How-To Guides

How corporate matching gift programs work, why most matching gifts go unclaimed, and what nonprofits can do to systematically capture them - from donation

How to build a corporate partnership program - prospect identification, value proposition design, sponsorship tiers, employee giving, and the metrics that

A cost allocation plan is how nonprofits with multiple federal grants document the way shared costs are split. This guide walks through the methodology

What a nonprofit development committee should and should not do: charter, membership, meeting cadence, committee-staff relationship, and avoiding the common

What a development director actually does at a mid-sized nonprofit: responsibilities by budget size, salary benchmarks, reporting structure, and a complete

The fundraising metrics and KPIs that actually predict performance - retention rates, donor counts, cost per dollar raised, gift size distributions, and

Development operations infrastructure for nonprofits: the systems, workflows, and data discipline that determine whether a fundraising team's capacity

How donor advised funds work, why DAF gifts are growing, how to identify DAF donors on your file, and the stewardship adjustments that increase recurring DAF

Most failed nonprofit CRM migrations fail before the new system is selected - they fail in the data preparation phase that nobody budgeted properly. This

How mid-sized US nonprofits should handle donor personal data - applicable laws (CCPA, CDPA, GDPR), opt-out handling, role-based access, retention, and the

How to build a 12-month donor stewardship plan that retains donors and deepens relationships between asks - covering calendar, segmentation, board

Eight ready-to-use donor thank-you letter templates for common giving situations - first-time donors, major gifts, monthly donors, in-kind gifts, memorials