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Read the latest Nonprofit Accounting software articles, news and reviews.

Grant Budget Template: How to Build a Budget Funders Will Approve

Grant Budget Template: How to Build a Budget Funders Will Approve

By Sherman Hsieh | Oct 17 2026

Grant budget template with personnel, fringe, travel, supplies, contractual and indirect lines, narrative tips, 2 CFR 200 rules and actuals tracking. Read More

Nonprofit Budgeting Software: Program, Grant and Organizational Budgets

Nonprofit Budgeting Software: Program, Grant and Organizational Budgets

By Sherman Hsieh | Oct 17 2026

Nonprofit budgeting software compared: program and grant budgets, budget vs actual, board reporting and published prices for Aplos, Budgyt and more. Read More

Nonprofit Treasurer Report Template: What to Show the Board Each Month

Nonprofit Treasurer Report Template: What to Show the Board Each Month

By Sherman Hsieh | Oct 17 2026

One-page nonprofit treasurer report template: cash, budget vs actual, restricted funds, pledges and bills due, with steps for QuickBooks, Aplos, Intacct. Read More

Nonprofit KPIs: The Financial and Fundraising Metrics Boards Should Track, With a Scorecard

Nonprofit KPIs: The Financial and Fundraising Metrics Boards Should Track, With a Scorecard

By Sherman Hsieh | Oct 17 2026

Nonprofit KPIs scorecard with formulas for reserves, days cash, program ratio, cost per dollar raised and donor retention, mapped to Form 990 lines. Read More

Nonprofit Audit Checklist: Preparing the PBC List and Schedules for Your Annual Audit

Nonprofit Audit Checklist: Preparing the PBC List and Schedules for Your Annual Audit

By Sherman Hsieh | Oct 17 2026

Nonprofit audit checklist with a copyable PBC list by area: cash, pledges, grants, functional expenses, fixed assets, payroll and Single Audit items. Read More

Gift Acceptance Policy: What to Include and How to Apply It to Non-Cash Gifts

Gift Acceptance Policy: What to Include and How to Apply It to Non-Cash Gifts

By Sherman Hsieh | Oct 17 2026

Gift acceptance policy template for nonprofits: approval levels, review rules for real estate, stock and crypto, Form 8283 and 8282 duties, CRM flags. Read More

Board-Designated Funds: What They Are and How to Report Them

Board-Designated Funds: What They Are and How to Report Them

By Sherman Hsieh | Oct 17 2026

Board designated funds explained: how they differ from donor-restricted funds, where they sit on the statement of financial position, and an example. Read More

Endowment Accounting for Nonprofits: UPMIFA, Spending Policy and Journal Entries

Endowment Accounting for Nonprofits: UPMIFA, Spending Policy and Journal Entries

By Sherman Hsieh | Oct 17 2026

Endowment accounting for nonprofits: donor-restricted vs board-designated funds, UPMIFA spending rules, underwater funds, journal entries and an example. Read More

Form 990 Preparation: Pulling the Data From Your Accounting System

Form 990 Preparation: Pulling the Data From Your Accounting System

By Sherman Hsieh | Oct 16 2026

Form 990 preparation software, explained: which return parts come from your ledger, how to map accounts, IRS e-file rules, deadlines and tools CPAs use. Read More

Form 990 Schedule R: Reporting Related Organizations and Transactions

Form 990 Schedule R: Reporting Related Organizations and Transactions

By Sherman Hsieh | Oct 16 2026

Form 990 Schedule R explained: Part IV triggers, related organization control tests, Parts I to VI, Part V codes a to s and the $50,000 threshold. Read More