How-To Guides

How nonprofit EDs build donor retention reports that drive board decisions. Covers retention rate calculation, LYBUNT/SYBUNT analysis, and connecting retention data to revenue.

A practical CRM evaluation checklist for nonprofit executive directors. Covers free trials, feature caps, must-haves, red flags, and migration.

Step-by-step software evaluation framework for executive directors at mid-sized nonprofits. Covers needs assessment, demo evaluation, contract negotiation, and common mistakes.

When spreadsheets stop working for nonprofit data management and how to migrate to a CRM. Covers data cleanup, field mapping, migration planning, and staff adoption.

Why separate donor CRM and grant tracking systems create overhead, and how to evaluate unified platforms. Compares three approaches side by side.

Why donor retention rates average 43-46% and what nonprofits can do to improve them, from acknowledgment timing to impact reporting and recurring gift conversion.

The exact donor retention rate formula, a worked example using real numbers, industry benchmarks, and what to do with the result once you have it.

CRM pricing from free to $15K+/yr. We break down Salesforce ($30K+ setup), Bloomerang ($125/mo), and GrantPipe ($99-$499/mo) total costs.

What Salesforce NPSP is, how it works, what the NPSP-to-Nonprofit Cloud migration means, and when a simpler alternative makes more sense for your nonprofit.

Grant reporting is how nonprofits document what they accomplished with grant funds and how the money was spent. This guide covers report types, frequency, consequences of late filing, and how to build a reporting calendar.