Year-end giving is picking up for our clients. As we've seen over the years, the fastest way to build trust and avoid headaches is to send clean, timely acknowledgments that hit the must-have elements and still sound human. Below is a simple checklist you can drop into your CRM template today. The “musts” are drawn from IRS guidance, but this is not tax advice. It is good nonprofit practice. What every acknowledgment for gifts of 250 dollars or more must include Your organiza

January gets easier when deadlines, owners, and documents are planned in October. Consider this a simple kit for your staff. We are glad...

Your grant tracker and your accounting should tell the same story without translation. Share this post and as a handoff to your internal...