How-To Guides
Practical guides for development directors choosing nonprofit software, managing grant compliance, and running a tighter operation.
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Single Audit Threshold: $750,000 Raised to $1,000,000
The single audit threshold changed from $750,000 to $1,000,000 under the revised 2 CFR 200.501, effective for fiscal years ending September 30, 2025 or later
Social Media Fundraising for Nonprofits: What Actually Works
A clear-eyed guide to social media fundraising for nonprofits - what each platform delivers, where Facebook Fundraisers fall short, and how to build an
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
Accounting for Restricted Funds in a Nonprofit: The Complete Framework
Restricted fund accounting errors are the most common cause of single audit findings. Here is the complete framework: recognition, journal entries, release
5 Donor Management Software Mistakes Development Directors Regret
Five specific donor management software purchasing and contracting mistakes that cost development directors money, data, and flexibility - with the precise
Evaluation Plan for a Grant Proposal: How to Write One Without a Research Team
How to write an evaluation plan for a grant proposal - process vs. outcome evaluation, measurable outcomes, logic model connection, data collection methods
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