Guides for small nonprofits
How the methods behind our tools work: weighted grant pipelines, LYBUNT lists, restricted-fund tie-outs, quorum checks and more.
All guides
GivingTuesday and Christmas Fundraising Plan for Small Nonprofits
FundraisingA backwards-planned GivingTuesday and Christmas appeal for small teams: timelines, one season map, proof checks for content, matching gifts and thank-yous.
Grant Management for Small Nonprofits: A Practical Guide
GrantsHow small nonprofit teams screen funders, forecast a grant pipeline honestly, build and review proposals, check budgets, and track restricted awards.
Nonprofit Bookkeeping and Restricted Funds: A Guide
FinanceA practical guide for volunteer and part-time treasurers: fund tagging, bank reconciliation, fund tie-outs, event net, releases from restriction and reports.
Nonprofit Design with Canva: Reports, Emails and Websites
CanvaHow small nonprofits use Canva for impact pages, annual reports, newsletters and websites that hold up to funder questions, plus tips on Canva for Nonprofits.
Nonprofit Fundraising and Donor Retention: A Working Guide
FundraisingPractical methods for small nonprofit fundraisers: LYBUNT and SYBUNT lists, contact cadence, thank-you standards, year-end projections and season planning.
Nonprofit Operations: Board, Programs and Impact Systems
OperationsHow small nonprofits set up operations: file ownership, board quorum, volunteer readiness, program reviews, honest impact claims, risk, and purchase records.