How-To Guides
Practical guides for development directors choosing nonprofit software, managing grant compliance, and running a tighter operation.
Page 3 of 6
SF-425 Federal Financial Report: A Field-by-Field Guide for Nonprofits
Everything nonprofits need to know about the SF-425 Federal Financial Report: when it's required, what each field means, how to pull the data, and the most common errors that trigger agency follow-up.
Single Audit Threshold: The $750,000 Rule Explained
What the $750,000 single audit threshold means for nonprofits, how to calculate your Schedule of Expenditures of Federal Awards (SEFA), what happens when you cross the threshold, and how major program determination works.
Switching from Bloomerang: What Grant-Heavy Nonprofits Miss and How to Migrate
What Bloomerang does well, where it falls short for grant compliance, what data you can export, how long migration takes, and how to decide if a Bloomerang migration is the right move for your organization.
DonorPerfect Alternative for Grant Compliance: What's Missing and How to Migrate
What DonorPerfect does well for donor management, where it falls short for grant compliance, how to export your data, migration timeline, and what to set up first when moving to a grant-focused system.
Tracking Donor-Restricted Contributions for Nonprofits
How nonprofits track donor-restricted contributions from receipt through spending and year-end reconciliation — recording the gift, tagging to program codes, monitoring expenditures against restrictions, and handling unspent restricted funds at fiscal year-end.
What Nonprofit Auditors Request: A Full Audit Prep List
A complete list of what nonprofit auditors typically request during fieldwork — organized by audit area — plus what 'audit-ready' actually means in practice and how long a typical nonprofit audit takes.
2 CFR 200 (Uniform Guidance): A Practical Guide for Nonprofit Operators
2 CFR Part 200 governs how nonprofits must manage federal grants — cost principles, indirect cost rates, subrecipient monitoring, and audit requirements. This guide explains what it requires in operational terms and where organizations most often fall out of compliance.
Federal Grant Reporting Requirements: A Compliance Reference
What 2 CFR Part 200 requires for federal grant reporting, including SF-425 deadlines, Single Audit thresholds, record retention rules, and agency-specific systems.
Funder Reporting Templates: What to Include and How to Structure Each Report Type
Funder reporting templates help nonprofits structure grant progress and financial reports. This guide covers what federal, state, and foundation funders expect , and includes a concrete template structure you can adapt.
Grant Budget Tracking: What It Is and How to Do It Without Audit Risk
Grant budget tracking means monitoring expenditures against each grant's approved budget in real time. This guide covers what proper tracking requires, why spreadsheets fail at scale, and how software changes the audit risk equation.
Grant Closeout Procedures: A Checklist for Nonprofits
A practical guide to grant closeout for nonprofits , financial reconciliation, final reporting, documentation retention, and common mistakes that trigger audit findings after a grant period ends.
Grant Compliance Audit Prep for Nonprofits
How nonprofits prepare for single audits of federal awards. Covers the $750K threshold, documentation requirements, common findings, and software.
Want help picking the right software?
Pick a plan to see pricing details and next steps.