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.
Cognizant Agency for Indirect Costs: Nonprofit Guide
Which federal agency is your cognizant agency for indirect cost rate negotiation, how to find it, and how rate approvals cross agencies.
Connecticut Nonprofit Annual Report: 2026 Filing Guide
How to file Connecticut's nonprofit annual report and charitable registration. Deadlines, fees, forms, and common rejection reasons - written for mid-sized
Cost Transfer Policy for Federal Grants: Nonprofit Template
A written cost transfer policy is required under 2 CFR 200. Template, 120-day rule, and documentation that survives audit.
DOJ OVC and VAWA Grant Reporting Requirements
Victims of Crime Act and Violence Against Women Act grant reporting: PMT, semi-annual progress reports, match, and confidentiality rules.
Florida Solicitation of Contributions Act: Nonprofit Filing Guide
Florida's charitable solicitation registration under Chapter 496 -- who must register, exemptions, and renewal requirements for nonprofits.
Form 990-EZ Filing: Nonprofit Guide for Mid-Sized Orgs
Who qualifies for Form 990-EZ vs full 990, filing deadlines, common errors, and when upgrading to 990 is required.
Form 990 Filing: Complete 2026 Nonprofit Guide
Who files Form 990 vs 990-EZ vs 990-N, schedules required, deadlines, and the most-cited IRS audit triggers.
Form 990-PF Filing: Private Foundation Guide
Form 990-PF requirements for private foundations: 5% distribution rule, excise tax calculation, Schedule B disclosures, and investment income tax.
Form 990-T and Unrelated Business Income: Nonprofit Guide
When nonprofits must file Form 990-T, what counts as unrelated business income, the $1,000 gross income threshold, and post-TCJA silo rules.
Georgia Charitable Solicitation Registration Guide
Georgia Secretary of State charitable solicitations registration for nonprofits. Exemptions, fees, and annual renewal requirements.
Grant Drawdown vs Reimbursement: Nonprofit Cash Flow Guide
Drawdown vs reimbursement: how federal grant cash flow works, interest earnings rules, and LOCCS vs ASAP vs PMS walkthroughs.
HRSA Ryan White Part A Reporting Requirements
Ryan White Part A HIV/AIDS grant reporting: RSR, PSRA, the 75/25 core-medical-services rule, and allowable cost documentation for HRSA grantees.
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