Policy and Software - Grants & Fundraising Brief

Building Trust and Accountability: A Guide to Nonprofit Internal Controls Policy

Blackbaud

JUNE 4, 2025

A well-implemented internal control policy. An internal control policy is the backbone of an organizations internal controls a set of rules and processes designed to protect its resources, ensure accurate reporting, and promote operational efficiency. Do All Nonprofit Organizations Need an Internal Control Policy? Absolutely.

Policy

Policy Policies Finance Training

5 Best Practices for Nonprofit Employee Onboarding

Ann Green's Nonprofit

MARCH 10, 2025

Review workplace policies, including communication and paid time off (PTO). Set up an email, software access, and a workstation. At the same time, encourage pairings to meet for casual coffee chats to delve into specific questions the new employee may have about workplace expectations or guidelines, such as your fiscal policies.

Mentor

Mentor Nonprofit Training Policies

How to Improve Your Internal Controls to Minimize Audit Findings

Blackbaud

MAY 13, 2025

Some of these types can be managed directly within your fund accounting software , such as approval rules to make sure the right people review an expense before its paid. Develop Policies and Procedures: Create written policies and procedures that address identified risks and outline control activities.

Policy

Policy Policies Ethics Finance

7 Signs Your Organization Is Ready for an Enterprise-Scale CRM

Blackbaud

JANUARY 14, 2025

You Need to Customize Your Workflows and Integrate Systems Growing fundraising teams typically want to leverage custom workflows and integrate with related software systems like those used by finance and digital marketing. Free Resource Enterprise Nonprofit CRM Evaluation Guide Download now 4.

CRM

CRM Readiness AI Management

What Grant Writers Need to Know: Nonprofit Trends for 2025

Grant Writer Team

DECEMBER 26, 2024

Because of this, you will see an increase in In-Kind Grant Support from funders who donate software, development services, training, and more to help nonprofits. Expected Nonprofit Trends for 2025 Donor-Centric Management Grants Donor-centric management may increase donations by 20-30%. A slow and steady approach will win the race.

Grant

Grant Grants AI Nonprofit

Financial Sustainability for Nonprofits: 4 Considerations

Ann Green's Nonprofit

NOVEMBER 26, 2024

Before you can grow, you should have a strong accounting infrastructure that consists of: Fiscal policies and procedures. Create a shared fiscal policies and procedures handbook for easy reference across departments. Their duties range from budget creation and cash flow forecasting to grant management and financial policy development.

Finance

Finance Policies Policy Nonprofit

Understanding Endowments: Purpose, Protection, and Stewardship

Blackbaud

JULY 1, 2025

The Role of Spending Policies Organizations establish spending policies to ensure that endowment funds are used wisely. These policies determine how much of the endowment’s earnings can be used each year and are designed to balance current needs with long-term sustainability.

Policy

Policy Policies Management Ethics

8 Tips for Supporting Your Grantees After a Significant Award

Blackbaud

JANUARY 10, 2025

In addition to crafting the Investment Policy Statement and Spending Policy, the Investment Committee should set a fiduciary calendar, so everyone knows when to expect updates on investments, reviews of operating reserves , and similar topics.

Award

Award Policy Policies Finance

Nonprofit advocacy: 5 strategies for successful campaigns

Bonterra

JULY 9, 2025

Whether you’re raising awareness, influencing policy, or mobilizing supporters, successful advocacy requires more than one-off actions; it takes strategic, personalized engagement across the entire supporter journey. That’s why the right nonprofit advocacy software should do more than send emails or host petitions.

Lobbying

Lobbying Nonprofit CRM Software

4 Common Pitfalls in the Grant Review Process (and How to Avoid Them)

Blackbaud

MAY 5, 2025

Technology Limitations Whether your reviewers arent comfortable with your systems or your technology creates more roadblocks than workflows, software limitations can slow down your decision-making process. This could be a good use case for a generative AI tool (just make sure you have a good AI policy in place first).

Grant

Grant Grants Application Applicant

Avoid These 16 Common Nonprofit Audit Mistakes

Blackbaud

JULY 28, 2025

Conduct an internal control audit quarterly to ensure that your nonprofit is adhering to the policies you’ve set. 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.

Finance

Finance Policies Policy Nonprofit

Building an Effective Partner Ecosystem for Your Grant Management System

Blackbaud

JANUARY 14, 2025

Make sure your own data governance and data management policies are up to date so you have processes in place if an issue does arise. Youll want to keep informed about updates to the software that may change your workflows. This is also important after the integration is established.

Grant Management

Grant Management Management Grant Grants

5 Data Management Best Practices to Apply At Your Nonprofit

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. Implement access and governance policies. For instance, leverage software that allows you to create access levels.

Management

Management Software Nonprofit Metrics

Grants for Church: A Comprehensive Guide to Securing Funding for Ministry and Community Outreach

Allied Grant Writers

MARCH 17, 2025

Government Grants Government grants are typically provided at the federal, state, or local level and can be a significant source of funding for churches, for profit organizations, especially when the projects align with public policy objectives such as community development, education, or social services.

Funding

Funding Grant Grants Proposal

Donation Form Best Practices: Tips to Convert More Donors and Increase Gift Size

Blackbaud

JULY 7, 2025

Include clear trust signals throughout your form: SSL certificates, secure payment logos, and privacy policy links. After implementing donation forms that connect to their existing software , they saved 14 hours of administrative time during their first end-of-year campaign.

Donation

Donation Engineering AI Fundraising

Golden Unveils AI-Backed App Update to Address Declining Volunteer, Donor Engagement

NonProfit PRO

JULY 9, 2025

When the original Golden mobile app launched, it defined a new category of software that made participating in volunteering and donation opportunities instant, trustworthy, and personalized. Through real-time guidance and behavioral insights, Goldie helps organizations boost volunteer retention and convert supporters into long-term donors.

AI

AI Retail SAM Management

Bonterra DonorDrive and Meta Launch New Integration to Boost Nonprofit Fundraising on Instagram and Facebook

NonProfit PRO

JULY 30, 2025

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Retail

Retail Fundraising Media Nonprofit

Report Illustrates Best Practices for Fundraising With Donors Who Use Donor-Advised Funds

NonProfit PRO

JUNE 13, 2025

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Funding

Funding Retail Fundraising Award

How to Launch a Planned Giving Program: A Step-by-Step Guide

Planned Giving

MAY 12, 2025

” Life Insurance Gifts : “Making our organization the beneficiary of a policy you no longer need.” 6 Establish Gift Acceptance Policies ADVANCED (IMPORTANT, BUT NOT URGENT) Start simple. Your policies protect your nonprofit legally and set internal expectations. Later, you can expand.

Policies

Policies Policy Readiness Insurance

How to Develop Your Nonprofit Operating Reserves

Blackbaud

JANUARY 9, 2025

if the organizations mission involves disaster relief) Dependence on one key person Obligations resulting from your commitments to a donors purpose restrictions Amount of unsecured debt carried by the organization Fund Accounting Software that Drives Impact Find out how Blackbaud’s Financial Edge NXT fits your organization.

Contract

Contract Contracts Budget Nonprofit

Stop Begging, Start Planning: Why Foundations Are Done Funding Complacent Nonprofits

Planned Giving

FEBRUARY 20, 2025

PlannedGiving TWEETABLE INSIGHT Tweet The Compounding Impact of Policy Shifts: Political Changes and Government Funding Reductions Smart nonprofits build funding models that withstand policy changes under any administration. Personal impact stories beat tax explanations every time.

Funding

Funding Policies Policy Nonprofit

These Foundations Are Giving Away Millions to Nonprofits

GrantNews

JULY 23, 2025

This grant also includes in-kind support such as software and tech services. nonprofit organizations can apply for grants of up to $60,000 to fund public policy advocacy campaigns focused on children’s health equity. The program aims to help organizations strengthen communities, build resilience, and create pathways to tech careers.

Nonprofit

Nonprofit Grant Grants Award

Study Shows Donations Increase With AI-Powered Donor Data Analytics

NonProfit PRO

JUNE 16, 2025

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AI

AI Donation Retail Media

How Are You Thanking Your Donors?

NonProfit PRO

JULY 16, 2025

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Retail

Retail Strategic Plan Management Media

Dataro Launches ProspectAI: AI-Powered Major Donor Prospecting

NonProfit PRO

JULY 8, 2025

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AI

AI Retail Media Management

GivenGain and The Giving Block Launch Technology Integration

NonProfit PRO

AUGUST 1, 2025

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Retail

Retail Management Media Donation

Sprouts Foundation to Award $3M in Grants to Nonprofits Focused on Health and Wellness

NonProfit PRO

JUNE 11, 2025

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Award

Award Grant Grants Retail

Report: Native Communities Are a High-Impact, Often Overlooked, Opportunity for Funders

NonProfit PRO

JULY 18, 2025

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Retail

Retail Funding Media Management

Bloomerang Launches Journey Automation to Help Nonprofits Raise More

NonProfit PRO

JULY 15, 2025

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Retail

Retail Nonprofit Management Media

4 Ways Agentic AI Can Help Nonprofits Focus on Their Mission

NonProfit PRO

JUNE 27, 2025

hide(); }});--> 0 Comments View Comments Categories: Artificial Intelligence (AI) Donor Relationship Management Grants Ben Miller Authors page Ben Miller is the senior vice president of data science and analytics at Bonterra , a social good software company focused on powering those who power social impact. addService(googletag.pubads()).setCollapseEmptyDiv(true).setTargeting("ic",

AI

AI Retail Nonprofit Grant

GrantExec Offers Help for Organizations Affected by Texas Floods to Find Funding Resources

NonProfit PRO

JULY 17, 2025

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Funding

Funding Retail Grant Grants

5 Reasons Many Nonprofits Fail to Reach Their Highest Potential

NonProfit PRO

JULY 3, 2025

What’s Keeping Nonprofit Leaders Up at Night The Truth About Fractional Fundraising Nonprofits Facing Mission-Critical Challenges Comments Subscribe window.dfp_npp_ros_rectangle_1 = googletag.defineSlot("/124057991/npp_ros_rectangle_1", [[300,250],[300,600]], "napco-ad-npp_ros_rectangle_1").setForceSafeFrame(true).addService(googletag.pubads()).setCollapseEmptyDiv(true).setTargeting("ic",

Retail

Retail Nonprofit Management Media

Report: Tech-Savvy Nonprofits are More Optimistic and Better Prepared for the Future

NonProfit PRO

JULY 21, 2025

“Nonprofits exist to create impact, and that mission doesn’t pause in times of uncertainty,” remarked Tirrah Switzer, VP of Product Marketing at Momentive Software. Source: Momentive Software The preceding press release was provided by a company unaffiliated with NonProfit PRO. addService(googletag.pubads()).setCollapseEmptyDiv(true).setTargeting("ic",

Retail

Retail AI Nonprofit Software

4 Nonprofit Financial Management Challenges (& Solutions)

Get Fully Funded

FEBRUARY 10, 2025

Also, DNL OmniMedias nonprofit digital strategy guide recommends regularly auditing your organizations fundraising tech stack to ensure you arent paying subscription costs for software you dont use or that has overlapping functionalities with your other tools (e.g., if you pay for a separate donation processor when your CRM has one built in).

Management

Management Nonprofit Finance Software

Gamification: Turning Donor Engagement Into a Competition Everyone Wins

NonProfit PRO

JULY 18, 2025

hide(); }});--> 0 Comments View Comments Categories: Events Peer to Peer Tirrah Switzer Authors page Tirrah Switzer is the vice president of product marketing at Momentive Software , where she leads market intelligence, go-to-market strategy and messaging for a portfolio of 16 products. addService(googletag.pubads()).setCollapseEmptyDiv(true).setTargeting("ic",

Retail

Retail Award Media Management

Chartered Institute of Fundraising Convention: What I learned from UK’s premier fundraising event

Strategic Grants

JUNE 23, 2025

E.g. Claude is used by our software development team. Do you have a policy in place and the appropriate data confidentiality and protection rules and processes in place? While all AI is based on maths, General AI, through maths-based logic, can learn and adapt. Which brings us the always necessary warning – proceed with caution!

AI

AI Fundraising Conference Grant

How USC Foundations Achieved Digital Transformation: A Step-by-Step Guide to a Paperless Finance Office

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.

Finance

Finance Management Readiness Policies

Supersized Gifts Mask Declining Nonprofit Grassroots Support, Q1 FEP Report Finds

NonProfit PRO

JULY 29, 2025

Sharing this collective data helps individual organizations make informed, resilience-oriented decisions, and equips our sector to advocate more effectively for policies that strengthen long-term nonprofit impact.” ” Small-Dollar Donors Still Aren’t Showing Up The year-over-year monetary growth is smaller than the 5.2%

Retail

Retail Nonprofit Retainer Fundraising

Fundraising Ideas for Domestic Violence Awareness Month

DoJiggy

JUNE 18, 2025

Try Our Free Peer-to-Peer Fundraising Websites Learn More Sign Up for Free Tools to Boost Your Fundraising Campaigns To maximize your fundraising success, you’ll find it helpful to use a platform like DoJiggy—a trusted partner offering everything from peer-to-peer fundraising tools to event planning software.

Fundraising

Fundraising Donation Education Goals

Understanding Nonprofit Overhead: Strategies for Transparency and Efficiency in 2025

Blackbaud

JUNE 20, 2025

But overhead expenses have also been the focus of recent policy changes as well. Simplifying Cost Allocation with Fund Accounting Software Managing overhead expenses doesn’t have to be complicated.

Indirect Cost

Indirect Cost Indirect Finance NICRA

5 Accounting Workflows Your Nonprofit Can Begin Automating Today

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. Automation systematizes your internal controls, making it easy to follow your policies for approvals, expense attachments, and reconciliation.

Finance

Finance AI Software Nonprofit

Take the Stress Out of Budgeting for Your K–12 Private School

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. On top of that, you have to manage the mix of restricted and unrestricted funding, each with its own rules and limitations.

Budget

Budget Strategic Plan Template Conference

DonorDock Launches Otto, an Intelligent Assistant for Small Fundraising Teams

NonProfit PRO

JUNE 19, 2025

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AI

AI Retail Fundraising Media

Survey: US Nonprofits at Critical Point as Funding for Community Needs Falters

NonProfit PRO

JUNE 23, 2025

Employees 3 Questions to Ask to Address Uncertainty in 2025 Financial Stability Amid Federal Funding Changes Comments Subscribe window.dfp_npp_ros_rectangle_1 = googletag.defineSlot("/124057991/npp_ros_rectangle_1", [[300,250],[300,600]], "napco-ad-npp_ros_rectangle_1").setForceSafeFrame(true).addService(googletag.pubads()).setCollapseEmptyDiv(true).setTargeting("pid",

Funding

Funding Retail Nonprofit Finance

Building Trust and Accountability: A Guide to Nonprofit Internal Controls Policy

5 Best Practices for Nonprofit Employee Onboarding

Trending Sources

How to Improve Your Internal Controls to Minimize Audit Findings

7 Signs Your Organization Is Ready for an Enterprise-Scale CRM

What Grant Writers Need to Know: Nonprofit Trends for 2025

Financial Sustainability for Nonprofits: 4 Considerations

Understanding Endowments: Purpose, Protection, and Stewardship

8 Tips for Supporting Your Grantees After a Significant Award

Nonprofit advocacy: 5 strategies for successful campaigns

4 Common Pitfalls in the Grant Review Process (and How to Avoid Them)

Avoid These 16 Common Nonprofit Audit Mistakes

Building an Effective Partner Ecosystem for Your Grant Management System

5 Data Management Best Practices to Apply At Your Nonprofit

Grants for Church: A Comprehensive Guide to Securing Funding for Ministry and Community Outreach

Donation Form Best Practices: Tips to Convert More Donors and Increase Gift Size

Golden Unveils AI-Backed App Update to Address Declining Volunteer, Donor Engagement

Bonterra DonorDrive and Meta Launch New Integration to Boost Nonprofit Fundraising on Instagram and Facebook

Report Illustrates Best Practices for Fundraising With Donors Who Use Donor-Advised Funds

How to Launch a Planned Giving Program: A Step-by-Step Guide

How to Develop Your Nonprofit Operating Reserves

Stop Begging, Start Planning: Why Foundations Are Done Funding Complacent Nonprofits

These Foundations Are Giving Away Millions to Nonprofits

Study Shows Donations Increase With AI-Powered Donor Data Analytics

How Are You Thanking Your Donors?

Dataro Launches ProspectAI: AI-Powered Major Donor Prospecting

GivenGain and The Giving Block Launch Technology Integration

Sprouts Foundation to Award $3M in Grants to Nonprofits Focused on Health and Wellness

Report: Native Communities Are a High-Impact, Often Overlooked, Opportunity for Funders

Bloomerang Launches Journey Automation to Help Nonprofits Raise More

4 Ways Agentic AI Can Help Nonprofits Focus on Their Mission

GrantExec Offers Help for Organizations Affected by Texas Floods to Find Funding Resources

5 Reasons Many Nonprofits Fail to Reach Their Highest Potential

Report: Tech-Savvy Nonprofits are More Optimistic and Better Prepared for the Future

4 Nonprofit Financial Management Challenges (& Solutions)

Gamification: Turning Donor Engagement Into a Competition Everyone Wins

Chartered Institute of Fundraising Convention: What I learned from UK’s premier fundraising event

How USC Foundations Achieved Digital Transformation: A Step-by-Step Guide to a Paperless Finance Office

Supersized Gifts Mask Declining Nonprofit Grassroots Support, Q1 FEP Report Finds

Fundraising Ideas for Domestic Violence Awareness Month

Understanding Nonprofit Overhead: Strategies for Transparency and Efficiency in 2025

5 Accounting Workflows Your Nonprofit Can Begin Automating Today

Take the Stress Out of Budgeting for Your K–12 Private School

DonorDock Launches Otto, an Intelligent Assistant for Small Fundraising Teams

Survey: US Nonprofits at Critical Point as Funding for Community Needs Falters

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