Ann Green's Nonprofit

JANUARY 6, 2025

Your communications calendar is a fluid document and these past few years are a good example of how our world is constantly changing. Start big by looking at the entire year and then break it down by months and weeks. Youll keep adding to your communications calendar throughout the year. Its important to keep things current.

Calendar 297

Calendar Media Fundraising Goals 297

RBW Strategy

FEBRUARY 27, 2025

Do those documents provide a path for handling the unexpected? If you do not have core policies documented, how can the pass-through entity, awarding agency, and/or auditor be assured that you will be a good steward of federal funding? Start with the highest priority policies and then go from there. Were here to help.

Award 130

Award Federal Grants Policy Policies 130

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 Grants 230

Blackbaud

NOVEMBER 25, 2024

While you may have a formal accounting and internal controls manual , documenting how processes should work, what happens in practice may be very different—accommodating workarounds for new technology, staff access, and enhanced compliance reporting. Properly identifying these individuals and processes will make any job succession easier.

Finance 103

Finance Training Nonprofit Electronics 103

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.

Grants 111

Grants Grant Policy Policies 111

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 Grants Grant 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 Grants Grant 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 Consulting Consulting 103

Blackbaud

FEBRUARY 13, 2025

Lack of an Audit Trail Spreadsheets are easily editable, and without proper documentation, it can be difficult to maintain an audit trail. Organizations need a system that provides a clear and documented history of changes to ensure transparency and accountability.

Grants 99

Grants Grant Indirect Cost Budget 99

Blackbaud

DECEMBER 5, 2024

Track and Document What Works Processes work best when they are documented, however they are sometimes held in the braintrust of a few tenured employees who have been leading those processes for a number of years and could execute the tasks in their sleep. Don’t have your year-end fundraising processes currently documented?

Fundraising 92

Fundraising Calendar Policy Policies 92

Blackbaud

SEPTEMBER 19, 2024

Here are some of the key elements that should be included in your AP policy document: Receiving and Approving Invoices Outline how invoices can be received and who should approve them, including backup approvers when staff are out of the office. Clear documentation standards help maintain accuracy and facilitate audits.

Policy 105

Policy Policies Nonprofit Training 105

Blackbaud

NOVEMBER 8, 2023

Identify a place to store documentation, including applications and relevant policies, in a place where everyone has access, such as within the grant record within your fund accounting software or a cloud storage tool. Make these documents available to all stakeholders so everyone can reference them as needed.

Government 115

Government Indirect Cost Indirect Grants 115

NonProfit PRO

JULY 29, 2024

After digging through documents from my 41-year career, here's how I've seen monthly giving change. How far have we come in fundraising?

Fundraising 98

Fundraising Nonprofit 98

Blackbaud

MARCH 21, 2024

A project charter is a brief, formal document that concisely articulates the essential details of the project, such as its purpose, scope, goals, and contributors. Make sure to document exactly what your project will be focused on (i.e., What is a Project Charter? in scope) and, equally important, what it won’t be focused on (i.e.,

Software 110

Software Funding Metrics Goals 110

AmpliFund

MARCH 13, 2024

When it comes to reporting requirements and financial management, I touched on the impact of Uniform Guidance, agency guidance, and the specific award documentation. You may need to use specific templates and provide documentation. Do you have the documentation to prove this? What was the impact?

Budget 103

Budget Amplifund Grants Grant 103

GrantNews

SEPTEMBER 30, 2024

They know how to find funders, how to research, and what documentation is needed. Subsequently, this does not include the planning and additional documentation needed. A grant writer’s knowledge and experience play a huge role in helping you accomplish your goal. Veteran grant writers know the process.

Grants 117

Grants Grant IT Proposal 117

Blackbaud

JULY 5, 2024

One important goal of your steering committee is to document your organization’s requirement list for technology solutions. This document will help you be better prepared when evaluating the potential vendors, easily eliminating those that don’t meet the requirements.

Software 104

Software Funding Nonprofit Management 104

RBW Strategy

AUGUST 7, 2024

Do those documents provide a path for handling the unexpected? This document also outlines key deadlines and requirements, which can be turned into a project plan for ongoing review. If you comply with all requirements, did it really happen if you don’t have documentation? The same goes for grant management. The answer is no.

Federal Grants 147

Federal Grants Grants Grant Procurement 147

AmpliFund

APRIL 30, 2024

Improves Data Centralization Many grant managers are still having to manage their programs with spreadsheets, email, calendars, document storage, and other disparate systems (or even printed materials). You check your email, sort through spreadsheets, rifle through Word documents, but no luck.

Grant Management Software 100

Grant Management Software Grant Management Amplifund Software 100

RBW Strategy

JUNE 11, 2024

This is a natural consequence when several different administrative requirements documents and cost circulars are consolidated into one document, and meant to be universally applied. This latest iteration is OMB’s attempt to simplify and reduce administrative burdens for those who must comply with these requirements.

UEI 130

UEI Grants Grant Procurement 130

NonProfit PRO

JULY 26, 2023

For nonprofits to flourish, it is critical to establish a thoughtfully planned and documented brand identity that effectively communicates your mission and values to potential supporters. Once reserved only for the largest commercial companies, today, branding is crucial for any organization.

Nonprofit 98

Nonprofit IT Demographics 98

Blackbaud

APRIL 2, 2024

Create a Policies and Procedures Manual Once a new employee joins your team, having a comprehensive document outlining standard procedures for data entry will make that transition much easier on both the individual and the staff members training them. Here is a document that outlines the different security roles available in the system.

Policy 99

Policy Policies Training Management 99

Get Fully Funded

MAY 1, 2023

Because this section of your nonprofit business plan is a summary of the facts contained throughout the whole document, it is often written last. This section provides detailed descriptions and documentation of how you meet needs in your community. Make the document unreadably long. Do Make the document easy to read.

Nonprofit 124

Nonprofit Funding Goals Management 124

Blackbaud

APRIL 15, 2024

Some of the latest updates we are excited about include new document management capabilities, new ways to delete data in bulk, a completely reimagined applicant-centric portal, and the introduction of SKY API®. Grantmakers were dealing with cluttered files full of documents that they had to constantly re-download to view or make changes to.

AI 104

AI Application Applicant Software 104

NonProfit PRO

JUNE 19, 2024

Say goodbye to manual document processing and hello to a more efficient and secure way of managing your printing needs. Explore how revolutionizing your print strategy can unlock valuable insights, streamline information capture, enhance security for your business and generate cost savings for your mission. View the eGuide today.

Funding 87

Funding Management 87

Lightning Fast Grant Writing

JULY 21, 2024

What people may not realize, however, is that I am betting that people are more likely to read the captions under the photos than the text of the document itself. Accordingly, I like to find the best lit, best focused, and most contemporary photos I can find off the internet or from the collection established by the non-profit itself.

Application 130

Application Applicant Grants Grant 130

Get Fully Funded

JUNE 20, 2022

When you do change the bylaws, there’s more to it than simply updating a document. Organization documents: What documents will the organization maintain? Where will documents be stored? Think about how you want your organization to function and adjust the bylaws accordingly. When does the Board adopt an annual budget?

Nonprofit 122

Nonprofit Government Finance Template 122

GrantNews

JUNE 7, 2024

These applications are made up of forms, questions, and required documentation. Often, grant funders require a budget, letters of support, and further documents to be submitted with the grant application. They also evaluate and report the chances of success, and create all required support documents.

Grants 110

Grants Grant Proposal Application 110

Blackbaud

AUGUST 7, 2024

It helps you identify and document changes in processes and workflow and will ensure your team is equipped for a smooth transition. Are these procedures documented, and do documents need updating? For it to be most effective, it’s crucial to document every aspect of the plan.

Funding 88

Funding Software Training Goals 88

Candid

DECEMBER 19, 2023

Four common grant proposal documents (free samples included) by Melissa Pulis of Candid Next up, a familiar theme reemerges. Melissa summarizes the major types of documents involved in funders’ grant proposal processes, including letters of inquiry, cover letters, and proposal budgets.

Burnout 105

Burnout Letter Of Inquiry Proposal Grants 105

RBW Strategy

MAY 14, 2024

Through this process, the AAMC has expanded its engagement with RBW Strategy to provide consultative services to an expanded grant-active team of AAMC colleagues to operationalize this nuanced shift in focus while navigating a broader organizational change.

Grant Writing 130

Grant Writing Federal Grants Contract Contracts 130

Millionaire Grant Lady

JANUARY 24, 2025

When foundations require budgets, tax documents, or even board giving statements, it isnt because they want to know every financial detail of your organizations innerworkings. Prior Years Financial Documents : Foundations sometimes ask for the prior years statement of activities and/or statement of financial position.

Funding 130

Funding Grants Grant Budget 130

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 96

Application Applicant Grants Grant 96

Grant Training Center

JULY 31, 2023

This detailed document requires thoughtful consideration, and rushing through it could lead to oversight or errors. Data organization and documentation: Detail how you will organize and document your data during the research project. Starting early: Begin working on your DMP early in the grant writing process.

Management 98

Management Grant Writing Budget Policy 98

Blackbaud

FEBRUARY 9, 2024

The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system. From the start, you want the system tracking the grants that fund multiple programs and to enjoy the ease of having all grant documentation in one electronic source.

Software 110

Software Funding Metrics Consulting 110

Millionaire Grant Lady

JULY 3, 2024

All of these aspects of your program’s design require extensive national and local research, diligent documentation, and frequent analysis of your organization’s actions and related outcomes. For example, finance personnel must provide budgets and applicable financial documents, and can help provide cost analysis and other essential services.

Federal Grants 130

Federal Grants Grant Writing Grants Grant 130