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Everything Your Nonprofit Needs to Know About Form 990

Alongside generating fundraising revenue, leading your employees and volunteers, and enacting your mission in the community, an essential part of managing a nonprofit is remaining compliant with the legal requirements for nonprofits. While many compliance guidelines will depend on...


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How to transition donor relationships before you walk out the door
They Gave to You. Now Help Them Love the Mission.

After 25 years working with nonprofit leaders, I’ve watched a lot of fundraisers retire.

Some leave well. Their major donors stay engaged, continue giving, and develop meaningful relationships with the next person who walks through the door. The pipeline stays warm. The mission keeps moving.

Others leave a quiet ...


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3 Steps for Being More Strategic with Your Board
Or “How to show up more authentically with board members”

This past week, I was at a board retreat. Not facilitating a board retreat like I normally do. But attending the board retreat as a board member!

And my experience may help you with your nonprofit board members.

Begin With the End in Mind 

As a certified


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How to Identify Gaps in Your Fundraising Tech Stack

Investing in a tool that fulfills your nonprofit’s precise needs and connects to the rest of your tech can transform your fundraising efforts. However, too often nonprofit leaders aren’t sure where to start their search, whether a piece of tech is truly necessary, or how a new tool will integrate with the rest of their tech stack.

Before implementing another tech tool,...


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Now’s the time to thank [script included]

Good morning, Marc,

With all the receipting and reporting you need to do this week, it’s easy to forget the most important part of the fundraising process: thanking.

Ok. The second most important. Asking is obviously more important.

But thanking is hugely important.

Survey after survey shows the top reason donors don’t give ...


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