Blackbaud

DECEMBER 20, 2024

In minutes, a data check query can bring me up to speed with a spreadsheet containing all the organizations CRM goals, projects, and training needs by category. This living document for project management has been the collaborative point of focus for our database team.

CRM 97

CRM Software IT Fundraising 97

Qgiv

FEBRUARY 4, 2022

Before you get into the nitty gritty of training resources (like these nonprofit webinars rounded up Nonprofit.Courses ), start with these 10 tips for onboarding all types of volunteers! Maybe the most important document you’ll present to your volunteer is a Covenant. So, no more “sink or swim” approach to your volunteer engagement.

Training 94

Training Management Nonprofit Consultant 94

GrantNews

MARCH 27, 2025

Cloud Storage and Document Sharing: Securely store, access, and collaborate on files from anywhere. Successful applicants receive entrepreneur training, one-on-one mentoring, and a cash grant. Team Communication and Collaboration: Enhance teamwork with real-time messaging, file sharing, and video calls.

Mentor 109

Mentor Award Grant Grants 109

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. If so, when will they be trained? It isnt meant to be a static document.

Calendar 82

Calendar Template Fundraising Donation 82

Grant Professionals Association

NOVEMBER 22, 2024

In addition to the successes, thoughtful consideration of the challenges faced can help you gain insights into areas where you need more training or different systems to ensure smoother grant processes. Training Plan Review the Grant Professionals Certification Institute (GPCI) competencies ( found here: Competencies Tested – GPCI ).

GPCI 52

GPCI Grantschool GPC LOI 52

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

DoJiggy

FEBRUARY 18, 2025

Learning Curve Another concern is the time required to train staff on new tools. Step 2: Build a Business Case Compile a document or presentation that outlines the case for adopting new tech. Be prepared to answer questions about costs, training, and security. Pricing models that suit your budget, such as our free option.

Software 78

Software Training Fundraising Goals 78

Tech Soup

SEPTEMBER 20, 2016

Thankfully, there are many free or inexpensive training programs that can help you polish your technology skills. TechSoup's Tech Training for Nonprofits and Libraries. Learn how to implement and conduct effective tech training for your nonprofit or library staff! Access professional resources and downloadable documents.

Training 55

Training Software Education Management 55

Blackbaud

OCTOBER 25, 2024

However, it’s important to note that Support does not troubleshoot code, provide training, or supply code samples. Read the documentation available and brainstorm what integrations and connections would be most helpful to your organization and processes. So, what’s next? Go forth and conquer!

Software 97

Software Professional Services Grant Management Grants 97

Big Fundraising Ideas

DECEMBER 22, 2024

Volunteer management: Evaluate issues like lack of coordination or insufficient volunteer training. Improve volunteer training: Offer clear instructions, training sessions, or role-specific guides for volunteers. Challenges faced: Document specific issues and how they weremanaged.

Fundraising 52

Fundraising Metrics Training Goals 52

Candid

JANUARY 8, 2025

In a generation very well-documented to be suffering with anxiety, Half the Story is at the leading edge of the digital well-being movement for teens. But what about combining leadership training with philanthropy for our younger set, who will find themselves with capacity to drive impact? Integrate your children.

Pass-Through 52

Pass-Through Education Training Utilities 52

Blackbaud

AUGUST 7, 2024

To do a fund accounting implementation process right, there is a good amount of organization, data clean-up, and training involved. Are the staff members who will use the software trained in nonprofit accounting? What resources, training, and support will you and your team need through the implementation and beyond?

Funding 92

Funding Software Training Goals 92

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 Grants Grant 52

Qgiv

FEBRUARY 15, 2023

The impact of software training on nonprofit staff turnover Three tips for improving software training for your staff Take the next step with your nonprofit’s software training The impact of software training on nonprofit staff turnover How do you keep things running smoothly when you have nonprofit staff leaving?

Training 52

Training Software Conference Consultant 52

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. Consider the level of database training the user has.

Policy 103

Policy Policies Training Management 103

Candid

MARCH 23, 2022

Well, two years on, I can safely say that our virtual training classes are here to stay. Even our premier training— Proposal Writing Boot Camp —is now fully virtual, with a self-paced component and two hours of face-to-face engagement for three weeks. Adopting these mindsets about virtual training has worked well for us at Candid. .

Training 116

Training Proposal Writing Readiness Proposal 116

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

AmpliFund

MARCH 13, 2024

Ensure that you have SOPs and communicate the policies well with the right training to support your team. 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.

Budget 103

Budget Amplifund Grants Grant 103

Blackbaud

MAY 23, 2024

It might also be new equipment installed as part of the grant doesn’t include training for all involved parties or the drivers necessary to run the equipment are not added to staff computers.

Grant Readiness 118

Grant Readiness Award Readiness Grants 118

iGrantWriters

JUNE 15, 2023

The program focuses on overcoming recruitment and training challenges by offering stipends to support trainees during their clinical training and by providing training for clinical supervisors who oversee the trainees. Assisting graduates in connecting with employment opportunities in the field.

Training 52

Training Education HRSA Government 52

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 106

Proposal Grants Grant Grant Writing 106

Candid

JANUARY 17, 2024

That’s why we freely share our expertise with the sector through a variety of channels: Live and on-demand trainings : Learn about a range of topics from starting a nonprofit to proposal writing, management, governance, sustainability, and transparency. Get started today to explore Candid’s wealth of free nonprofit resources.

Letter Of Inquiry 98

Letter Of Inquiry Proposal Writing Proposal Nonprofit 98

Planned Giving

FEBRUARY 24, 2025

Every $1 invested in these communications generated $15 in documented planned gifts. Making It Easy: Your Path to Legacy Giving Success For Your Team Training: Train all gift officers in planned giving basics (we saw a 35% increase in referrals). Build Your Team Train your gift officers. Set clear metrics for success.

Budget 52

Budget Training Demographics Goals 52

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., Learn more about related topics such as managing up , building relationships with funders , and the ethics of prospect research with AGS online training sessions available on demand. certifications, grant agreements).

GPC 40

GPC Grant Writing Indirect Cost Ethics 40

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? The organization hires and trains teachers, finds space, schedules classes, recruits students and actually teaches the material. Classes equals outputs.

Logic Model 105

Logic Model Proposal Writing Proposal Consultant 105

Allied Grant Writers

DECEMBER 25, 2024

Capacity Building Grants often fund training and development efforts, helping organizations to grow and improve their services. Key elements of grant guidelines may include: Eligibility criteria (who can apply) Project scope and objectives Required documents (e.g.,

Grant Writing 52

Grant Writing Grants Grant Indirect Cost 52

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

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

Blue Avocado

FEBRUARY 4, 2025

Throughout my life, from teenage years to now, my career has been filled with leadership training programs: Teen leadership, student leadership, emerging leadership, and executive leadership. I cant think of a term more widely used in the professional world than leadership. It also provides a more honest and attainable foundation.

SAM 68

SAM Nonprofit AI Training 68

Planned Giving

MARCH 17, 2025

Simple bequest language can be provided to donors for their attorney to incorporate into their will or estate documents. Your existing development staff can implement bequest marketing strategies without extensive additional training. Here are some solid planned giving myths debunked that make a good case.

Pass-Through 52

Pass-Through Demographics Training Funding 52

DH Leonard Consulting & Grant Writing Services

DECEMBER 6, 2024

Its why we partner with MyFedTrainer.com to deliver grant writing supports and training on both the pre-award and post-award side of things. This is why its important to create a grant calendar that pre-plans each grants application deadline, reporting schedule, required documentation, and any contingencies.

Finance 52

Finance Grant Management Management Grants 52

Blackbaud

AUGUST 12, 2024

Provide training and resources to help everyone understand how the CRM can support their work. Provide Continuous Training and Support Offer ongoing training and support to ensure your team remains proficient in using the CRM. Invest in training, involve your team, and leverage your CRM to its full potential.

CRM 111

CRM IT Strategic Plan Training 111

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

Blackbaud

APRIL 26, 2024

Because the teams were not prepared at the year-end audit for these types of significant changes, there were often issues that required auditors to spend additional time in discussions with management or to document their understanding of the changes.

Utilities 119

Utilities Management Finance Training 119

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. By building this into your year you have ample opportunities to stay current with your policy and train key staff members on the policy.

Policy 93

Policy Policies Liability Pass-Through 93

Allied Grant Writers

DECEMBER 29, 2024

Documenting Justifications : Clearly articulate the rationale behind each proposed change, referencing both internal assessments and feedback from stakeholders. This section will explore various tools, training resources, and professional assistance available for refining budgeting skills.

Budget 52

Budget Indirect Cost Grants Grant 52

Candid

NOVEMBER 16, 2021

The site offers training for nonprofit staff that goes into more detail than we do in class. Anyone can access free on-demand and live trainings from experts who have experienced common challenges working in the nonprofit field. Candid Learning also hosts live trainings on topics such as corporate giving and starting nonprofits.

Letter Of Inquiry 120

Letter Of Inquiry Nonprofit Proposal Training 120