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How to Find and Work with a Nonprofit Virtual Assistant

Get Fully Funded

But through shared documents and calendars via cloud-based platforms, the Executive Director of the horse rescue has the extra help they need to get everything done. And that’s okay because by offloading the highlighted tasks, you just cleared space on your calendar to focus on these items and get them done. COMMUNICATION .

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Nonprofit Accounting Basics: 5 Fundamentals to Know

Get Fully Funded

Grants provided by the government and foundations. Because it’s usually pulled monthly, it helps keep your organization’s spending and fundraising on track. Plus, these documents are helpful to reference as your organization files its annual tax returns. Corporate contributions such as matching gifts and sponsorships.

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A Beginner’s Guide to Nonprofit Financial Reporting

Greater Giving

Financial Statements Your nonprofit tracks a lot of financial data day to day, from bank statements to donation records to purchase receipts. It’s usually pulled monthly rather than annually like the other statements, so you can use it to stay on track with spending and fundraising throughout the year. Statement of functional expenses.

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Get Organized and Increase Your Nonprofit Productivity

Get Fully Funded

My calendar and ‘To Do’ list were written in a notebook. They allow you to collaborate with others so you won’t waste time sending Word docs and Excel spreadsheets back and forth while tracking versions. When you accept invitations via email, the meeting gets automatically added to your calendar. With a pen.

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How to Monitor & Adjust Your Fundraising Development Plan Throughout the Year

CauseVox

Sample fundraising calendar Be sure to update your quarterly and monthly totals for the year, comparing them to your original goals. Are you on track to meet your goals? There is still plenty of time left in the year -including important events like Giving Tuesday and end-of-year campaigns – to reset and get back on track.

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Friends Don't Let Friends Use Excel to Manage Grants

Tech Soup

Most nonprofits rely on grant funding to support their programs and services. In fact, 46 percent report that grants make up more than a quarter of their funding. Given how critical grants are for many nonprofits, having good systems in place to manage the grant-writing process from beginning to end is incredibly important.

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The Beginner’s Guide to Nonprofit Fundraising Platforms

Qgiv

Store their contact info like email addresses and phone numbers and easily track donor interactions when they make a donation or volunteer for your organization. Keep supporters updated with email blasts about fundraisers they can participate and set up a social media calendar to easily post across social media platforms.