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.
ChatGPT for Nonprofits: 12 Practical Use Cases (and 4 to Avoid)
A practical, honest guide to ChatGPT for nonprofits - 12 use cases with realistic assessments of what works and what doesn't, plus 4 situations where you
CMS and FQHC Grants for Health Nonprofits: Programs and Compliance
How CMS funding interacts with HRSA Section 330 community health center grants, what the FQHC and FQHC Look-Alike designations require, and the Uniform
Community Foundation Grants: How They Work and How to Apply
Community foundations operate differently from private foundations. This guide covers grant cycles, donor-advised funds, eligibility, and relationship building.
Corporate Foundation Grants vs. Matching Programs: How Corporate Giving Actually Works
Corporate giving has three channels - corporate foundations, direct giving programs, and employee matching - each with different rules, sizes, and access
Corporate Matching Gift Programs: How to Capture Unclaimed Matching Gifts
How corporate matching gift programs work, why most matching gifts go unclaimed, and what nonprofits can do to systematically capture them - from donation
Corporate Partnerships for Nonprofits: A Working Strategy
How to build a corporate partnership program covering prospect identification, value proposition design, sponsorship tiers, employee giving, and metrics.
Cost Allocation Plan for Nonprofits: How to Build One That Survives an Audit
A cost allocation plan is how nonprofits with multiple federal grants document the way shared costs are split. This guide walks through the methodology
Development Committee: Structure, Responsibilities, and Effective Practices
What a nonprofit development committee should and should not do: charter, membership, meeting cadence, committee-staff relationship, and avoiding the common
Development Director Responsibilities: A Complete Job Description Guide
What a development director actually does at a mid-sized nonprofit: responsibilities by budget size, salary benchmarks, reporting structure, and a complete
Nonprofit Development KPIs and Metrics: A Practical Guide
Fundraising metrics and KPIs that predict performance: retention rates, donor counts, cost per dollar raised, gift size distribution, and pipeline health.
Development Operations: The Infrastructure That Multiplies Fundraising Capacity
Development operations infrastructure for nonprofits: the systems, workflows, and data discipline that determine whether a fundraising team's capacity
Donor Advised Funds for Nonprofits: A Practical Guide
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
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