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 142

SAM Government Nonprofit Management 142

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

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

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

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 96

Grants Grant Policy Policies 96

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

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

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

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 94

Readiness Proposal Consulting Consultant 94

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 83

Finance Training Nonprofit Electronics 83

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

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 105

Government Indirect Cost Indirect Grants 105

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 109

Grants Grant IT Proposal 109

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

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 125

Nonprofit Funding Goals Management 125

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 91

Policy Policies Nonprofit Training 91

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

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

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

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 94

Software Funding Metrics Goals 94

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 108

Grants Grant Proposal Application 108

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 Contracts Contract 130

Assel Grant Services

MARCH 10, 2024

As you develop or receive documents, they can be saved in folders accordingly for easy access. Name and save documents consistently. One of the ways you can do this is by saving all documents with a relevant title, your initials, and a date (e.g., ABC Foundation draft mc 1.15.24 or XYZ Letter of Intent mc 2.05.24).

GPC 81

GPC Letter Of Intent Grant Readiness Readiness 81

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 Policies 98

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

The Grantsmanship Center

NOVEMBER 8, 2023

This is nothing more (or less) than a thoughtful, candid planning process documented in a graphic format. How will we identify and document that the work has been done? It’s driven by a set of plain-spoken questions: Why do we want to do this project? How does it fit the bigger picture of our community?

Logic Model 105

Logic Model Proposal Writing Proposal Consulting 105

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 86

Software Funding Nonprofit Management 86

Candid

JUNE 14, 2023

It’s easy to miss errors if you’ve been spending a lot of time writing and editing the same document. Finally, make sure it is formatted properly; all the fonts, margins, tables, and images should be standardized across the document. To avoid this scenario, use a spelling and grammar check tool on your computer to find mistakes.

Proposal 105

Proposal Grants Grant Grant Writing 105

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 72

Fundraising Calendar Policies Policy 72

DH Leonard Consulting & Grant Writing Services

MARCH 31, 2023

Foundations usually request additional documentation (IRS letters, audits, financial statements, annual reports, etc.) Less time spent documenting the management of all the work means more humans, animals, and landscapes are served. Foundations require regular (sometimes monthly) reports. An accounting of every penny is necessary.

Grant Writing 116

Grant Writing Grant Management Award Consulting 116

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 93

Software Funding Metrics Consulting 93

AmpliFund

DECEMBER 5, 2023

If you're managing grant funds in spreadsheets and keeping track of program progress and expenditures with documents and emails, you're likely keenly aware of the inherent risks and administrative headaches. Connecting the people, processes, documents, and data within this system also enables you to see where improvements are needed.

Amplifund 93

Amplifund Grant Management Software Grant Management Software 93

Planned Giving

NOVEMBER 2, 2023

This document is written to explain charitable gifts to donors, but it is helpful to enlighten nonprofits on the burden of reporting unusual major gifts legally too. Referring to the IRS fair market value guidelines document above, as this is an authoritative, frequently updated source.

Policy 93

Policy Policies Liability Pass-Through 93