How-To Guides
Practical guides for development directors choosing nonprofit software, managing grant compliance, and running a tighter operation.
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The ROI of Integrated Donor and Grant Management: A Builder's Math
Integrating donor management, grant tracking, and restricted fund accounting on a single platform produces measurable ROI through recovered staff time
Major Donor Qualification: How to Build a Real Prospect Pipeline
How to qualify major donor prospects - capacity, inclination, access - using wealth screening, peer screening, and discovery visits to build a working pipeline.
Major Gift Cultivation: A Practical Approach for Nonprofits Without a Full Development Team
How to cultivate major gifts without a dedicated major gifts officer - prospect identification, moves management, the discovery meeting, the ask, and
Moves Management for Major Gifts: A Working Framework
How moves management actually works for major gifts - defining stages, building a portfolio, setting next-action cadence, and reporting that tells you whether
Mid-Level Donor Programs: The Overlooked Middle of Your Donor Pyramid
How to identify, steward, and upgrade mid-level donors - the $1,000-$10,000 givers who are too important for mass treatment but often too small for major gift
Migrating from Bloomerang to GrantPipe: What to Expect
Moving from Bloomerang to GrantPipe? Here's what data migrates cleanly, what needs manual work, and how long the process typically takes.
Upgrading Monthly Donors: A Practical Strategy for Sustainer Growth
How to identify, segment, and ask monthly donors to increase their gift - including upgrade ladders, ask amounts, channels, and reporting that actually works.
Monthly Giving Programs: How to Launch and Grow Recurring Donors
How to build a monthly giving program from payment processing setup through donor onboarding, upgrade strategy, and failed payment recovery - with the metrics
Multi-Year Grant Strategy: Planning, Managing, and Renewing Multi-Year Awards
How to build a multi-year grant strategy: pursuing multi-year awards, managing reporting cycles across years, planning for renewal, and avoiding the common
NEA Grants for Arts Organizations: How to Apply and What to Expect
A practical guide to NEA grants for arts organizations - major programs, how funding flows through State Arts Agencies, matching requirements, allowable
The New Development Director 90-Day Plan: A Practical Onboarding Guide
What a new development director should do in their first 90 days: stakeholder interviews, system assessment, fundraising audit, board engagement, and the
Nonprofit Annual Report: What to Include and How to Structure It
A complete guide to writing and structuring a nonprofit annual report-from required financial statements to donor recognition, digital vs. print decisions
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