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 Foundation Grants: A 2026 Guide for Nonprofits
How Chicago's foundation grant landscape really works - MacArthur, Joyce, Chicago Community Trust, Polk Bros, and McCormick - with grant sizes, intake patterns, and a realistic application strategy.
Colorado Charitable Registration Filing Guide for Nonprofits
How to file the Charitable Solicitations Registration with the Colorado Secretary of State: who must register, deadlines, fees, required attachments
Colorado Nonprofit Audit Requirements: 2026 Thresholds, Statute, and Deadlines
Colorado's nonprofit audit threshold, statute, deadlines, and how it interacts with the federal Single Audit
How to Start a Nonprofit in Colorado: 2026 Founder's Guide
Form a Colorado nonprofit corporation, secure 501(c)(3), and register with the Secretary of State's CCSA.
Colorado State Grant Programs for Nonprofits: 2026 Funder Landscape
Guide to Colorado state grant programs for nonprofits in 2026: agencies, federal pass-throughs, fiscal year cycles, and public foundation context.
Connecticut Charitable Registration Filing Guide for Nonprofits
How to file the Form CPC-54 (Charitable Organization Registration) with the CT Department of Consumer Protection: who must register, deadlines, fees
Connecticut Nonprofit Audit Requirements: 2026 Thresholds, Statute, and Deadlines
Connecticut's nonprofit audit threshold, statute, deadlines, and how it interacts with the federal Single Audit
How to Start a Nonprofit in Connecticut: Step-by-Step Formation Guide
Form a Connecticut nonstock corporation, secure a federal EIN, file IRS Form 1023 or 1023-EZ.
DC Federal Pass-Through Funding for Nonprofits: A 2026 Guide
How federal pass-through funding actually reaches DC nonprofits - HUD, HHS, DOL, and NEA flows through DC DHS, DBH, HSEMA, OAG, and other District agencies - with realistic compliance expectations and an application strategy.
DC Medicaid and CMS Grant Compliance: A 2026 Guide for Community-Based Orgs
How DC Medicaid and CMS grant compliance work for CBOs - DC Medicaid waivers, federal pass-through via DHCF, CMS reporting cadence, single-audit triggers.
Denver Foundation Grants: A 2026 Guide for Nonprofits
How Denver's foundation grant landscape really works - Helmsley, Daniels Fund, Denver Foundation, Gates Family Foundation, and Anschutz Foundation - with grant sizes, intake patterns, and a realistic application strategy.
Florida Form DR-5 Sales Tax Exemption Guide for Nonprofits
How to file the Form DR-5 with the Florida Department of Revenue: who must register, deadlines, fees, required attachments
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Test donor, grant, restricted-fund, and compliance work together before you commit to a new process.