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Articles on Donor Management Software
Nonprofit Document Retention Policy: Template and Retention Periods by Record Type
Posted October 19, 2026 by Sherman Hsieh
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
Salesforce Nonprofit Cloud Pricing: Power of Us Licenses, Editions and Real Implementation Costs
Posted October 18, 2026 by Sherman Hsieh
Salesforce Nonprofit Cloud pricing for 2026: Core, Advanced and Max per-user prices, Power of Us free licenses, add-ons and real implementation costs. Read More
DonorPerfect Pricing: Plans, Add-Ons and What Nonprofits Actually Pay
Posted October 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 KPIs: The Financial and Fundraising Metrics Boards Should Track, With a Scorecard
Posted October 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
Form 990 Schedule B: Reporting Contributors and Keeping Donor Data Ready
Posted October 16, 2026 by Sherman Hsieh
Form 990 Schedule B explained: the $5,000 general rule, the 2% special rule, what the public copy hides, and how to tie your donor report to Part VIII. Read More
SYBUNT and LYBUNT Reports: Finding Lapsed Donors in Your Donor Database
Posted October 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
Posted October 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
Donor Database Software for Small Nonprofits: Affordable Options Under 5,000 Donors
Posted October 14, 2026 by Sherman Hsieh
Compare affordable donor databases for small nonprofits: published prices for Little Green Light, DonorPerfect, Bloomerang, Neon CRM and free options. Read More
Year-End Giving Statement: What It Must Include and a Template
Posted October 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
Capital Campaign Software: Tracking Gift Tables, Pledges and Campaign Progress
Posted October 14, 2026 by Sherman Hsieh
Capital campaign software compared: gift range charts, quiet and public phase tracking, naming opportunities, board dashboards and published prices. Read More