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SYBUNT and LYBUNT Reports: Finding Lapsed Donors in Your Donor Database

SYBUNT and LYBUNT Reports: Finding Lapsed Donors in Your Donor Database

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

Pledge Reminder Letter: Templates and When to Send Them

Pledge Reminder Letter: Templates and When to Send Them

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

Nonprofit Statement of Cash Flows: Direct vs Indirect Method, With a Template

Nonprofit Statement of Cash Flows: Direct vs Indirect Method, With a Template

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

In-Kind Donations: How to Value, Record and Report Gifts in Kind

In-Kind Donations: How to Value, Record and Report Gifts in Kind

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

Restricted Funds Accounting for Nonprofits: Recording Restrictions and Releases

Restricted Funds Accounting for Nonprofits: Recording Restrictions and Releases

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

Nonprofit Budget Template: Organizational, Program and Functional Views

Nonprofit Budget Template: Organizational, Program and Functional Views

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

Nonprofit Chart of Accounts: Structure, Funds and Functional Codes

Nonprofit Chart of Accounts: Structure, Funds and Functional Codes

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

Functional Expense Allocation: Methods for Shared Costs in Nonprofits

Functional Expense Allocation: Methods for Shared Costs in Nonprofits

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

Statement of Functional Expenses: How to Prepare It From Your Accounting System

Statement of Functional Expenses: How to Prepare It From Your Accounting System

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

Statement of Financial Position for Nonprofits: Layout, Net Asset Classes and Template

Statement of Financial Position for Nonprofits: Layout, Net Asset Classes and Template

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