How-To Guides

Why deadline tracking fails in shared calendars, how to assign per-deadline ownership, how to build in prep lead time by report type, and what happens when

What funders expect in a closeout narrative, how to structure it, what supporting documentation to attach, and how federal and private funder expectations

The difference between a progress report and a compliance report, what funders actually want, how to structure the narrative and financial sections, and the

What nonprofit leaders need to know about 2 CFR Part 200, single audit thresholds, restricted fund tracking, and the systems that prevent the most common

A practical guide for nonprofit EDs building the case for CRM or grant management software. Covers ROI framing, TCO comparison, and board presentation format.

Federal procurement standards under Subpart D: five procurement methods, thresholds updated in 2024, and the documentation that keeps your next audit clean.

The full Subpart E cost principles - allowable, allocable, reasonable, and consistently applied. Section-by-section breakdown for nonprofits managing federal

AmeriCorps grantee fiscal reporting: PER, FFR, match documentation, and member support costs classification.

Which basis of accounting is required for federal grants, how GAAP differs from tax basis, and why FFR drawdowns force accrual conversion.

Which federal agency is your cognizant agency for indirect cost rate negotiation, how to find it, and how rate approvals cross agencies.

How to file Connecticut's nonprofit annual report and charitable registration. Deadlines, fees, forms, and common rejection reasons - written for mid-sized