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.
Private Foundation Grants: How They Differ and How to Win Them
Private foundations operate under different IRS rules than public charities, and that affects how they grant. This guide covers structure, payout rules
Program Cost per Beneficiary: How to Calculate It Without Lying
Cost-per-beneficiary is the metric funders ask about most often and nonprofits report most inconsistently. This guide covers the calculation, the allocation
Prospect Research for Nonprofits: A Practical Step-by-Step Process
A step-by-step prospect research process for nonprofits-from defining capacity thresholds and screening your database to building profiles, assigning
SAMHSA Grants for Nonprofits: How to Apply and Stay Compliant
A practical guide to SAMHSA grants for nonprofits, covering major programs, discretionary applications, behavioral health reporting, and compliance needs.
Social Media Fundraising for Nonprofits: What Actually Works
A clear-eyed guide to social media fundraising for nonprofits, covering platform strengths, Facebook Fundraisers gaps, campaign design, and donor follow-up.
Statement of Activities for Nonprofits: How to Read It and What Funders Look For
The statement of activities is the nonprofit P&L, but it carries information funders use to judge financial health. This guide walks through every section
Sustainer Program Operations: Running a Recurring Donor Program That Compounds
How to operate a sustainer program - onboarding, card-decline recovery, anniversary stewardship, upgrade cadence, and the reporting that keeps recurring
Switching from Neon One: Migration Guide for Mid-Sized Nonprofits [2026]
Switching from Neon One (Neon CRM): honest evaluation of why nonprofits leave, migration data mapping, alternative platforms, and how to plan a clean
Donation Tax Acknowledgment Letters: What You Must Include (and When)
What the IRS requires in a donation acknowledgment letter, when you're legally required to send one, common mistakes, and how to handle year-end and quid pro
The True Cost of Nonprofit Software: A TCO Framework for Decision-Makers
License fees are the smallest part of what nonprofit software actually costs. This guide covers the full TCO framework so you can compare options accurately.
USDA Rural Development Grants for Nonprofits: Programs and Compliance
Programs, eligibility, application steps, and Uniform Guidance compliance specifics for nonprofits pursuing USDA Rural Development grants - Community
Year-End Giving Campaign Guide for Nonprofits
How to plan and execute a year-end giving campaign - calendar, segmentation, email cadence, matching gifts, and the metrics that prove the campaign actually
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Test donor, grant, restricted-fund, and compliance work together before you commit to a new process.