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Four common grant proposal documents (free samples included)

Candid

While Candid is working to reduce that burden broadly, here is one specific way we are trying to help: by providing sample grant proposal documents. There are four major documents that you may need to create if your nonprofit is looking for funding. A brief description of your organization and why this particular project is important.

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Send Year End Tax Documentation in Minutes!

Bloomerang

Coordinating year-end tax documentation takes precious time—sometimes months. And while you’re feeling the gratitude, remember that sending these year-end statements is a great opportunity to thank your donors for the impact they’ve had on your organization. Rest easy knowing donors have the documentation they need for tax deductions.

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Managing leaves of absence, accommodation and requesting medical documentation: Best practices for Canadian nonprofits

Charity Village

Managing employee leaves can be challenging for nonprofit organizations, especially those operating without a dedicated human resources team. As we navigate the evolving landscape of the post-pandemic workplace, the challenges surrounding leaves of absence and medical requests have become increasingly complex.

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[ASK AN EXPERT] How To Document Legacy Gift Intent

Bloomerang

Today’s question comes from a nonprofit employee who wants advice on how to talk to legacy givers as you document their legacy gift intent. . Dear Charity Clairity, I was talking with a donor the other day and he mentioned our organization was in his will. How do you go about asking for amounts and documenting it?

Gift 101
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Top 12 Features Membership Organizations & Associations Should Look for in a CRM

Nonprofit Tech for Good

Written by Findjoo , this is the first post in a series of three about best practices in digital marketing and fundraising for membership organizations and associations. Running an organization can be a big challenge. Because of this, many organizations turn to Customer Relationship Management (CRM) software. Easy To Learn.

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Four Considerations for Secure Document Management

Tech Soup

All organizations need to put security measures in place to protect their data. This is particularly important for nonprofits that manage sensitive or personally identifiable information. Depending on your mission area, you might have names, addresses, and medical records on file, as well as Social Security information and financial data.

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[EIDL Update] If your organization received a COVID Economic Injury Disaster Loan, read this important update!

Blue Fox

Our Recommendation for EIDL Repayment: Pay off this loan as soon as comfortably possible for your organization to avoid a loan maturity balloon payment! The documents you find on your account at caweb.sba.gov will show you the daily interest accruing. At the least pay the accruing interest on a regular basis.

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