Planned Giving

FEBRUARY 13, 2025

This entails organizing various legal documents to ensure your wishes are respected. Below is a comprehensive checklist of the essential documents needed for effective estate planning, why they are important, and how to obtain them. Sign the Document : Ensure it is signed and notarized.

Insurance 52

Insurance Insurance Policies Policy 52

Blackbaud

MARCH 25, 2025

To prepare for a financial review, you need to compile your standard financial statements and supporting documentation. You’ll need to gather comprehensive documentation, including financial statements, receipts, and records of transactions. Preparing for an audit requires significant effort.

Software 82

Software Nonprofit Finance Funding 82

Tony Martignetti

NOVEMBER 19, 2023

Febe Voth has devoted decades to the art of crafting these fine documents. Febe Voth has devoted decades to the art of crafting these fine documents. Febe Voth: Your Case For Support Whether you call it a case statement or case for support, it’s a critical part of your next fundraising campaign.

Nonprofit 186

Nonprofit Fundraising IT Goals 186

Blackbaud

FEBRUARY 28, 2025

Internal financial audits, where your team reviews its own documentation and procedures to identify opportunities for large-scale improvement in your financial strategy. Your auditor will need access to various financial documentation to conduct your nonprofits audit effectively.

Nonprofit 80

Nonprofit Government Policies Policy 80

Blackbaud

JANUARY 31, 2025

Your eligibility quiz should be concise, with questions reflecting the information provided in your program documentation. Any question on your eligibility quiz should also be clearly addressed in your program documentation. What Information Should Be on an Eligibility Quiz?

Application 98

Application Applicant Grant Grants 98

Wild Apricot

JANUARY 16, 2024

A homeowners association raises property value, beautifies the community and keeps the peace. Here's how to start an HOA in your neighborhood!

Management 88

Management 88

Blackbaud

DECEMBER 12, 2024

In addition to your CRM, document any third-party tools you use: email marketing, event management, volunteer tracking, etc. Watch recorded demos as well and be sure to review all publicly available product documentation. Compile a list of all the data-related tools that youre currently using.

CRM 105

CRM IT Budget Training 105

Tony Martignetti

DECEMBER 10, 2023

Then he shares his wisdom on the takeaways for nonprofits including good governance, proper documentation, gift acceptance, commercial co-ventures, and more. Then he shares his wisdom on the takeaways for nonprofits including good governance, proper documentation, gift acceptance, commercial co-ventures, and more.

SAM 163

SAM Government Nonprofit Management 163

Planned Giving

JANUARY 28, 2025

Here’s what you might need to prepare for: Court Costs Just like any official process, courts charge fees for their services: Filing paperwork to start probate (this can range from a few hundred to a few thousand dollars) Letting everyone involved know what’s happening Getting official documents that give you authority to handle things (..)

Insurance 88

Insurance Insurance Finance Management 88

Blue Avocado

DECEMBER 10, 2024

Essentially, this is a folder of Word documents each containing answers to common grant application questions, like organization mission and activities, the greatest challenges our nonprofit faces, how we measure and evaluate program impact, how we recognize funders, etc. Spend time researching your options.

Grant Writing 97

Grant Writing Grant Grants Application 97

Fundraising HayDay

OCTOBER 31, 2024

On that document they are required to share information about their assets, board members, recent grantees, and a few details about how to submit an application (or not if they do not accept unsolicited applications).

Application 52

Application Applicant Grant Grants 52

Allied Grant Writers

DECEMBER 25, 2024

This preparation involves gathering the required documents, developing a comprehensive grant proposal, and budgeting for the funds requested. Gathering Required Documents The gathering of necessary documents is a foundational step in the grant application process.

Grant Writing 52

Grant Writing Grant Grants Proposal 52

The NonProfit Times

NOVEMBER 12, 2024

Market performance varied significantly during the 18-month period analyzed and documented in the report, resulting in different giving patterns between DAF sponsors that report on a fiscal year ending June 30 versus those that report on a calendar year ending December 31. By the 2023 calendar year-end, the Dow was 13.7%

Calendar 111

Calendar Grant Grants Funding 111

DH Leonard Consulting & Grant Writing Services

NOVEMBER 8, 2024

This inaugural installment of the series, Active Voice vs. Passive Voice, examines this grammatical choice that arises occasionally as we write grant documents. This series delves into the satisfaction that comes from making intentional grammatical decisions. Each sentence has the necessary parts: they are “not incorrect.”

Grant Writing 98

Grant Writing Grant Grants Consultant 98

Planned Giving

JANUARY 25, 2025

Moves management fosters transparency and accountability by documenting every conversation and decision, bringing strategy and predictability to donor cultivation. Create a shortlist of high-potential donors and document relevant insights to guide your next moves. Pro Tip Tweet Track Progress Document every interaction in your CRM.

Management 52

Management CRM Metrics Readiness 52

Millionaire Grant Lady

MARCH 3, 2025

More Stable Year Over Year Foundation giving is governed by the individuals running the foundation or by the original documents forming the foundation. Foundation grants typically dont require organizations to hire additional staff just to manage them. Much of foundation giving is tied to the legacy left by the namesake of the foundation.

Government 147

Government Grant Grants Federal Grants 147

Blackbaud

JANUARY 14, 2025

Document signatures. Want to see how Blackbaud Grantmaking is expanding its partnership ecosystem to include better integrations with Blackbaud Financial Edge NXT as well as data visualization and document signing partners? Data visualization. Fund accounting. Check out our most recent Product Update Briefings to see our roadmap.

Grant Management 94

Grant Management Management Grant Grants 94

The NonProfit Times

NOVEMBER 19, 2024

It is a good idea to document anything that may have previously been assumed or implied so everyone can refer back to the working norms. The appropriate personnel close the project by documenting the work and saving final copies for posterity. By the end of this stage, the proposal will be written and approved.

Grant 59

Grant Grants GPC Proposal 59

Grant Writer Team

DECEMBER 5, 2024

Complete and Clear Documentation A grant writer knows what documents are essential and how to organize them, ensuring that your application is complete and easy to review. Proof of Eligibility Grant writers are familiar with eligibility requirements and can help you gather and present the necessary proof.

Application 67

Application Applicant Grant Grants 67

CauseVox

DECEMBER 12, 2024

It is sometimes hard to keep track of your correspondence with donors when it isnt scheduled or, at the very least, documented. That being said, there are a number of topics that should be addressed in the first draft of this living document. It isnt meant to be a static document. Remember that this will be a living document.

Calendar 79

Calendar Template Fundraising Donation 79

Pamela Grow

FEBRUARY 11, 2025

These include: Donation receipts and tax acknowledgments: Promptly sending these essential documents shows your professionalism and gratitude while giving donors the information they need for tax purposes. Depending on the fundraising platform used during your event, these messages may be sent automatically!

Metrics 147

Metrics CRM Donation Fundraising 147

Blackbaud

FEBRUARY 4, 2025

Have a documented process to make sure you are keeping your Excel spreadsheet up to date. Use the “show changes” functionality or document history to track who has made changes and what they changed. Know who should be updating your spreadsheets and when.

Software 74

Software Nonprofit Finance Management 74

DH Leonard Consulting & Grant Writing Services

JANUARY 9, 2025

Before you begin writing the documents in your application, choose the voice you will use throughout, either first or third person. So, at the beginning of each document, always identify your organization, no matter whether you write in first or third person. Factors to help you make that decision are next. About first person.

Grant Writing 52

Grant Writing Grant Grants GPC 52

Millionaire Grant Lady

DECEMBER 2, 2024

Gathering all of the necessary financial documents, compiling the required data, and submitting it in the correct form takes time and energy. Winning grants is a multi-step process. Whether you’re applying for a foundation grant or a federal grant, it’s not something you can casually sit down and complete.

Grant 130

Grant Grants IT Federal Grants 130

Blackbaud

JANUARY 31, 2025

Ensure this is documented internally so that your entire team is communicating the same message. Can you lean into a strong point of view that aligns with a clear mission, or do you need to temper a response to meet stakeholders from differing points of view?

Funding 98

Funding Fundraising Budget Management 98

Candid

DECEMBER 5, 2024

Metadata provides essential context and documentation that makes the data usable, trustworthy, and maintainable. HDIP uses generative AI to streamline data accessibility by predicting metadata. There are thousands of humanitarian datasets that don’t have metadata.

AI 98

AI Ethics Application Applicant 98

Lightning Fast Grant Writing

NOVEMBER 16, 2023

As I like to say, if you can’t get hold of a document in 10 seconds, it is useless to you. Finally, the last two weeks of the year are the ideal time to do your strategic planning.

Strategic Plan 230

Strategic Plan Grant Writing Budget Grant 230

Blackbaud

APRIL 23, 2024

To mitigate risk throughout your grant cycle, you need to know your grantees through relationships and documentation, support their internal controls, and set up a process for whistleblower complaints. Mitigate Risks by Knowing Your Grantees The more you know about your grantees, the better decisions you can make.

Grant 111

Grant Grants Policies Policy 111

Allied Grant Writers

DECEMBER 23, 2024

Supporting Documents: 2-5 hours. Submission (2-5 Hours) Preparing submission documents. Project Description: 8-15 hours. Budget Justification: 3-5 hours. Editing and Review (10-15 Hours) Proofreading for grammar, formatting, and compliance. Incorporating feedback from collaborators or reviewers.

Grant Writing 52

Grant Writing Grant Grants Proposal 52

Blackbaud

JANUARY 14, 2025

Most people immediately think of media relations, and while yes, its important to know who will field media questions, crisis communication goes beyond that to include documenting the situation and determining the messaging that is sent out to the community.

Media 97

Media Insurance Insurance Education 97

The NonProfit Times

OCTOBER 24, 2024

This new study documents the resilience of Americans’ generosity even amidst some of the most challenging times our country has faced in recent years,” Una Osili, Ph.D., The amount given to religious congregations remained consistent with pre-pandemic levels, according to authors of the report.

IT 88

IT Nonprofit 88

Allied Grant Writers

DECEMBER 25, 2024

Preparing Required Documents : Each grant may have specific requirements. Common documents include: Project proposals Budget plans Letters of recommendation Filling Out the Application Form : Applications generally require the submission of detailed information about the project or purpose of the grant.

Grant Writing 52

Grant Writing Grant Grants Budget 52

GrantNews

MARCH 27, 2025

Cloud Storage and Document Sharing: Securely store, access, and collaborate on files from anywhere. Some Essential Small Business Startup Tools Project Management: Choose a platform that organizes tasks, tracks progress, and streamlines workflows to keep projects on schedule.

Mentor 109

Mentor Award Grant Grants 109

NonProfit PRO

APRIL 9, 2024

Nonprofits may scramble to gather details or documents and submit last-minute applications for grants. Here are five tips to cut the chaos.

Grant Management 109

Grant Management Grant Grants Management 109

Lightning Fast Grant Writing

JANUARY 10, 2024

At this stage, their negativity will point out holes in the document. It is only late in the process – after a draft or two – that I invite the doubters to take a shot at the proposal. Based on their comments, I will get a solid list of issues that need to be sorted out and fixed as the grant moves forward.

Grant Writing 290

Grant Writing Grant Grants Proposal 290

Clairification

APRIL 10, 2023

BUT… But… after many years on the wrong track, I’m coming to understand the documented benefits of composing by hand. I got used to editing as I went along. Pretty soon I couldn’t envision ever going back.

IT 176

IT Nonprofit Management 176

Gail Perry Group

AUGUST 29, 2024

At the beginning stage of campaign planning, many nonprofits (and particularly their board members) immediately think about creating an impressive, polished, comprehensive Case for Support document. The final case document is developed much further down the road. The Early Case for Support is a succinct and focused document.

Readiness 103

Readiness Proposal Goals Consultant 103