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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
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
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
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
Year-End Giving Statement: What It Must Include and a Template
Posted Oct 14 2026 by Sherman Hsieh
Year-end giving statement template with every IRS element for gifts of $250 or more, quid pro quo wording, and how CRMs and church software send them. Read More
Statement of Activities: How Nonprofits Prepare It, With a Template
Posted Oct 12 2026 by Sherman Hsieh
Statement of activities template for nonprofits: ASC 958 net asset columns, releases from restriction, net investment return, tie-outs and software. Read More
Vendor Rebate Tracking Software for Distributors: How It Works and What Your Options Are
Posted Oct 07 2026 by Sherman Hsieh
How distributors track supplier rebates: rebate types, ASC 705-20 monthly accruals, and how ERP modules and platforms like Enable and Vistex handle them. Read More
Best ERP Software in New Zealand (2026): An Independent Buyer’s Guide
Posted Oct 06 2026 by Sherman Hsieh
Independent guide to the best ERP software in New Zealand for 2026: MYOB Acumatica, Business Central, NetSuite, Odoo and more, with NZD pricing. Read More
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
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