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Ensuring Continuity: Succession Planning Strategies for Nonprofit Finance Teams

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If certain institutional knowledge is not properly documented, management may not be aware of user accounts for grant sites, local, state, and federal government reporting portals, bank accounts, or vendor and payroll processing logins.

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5 Considerations When Updating Your Grant Application

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While your mission probably won’t change, the needs of your community and the technology you use to manage your grantmaking will. It’s important to review your grant application periodically so you can incorporate new features in your grantmaking software and new ways to meet the needs of your grantees.

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Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

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In recent years, relationships between nonprofit organizations and their auditors have seen positive change. Your auditor’s year-end work will remain critical to ensure the financial integrity of your nonprofit’s books and records and compliance with ever-changing regulations.

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Preparing for the Inevitable: How Grantmakers Can Thrive Amid Climate Events

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A huge thank you to Audrey Kidwell, Grants Manager for the Center for Disaster Philanthropy, for providing many of the resources and tips included in this article. If possible, establish these relationships beforehand so you can make an immediate impact. Hurricanes. Prolonged droughts.

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Key Qualities and Skills to Look for in Potential Board Members

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Each board member may bring a specific skill or may be a generalist, but in the aggregate, the board provides a full set of business skills to ensure that the executive director is employing best practices — whether it’s finance, budgeting, strategic planning, change management, or succession planning.

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Technology as Partner (not Product) in Knowledge Work

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The list is long and includes roles like information technology, evaluation, grants analysis, learning and change, systems management, and more. How can grants professionals who are doing knowledge work focus on tech alignment in this vast arena of titles, approaches, and methodologies?

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Changemaker Spotlight: Shemitria Smith, Clark Atlanta University

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I am still learning to this day how to make processes smoother and how we can engage our supporters and the community through relationship management and Blackbaud solutions. Transformation requires change management, however. How did you partner with others in the organization to bring them along on the journey?

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