How-To Guides

Private foundation accounting is governed by IRC 4942, 4940, and the self-dealing rules - requirements that create accounting obligations general-purpose

Funding Management Software: What Organizations With Multiple Funding Streams Need

Funding management software covers the full complexity of nonprofits with grants, government contracts, and individual donors - different compliance

Grant Accounting Software: Fund-Level Tracking That General Accounting Tools Can't Do

What separates grant accounting from general accounting - fund-level reporting, expenditure allocation, indirect cost tracking, drawdown reconciliation, and

Grant Administration Software: What It Does and How It Differs From Grant Discovery

Grant administration software manages the post-award lifecycle - compliance tracking, expenditure documentation, report submission, and closeout. This guide

9 Grant Compliance Mistakes That Produce Audit Findings (and How to Prevent Each)

Nine specific grant compliance mistakes that produce audit findings, clawbacks, and compliance citations - with the exact regulation violated, why each

Grant Letter of Inquiry Template: What to Include and What to Leave Out

A grant letter of inquiry template covering format, opening, problem statement, program description, budget, the ask, and follow-up - with guidance on what

The Grant Lifecycle: Every Stage From Pre-Award to Post-Closeout

The grant lifecycle has six stages, and compliance obligations accumulate at each one. This guide covers pre-award, award setup, active management, closeout

Grant Lifecycle Management: How High-Compliance Organizations Handle Post-Award

Grant lifecycle management is the operational infrastructure that governs how an organization manages awards from setup through closeout. This guide covers

Grant LOI: What It Is, When Funders Require One, and How to Write It

Everything about the grant LOI - definition, when funders require it, how it fits the annual grant calendar, the difference between an LOI and concept paper

Grant Program Management: What It Means to Run a Grant Program (Not Just Receive One)

Grant program management is the operational infrastructure for organizations that award grants - foundations and government agencies. This guide covers

8 Grant Proposal Mistakes That Produce Rejections and Compliance Problems

Eight specific grant proposal mistakes that produce outright rejections or poorly structured awards that create compliance problems throughout the grant

Grant Proposal Template: The Structure That Works Across Most Funders

A grant proposal template built around what reviewers need to evaluate, not what applicants want to say - covering project summary, need statement, project