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 Handle Disallowed Costs on a Federal Grant
A practical guide to disallowed costs on federal grants, covering questioned costs, 2 CFR 200 principles, self-reporting, repayment, and prevention.
How to Maintain SEFA Records Between Audits
A practical guide to maintaining SEFA records year-round - why SEFA errors happen, maintaining a running schedule, cluster program identification
How to Manage a Grant Rebudget Request
When rebudgeting requires prior approval, how to write the request, how to track cumulative transfers, and how federal and private funder requirements differ.
How to Manage Grant Closeout Record Retention
A practical guide to grant closeout record retention under 2 CFR 200.334 - what to keep, how long, what format, how to organize the file, and the mistakes
How to Onboard a New Grants Manager Without Losing Institutional Knowledge
How to onboard a new grants manager, document institutional knowledge, build a 30/60/90 day plan, and preserve compliance continuity.
How to Prepare an SF-425 Federal Financial Report, Step by Step
A step-by-step guide to completing the SF-425 Federal Financial Report - every section explained, GL reconciliation before submission, common errors on lines
How to Prepare for a Program Officer Site Visit
What program officers look for during a site visit, a 30-day prep checklist, what documents to have ready, and how to handle questions about budget variances
How to Present Grant Financials at a Board Meeting
How to present grant financials at a board meeting, including a one-page summary, compliance questions, restricted funds, and variance discussion.
How to Reconcile Donor CRM Data with Restricted Grant Funds
Development and finance track the same funders in different systems with different data. This guide explains why the records diverge, what a reconciliation
How to Request a No-Cost Extension on a Federal Grant
A no-cost extension extends your period of performance without additional funds. When to request one, what justification works, agency-specific procedures
How to Run a Grant Kickoff Meeting That Actually Prevents Problems
A grant kickoff meeting done well surfaces compliance obligations, assigns ownership, and creates the cross-functional handoff that keeps finance and program
How to Set Up a Grant Compliance Calendar
A grant compliance calendar is not the same as a reporting calendar. This guide covers what recurring compliance tasks to schedule, how to assign ownership
Start a 1-month free trial when the guide becomes a workflow.
Test donor, grant, restricted-fund, and compliance work together before you commit to a new process.