Research library
Resources & Guides
Guides for nonprofit operators evaluating software, reporting tradeoffs, rollout scope, and the grant-management details that generic CRMs usually leave to spreadsheets.
84 articles across 2 categories
Want a live view of the donor-plus-grants workflow?
Start a 14-day trial and use the same workflow while you compare the guides and shortlist pages.
Frequently asked
Common questions before you try it
What resources help nonprofits evaluate grant management software?
Start with your compliance requirements: which grants have federal Uniform Guidance obligations, what reporting formats your funders require, and whether your current system can produce an audit-ready restricted fund report. That scope defines what features matter before you look at any software.
How do development directors learn which nonprofit software fits their organization?
Peer organizations at similar budget size and funding mix are the most reliable source. Ask your community foundation program officer which tools their grantees use. Sector-specific convenings and capacity-building providers also maintain software recommendations based on direct organizational experience.
Are nonprofit software guides written for the organization's size or the industry?
Most published guides target either very small nonprofits using free tools or large nonprofits with dedicated IT staff. Mid-sized organizations with $500K–$10M budgets and one or two development staff fall in a gap, they need more than a spreadsheet but can't absorb enterprise implementation costs. Evaluate guides based on whether they address your revenue tier.