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ASU 2018-08: Contributions vs Exchange Transactions and Conditional Grants

ASU 2018-08: Contributions vs Exchange Transactions and Conditional Grants

Posted Oct 17 2026 by Sherman Hsieh

ASU 2018-08 explained: commensurate value test, barrier plus right of return, refundable advance journal entries and how to track grant conditions. Read More

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

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

Posted Oct 17 2026 by Sherman Hsieh

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

DonorPerfect Pricing: Plans, Add-Ons and What Nonprofits Actually Pay

DonorPerfect Pricing: Plans, Add-Ons and What Nonprofits Actually Pay

Posted Oct 17 2026 by Sherman Hsieh

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 Budgeting Software: Program, Grant and Organizational Budgets

Nonprofit Budgeting Software: Program, Grant and Organizational Budgets

Posted Oct 17 2026 by Sherman Hsieh

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

Posted Oct 17 2026 by Sherman Hsieh

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

Posted Oct 17 2026 by Sherman Hsieh

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

Posted Oct 17 2026 by Sherman Hsieh

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

Posted Oct 17 2026 by Sherman Hsieh

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

Posted Oct 17 2026 by Sherman Hsieh

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

Posted Oct 17 2026 by Sherman Hsieh

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