How-To Guides
Practical guides for development directors choosing nonprofit software, managing grant compliance, and running a tighter operation.
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Decision path
Use guides when the workflow needs shape before a tool decision.
Start here for grant compliance, restricted funds, CRM replacement, and reporting workflows that need a clearer operating model before pricing or migration comes up.
2 CFR 200 Subpart D: Federal Procurement Standards
Federal procurement standards under Subpart D: five procurement methods, current FAR-linked thresholds, and the documentation your next audit will test.
Federal Procurement Thresholds 2026: Micro-Purchase and SAT Rules
Current federal procurement thresholds for 2026: $15,000 micro-purchase, $350,000 simplified acquisition, 2 CFR 200 caveats, and documentation rules.
Grant Documentation Checklist: How to Stay Audit-Ready
A comprehensive grant documentation checklist covering financial records, programmatic evidence, personnel files, and organization strategy - so you are
New York CHAR500 Filing Guide: Due Date, Fees, and Audit Rules
Current New York CHAR500 filing guide for nonprofits: due date, automatic extension, audit and review thresholds, fees, attachments, and filing portal.
Nonprofit CRM Pricing Guide: 2026 Costs by Donor Count
CRM pricing from free to $50K+ year one. Compare Salesforce, Bloomerang, Neon CRM, Little Green Light, Keela, HubSpot, and GrantPipe.
Salesforce Nonprofit Cost [2026 Breakdown]
Salesforce nonprofit pricing starts with the license, but implementation, admin, and ecosystem costs are usually the bigger budget items. This guide breaks
Single Audit Threshold: $1,000,000
The single audit threshold changed to $1,000,000 under the revised 2 CFR 200.501, effective for fiscal years ending September 30, 2025 or later
DC Nonprofit Accounting: Federal Subrecipient Requirements, OCFO Reporting, and District Compliance
How DC nonprofit accounting works at the intersection of federal subrecipient requirements under 2 CFR 200, DC OCFO reporting obligations, DC AG charitable solicitation, and the dense federal pass-through environment that defines the District's philanthropic landscape.
Grant Management Software for Nonprofits: What It Does and What to Look For
Grant management software handles the post-award work - restricted fund tracking, expenditure documentation, reporting deadlines, and audit exports. This
Allowable Costs on Federal Grants: What 2 CFR 200 Requires
A practical guide to allowable cost standards for federal grants under 2 CFR Part 200 - the three cost tests, direct vs indirect costs, explicitly unallowable
Common Single Audit Findings: What They Are and How to Prevent Them
The most common Single Audit findings for nonprofits, from procurement issues to subrecipient monitoring gaps, with practical prevention steps.
Donor-Restricted vs Board-Designated Funds: The Legal Distinction
The fundamental difference between donor-restricted and board-designated funds in nonprofit accounting - who can release each type, legal risk of commingling
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