Blackbaud

JUNE 3, 2024

Although not ready or able yet to make a monetary donation, many 20-somethings are eager to support your cause through advocacy, social influence, and volunteering. Evaluate your roles and responsibilities document. The post Gen Z Is Ready to Join Your Junior Board of Directors first appeared on The ENGAGE Blog. Is it current?

Readiness 105

Readiness Strategic Plan Government Donation 105

Blackbaud

DECEMBER 12, 2024

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. In addition to your CRM, document any third-party tools you use: email marketing, event management, volunteer tracking, etc.

CRM 105

CRM IT Budget Training 105

Planned Giving

JANUARY 25, 2025

Moves management fosters transparency and accountability by documenting every conversation and decision, bringing strategy and predictability to donor cultivation. Getting Ready to Implement Moves Management Set Clear Goals Before implementing moves management, establish well-defined revenue targetsboth short-term and long-term.

Management 52

Management CRM Metrics Readiness 52

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 100

Grant Writing Grants Grant Applicant 100

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

Center for Major Gifts

JANUARY 25, 2025

Additionally, the method fosters transparency and accountability since every conversation and decision is documented. Getting Ready to Implement a Moves Management System at Your Nonprofit Before implementing a moves management process, your organization must have well-defined short-term and long-term revenue targets.

Management 52

Management CRM Readiness Metrics 52

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

Instrumentl

MARCH 19, 2024

In this 1-hour special workshop hosted by Instrumentl, you’ll learn how to assess the readiness of clients and nonprofit organizations for grant funding - including what questions to ask and which documents to review.

Readiness 52

Readiness Instrumentl Grant Grants 52

Allied Grant Writers

DECEMBER 23, 2024

Supporting Documents: 2-5 hours. Submission (2-5 Hours) Preparing submission documents. Ready to take your grant writing to the next level? Project Description: 8-15 hours. Budget Justification: 3-5 hours. Editing and Review (10-15 Hours) Proofreading for grammar, formatting, and compliance.

Grant Writing 52

Grant Writing Grants Grant Proposal 52

Grant'd

JULY 23, 2020

It’s to get grants ready! Yet for all the power this step promises them, many grant seekers tend to skip getting grants ready, often simply because they’re unsure of the how. So for all of you DIY grant seekers out there, we’ve pulled together a step by step list of what you’ll need to do to get grants ready.

Grant Readiness 52

Grant Readiness Readiness Grants Grant 52

Blackbaud

OCTOBER 25, 2024

To provide more value for our grantmaking customers, we’re working internally and with third-party developers to provide ready-built integrations for particular tools. Read the documentation available and brainstorm what integrations and connections would be most helpful to your organization and processes. So, what’s next?

Software 97

Software Professional Services Grant Management Grant 97

CauseVox

JANUARY 20, 2025

If you captured any other pertinent data during the donation process, be sure to document this as well. Lets make this happen. What is Donor Retention? Youre probably generally familiar with the concept of donor retention , but you may not know your own rate or the many nuances of donor retention strategies.

Retainer 111

Retainer Media Donation Software 111

Cain Nonprofit Solutions

MARCH 4, 2021

First up, a disclaimer: Some of you reading this are not ready for NEA grants. You probably aren’t ready for federal grants at all. Is my organization ready to apply for a NEA grant? If you’ve ever read any of my other articles you probably already know how much importance I place on being “grant ready”.

SAM 130

SAM Grants.Gov Federal Grants Grants 130

Peak Proposals

JUNE 1, 2023

Several options exist for storing and adding references to grant proposals or other documents, such as project reports and research papers. Without one, you’ll have to collect your references in a Word document or something similar and, depending on the required style, manually format the citations before pasting them into your document.

Proposal 52

Proposal Management Grant Grants 52

Blackbaud

APRIL 7, 2025

The Purpose of a Budget for Your K-12 Private School Your budget is the guiding financial document for your school. Create or Update your Documented Budget Process Make sure your documented budgeting processes are up to date with the correct people, tools, and expected timelines.

Budget 53

Budget Strategic Plan Template Conference 53

DH Leonard Consulting & Grant Writing Services

OCTOBER 7, 2022

But the fact is, successfully securing and implementing grant funding takes time and effort; to be successful in the business of grants, you need to put equal emphasis on the 5 Rs of Grant Writing : Readiness, Research, Relationships, wRiting, and Reporting. Now you are ready to dig in on funder research, but where do you start?

Grants 106

Grants Grant Grant Writing Grantstation 106

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.

Grant 111

Grant Grants Proposal Applicant 111

GrantNews

JANUARY 9, 2025

Missing Items: Have all documentation ready and attached before you submit. In fact, you might even need a grant writer. Format Guidelines: Always follow the funder’s guidelines. We recommend you read them carefully and be thorough for compliance. Check and double check every item.

Application 64

Application Applicant Grants Grant 64

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 116

Government Indirect Cost Indirect Grants 116

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

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

Assel Grant Services

DECEMBER 8, 2024

Offer to write letters of support for proposals and be flexible when needed to sign grant documentation (e.g., Identify methods for assisting organizations to implement practices that advance grant readiness 2.06. certifications, grant agreements). Understand the issues that could impact their nonprofit agencys finances (e.g.,

GPC 40

GPC Grant Writing Indirect Cost Ethics 40

Allied Grant Writers

DECEMBER 25, 2024

Key elements of grant guidelines may include: Eligibility criteria (who can apply) Project scope and objectives Required documents (e.g., This section outlines the essential elements of a grant proposal and offers valuable insights into crafting a persuasive document.

Grant Writing 52

Grant Writing Grants Grant Indirect Cost 52

Grant Consulting Services

MARCH 26, 2023

Grant optimization and readiness helps you determine if your organization is eligible and helps prepare your organization to start applying for grant funding. In order to make sure our clients are as ready as possible to apply to potential grantmakers based on their requirements we have to first assess. What is Grant Optimization?

Readiness 40

Readiness Grants Grant Instrumentl 40

Blackbaud

JANUARY 17, 2024

This includes reviewing your process documentation or creating it if necessary. Work with your team to review and document each of your funding programs, including the number of grantees, timelines, and applications for each. Make sure you know what that will look like for your GMS, even if you aren’t ready for those features yet.

Grant Management 98

Grant Management Management Grant Management Software Grants 98

Planned Giving

APRIL 7, 2025

Because the truth is, this isnt just about creating documents. Jordan Cassidy Tweet Ready to See LegacyPlanner in Action? It feels like what estate planning should be a personal, thoughtful, even emotional journey that helps your donors express what matters most to them. And thats where planned giving shines. LegacyPlanner begins it.

Finance 52

Finance Education Readiness IT 52

Candid

MARCH 1, 2022

For more grant-related guidance, check out Government Grants 101: Readiness, Research, and Writing the Proposal , an eLearning course I created with Candid. In the video below, you’ll find three top tips to do just that. You could store all of your previous proposals in a proposal “library” on a shared drive.

Proposal 105

Proposal Grants 101 Grants Grant 105

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 111

Software Funding Metrics Goals 111

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

FEBRUARY 9, 2024

That’s why it is vital to make sure your team is prepared for the change and ready to identify the improvements that will increase your community health center’s efficiency and accountability. The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system.

Software 111

Software Funding Metrics Consultant 111

Candid

NOVEMBER 29, 2023

It takes a village to get ready for a large-scale effort like our recent audit. For example, we tapped resources from all parts of Candid—from facilities to product managers—to collect and develop necessary materials and documentation. Once you’ve created your policies and documentation, be sure to share them, so they get used!

Policy 105

Policy Policies Contracts Contract 105

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. Now that you know the top red flags to avoid, you’re ready to tackle your next grant proposal.

Proposal 105

Proposal Grants Grant Grant Writing 105

Tech Soup

APRIL 15, 2014

Today I'd like to help you decide if your organization is ready to make the change. My goal here isn't to sell either of these options, it is to help your organization decide if you are ready to move yourself to Office 365 and what kind of support you might need if you are not. Personal Files / My Documents (OneDrive).

Readiness 47

Readiness Consulting Consulting Consultant 47

Qgiv

SEPTEMBER 10, 2021

If nothing else, these things will ensure that your receipt is useful as a tax document. You can also add a PDF-specific note like, “Please keep this document for your tax records.”. Ready to start writing your receipt? Ready to take a look at our redesigned forms? Create impact statements. How to Use Conditional Content.

Donation 103

Donation Nonprofit Readiness Template 103

Candid

MARCH 23, 2022

Instead, ask them to choose a breakout room with a specific purpose; have staff in the breakout rooms to guide discussion; or simply skip the breakout rooms in favor of another activity like working on a group document in real time, or having a popcorn share. . So, make time, pour yourself some coffee, and arrive ready to engage. .

Training 116

Training Proposal Writing Readiness Proposal 116

Red Tape Busters

JANUARY 26, 2024

Are you ready to take your organisation’s funding potential to the next level? But before you dive into the world of grant applications, it’s essential to ensure that you’re grant ready. Understanding Grant Readiness Grant readiness is all about positioning your organisation to maximise your funding potential.

Grant Readiness 40

Grant Readiness Readiness Grants Grant 40

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 103

Policy Policies Training Management 103