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.
Chicago Nonprofit Fundraising Strategy: Galas, Corporate Giving, and Foundation Cultivation
How Chicago nonprofits build fundraising programs - gala culture, corporate giving from major employers, community foundation grants, major donor cultivation, and the annual giving cycle from Giving Tuesday through spring galas.
Cleveland Nonprofit Fundraising Strategy: Cleveland Foundation, Gund, and Corporate Giving
How Cleveland nonprofits build fundraising strategies across the Cleveland Foundation, George Gund Foundation, Mandel Foundation, and the corporate giving landscape - with the annual cycle, grant sizes, and the unique philanthropic culture of northeast Ohio.
How to Start a Nonprofit in Columbus: Ohio Registration, Franklin County, and 501(c)(3)
Step-by-step guide to starting a nonprofit in Columbus - Ohio incorporation, IRS 501(c)(3), Ohio Attorney General charitable trust registration, Franklin County property tax exemption, Columbus city income tax exemption, and the Columbus Foundation.
Dallas Grant Writing: Communities Foundation of Texas, Hoblitzelle, and Meadows Foundation
How Dallas nonprofits write effective grant proposals for Communities Foundation of Texas, Hoblitzelle Foundation, Meadows Foundation, Amon G. Carter Foundation, and Eugene McDermott Foundation - application processes, typical grant sizes, and DFW funder dynamics.
Denver Nonprofit Audit Readiness: Colorado Thresholds, Daniels Fund Prep, and Federal Single Audit
How Denver-area nonprofits prepare for audits - Colorado state thresholds, Daniels Fund reporting requirements, Denver Foundation expectations, federal single audit under 2 CFR 200, and selecting the right audit firm.
Detroit Grant Writing: Kresge Foundation, Ford Foundation, and Community Foundation for SE Michigan
A practical guide to grant writing for Detroit nonprofits - navigating Kresge, Ford Foundation's Detroit program office, CFSEM, Ralph C. Wilson Jr. Foundation, and Michigan Health Endowment Fund.
How to Start a Nonprofit in Honolulu: Hawaii Registration, OHA, and 501(c)(3)
Step-by-step guide to starting a nonprofit in Honolulu - Hawaii incorporation, 501(c)(3) application, AG charitable solicitation registration, OHA grants for Native Hawaiian-serving organizations, and Hawaii Community Foundation access.
Houston Nonprofit Accounting: Oil & Gas Funder Cycles, Harris County Contracts, and Federal Pass-Through
How Houston nonprofits handle accounting - oil and gas funder cycles, Harris County CDBG-DR disaster recovery funding, Texas HHSC pass-through contracts, and the fiscal reporting expectations of Houston's major institutional funders.
Indianapolis Grant Writing: Lilly Endowment, CICF, and Lumina Foundation
How Indianapolis nonprofits navigate one of the most concentrated foundation ecosystems in the country - Lilly Endowment, CICF, Lumina Foundation, and Nina Mason Pulliam Charitable Trust - with realistic strategies for each funder's process.
How to Start a Nonprofit in Kansas City: MO/KS Dual-State Registration and 501(c)(3)
Step-by-step guide to starting a nonprofit in the Kansas City metro - covering dual-state incorporation in Missouri and Kansas, 501(c)(3) application, charitable registration, and the unique challenges of operating across the state line.
Las Vegas Nonprofit Fundraising: Gaming CSR, Nevada Community Foundation, and Resort Corridor Giving
How Las Vegas nonprofit fundraising actually works - gaming industry mandated philanthropy, Nevada Community Foundation, UNLV Foundation, and the resort corridor giving dynamic that shapes every major campaign.
Los Angeles Government Grants for Nonprofits: County DCFS, LAHSA, and City Funding
How LA nonprofits access county and city government funding - LA County DCFS, LAHSA homelessness funding, City of LA HCIDLA housing grants, and the eBid procurement portal.
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