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4 Nonprofit Financial Statements and How to Create Them

sgEngage

To produce meaningful reports to help you do this, you must track all financial activity and ideally compare it to your budget, or your financial representation of what you think you’ll pursue during the year. There are four core reports, known as financial statements, that nonprofits should create to review financial data and activities.

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How to Craft a 1-Page Nonprofit Annual Report

Get Fully Funded

It’s that time of year – time to create your nonprofit annual report. An annual report is a great way to give both donors and the community an overview of what your nonprofit accomplished during the year. Let’s start with the purpose of your annual report. And an annual report is a great way to do that.

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7 Ways Nonprofits Can Automate Donor Retention

Nonprofit Tech for Good

Use scheduled reports to make sure you have the most relevant and up to date information sent to your inbox: monthly, weekly, daily, etc. When you only run these reports monthly, quarterly, or even yearly, the information is a bit stale, and it can be overwhelming to do much with your list of donors. List of major gifts given today.

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Smartsheet: Frustrated with online project management no longer

Judi Sohn

In addition to spreadsheets, there’s quite a bit of Microsoft Project thrown in (it can even import Project files). Templates – Any sheet can be saved as a template. We also have templates for requirements and discovery documents, configuration checklists and more.

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'Tis the Season. to Get Your Tax Act Together!

Blue Fox

For Nonprofit Organizations Document your program accomplishments: Get ready for your annual report by gathering impact metrics. Review your unrelated business income: Ensure proper tracking and reporting of any non-exempt activities. Check your public support test calculations: Stay ahead of your 501(c)(3) status requirements.

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Is social media helping you meet your mission? It can!

Amy Sample Ward

Share it back: Be sure that you don’t just track and store the data, but you report back out to the organization and even community. You can use this template to get you started. Make a copy of the file for your own use (otherwise anyone on the web will see your data if you put it in my template), or download the file. >>

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Top 20 Best WordPress Plugins for Nonprofit Websites

Nonprofit Tech for Good

Enable Media Replace – easily replace an image or file without having to delete, rename, and re-upload to the Media Library. Disable Gutenburg – get the Classic Editor back and disable Gutenberg completely, or selectively disable for posts, pages, roles, post types, and theme templates.

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