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How-To Guides

Practical guides for development directors choosing nonprofit software, managing grant compliance, and running a tighter operation.

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2 CFR 200 Subpart D: Federal Procurement Standards

Guide

Federal procurement standards under Subpart D: five procurement methods, thresholds updated in 2024, and the documentation that keeps your next audit clean.

Updated Apr 25, 2026 Policy review: 2-4 hours. Per-transaction documentation: ongoing

2 CFR 200 Subpart E: Cost Principles for Federal Awards

Guide

The full Subpart E cost principles — allowable, allocable, reasonable, and consistently applied. Section-by-section breakdown for nonprofits managing federal grants.

Updated Apr 25, 2026 Reference guide; apply to each cost type during award setup and drawdown

AmeriCorps Fiscal Reporting Requirements

Compare

AmeriCorps grantee fiscal reporting: PER, FFR, match documentation, and member support costs classification.

Updated Apr 25, 2026 4-6 hours per reporting period to prepare and submit

Cash vs Accrual for Grant Accounting: Nonprofit Guide

Guide

Which basis of accounting is required for federal grants, how GAAP differs from tax basis, and why FFR drawdowns force accrual conversion.

Updated Apr 25, 2026

Cognizant Agency for Indirect Costs: Nonprofit Guide

Guide

Which federal agency is your cognizant agency for indirect cost rate negotiation, how to find it, and how rate approvals cross agencies.

Updated Apr 25, 2026 Initial NICRA negotiation: 6-12 months; renewals: 30-60 days

Connecticut Nonprofit Annual Report: 2026 Filing Guide

Guide

How to file Connecticut's nonprofit annual report and charitable registration. Deadlines, fees, forms, and common rejection reasons — written for mid-sized nonprofits.

Updated Apr 25, 2026 1-3 hours per filing; 4-6 hours if audit is required

Cost Transfer Policy for Federal Grants: Nonprofit Template

Compare

A written cost transfer policy is required under 2 CFR 200. Template, 120-day rule, and documentation that survives audit.

Updated Apr 25, 2026 3-5 hours to draft policy; ongoing per-transfer documentation

DOJ OVC and VAWA Grant Reporting Requirements

Compare

Victims of Crime Act and Violence Against Women Act grant reporting: PMT, semi-annual progress reports, match, and confidentiality rules.

Updated Apr 25, 2026

Federal Procurement Thresholds: Micro, Small, and Large Purchase Rules

Guide

Post-2024 Uniform Guidance procurement thresholds: $10K micro-purchase, $250K simplified acquisition, and documentation requirements at each tier for nonprofit federal award recipients.

Updated Apr 25, 2026 Reference guide — apply at each purchase decision

Florida Solicitation of Contributions Act: Nonprofit Filing Guide

Guide

Florida's charitable solicitation registration under Chapter 496 -- who must register, exemptions, and renewal requirements for nonprofits.

Updated Apr 25, 2026 2-4 hours to prepare; additional time if audit is required

Form 990-EZ Filing: Nonprofit Guide for Mid-Sized Orgs

Guide

Who qualifies for Form 990-EZ vs full 990, filing deadlines, common errors, and when upgrading to 990 is required.

Updated Apr 25, 2026 4-12 hours depending on organization complexity and schedule requirements

Form 990 Filing: Complete 2026 Nonprofit Guide

Guide

Who files Form 990 vs 990-EZ vs 990-N, schedules required, deadlines, and the most-cited IRS audit triggers.

Updated Apr 25, 2026 8-40 hours depending on organization size and schedule requirements

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Frequently asked

Common questions before you try it

What guides help nonprofits understand grant compliance software requirements?
The most useful guides explain federal Uniform Guidance (2 CFR 200) in operational terms: what records your software must produce, what audit trail you need, and how to structure your chart of accounts for multi-grant tracking. The regulation text alone does not tell you what the system has to do day to day.
Where do development directors learn about grant management best practices?
Grant Professionals Association resources, state nonprofit associations, and capacity-building organizations publish grant management practice guides. They are usually more useful than generic vendor content because they are written from the perspective of the people doing the compliance work.
How do I use software guides to prepare for a grant audit?
A useful audit guide should show what auditors look for in grant files: spending matched to approved budget categories, time-and-effort records for personnel costs, procurement records for larger purchases, and a clear restricted-fund trail. If your current software cannot produce those records cleanly, that is the standard to use when evaluating a replacement.