How-To Guides

How nonprofits track restricted funds under GAAP (ASC 958). Covers donor-imposed vs time restrictions, spend-down reports, and software options.

Salesforce discontinued NPSP features in March 2023 and rebranded to Agentforce Nonprofit in 2026. The migration isn't an upgrade — it's a full re-implementation on a different architecture. Here's what it actually costs.

A practical guide for nonprofit EDs building the case for CRM or grant management software. Covers ROI framing, TCO comparison, and board presentation format.

Sticker price is 5-15% of what you'll actually spend on a nonprofit CRM. Here's the full cost breakdown for Salesforce, Blackbaud, and purpose-built alternatives — including implementation, admin, integrations, and the costs vendors don't mention.

Restricted fund tracking is how nonprofits ensure grant and donor-restricted money is spent according to funder requirements. This guide covers accounting rules, common audit failures, and what systems actually work.

A nonprofit CRM is donor and constituent relationship management software built for fundraising operations. This guide explains what it is, how it differs from for-profit CRMs, and what features actually matter for grant-active organizations.

50-55% of CRM implementations fail to meet their objectives. For nonprofits — where only 12% are digitally mature and 1% of tech budgets go to training — the odds are even steeper. Here's what the failure data reveals and how to beat the odds.

Nearly 48% of nonprofits are considering switching CRMs within 12 months — up from 10%. Here's what's driving the largest CRM migration wave in nonprofit history, and what the satisfaction data reveals about which platforms deliver.

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.