Taking a Strategic Approach to Planned Giving

whitePaper | March 25, 2020

In their seminal article, "Nonprofit Starvation Cycle", Ann Goggins Gregory and Dan Howard exhort nonprofit finance professionals to report to funders the real costs of running nonprofit organizations. The authors explain that the popular trend to restrict funding to specific programs without accounting for infrastructure expenses leads to an unintended consequence, a "nonprofit starvation cycle", where charities cease to function because they can't pay for overhead costs, such as administrative employees, computers and electric bills. To break this unhealthy cycle, the article encourages nonprofits to recalibrate funder expectations by providing accurate financial reports and other supporting information to reflect the true costs of nonprofit operations.

whitePaper | January 16, 2020

Grant writing success comes with experience. Done well, it can change the landscape of your nonprofit and the lives of your clients. Adding grants to your fundraising strategy can be daunting, but by emulating these traits of experienced and successful grant writers, you can increase your likelihood of success when submitting requests.

whitePaper | June 1, 2022

When you are trying to get to the same place as everyone else, you can use the same map. But when you are blazing your own trail, those directions might help you get started, but they won’t get you where you ultimately want to go. With financial reporting, you need the standardized reports that everyone uses—such as a cash flow statement or budget to actuals—to give you an understanding of where you sit financially. These reports also help you see how you compare with industry benchmarks and other not-for-profit organizations. Knowing that the entire industry is seeing their expenses increase because of inflation makes your tighter margins easier to understand.

whitePaper | January 13, 2021

As nonprofits begin to emerge from the COVID-19 crisis, many priorities and concerns have shifted. In May, we sent a brief questionnaire to our database of thousands of nonprofits. The response was telling, and a clear picture of the challenges ahead surfaced from the organizations surveyed. This white paper details the survey results and what they mean for the future of nonprofits nationwide. Use the form here to have the whitepaper sent to your inbox!

whitePaper | June 29, 2022

As remote work becomes increasingly common, you need to empower employees and volunteers to be productive from anywhere. At the same time, you can’t compromise on security. These goals are complementary: secure work is productive work. With the right technology approach, you can protect data, devices, and applications, minimize the impact of security on your sta, and simplify IT

whitePaper | February 26, 2021

Here’s an overview of fundraising technology, providing a roadmap for nonprofits seeking to make the most of these tools. This whitepaper also explores the critical balance of this technology evolution— carrying the potential for both incredible nonprofit advancement and critical ethical repercussions. Use the form here to have the whitepaper sent to your inbox!