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

Blackbaud

7 Key Indications Youre Ready for a CRM Upgrade Heres how to know if your growth demands action on a CRM upgrade sooner rather than later. At some point, you will realize that more staff and more budget can take you only so far. You can only realize your AI-informed future with the right data in place.

CRM 105
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Demystifying Grant Attachments: A Complete Guide to Boost Your Funding Success

Millionaire Grant Lady

At minimum, you will always want to submit your IRS Determination Letter, proving that youre a non-profit, and a program budget (or overall budget, if youre looking for general operating funding). Program Budget: An ideal program budget will include both revenue and expenses, and these amounts should balance or come close to it.

Funding 130
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2025-2026 budget: Unpacking the benefits for the sector

Strategic Grants

Like many, the Strategic Grants team is unpacking the details of the 25-26 Federal Budget. While the budget seems to favour individual households, there are sector specific initiatives worth mentioning. Our round-up is below, plus links to additional budget resources. Strengthening the social safety net The budget includes $11.5

Budget 58
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Financial Sustainability for Nonprofits: 4 Considerations

Ann Green's Nonprofit

In this guide, we’ll review four considerations to keep in mind as you assess your nonprofit’s financial sustainability—and, therefore, how ready it is for expansion. Every other aspect of nonprofit financial management stems from this infrastructure—from budgeting and tax filing to setting fiscal goals in your strategic plan.

Finance 147
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5 Tips for Grant Writing Readiness

DH Leonard Consulting & Grant Writing Services

Preparation, or in the grant writer’s case “Readiness”. Readiness is all about preparing your organization to write a grant proposal and creating a strategy for ensuring you are pursuing the right funding sources to help your organization meet its mission. Here are 5 tips for grant writing readiness.

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The 4 Core Nonprofit Financial Statements & Their Insights

Pamela Grow

In this guide, well walk through the information included in each of the four core nonprofit financial statements and the main insights you can glean from each one. It provides detailed information about your organizations transactions during a given year, showing where your funding came from and where it went as you furthered your mission.

Liability 130
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Is It Time for Your Nonprofit or School to Make a CRM Change?

Blackbaud

This can be particularly problematic if team members use different fields for the same information and theres a lack of consistency. Get your small staff ready for a new CRM Read more Before you invest in a new CRM, determine the root cause of your frustrations and limitations, as that will enable you to be strategic in how you proceed.

CRM 105