Complete Guides

Explore practical, plain-English guides on running and funding nonprofit programs — from grant management and impact reporting to foundation research, grantee due diligence, and reading IRS filings.

What is a Monitoring Report?

How it fits in the grant lifecycle.

Top Grantmaking Platforms for Community Foundations

Tailored solutions for local funders.

Why We Built Our Grants Data from Raw 990 Filings

Four capability gaps that follow from the shape of a grants directory, and what we built instead.

International Perspectives on Grant Compliance

Key differences by region.

What Is a Logic Model?

Logic model definition — how it maps inputs, activities, outputs, outcomes, and impact for charity programmes.

AkoyaGO Review: Microsoft Dynamics-Based Foundation Management

A review of AkoyaGO — foundation management built on Microsoft Dynamics 365 with all-inclusive pricing.

End-to-End Grant Software: Key Features to Look For

A concise checklist of capabilities that matter and why.

Data Security in AI-Powered Grant Systems

Ensuring encryption, privacy, and trust.

GivingData Review: Grant Management Software for Foundations

A review of GivingData — portfolio analytics and grant lifecycle management for private foundations.

Grant Management for Corporate Giving Teams

Aligning CSR budgets with community needs.

Free vs Paid Grant Management Tools

Pros, cons, and hidden costs.

Fraud Prevention in Digital Grantmaking

How UK funders can prevent, detect and respond to grant fraud using proportionate controls, automation and audit trails.

Grant Risk Management: Identifying and Mitigating Potential Issues

Be systematic and proportionate; act early with clear escalation routes.

Best Foundant GLM Alternatives for Foundations 2026

The best Foundant GLM alternatives for foundations in 2026 — mid-market grant management platforms compared on features, UK compliance and pricing.

How Younger Donors Approach Grantmaking

Digital-first expectations.

Grant Evaluation Methods: Measuring Success and Impact

Choose proportionate methods and feed learning back into design.

Expenditure Responsibility: Granting Outside the 501(c)(3) Universe

How private foundations can legally fund foreign NGOs, LLCs and non-charities — the five-step process under IRC 4945(h).

Sustainable AI in Philanthropy

How AI reduces energy use and carbon impact compared with manual work.

What is Full-Cycle Grant Management?

Explaining the concept clearly.

Candid Foundation Directory Alternatives (2026)

What Candid's Foundation Directory does well, where the alternatives differ, and how to pick without overpaying.

Grant Management Software for US Foundations (2026)

An honest comparison of grantmaking platforms for US private, family, corporate and community foundations.

How to Run a Five-Year Grantmaking Retrospective

A five-year review is a project, not a report. How to reconstruct the record, benchmark it, and reach findings a board can act on.

How to Automate Due Diligence in Grantmaking

Tips and tools for streamlining grantee due diligence checks using technology.

AI-Driven vs. Traditional Grantmaking: Finding the Right Balance

How funders can combine AI efficiency with human judgement — covering triage, due diligence, assessment, and feedback.

How to Benchmark Your Foundation Against Its Peers

Most foundation benchmarking compares the wrong things to the wrong peers. Building a defensible comparison set and reading the results.

AI vs Human Bias in Grant Decisions

How bias shapes grant funding outcomes, where AI helps and where it introduces new risks, and practical steps to make decisions fairer.

How Family Foundations Manage Grants with AI

Balancing tradition and technology.

Mandated Reporting for Nonprofits: What Staff Must Do

Who counts as a mandated reporter, what triggers the duty, and how case records should handle it.

The Future of Philanthropy Technology

How digital tools are reshaping giving.

Case Studies vs. Metrics: What Works Best in Impact Reporting?

Balancing numbers with stories.

Grant Management for Large Trusts and Foundations

Handling complexity at scale.

What is an Assessment Framework?

Guidance for reviewers.

Charity CRM vs. Grant Management System

Overlaps, differences, and when to use both.

Why Feedback Builds Better Funders

Strengthening the sector.

Learning Loops: Feeding Impact Data Back into Strategy

Using insights for future funding.

End-to-End Grant Software: What Does It Mean?

Breaking down the features that define complete systems.

What Are Funding Portals? A Guide for Grantmakers Running Multiple Funds

Funding portals give applicants one public front door that screens and routes them to the right fund. How they work, and why funders running multiple funds use them.

Best Blackbaud Grantmaking Alternatives 2026

The best Blackbaud Grantmaking alternatives for UK funders in 2026 — platforms with lower cost, faster deployment and built-in UK compliance.

How Funders Use AI to Detect Fraud Risks in Grantmaking

How AI helps funders detect fraud risks through anomaly detection, reputation checks and duplicate flagging — while keeping processes fair and proportionate.

Impact Reporting in the AI Era

How automation changes the reporting cycle.

How AI Can Support Trust-Based Philanthropy Without Undermining It

Practical ways funders can use AI to reduce burden, improve equity and strengthen grantee relationships while keeping trust and power-sharing central.

Best Salesforce Grant Management Alternatives 2026

The best alternatives to Salesforce Nonprofit Cloud for grant management in 2026 — purpose-built platforms that cost less and deploy faster.

How to Future-Proof Your Grantmaking

Building resilience for 2030 and beyond.

Best SmartSimple Alternatives for Grant Management 2026

The best SmartSimple alternatives for grant management in 2026 — purpose-built platforms with faster deployment and UK compliance built in.

Ten Quick Wins for Smarter Grantmaking

Small changes with big impact.

NTEE Codes Explained: How US Nonprofits Are Classified

NTEE codes drive most sector analysis and are wrong more often than people assume. How the hierarchy works and how to use it safely.

Why Small Teams Need Automation in Grantmaking

Doing more with less.

How to Research a Foundation Before You Apply

Most grant applications fail on fit, not writing. A research process using public IRS filings to qualify prospects fast.

Nonprofit Board Fiduciary Duties: Care, Loyalty and Obedience

The three duties every US nonprofit board member owes, and how Form 990 made governance public.

Best Submittable Alternatives for Grant Management 2026

The best Submittable alternatives for grant management in 2026 — compared on deployment speed, UK compliance, post-award depth and pricing.

The Future of Corporate Giving

How technology drives social impact.

Audit Trails in Grant Software: Why Every Decision Needs a Digital Record

How audit trails in grant management software protect accountability, reduce fraud risk and satisfy regulators across the full grant lifecycle.

Top Grant Systems for Corporate Giving Teams

Supporting CSR budgets.

The Best Impact Measurement Tools for Funders

How funders can choose impact measurement tools that collect proportionate data, reduce grantee burden, and turn outcomes into actionable insights.

What is Regulatory Compliance in Grantmaking?

Simplified explanation.

The Economics of Grant Administration

Costs, efficiency, and value.

AI-Generated Impact Reports: Are They Reliable?

How reliable are AI-generated impact reports? We examine accuracy, hallucination risks, grounding techniques, and when to trust AI-written summaries.

How to Verify a Charity’s Credentials Quickly

Using open data sources like Companies House.

Foundation Portfolio Analysis: What Your Grantmaking Adds Up To

Individual grant decisions are usually sound. The portfolio they add up to is often nobody's decision. How to analyze it.

The Hidden Costs of Manual Grant Management

Errors, delays, and wasted staff time.

Grant Compliance Guide: Ensuring Regulatory Adherence

Essential UK compliance requirements and practical controls for funders.

Program-Related Investments (PRIs) Explained

Charitable capital that comes back. The three-part test, why PRIs count toward the 5% payout, and when a grant is the better tool.

Risk Management in Grantmaking

Identifying, monitoring, and mitigating risks early.

How to Build Transparency into Grant Decisions

A practical guide for funders on publishing criteria, documenting decisions, sharing feedback and maintaining audit trails to build trust with applicants.

Common Mistakes in Grant Management (and How to Avoid Them)

The most frequent grant management mistakes funders make, from unclear criteria to disproportionate reporting, with practical fixes backed by sector research.

How to Find Grant Funders With AI: A Guide to Funder Prospecting

How UK charities can use AI to research, shortlist and prioritise trusts and foundations to apply to — and where human judgement still matters.

Managing Conflict of Interest in Grant Reviews

Policies, checks, and safeguards.

The Complete Guide to Grant Management

A comprehensive guide to grant management from application through impact, featuring AI-powered solutions.

Predictive Analytics for Funders

Forecasting grant outcomes with AI.

The Complete Grant Application Process: From Start to Finish

A step-by-step guide to the grant application process, including preparation, submission, and follow-up strategies.

Grant Management for Philanthropists

Making personal giving structured and impactful.

Bonterra Grants Management Review: Features, Pricing and Alternatives

A review of Bonterra Grants Management — corporate foundation and high-volume grantmaking platform.

The Best Free Grant Management Tools for Small Organisations

Options for those with limited budgets.

Grant Management Best Practices for Nonprofits and Foundations

Disciplined habits that make programmes fair, fast and auditable.

The Best Cloud-Based Grant Platforms

Why cloud beats on-premise.

How to Automate Grant Reviewer Workflows Without Losing Human Judgement

Practical guide to automating reviewer assignments, scoring, and feedback while keeping expert judgement central.

Grant Management for Community Foundations

Running local programmes effectively.

Plinth vs Other AI Grant Systems

What makes Plinth different?

CommunityForce Review: Scholarship and Grant Management Software

A review of CommunityForce — an AI-powered platform for managing scholarships, grants, and awards together.

What is Grant Management?

A clear definition and why it matters for funders and charities.

The Global State of Grant Management in 2025

Comparing practices across regions.

What Is Restricted vs Unrestricted Funding?

Restricted grants, unrestricted income, full cost recovery, and SORP accounting for UK charities.

Why Individual Donors Should Use Grant Software

Bringing structure to personal giving.

Human-in-the-Loop Grantmaking: Why It Matters

Balancing automation with ethical oversight.

How to Streamline Grant Applications

Steps to make processes faster and fairer.

Manual vs. Automated Due Diligence

A side-by-side comparison.

How to Write Clear Grant Criteria

Making eligibility easy to understand for applicants.

The Best Grant Management Software in the US (2026)

A candid comparison of grant management platforms for US foundations, and how to judge vendor AI claims.

How to Close Out Grants Smoothly

Ensuring compliance and learning before ending.

Optimy Review: Grant Management and CSR Software for European Funders

A review of Optimy — European CSR platform combining grant management with volunteering and sponsorship.

The 5% Payout Rule Explained

What qualifying distributions actually include, why published payout figures disagree, and what the aggregate data shows.

How to Run a Modern Grants Programme

Best practice guide for digital grant-making — from application through assessment to monitoring and reporting.

AI for Grantmakers: Opportunities and Risks

Where artificial intelligence helps and where caution is needed.

RegTech Meets Philanthropy

How compliance technology benefits funders.

Private Foundation vs Public Charity: What Actually Differs

Both are 501(c)(3). The difference is where the money comes from — and it drives payout rules, excise taxes and disclosure.

OpenGrants Review: Grant Discovery and Tracking for Nonprofits

A review of OpenGrants — a grant discovery tool for applicants, not a grant management system for funders.

What is a Grant Agreement?

Definitions and essentials.

How to Give Better Feedback to Applicants

Providing value even to those declined.

The Cost of Non-Compliance in Grantmaking

Risks of fines, reputational damage, and lost trust.

The Digital Divide in Grantmaking

Barriers for small organisations.

Why Grant Management Software is Essential in 2025

The evolution from spreadsheets to AI tools.

Donor-Advised Funds Explained: How DAFs Actually Work

DAFs hold hundreds of billions and face no distribution requirement. How they work, what the payout data shows, and why they complicate research.

Full-Cycle Grant Management: A Practical Guide

Covering pre-award, award, and post-award phases.

How to Manage Large Volumes of Applications

Scaling without increasing staff costs.

AI for Funders: The Future of Grantmaking

How artificial intelligence is changing the way foundations and philanthropists allocate funds.

Generic SaaS vs Purpose-Built Grant Software

Why specialisation matters.

Natural Language Processing in Grant Reviews

Turning long text into quick insights.

Using AI to Spot Patterns in Impact Data

Discovering what drives success.

The Top AI Tools for Philanthropy in 2025

From grant management to fundraising.

Reducing the Burden on Grant Applicants (Without Losing Data Quality)

How funders can make applications proportionate while still getting the data they need for accountability.

WizeHive Review: Flexible Grant and Award Management

A review of WizeHive (Zengine) — highly configurable grant and scholarship management, now part of Submittable.

The Grant Management Lifecycle Explained

From application to impact reporting, step by step.

Top Grant Management Software in 2025 (Comparison Guide)

How leading platforms compare on due diligence, assessment and impact.

AI and Accessibility in Grantmaking

Making funding more inclusive for small or minority-led charities.

Choosing the Right Grant Management Approach

Off-the-shelf tools vs custom systems.

Donor-Advised Fund Software: Administering Named and Donor-Advised Funds

How community foundations and funders administer donor-advised and named funds — fund ledgers, fees, statements, transfers, and donor-facing portals.

Benevity Grants Review: Corporate Giving and Grant Management

A review of Benevity — the leading platform for corporate employee giving programmes that includes grant management.

Real-Time Impact Dashboards for Funders

Using data visualisation for quick insights.

What Your Form 990-PF Reveals About Your Foundation

Your 990-PF is public and machine-readable. What outside analysts can compute from it, and what it says about your grantmaking.

Why Funders Need Centralised Grant Dashboards

The benefits of one source of truth.

Ethical Considerations in AI Grantmaking

A practical guide to ethical AI in grantmaking covering governance, bias, transparency, data protection and human oversight for UK funders.

How AI is Transforming Due Diligence for Funders

AI-powered due diligence automates register lookups, policy reading and financial analysis to cut check times from hours to minutes.

Green Grantmaking: Tracking Environmental Impact

Special considerations for sustainability-focused funds.

Grantmaking Workflows: Best Practices for Efficiency

Optimising each stage of the cycle.

Grant Management Software vs. Spreadsheets

Which is right for your organisation?

How to Verify 501(c)(3) Status Before You Make a Grant

A grant to a revoked organization may not count as a qualifying distribution. The checks that matter, in order.

How to Collect Impact Data Without Overburdening Charities

Proportionate monitoring approaches that reduce admin for charities while keeping funders accountable. Includes frameworks, comparison tables, and AI tools.

How Charities Experience the Application Process

Insights from the other side—what helps and what creates friction for applicants.

eCivis (EUNA Grants) Review: Government Grant Management Software

A review of eCivis (EUNA Grants) — US government grant compliance software not suited to UK funders.

The Future of Hybrid Philanthropy Models

Mixing tech with human insight.

What is a Due Diligence Check?

Breaking down the basics.

The Best Software for Funder–Grantee Collaboration

Improving communication and reporting.

What is a Grant Evaluation Framework?

Tools to assess outcomes.

Measuring Grant Impact: Strategies for Funders

Define outcomes, collect the minimum useful data, and tell the story.

What is Impact Reporting?

Why it matters for accountability.

Grant Budget Management: Financial Planning and Tracking

Plan, track and report budgets with assurance and simplicity.

How to Onboard Reviewers Effectively

Training volunteers and experts for consistent scoring.

Best Free Grant Management Tools

A practical roundup of free or open‑source approaches for small rounds.

Proportionate Evaluation for Small Grants

Avoiding heavy reporting for small sums.

Glossary of Key Grantmaking Terms

A quick reference for funders and grantees.

Co-Funder Networks: Who Else Funds Your Grantees

Every grant connects a funder to a nonprofit, and every nonprofit back to its other funders. What that network reveals.

How Covid-19 Changed Grant Management

Lasting lessons.

Grant Management for International NGOs

Addressing cross-border compliance.

How to Move Your Grant Management Off Spreadsheets (A Practical Guide)

A step-by-step guide to moving grant management from Excel to a dedicated system — the parallel-running approach, what to migrate, and how long it takes.

Best Fluxx Grantmaker Alternatives for Foundations 2026

The best Fluxx alternatives for grantmakers in 2026: Foundant, SmartSimple, Plinth and others compared on features, pricing and UK compliance.

How to Align Grants with Organisational Strategy

Ensuring funding supports mission goals.