Fundraising operations
The grant was awarded. What happens next?
Build a nonprofit grant tracker that separates application, payment, and reporting states, with one owner and one dated next action.
CharityStack· August 23, 2026·4 min read
Fundraising operations
A clean donation file can still create duplicate gifts
Import donations into a nonprofit CRM without duplicates by separating donor matching from gift identity, staging exceptions, and testing the rerun.
CharityStack· August 21, 2026·5 min read
Fundraising operations
Fund, campaign, or appeal? One gift may need all three
Separate fund, campaign, and appeal so one nonprofit gift can preserve intended use, fundraising context, and the specific ask.
CharityStack· August 18, 2026·4 min read
Recurring giving
When a recurring donor asks to change their gift, choose one path
Route a recurring donation amount or schedule change through one supported path, then verify the effective date and next charge before closing it.
CharityStack· August 7, 2026·5 min read
Donor management
Before you merge duplicate donor records, run three checks
Check identity, financial history, and communication choices before merging two donor records into one.
CharityStack· July 22, 2026·4 min read
Fundraising software
A minimum viable fundraising software migration
Protect gifts, recurring donations, donor identity, receipts, and reconciliation before moving lower-value fundraising history.
CharityStack· July 20, 2026·5 min read