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Read the latest Nonprofit Donor Management software articles, news and reviews.
Nonprofit Document Retention Policy: Template and Retention Periods by Record Type
By Sherman Hsieh | Oct 19 2026
Nonprofit document retention policy template with a retention schedule by record type, Form 990 line 14 guidance, federal grant rules and system holds. Read More
Higher Education Fundraising Software for Colleges, Universities and Independent Schools
By Sherman Hsieh | Oct 18 2026
Higher education fundraising software compared: alumni records, gift processing, matching gifts and SIS links in Raiser's Edge NXT, Ellucian and more. Read More
Salesforce Nonprofit Cloud Pricing: Power of Us Licenses, Editions and Real Implementation Costs
By Sherman Hsieh | Oct 18 2026
Salesforce Nonprofit Cloud pricing for 2026: Core, Advanced and Max per-user prices, Power of Us free licenses, add-ons and real implementation costs. Read More
DonorPerfect Pricing: Plans, Add-Ons and What Nonprofits Actually Pay
By Sherman Hsieh | Oct 17 2026
DonorPerfect pricing explained: Core, Plus and Pro plans, record-based quotes, processing fees, add-ons and total cost vs Bloomerang, LGL and Neon CRM. Read More
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
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
Form 990 Schedule M: Reporting Noncash Contributions by Type
By Sherman Hsieh | Oct 16 2026
Form 990 Schedule M explained: the $25,000 and art triggers, line-by-line gift coding, Form 8283 counts, and tying Schedule M to Part VIII line 1g. Read More
Form 990 Schedule B: Reporting Contributors and Keeping Donor Data Ready
By Sherman Hsieh | Oct 16 2026
Form 990 Schedule B explained: the $5,000 general rule, the 2% special rule, what the public copy hides, and how to tie your donor report to Part VIII. Read More
SYBUNT and LYBUNT Reports: Finding Lapsed Donors in Your Donor Database
By Sherman Hsieh | Oct 15 2026
SYBUNT and LYBUNT reports explained: fiscal vs calendar year, soft credits, how to run them in five donor databases, and how to segment year-end appeals. Read More
Pledge Reminder Letter: Templates and When to Send Them
By Sherman Hsieh | Oct 15 2026
Pledge reminder letter templates for upcoming, overdue and final-notice payments, a reminder calendar, IRS receipt rules and how donor CRMs send them. Read More