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Read the latest Nonprofit Management software articles, news and reviews.
Church Financial Statements: Templates for the Statement of Activities, Financial Position and Giving Report
By Sherman Hsieh | Oct 23 2026
Copyable church financial statements: statement of financial position, statement of activities, restricted fund report and a monthly giving report. Read More
Nonprofit Investment Policy Statement: Template, UPMIFA Rules and Board Oversight
By Sherman Hsieh | Oct 23 2026
Nonprofit investment policy template with copyable IPS language, allocation ranges, UPMIFA prudence and spending rules, board roles and return entries. Read More
Grant Tracking Spreadsheet: A Template for Deadlines, Awards and Reporting
By Sherman Hsieh | Oct 23 2026
Grant tracking spreadsheet template with pipeline, award, report due date and budget-vs-actual tabs, copyable formulas and signs to move to software. Read More
PTA Accounting Software: Options for PTAs, PTOs and Booster Clubs
By Sherman Hsieh | Oct 21 2026
Compare PTA accounting software for PTAs, PTOs and booster clubs: dual approvals, treasurer handoff, budget vs actual, 990 data and published prices. Read More
Private School Accounting Software: How to Choose a System for an Independent School
By Sherman Hsieh | Oct 21 2026
Private school accounting software: restricted funds, endowment, tuition integration, 10-month payroll, and Blackbaud, Veracross and Sage Intacct compared. Read More
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
Nonprofit Whistleblower Policy: Template, Form 990 Line 13 and How to Handle Reports
By Sherman Hsieh | Oct 19 2026
Nonprofit whistleblower policy template with a report log, audit committee workflow, Form 990 line 13 guidance and the Sarbanes-Oxley rules that apply. Read More
Fiscal Sponsorship Accounting: Model A vs Model C Entries, Fees and Reporting
By Sherman Hsieh | Oct 19 2026
Fiscal sponsorship accounting for Model A and Model C: journal entries, restricted net assets, admin fee entries, Form 990 reporting and software setup. Read More
Micro-Purchase Threshold for Federal Grants: Uniform Guidance Procurement Rules and Software Controls
By Sherman Hsieh | Oct 19 2026
Micro-purchase threshold for federal grants: the $15,000 FAR ceiling, $50,000 self-certification, 2 CFR 200.320 methods and approval rules in software. Read More
SF-270 Request for Advance or Reimbursement: When to Use It and How to Prepare It From Grant Ledgers
By Sherman Hsieh | Oct 19 2026
SF-270 guide: when agencies require it instead of ASAP or PMS, advance vs reimbursement, the cash-on-hand rule and a worked request built from grant-coded GL. Read More