external factors like enrollment changes or new policies can drastically impact your schools financial outlook, creating more uncertainty in an already challenging process. 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

AmpliFund

MARCH 13, 2024

Ensure that you have SOPs and communicate the policies well with the right training to support your team. You may need to use specific templates and provide documentation. Ultimately, having the right processes in place is essential to be able to stick with this plan. Generally, things you'll want to track include: How much was spent?

Budget 103

Budget Amplifund Grant Grants 103

Tech Soup

JANUARY 18, 2015

That's where telework policies come in. Get Started with These Tips and Sample Telework Policies. " It is simple and short, and may be all you need to start crafting a policy. Tina Nacrelli's Telecommuting Policy Development — Top Ten Tips is also a good starting place. Benefits of Telework.

Management 66

Management Policies Policy Telecommunication 66

Candid

JUNE 26, 2024

This comprehensive guide provides step-by-step instructions, real-life examples, and templates to help you master the art of writing successful grant proposals. Hone existing skills and ensure that you’re equipped with the latest methods to achieve your fundraising goals with these recent titles.

AI 105

AI Ethics Proposal Template 105

Candid

NOVEMBER 7, 2023

This resulted in a review of TCE’s grantmaking policies that may have inadvertently disadvantaged and disqualified smaller budget organizations, many of which were BIPOC-led. The community foundation’s also transparently outlines the data collection process , including helpful tips and templates for grantees.

Demographics 116

Demographics Budget Grant Grants 116

Tech Soup

SEPTEMBER 23, 2013

Perhaps not every organization can be as optimistically trusting as HubSpot, but you can help build that trust by creating social media guidelines or policies for employees. Idealware explains how to do just that in a handy article that includes links to its policy templates and workbook. Are your staff tweeting up a storm?

Media 63

Media Policies Policy Nonprofit 63

Peak Proposals

JANUARY 10, 2021

You can use Slab to collaborate on posts with colleagues, share company-wide policies and procedures, and store reference material for use either by a team or the company at large. HR policies) or information relevant to a subset of employees (e.g., In Slab, any templates you create can be found under “templates” in the main menu.

Management 52

Management Template Proposal Policy 52

Tech Soup

JANUARY 26, 2015

Managers can create reports using pre-built templates or customize their own to get detailed insight on their organization's data. To ensure your organization's sensitive personnel data is never compromised, it employs a strong security policy, including 256-bit SSL encryption, fully compliant data centers, and daily backup.

CRM 77

CRM Software Nonprofit Management 77

Get Fully Funded

FEBRUARY 20, 2023

They should put internal controls in place and help write policies to prevent loss, theft, or confusion, using current b est practices. The Board will be responsible for monitoring how closely financial activity matches the actual budget, looking into how much programs and services cost, and whether that cost is appropriate.

Strategic Plan 116

Strategic Plan Nonprofit Ethics Government 116

Tech Soup

SEPTEMBER 9, 2013

And if a nonprofit lacks funding and resources for HR functions, then policy manuals and forms, performance reviews, and regular training can all become desperately out of date or be nonexistent. Expansive Library of Forms and Letter Templates. Or supplement and support existing internal HR staff without hiring additional employees.

Consulting 52

Consulting Consulting Consultant Training 52

Just Write Grants

OCTOBER 1, 2024

With thousands of dollars worth of consulting, instant downloads, templates, samples, and exclusive discounts at just $299.99, Grant Writing Boot Camp might be exactly what you need to help take your grant writing strategy to the next level. Stay Informed on Policy Changes Keep abreast of changes in grant-making policies and regulations.

Grant Writing 52

Grant Writing Grant Grants Grant Management Software 52

DonorSnap

NOVEMBER 14, 2022

It is important for your nonprofit to create an in-kind gift acceptance policy to avoid unwanted gifts. Creating a policy will help your staff graciously accept gifts that will benefit you while giving them a way to kindly deny other gifts. What to Include in an In-Kind Gift Acceptance Policy 1.

Donation 52

Donation Policies Policy Professional Services 52

Grant Writing Made Easy

NOVEMBER 28, 2022

One solution is to institute a policy to not have meetings on a given day of the week. I have something to make the process a lot simpler and smoother: The Annual Report Template. Save time and stress with this template. Get the template! Now, you don’t have to worry about designing a nice-looking document.

Template 52

Template Nonprofit Grant Writing Policy 52

Greater Giving

NOVEMBER 10, 2022

These can include: “Give-get” policies in which board members are asked to be responsible for sourcing a specific amount of money from themselves, other donors, and/or sponsors. The Toolkit provides all the tools, templates, and guidance you need — without breaking the bank. How nonprofits approach board giving.

Goals 75

Goals Template Policy Policies 75

Tech Soup

DECEMBER 20, 2011

It secures funding for children’s services and programs, influences policy at the local and state level, helps families get services, and collects and publishes data on the health, safety and well-being of Solano County children. I used SharePoint Designer 2010 and made use of SharePoint’s internal templates.

Management 50

Management Calendar Template Demographics 50

Get Fully Funded

AUGUST 12, 2024

Create a media relations policy A media relations policy is essential for developing relationships with media outlets. Once you’ve identified a media contact, include this in your media relations policy. Likewise, your policy should also detail what journalists can expect from you such as response time.

Media 59

Media Policy Policies Nonprofit 59

Tech Soup

SEPTEMBER 9, 2014

Adopt an Acceptable Use Policy and Train Staff on It! Many organizations have acceptable use policies as standard language in their employee handbooks, defining in legal terms the appropriate behavior for using technology resources. Learn how to develop a secure backup strategy for your organization.

Policies 60

Policies Policy Nonprofit Calendar 60

CauseVox

JANUARY 3, 2025

Download Our Free Fundraising Plan & Calendar Template: Why Do You Need a Fundraising Strategy? Below is a SWOT analysis template, specifically for fundraising,with sample questions in each domain: Strengths Weaknesses – What fundraising strategies have been the most successful or lucrative?

Fundraising 98

Fundraising Calendar Engineering Nonprofit 98

Allied Grant Writers

DECEMBER 26, 2024

These grants are typically funded by federal, state, or local governments and aimed at supporting specific projects or initiatives that align with public policy objectives. Using templates can help maintain structure and clarity in the proposal. Templates can be found in our dedicated section on grant writing templates.

Grant 52

Grant Grants Grant Writing Demographics 52

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. Your employees and subcontractors can't read your mind. Get your experience, insight, and strategy out of your head and onto paper. Clone yourself.

Subcontractor 52

Subcontractor Consultant Consulting Consulting 52

CauseVox

JUNE 1, 2021

Due to social isolation policies, many nonprofits have had to cancel or reimagine their future fundraising events (depending on their location). Download your Virtual Fundraising Planning Guide and Template: Here are our top 23 ideas for virtual fundraising ideas : 1. This has understandably put a lot of strain on fundraising income.

Fundraising 98

Fundraising Conference Donation Template 98

Tech Soup

OCTOBER 3, 2013

Much of the information on the "Who Has Glass Pockets" template is similar to what grantees are often asked to provide in a grant application process either at the start or end of a grant. Governance Policies & Information. HR/Staffing Policies & Information. Financial Information. Grantmaking Information.

Publishing 56

Publishing Policy Policies Grant 56

Candid

MAY 13, 2024

Another collaborative may monitor the mission-aligned metrics, financial stability, implementation of evidence-based practices, and diversity, equity, and inclusion policies of grantees to assess whether it is supporting the organizations most likely to realize the impact it seeks.

Metrics 59

Metrics Template Goals Policy 59

Peak Proposals

MARCH 22, 2022

Using Templates If you use OneNote as your main hub for information about funders or proposal development, you may want to create templates for content you know you’ll need to collect for each proposal. One way to work with templates is to store them in your proposal notebook in a dedicated section called “templates.”

Onenote 52

Onenote Proposal Grant Grants 52

Assel Grant Services

SEPTEMBER 16, 2024

If you have ever flinched at the mention of policies and procedures, conflict of interest, or grant reporting, we may be able to help take the fear out of grant management. Check out the previous post on conflict of interest policies and procedures ! Now, we are diving into time and effort reporting and staff allocation.

Grant Management 40

Grant Management GPC Management Grant 40