Nonprofit and Government Financial Operations Improvement Specialists

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Contact Us: 877-872-2228

whitepaper finalWHITE PAPERS

The latest information to help guide nonprofit organizations and government entities in streamlining operations, management, and fundraising efforts can be found in these white papers.


EBOOK: The Trust Factor & Nonprofit Financial Management.
This new EBook outlines the importance of trust in all phases of nonprofit management, program management, and outcomes management while also detailing areas that might make an organization vulnerable. It also provides helpful tips to guide nonprofits through assessing their current level of trust and highlights areas that help strengthen the trust factor. Download The Trust Factor & Nonprofit Financial Management EBook.

4 Steps to a Healthy CRM Intervention.
Is your database underperforming? This Executive Paper takes you through thought-provoking questions and tutorials for each of the 4 steps in a healthy CRM intervention to help you and your team identify what’s important to your organization, prioritize your needs and set you on a path for optimal donor engagement. Download 4 Steps to a Healthy CRM Intervention

Endowment Special Report 2017: The Endowment Squeeze, How Nonprofits and Foundations are Fairing in a Time of Uncertainty.
AccuFund partnered with Chronicle of Philanthropy to bring about this special report, highlighting endowment success stories; returns, diversification and what’s required for keeping and attracting endowment donors. Download The Endowment Squeeze, How Nonprofits and Foundations are Fairing in a Time of Uncertainty.

Mining the 990 - A Guide to Gleaning Key Data from Charities' Tax Form.

AccuFund Sponsors The Chronicle of Philanthropy’s New IRS Form 990 Reporting Guide, Mining the 990 – A Guide to Gleaning Key Data from Charities’ Tax Form. The Guide offers insightful solutions relating to and referencing all areas of IRS Form 990.The increasing demand for transparency and understanding around nonprofit reporting fueled the need for this reporting guide. Download Mining the 990 – A Guide to Gleaning Key Data from Charities’ Tax Form.

5 Key Factors to Consider When Investing in a New Nonprofit Accounting System.

How often do you assess the systems that drive your organization? Does management have the analytics and insights they need to make decisions? Sound, accurate financial reporting helps everyone involved understand the financial state of your organization. For thought-provoking questions and topics for assessing your organizations’ needs, download this new, executive paper, 5 Key Factors to Consider When Investing in a New Nonprofit Accounting System.

Reporting on a Mission. Insights and Best Practices for Nonprofit Reporting.

Nonprofit Reporting is your organization’s best insight into your financial position, grant management, and program effectiveness.  With better insight comes better decision making and better tactical execution. Timely, accurate, understandable reporting is essential for an organization to secure grant awards, attract more donations, and at the very least, make the most effective use of the funds you do have. Download this nonprofit reporting white paper.

7 Compelling Benefits of Cloud Computing and the 3 Most Important Facts Every Nonprofit Should Know Before Purchasing a Cloud Solution.

This white paper not only explores the benefits of cloud computing, but also reviews the three critical questions everyone should ask when researching cloud solutions for your nonprofit. The answers to these questions are critical because if the cloud solution is not designed for nonprofits - all benefits go out the window. Download this cloud white paper.

Functional Expense Reporting.
Functional Expense Reporting provides donors, funders and the general public, with meaningful information about the types of programs and activities carried out by an organization.  This white paper provides a behind-the-scenes look at Functional Expense Reporting - what it takes to do it well and how it helps position your organization for ongoing success. Download this functional expense reporting white paper.

Exploring the Disciplines of Successful Major Gift Fundraising with Moves Management.
In this white paper, we identify 6 Key Steps any nonprofit organization can follow to optimize their fundraising efforts. We offer insights on monitoring your existing constituent database, tracking the various stages of major gifts, and building a sustainable pipeline for future major donors. Download this moves management white paper.

Efficient Execution of Representative Payee Best Practices.
A guide for social service organizations and government agencies to help improve the management and execution of their clients’ needs. The white paper first addresses the responsibilities and best practices aligned with SSA requirements and secondly describe features and functions needed in a representative payee system to help agencies save time, reduce costs and errors, and realize clarity on all accounts. Download this representative payee white paper.

Optimize Your Salesforce Nonprofit Solution.
Whether you are preparing to implement your new donor database, looking for ways to maximize your data centric fundraising efforts, or optimizing your database to meet changing needs, this white paper outlines 5 Key Steps your organization can take to get the most out of the Nonprofit Salesforce Solution. Download the Optimize Your Salesforce Nonprofit Solution white paper.

Going Green and Saving Green: Operating a Paperless Nonprofit.
Learn ways your organization can save time, money and resources with effective use of your organization’s technology. This white paper identifies systems, procedures and technology your organization can benefit from to minimize the time and resources used every day to copy, distribute, find and process the information that comes into, passes within, and exits your organization. Download this paperless nonprofit white paper.

Six Degrees of Major Gift Fundraising. Cultivating the Connection Potential of Your Organization’s Staff, Volunteers and Board Members.
No matter what role you play in an organization – volunteer, leader, board member, staff - everyone has their own trepidations about tapping their personal network to benefit their organization. This white paper will break down common barriers, identify opportunities, and help set your staff, volunteers and board members on a path to actively engage their network; paving the way for your organizations’ ongoing success. Download this major gift fundraising white paper.