Posted Oct 15 2026 by Sherman Hsieh
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
Posted Oct 15 2026 by Sherman Hsieh
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
Posted Oct 15 2026 by Sherman Hsieh
Nonprofit cash flow statement template using the indirect method, with long-term restricted gifts, pledges, donated stock and direct vs indirect. Read More
Posted Oct 15 2026 by Sherman Hsieh
How to record in-kind donations: journal entries, a worked example, ASU 2020-07 disclosures, contributed services rules and Form 990 reporting. Read More
Posted Oct 15 2026 by Sherman Hsieh
Restricted funds accounting under ASU 2016-14: journal entries for purpose, time and capital releases, and how fund accounting software handles them. Read More
Posted Oct 15 2026 by Sherman Hsieh
Nonprofit budget template with revenue by source, restricted and unrestricted columns, functional expense allocation and a budget-vs-actual software setup. Read More
Posted Oct 15 2026 by Sherman Hsieh
Nonprofit chart of accounts template with Form 990 line mapping, two net asset classes, fund, function, program and grant dimensions, and software setup. Read More
Posted Oct 15 2026 by Sherman Hsieh
Functional expense allocation for nonprofits: time and square footage bases, journal entries, Appendix IV indirect cost plans and ERP automation. Read More
Posted Oct 15 2026 by Sherman Hsieh
How to prepare a statement of functional expenses: a copyable template mapped to Form 990 Part IX, ASU 2016-14 rules, allocation bases and software. Read More
Posted Oct 15 2026 by Sherman Hsieh
Statement of financial position for nonprofits: a copyable template, net assets with and without donor restrictions, and the ASU 2016-14 liquidity note. Read More