Recipes for nonprofits and churches

Each recipe is one job: what to send, what Grantkeeper prepares and what to check before anything goes out.

Keep your Ad Grants account healthy

Weekly grant check video

Weekly grant check

A read-only Monday check of your Ad Grants account, sent as a short text when something needs attention.

Low Quality Score keyword cleanup video

Low Quality Score keyword cleanup

Find live keywords with a Quality Score of 1 or 2 or a single word, pause them, and add specific replacements.

Search terms to negative keywords video

Search terms to negative keywords

Read what people actually typed before clicking your ads, and block the searches that don’t fit your mission.

Month-end CTR review video

Month-end CTR review

Before the month closes, check the account’s click rate and conversions while there is still time to act.

Ad Grants conversion check brief video

Ad Grants conversion check brief

A comparison of recorded Google Ads conversions and form responses, with date ranges and questions for the tracking owner.

Ad Grants survey owner handoff video

Ad Grants survey owner handoff

A short handoff with the notice date, named owner, requested information and a completion check to confirm in Google.

Campaigns and pages

Paused campaign for a program video

Paused campaign for a program

Turn a text about one program into a paused Search campaign with ad groups, ads, keywords and sitelinks.

Program page draft video

Program page draft

A clear page for one program: who it’s for, when, where, what it costs and how to join, saved as a draft.

Donation page draft video

Donation page draft

A donation page that says what gifts support and links to your secure giving form.

Fresh ad copy for a tired ad group video

Fresh ad copy for a tired ad group

New headlines and descriptions for an ad group with a low click rate, added as a paused ad next to the old one.

Donors and volunteers

Weekly donor thank-yous video

Weekly donor thank-yous

Turn the week’s giving export into a checked gift list and a personal thank-you draft for each donor.

Year-end giving statements video

Year-end giving statements

Prepare one year-end giving statement per donor from your gift records, with every mismatch flagged.

Volunteer shift roster video

Volunteer shift roster

Lay out next week’s shifts from your sign-up list, find the gaps, and draft reminders for the people on each shift.

Friday newsletter draft video

Friday newsletter draft

Draft the weekly newsletter from your calendar and notes, in English and Spanish if you need both.

Volunteer hours log page video

Volunteer hours log page

A simple phone page where your coordinator logs volunteer hours, and Grantkeeper totals them for grant reports and thank-yous.

Restricted gift question list video

Restricted gift question list

A review sheet linking gift IDs to donor wording, recorded fund names and questions about mismatches.

First gift welcome note video

First gift welcome note

Five personal note drafts, a missing-name list and a follow-up log ready for your donor system.

Donor thank-you gap check video

Donor thank-you gap check

A matched gift list with sent dates, possible gaps, duplicate IDs and records needing a person to check.

Donation receipt review queue video

Donation receipt review queue

A receipt review queue with source IDs, missing fields, adjustments and draft questions for finance.

Volunteer cancellation cover plan video

Volunteer cancellation cover plan

A cover plan with uncovered roles, possible replacements and individual request drafts to review.

Events

Event page and paused campaign video

Event page and paused campaign

Turn the event details into a page draft and a paused Ad Grants campaign that links to it.

Event sign-up and check-in list video

Event sign-up and check-in list

Capacity, waitlist, confirmation drafts and a simple check-in list for your next event.

After-event ads review video

After-event ads review

After the event, pause its campaign and compare the ad results with your real sign-up count.

Event page missing details check video

Event page missing details check

A page review covering dates, address, cost, access information, signup link and unresolved questions.

Event waitlist review video

Event waitlist review

A capacity review with confirmed registrations, party sizes, possible duplicates and proposed waitlist replies.

Board and reporting

Board packet prep video

Board packet prep

Turn last month’s minutes and this month’s reports into a draft board packet with sources beside every number.

Board minutes draft video

Board minutes draft

Turn meeting notes into draft minutes with motions, votes, decisions and action items, marked for you to confirm.

Grant deadline register video

Grant deadline register

One list of grant applications, renewals and reports due in the coming weeks, with reminders that say what to do.

Foundation grant report draft video

Foundation grant report draft

Draft a funder report from the award terms and your attendance and expense records, with every gap marked.

Monday director brief video

Monday director brief

One short Monday text with the week’s deadlines, open shifts, gifts to thank, grant status and anything stuck.

Grant report missing evidence list video

Grant report missing evidence list

A question-by-question evidence list with file references, missing numbers and a request draft for each staff owner.

Board action owner list video

Board action owner list

An action list with the recorded decision, owner, due date and source paragraph, plus blanks needing confirmation.

Board packet version check video

Board packet version check

A packet index with file dates, missing attachments, conflicting versions and a draft request to each document owner.

990 prep document index video

990 prep document index

A document index tied to the preparer’s checklist, with file dates, missing records and questions for the finance lead.

Online meeting attendance summary video

Online meeting attendance summary

A draft attendance summary with repeat connections, unmatched names and questions for the training lead.

Program milestones to board update video

Program milestones to board update

A one-page draft with dated milestones, reported delays, source tasks and questions for program leads.

Church life

Plan a visit page video

Plan a visit page

A page that answers a first-time visitor’s questions about services, parking, children and accessibility.

Holiday services campaign video

Holiday services campaign

A holiday services page and a paused Ad Grants campaign for Christmas, Easter or another season, built weeks ahead.

Newcomer welcome drafts video

Newcomer welcome drafts

Personal welcome notes for newcomers who asked to be contacted, sent the way each one chose.

Care request queue video

Care request queue

Organize the week’s care and prayer requests into a private list with an owner and a next step for each.

A simple website for a small church video

A simple website for a small church

No website yet? Grantkeeper builds a small site with service times, visit details and contact, checks it on a phone, and puts it online when you send the code.

Ministry signup routing video

Ministry signup routing

A separate interest list for each ministry lead, with contact choices and unassigned responses to review.

Sunday bulletin draft video

Sunday bulletin draft

A bulletin draft with service details, a short events list, signup links and a visible list of blanks.

Bilingual announcement fact check video

Bilingual announcement fact check

A side-by-side check listing mismatched facts, unclear dates and wording for a local Spanish reviewer.

Find and keep funding

Weekly funder page watch video

Weekly funder page watch

Grantkeeper checks the funder and grant pages you pick every week and texts you only when a new round or deadline shows up.

Funder fit check from a 990-PF video

Funder fit check from a 990-PF

Name a private foundation and Grantkeeper reads its recent tax returns to show who it funds, how much, and whether it takes applications.

Funder shortlist, with a source for every fact video

Funder shortlist, with a source for every fact

Describe the program and the area, and Grantkeeper comes back with a ranked shortlist of funders, every fact linked to where it came from.

SAM.gov renewal watch video

SAM.gov renewal watch

Send a screenshot of your SAM.gov registration and Grantkeeper sets reminders well before it expires, each with a short renewal checklist.

Letter of inquiry from a funder's guidelines video

Letter of inquiry from a funder’s guidelines

Grantkeeper reads the funder’s guidelines page or PDF and drafts a letter of inquiry in the order and length it asks for, from your own facts.

Award letter to reporting plan video

Award letter to reporting plan

A draft plan with each deliverable, source page, due date, owner blank and internal review date.

Weekly grant calendar handoff video

Weekly grant calendar handoff

A dated handoff with upcoming reports, application decisions, missing inputs and one named next step per award.

Photos, receipts and forms

Pantry count from shelf photos video

Pantry count from shelf photos

Photograph the pantry shelves and get a count by item, the items running low and a spreadsheet you can compare week to week.

Grant receipts to an expense sheet video

Grant receipts to an expense sheet

Send receipt photos as you spend and Grantkeeper keeps a spreadsheet by grant and budget line, with unreadable receipts flagged.

Paper sign-in sheets to attendance counts video

Paper sign-in sheets to attendance counts

Photograph the paper sign-in sheets from a class, clinic or meal and get attendance counts by date and program for your reports.

Flyers, pages and video

Printable flyer in English and Spanish video

Printable flyer in English and Spanish

Get a one-page flyer for an event or program in both languages, as a page you open on your phone to print or share.

Year-in-review video from your photos video

Year-in-review video from your photos

Add photos to your files, send a line for each part of the year, and get a short captioned video for the annual dinner or website.

Guides

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