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.
How to Research Foundation Grants: Finding Funders That Actually Fit
A practical guide to foundation grant research-where to find funders, how to read a 990-PF, the value of warm introductions, what to look for on funder
How to Respond to a Grant Rejection (and When to Try Again)
A practical guide to responding to grant rejections-how to thank the program officer, whether to ask for feedback, when to reapply, and how to track
How to Write a Donor Thank You Letter That Actually Builds Relationships
A practical guide to writing donor thank-you letters that increase retention - covering IRS requirements, timing rules, what to include, and what to leave out.
Individual Giving vs. Grants: Balancing Your Revenue Mix
How to balance individual giving and grant revenue by flexibility, restriction, growth profile, risk, and the operating capacity each source requires.
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, covering prospect identification, moves management, discovery, asks, and stewardship.
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
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Test donor, grant, restricted-fund, and compliance work together before you commit to a new process.