New tools, courses, AI helpers, and improvements, in plain language. We are building quickly, so check back often.
Added November 12, 2026. Every event ticket page now has an Add to Google Wallet button beside Save my ticket as a picture. Guests keep the ticket, with its QR code, in Google Wallet on their phone, and it scans at the door the same way as the ticket page. How tickets and check-in work: https://www.allinonenonprofit.com/fundraising-and-development/guide.html#qr-tickets
Added November 11, 2026, in HR Management, on All In One Nonprofit Complete. Start from a set made for the position (executive director, development, programs, finance, volunteer coordination or communications), set a target for each measure, and link the ones your records can answer: dollars raised and new donors, people served, and volunteer hours fill in on their own. The year's measures show inside each person's annual review. How it works: https://hr.allinonenonprofit.com/guide.html#kpis
Added November 11, 2026, in Board Management, on both plans. Board Retreat & Goals plans the yearly retreat around five planning questions and turns the answers into the board's goals, each with an owner and a date, with a short progress check every quarter. Board Refresh reminds the chair about terms ending, long service, repeated absences and the yearly self-assessment. The Board Self-Assessment adds an Impact area, a total score shown on screen only for the board's own use, and a round-by-round comparison. How it works: https://board-management.allinonenonprofit.com/guide.html#retreat
Added November 11, 2026, in Board Management, on both plans. Attendance, the director's own gifts, money raised through Team Fundraising, volunteer hours, the conflict of interest disclosure and training fill in on their own from your records. Each director adds two or three goals and an honest self-review, and the chair adds a comment. Only the director, the chair and the governance committee can see a scorecard. How it works: https://board-management.allinonenonprofit.com/guide.html#scorecards
Added November 10, 2026, in Board Management, on both plans. Skills & Perspectives shows who on the board brings what and which skills nobody covers. Candidate Packets sends a candidate one private link, before anyone is invited, with what the board expects, why you are asking them, the documents worth reading and a board member agreement they sign by typing their name. New Member Onboarding tracks each new director's first 90 days with a board buddy, and shows the chair who is behind. How it works: https://board-management.allinonenonprofit.com/guide.html#recruiting
Added November 10, 2026. Starting November 16, Steve Kennedy hosts a live group Zoom call every Monday from 1:00 to 2:00 PM Eastern to answer questions about using the platform (no session on November 23). Owners, admins, consultants and specialists of subscribing organizations, and Consultant Partners, can come every week. Send a question by 10:00 AM Eastern that Monday. The date and Zoom link are at https://app.allinonenonprofit.com/office-hour, and the details at https://www.allinonenonprofit.com/guide/#office-hour.
Added November 10, 2026. A free guide to what the board, the executive director and staff each own, how that changes from all-volunteer to fully staffed, three ways boards divide the work, and an authority policy you can adopt: https://www.allinonenonprofit.com/learn/board-staff-roles/. A checklist for anyone invited onto a board: https://www.allinonenonprofit.com/learn/before-you-join-a-board/. And two new lessons in the Board Management course, Governance & Board Development: Running the Vote: Motions and Robert's Rules, with a script card for the chair, and Board Member Behaviors That Help or Hurt.
Added November 10, 2026, in Fundraising & Development. The event check-in scanner now keeps working when the room has no signal: it checks each ticket against the guest list on the phone, saves the check-in there, and sends everything with the time it happened when the connection returns. You can also find a guest by name and check them in without their ticket. Details: https://fundraising.allinonenonprofit.com/guide.html#offline-checkin.
Added November 10, 2026, in Fundraising & Development. Give each board member, volunteer or student who sells tickets their own link, and every ticket bought through it is credited to them; buyers can also choose who invited them on the ticket page. The event's new Sold by screen shows the leaderboard, every order with its seller, and every promo and invitation code used, with the dates, each ready to download as a spreadsheet. Details: https://fundraising.allinonenonprofit.com/guide.html#event-sellers.
Added November 10, 2026, in Events (Fundraising & Development, and Events on All In One For Profit). Tick the box beside each event, or Select all shown after filtering, then press Delete selected. You see the list of events before anything is deleted. An event with registrations is never deleted this way; you are told which ones were kept, so you can unpublish or cancel them instead.
Added November 10, 2026. Enter a year of tickets, auction items and campaigns and see, side by side, what percentage fees would cost, what a "free" platform asks your supporters to tip, and the flat yearly price of AIONP Essentials or AIONP Complete, with no platform fee on what you raise: https://www.allinonenonprofit.com/fee-calculator/. The new galas page shows everything a gala committee needs in one place, from tickets, tables and seating to sponsors, the online auction, the store and Team Fundraising: https://www.allinonenonprofit.com/galas/.
Added November 9, 2026, in Fundraising & Development. On an event's Attendees roster, Name badges prints a badge for every guest on Avery 5395 sheets, eight to a page. Team Fundraising campaign pages now count down the days to the campaign's end date and show Recent gifts (the amount and the fundraiser's page, never the donor). Each campaign also has a thermometer you can put on your own website, tall or wide, with the total, the goal, the days left and a Give now button; copy its code from the campaign's card. Details: https://fundraising.allinonenonprofit.com/guide.html#event-badges and https://fundraising.allinonenonprofit.com/guide.html#campaign-thermometer.
Added November 9, 2026. Every event ticket page now has Save my ticket as a picture, so guests keep their ticket and its QR code on their phone and find it at the door without email or a signal. The Stripe step on https://www.allinonenonprofit.com/team/connections/ and the Getting Started Guide now say to apply for Stripe's nonprofit rate (2.2% plus 30 cents on most cards instead of 2.9% plus 30 cents) right after connecting, since Stripe does not lower fees on earlier payments, and to turn on Google Pay so donors can pay with Apple Pay or Google Pay at no extra cost.
Added November 9, 2026, in Team Fundraising in Fundraising & Development. Each campaign has a public campaign page with a leaderboard of fundraisers and teams. Turn on sign-up and supporters make their own pages with Join this campaign, open to anyone or only with your invitation code, and each gets a private link to update their goal and message. Turn on Teams for families, classes and offices raising together, with a captain and a team total. Details: https://fundraising.allinonenonprofit.com/guide.html#team-signup
Added November 9, 2026, on the Attendees roster in the Events tab of Fundraising & Development. Seating lets you set up your tables, seat everyone with one press while keeping each party together, move anyone with a table picker, and print a seating list and fold-over place cards. Transfer moves a ticket to someone else with a new QR code and emails it to them, and Edit fixes a guest's name or email. Sell a ticket at the door makes a "Scan to pay" code: the walk-in pays by card on their own phone, on your Stripe account, and lands on the roster as paid and checked in. Details: https://fundraising.allinonenonprofit.com/guide.html#event-seating
Added November 9, 2026, in the Events tab of Fundraising & Development. A ticket type now has Guests per ticket (a table of 8 = 8): sell a table or a family package as one ticket, and every guest still gets their own name, "Admit one" QR code and check-in on the roster. Each event card also has Copy this event, which makes a new draft with the same tickets, codes, sponsorship levels, auction settings and picture, and no date, attendees or money, so next year's gala starts from this year's. Details: https://fundraising.allinonenonprofit.com/guide.html#event-copy
Fixed November 9, 2026. Saving an event in Fundraising & Development could clear Only with an invitation code on its ticket types, which opened VIP or complimentary seats to everyone. The setting is now kept on every save. If you use invitation-only tickets, open the event, check the box is still ticked, and save.
Added November 9, 2026, for businesses on All In One For Profit. Audits is now in My Apps on the business line, with one audit ready: Know Your Numbers: Cash and Receivables Review. It reads your records in Invoicing and Financial Management and reports invoices more than 60 days past due, how much of what customers owe is overdue, whether reminders and a Pay button are working, how quickly you are paid against your terms, how much revenue rests on one customer, whether the last year made a profit, and whether sales tax you collected is set aside. Every gap becomes a finding with ways to fix it and a 30, 60 and 90 day plan, and your Consultant can run it for you once you tick Audits for their seat. It opens at https://app.allinoneforprofit.com/audits. It is not an audit of financial statements and not tax advice.
Added November 9, 2026, for Consultant Partners and Specialist Partners on both product lines. If your signed Partner Agreement is on record, sign in and open a course at https://www.allinonenonprofit.com/courses/ or https://www.allinoneforprofit.com/courses/, then press Enroll free as a partner. The course and its ebook go to the account you are signed in with. Buying a seat for a colleague or a client still uses the form below it.
Added November 8, 2026, for nonprofit organizations. If your board decides to close, three things now walk you through it. In Project Management, start a project from Dissolving the organization and enter the date you will file the articles of dissolution: every step, from reading the bylaws to the final Form 990 with Schedule N, becomes a dated task. In Board Management, under Board Resolutions, open Closing the organization? Sample dissolution resolution and plan to prefill a Resolution to Dissolve or a Plan of Dissolution, edit it and send it for sign-off. And the guide https://www.allinonenonprofit.com/learn/dissolving-a-nonprofit/ explains each step. Your bylaws can now say how a dissolution works, not only where the assets go: new bylaws from the Nonprofit Formation Assistant carry a six-section Article XI on dissolution, the same sections are on Bylaws Provisions in Board Management for a board to adopt, and the free Nonprofit Bylaws Starter Kit has an expanded Article VIII. Close this organization on My Organization now says plainly that closing the account does not dissolve the corporation. Educational, not legal advice; have your attorney review the plan.
Added November 8, 2026, for nonprofit organizations. Audits checks your records and turns every gap into a numbered finding with the evidence, two to four ways to fix it with one recommended, and a 30, 60 and 90 day plan with an owner and a due date for each action. The audits ready today: the Compliance and Filings Review (your filing calendar, proof of filing and the governance policies the Form 990 asks about), the Development Audit (donor retention, thank-yous, giving concentration, appeals, pledges, the development plan and board giving), the Financial Health Review, the Board Governance Assessment, the Restricted Funds and Grant Compliance Review, the Form 990 Readiness Review, the Grant Readiness Review (IRS eligibility, your readiness assessment, the budget, program costs and outcomes, and the determination letter), the Volunteer Program and Screening Review (screenings for everyone on a shift, flagged and expiring checks, required training, hours and applicants) and the Membership and Dues Retention Review (lapsed members, renewal dates, retention by level and applications). The report carries your letterhead and exports to Word, PDF and the Document Library, with a one-page board version. Your Consultant can run one for you once you tick Audits for their seat on My Organization; a draft stays with them until they share it or mark it Final. Run it again in 90 days and the report shows your progress. How it works: https://www.allinonenonprofit.com/guide/#audits
Added November 8, 2026, for consultants on both product lines. Two new ebooks by Steve Kennedy walk a consultant through choosing a lane, setting up the firm, checking the license gates, pricing, finding the first three clients and planning the first ninety days, $14.99 each: Build and Grow Your Nonprofit Consultant Firm at https://www.allinonenonprofit.com/books/build-and-grow-nonprofit-consultant-firm/ and Build and Grow Your Small Business Consulting Firm at https://www.allinoneforprofit.com/books/build-and-grow-small-business-consulting-firm/. Each book has a course of its own, $297, with one module for each of the book's twelve chapters and a new one every three days, short readings and a quiz in each module, a certificate of completion, and the ebook included: https://www.allinonenonprofit.com/courses/ and https://www.allinoneforprofit.com/courses/. Signed Consultant Partners get both books free in Your book library on the Consultant Hub; they are not part of the books that come with a plan.
Added November 7, 2026, for nonprofit organizations. If another charity holds the 501(c)(3) exemption for your work, open My Organization and under How does the IRS classify you? choose Fiscally sponsored (another charity holds the exemption), then fill in Fiscal sponsor and Sponsor's EIN. Every receipt and thank-you letter then says: "This gift was made to [Sponsor name], a tax-exempt organization under section 501(c)(3), EIN [sponsor EIN], and restricted to [Organization name], a project it sponsors." Your own EIN is no longer printed as the donee's, because your donors' deductions depend on the gift going to your sponsor. The Compliance Tracker shows a card saying your sponsor files the 990 that covers your project, Find Grants checks your sponsor's IRS record, and the Launch Plan is open to you just as it is to a group not tax exempt yet. When your own determination letter arrives, change the tax status and the sponsor fields clear themselves.
For nonprofit organizations in Volunteer Management (Screening & Background Checks), and for nonprofits and All In One For Profit businesses in Employment and HR (the Dashboard, below Hiring & Onboarding). Show background checks by state opens the official way to get each kind of check in all 50 states and the District of Columbia: the state criminal history name check and whether it shows arrests that did not lead to a conviction, fingerprint checks that include the FBI, reduced fees for volunteers, the sex offender registry, the driving record (which shows DUI), and the child abuse and neglect registry, each with its fee and a link to the official page. Below the state are the national screening companies with their published prices (listed alphabetically; a listing is not a recommendation), government checks such as the National Sex Offender Public Website and the federal exclusion lists, drug and alcohol testing including the federal rules for drivers who need a CDL, and the Fair Credit Reporting Act steps for consent and for turning someone down. Every fee was read on the official page on November 6, 2026; a fact we could not confirm says Not confirmed rather than a guess. Educational information, not legal advice.
Added November 6, 2026, for nonprofit organizations. The Glossary in Fundraising and Development now explains the common fundraising terms, sorted A to Z, and a term that goes by another name carries an Also listed as: line, so a search for either name finds it. The Glossary panels in Donor Management and Grant Management gained terms too. How the glossary works: https://www.allinonenonprofit.com/fundraising-and-development/guide.html#glossary
For nonprofit organizations and All In One For Profit businesses, in Document Retention & Security, AI Automations. We measured our AI Acceptable Use Policy against the AI policy template that NTEN publishes for nonprofits and closed every gap: the policy now opens with a principles statement, names staff, board, volunteers and contractors, sorts information into two tiers (public or non-sensitive, usable without asking; anything identifying a person, health or financial detail, or marked confidential, with a masking rule), gives a rule for each everyday use (meeting transcription, translation, research, drafting, analysis about people), adds training and a Reporting a problem section with a named owner and a timeframe, and still fits an organization with limited staff. Two new questions on the card ask about orientation and who is told when a tool gets something wrong. The Third-Party & AI Vendor Vetting Policy now asks a vendor how to opt out of model training, what happens when the tool is wrong, and whether a person can take over at once from any tool that talks with clients or donors. Step by step: https://www.allinonenonprofit.com/document-retention-security/ai-guide.html.
Built on November 5, 2026, on both product lines. Social Media is a new app at https://social.allinonenonprofit.com/ (for All In One For Profit businesses, https://www.allinoneforprofit.com/social/). Give a campaign a goal, dates, a budget and its networks, and tie it to an event, an appeal or a drive. See every network on one Calendar, month or week, with your organization's own events beside the posts, and drag a post to another day. The post editor counts against each network's limit, takes a picture or video from your Media Library, inserts Templates & Hashtags, and can Draft with AI in your organization's voice. Nothing posts without approval: anyone drafts, an owner or Admin approves, and interns and volunteers draft only. Posting, scheduling and the Connections to LinkedIn, Facebook, Instagram, X, Threads, Pinterest, TikTok, YouTube, Google Business Profile, Bluesky, Reddit and Snapchat are part of AIONP Complete and AIOFP Complete; on Essentials those pages show Part of AIONP Complete with a link to pricing. The Social Media Planner, the social connections and the .csv import moved here from Marketing Management, which keeps a Social Media link; Growth Channels is shared by both apps. Step by step: https://www.allinonenonprofit.com/social/guide.html.
For nonprofit organizations running an online auction. A Have an item to donate? box now sits at the top of the auction page with a Donate an auction item button, and the same invitation appears on the event page, the room display, every printed bid sheet, and the outbid and winner emails while bidding is open. New auctions start with item offers turned on, and Copy the item donation link in Fundraising & Development gives you the address to share. Offers still wait for you to accept or decline. Step by step: https://www.allinonenonprofit.com/fundraising-and-development/guide.html.
For nonprofit organizations. An online gift, or a refund of one, now waits until Donor Management has saved it to your organization's records, and the list redraws as soon as it arrives, so closing the page early or having it open in two places can no longer lose a gift. A gift refunded in full keeps its Refunded mark after the page is reloaded, and the amount saved is the amount the donor kept. Step by step: https://www.allinonenonprofit.com/donor-management/guide.html#donations.
For nonprofit organizations, and for All In One For Profit businesses in Customers (household greetings are nonprofit only). In Donor Management, a donor can be marked Deceased, which stops all mail, email and asks and takes them out of household greetings while keeping every gift, and Do not mail, Do not email, Do not call and Do not text each stop one channel. Prefix, Middle name and Suffix give a correct formal name (Dr. Steven S. Kennedy Jr.). Every merge of donor records is now written to your activity log. Contact Manager's Possible duplicates and the shared contact record in Donor Management, Volunteer Management and Membership now match first names that can belong to one person (Steven and Steve) and the same phone with the same last name, and Contact Manager remembers Not the same person. Step by step: https://www.allinonenonprofit.com/donor-management/guide.html.
For nonprofit organizations in Donor Management, and for All In One For Profit businesses in Customers (the household suggestion is nonprofit only). Find duplicates now also suggests records that are probably the same person: first names that can belong to one person (Steven and Steve), a shared additional email, the same phone and last name, or an organization name that differs only by The or Inc. It never pairs people in the same household, never merges on its own, and remembers Not the same person. A new Goes by field holds the name someone is called; greetings, the directory and search use it while receipts keep the legal name. People can now be connected to a foundation, donor-advised fund, company or board with a role, and a gift from that organization credits its Foundation principal or Donor advisor automatically. The Household card also suggests a household when two people share an address and last name. Step by step: https://www.allinonenonprofit.com/donor-management/guide.html.
For nonprofit organizations and All In One For Profit businesses. Our Terms of Service and the refund policy at https://www.allinonenonprofit.com/refunds.html now spell out the Launch Plan refund (in full within 30 days) and what comes back for Launch Support, Guided Setup and Platform Consulting depending on when you ask. They also ask you to write to us before disputing a charge with your bank, since a refund from us is faster. Our own checkout now asks you to tick that you agree to the Terms and the refund policy before you pay. They also now say what happens when a renewal card fails (two weeks of retries, with access kept meanwhile), how plan changes are charged, that ebooks are not refundable once delivered, and that if we ever end an account without cause we refund the unused time. A later update the same day added how ebooks are licensed, that our guides and books may not be used to build AI tools for other people (using AI on your own records is welcome), how we treat feedback, and how to report a copyright problem on a site we host.
For nonprofit organizations on AIONP Essentials and AIONP Complete. The AI connector lets people in your organization use their own Claude or ChatGPT account to look up your donors and gifts, members and renewals, events and auctions, filing deadlines, board meetings, budget and their own to-do list, and get answers from your live records. It only looks things up, never sends, pays, files or deletes, and it stays off until your owner turns it on at https://app.allinonenonprofit.com/connector, where the owner also sees every look-up. Setup steps for Claude and ChatGPT are at https://www.allinonenonprofit.com/help/ai-connector/. Section 2.6 of the Privacy Policy at https://www.allinonenonprofit.com/privacy.html and section 6.4 of the Terms at https://www.allinonenonprofit.com/terms.html describe it.
For every nonprofit organization taking gifts online. When a gift is refunded in Stripe, Donor Management now lowers it to what the donor kept and notes the refund; a gift refunded in full shows Refunded and leaves the thank-you list if it was never thanked. A chargeback the organization loses does the same once it is closed. Your books already showed the reversal; now the donor record, the totals and the year-end statement agree with them. Refund entries in Financial Management are dated by Eastern time. How it works: https://www.allinonenonprofit.com/donor-management/guide
For nonprofit organizations. A Platform Orientation video now opens Getting Started at https://www.allinonenonprofit.com/get-started/ and the Complete Guide, and short first-steps videos sit at the top of the Donor Management, Financial Management, Case Management, Membership and Events, and Document Library guides. Each plays only when you press it, and the CC button offers captions in English, Spanish and Haitian Creole.
For nonprofit organizations subscribing on https://www.allinonenonprofit.com/pricing/. Tick Guided Setup before you press Subscribe and, for a one-time $49 on either plan, we set up your organization from the information you send us, then walk you through it on one 45-minute live Zoom or Google Meet call. More time later is Platform Consulting at $79 an hour: help using the platform, never a substitute for a consultant's advice. Both are optional, and there is still no required setup fee. Neither is offered to an organization that works with a Consultant Partner, whose consultant already does this.
For anyone who introduces organizations to All In One Nonprofit or All In One For Profit. A Referral Partner shares a page and a QR code of their own, and is paid one month of the plan an organization chooses, 30 days after its first payment; the terms are at https://www.allinonenonprofit.com/referral-program/. Every Consultant Partner and Specialist is also a Referral Partner for organizations they will not serve, with a second link on the Hub, and the consultant who later holds an organization's seat still earns the full 25 percent. Partners can now find each other in the private Partner Directory at https://app.allinonenonprofit.com/partners/directory, by specialty and state, once they tick List me in the Partner Directory in their Hub profile.
For Consultant Partners and Specialists. https://app.allinonenonprofit.com/hub/training is now one course: the core and specialty modules plus practice modules on the self-guided tour, the client kickoff, the Engagement Playbooks, and Referral Partners with the Partner Directory, a short audio overview, and the whole course as slides at https://www.allinonenonprofit.com/partners/kit/partner-training-slides.pdf. Nothing is required and there is no certificate. On a computer, a lesson link opens beside the modules, the lesson on the left and the check on the right, and the Hub's reading pages now use the same font as the rest of the platform.
For every nonprofit organization on every plan. Do not send receipts on a donor's record is for a donor-advised fund or foundation that asks not to be receipted: its gifts still count as its own, its letters thank it with no receipt or tax language, and year-end statements skip it. Email greeting sets how email to a person opens, for example "Jim and Sue" when a couple shares one address. A gift added with + Log Gift now reaches Financial Management once its amount is filled in, and a gift designated Temporarily restricted or Permanently restricted is booked as restricted to its fund, the same rule batch deposits use; gifts entered earlier are unchanged.
For every organization, nonprofit and business. Our public forms carry a hidden field to catch spam robots, and some browsers filled it in automatically, so a real person's booking or form could be thanked and then not saved. The field now has a name browsers leave alone, and a submission that trips it is still saved and flagged for us to check.
For every nonprofit organization on every plan. Batch gift entry on Gifts lets you key a stack of checks, cash or envelopes in one sitting: find each donor by name, email or phone, balance the running total against your Deposit slip total, catch duplicate rows before you save, add a new donor without leaving the screen, and save once. Financial Management books the batch as one deposit, and Thank every donor in this batch makes the letters in one step. Saving more than 25 gifts at once now asks you first instead of quietly leaving them out of your books. Import gifts shows each row as matched, new donor, possible duplicate or skipped before anything is saved. A gift can record the Goods or services the donor received and their Fair market value, and the letter states the deductible amount; gifts from a donor-advised fund, a foundation or an IRA qualified charitable distribution get their own letter wording. A donor record now needs an email, a phone number or a mailing address, and every organization has a built-in Anonymous donor. How it works.
For every nonprofit organization on every plan. Every gift keeps one Donor (receives the receipt), whoever legally gave it, and your receipts, books and Form 990 figures count it exactly as before. Also credit now credits other people too, shown as purple chips with the reason: a spouse, the person who recommended a donor-advised fund grant, the person behind a family foundation, a matched employee or the board member who asked. Group the people who share a home into a Household, and the other members are credited on each gift automatically. Each profile shows Legal giving, Recognition giving and Household giving side by side, so a gift is never counted twice, plus a Credited gifts tab. The Thank field sends the thank-you to the household by its greeting, or to a donor advisor or foundation principal personally with a letter that has no receipt language. How it works.
For every organization on every plan, nonprofit and business. When you press a + New or + Add button in any app, the new record opens, scrolls into view and puts your cursor in its first empty field, with a brief outline so you can see where it landed. In Volunteer Management a new volunteer or shift appears at the top of its list, open and ready to fill in.
Each plan on the pricing pages, https://www.allinonenonprofit.com/pricing/ and https://www.allinoneforprofit.com/pricing/, now has one Subscribe button for card checkout through Stripe. Choose Pay with PayPal instead to see the PayPal buttons, which now load only when you ask for them, so the page opens faster on a phone. The sign-in page, https://app.allinonenonprofit.com/signin, now shows our name with a link back to the website.
For every nonprofit organization on every plan. In Volunteer Management, open a shift and press Check-in QR code to print a code for the door. Volunteers scan it with their phone camera, press Check in in the member portal, and press Check out when they leave; no app to install. The coordinator sees who is checked in as it happens, can check someone in by hand, and approves the hours with one button, Approve all checked-out hours. A volunteer on your list who did not sign up can still check in and is marked as a walk-in. Hours always wait for your approval, and a forgotten check-out closes itself two hours after the shift ends. Guide: https://volunteers.allinonenonprofit.com/guide#checkin
For every nonprofit organization on every plan. The button beside the AI Assistant box now says Send, because the box takes tasks as well as questions, and What your AI Assistant can do, inside the box, walks through a task in four steps: send it, open the plan, press Confirm, and find it under Done by your AI Assistant with Undo. A walkthrough with pictures of every step, the tasks it can do today, and what always stays with a person: https://www.allinonenonprofit.com/ai-assistant/
For every nonprofit organization on every plan. The AI Assistant is no longer only on Today: it is on My Apps, https://app.allinonenonprofit.com/, and every app has a Your AI Assistant button at the lower right that opens it in a side panel without leaving the page you are on. Same answers, same helpers, same rules for your seat, and the same 300 requests a month. Guide: https://www.allinonenonprofit.com/guide/#ai-assistant
For every nonprofit organization on every plan. Say what you want made, the way you would say it to a colleague, and the AI Assistant fills in the record in the right app: a draft event with its ticket types, a board or committee meeting with an agenda in the usual order of business, a volunteer shift, a gift received (booked in Financial Management as well), thank-you letters for gifts not yet thanked, a compliance deadline, and a task on someone's list on Today. "Find volunteers for the ice show" lists the active volunteers who are not signed up yet, best match first, with a message for you to send. Each one shows the plan first, changes nothing until you press Confirm, and has Undo. Sending, publishing and payments stay with a person. Need it to create something else? Ask for a new helper at https://www.allinonenonprofit.com/form/?t=ai-helper-request; we build it once, for every organization. Guide: https://www.allinonenonprofit.com/guide/#ai-assistant
On sale October 30, 2026. Google Workspace for Nonprofits, Run It is the companion to Set Up Right: fourteen chapters and an appendix on using Gmail, Calendar, Drive, Docs and Slides, Sheets, Forms and Meet every day, automation with and without code, five scripts worth copying, an AI toolkit by role, working with the board, volunteers and guests, security you will keep up, and tracking money, donors and grants in a spreadsheet. $14.99 at https://www.allinonenonprofit.com/books/google-workspace-run-it/. The two-book set, both ebooks plus a short bonus guide, Google and All In One Nonprofit Together, on moving lists, records, files and dates between Google Workspace and the platform, is $19.99 at https://www.allinonenonprofit.com/books/google-nonprofits-two-book-set/, which saves $4.99 over buying them separately. Delivered by BookFunnel within minutes. An organization on a paid annual plan gets Run It and the bonus guide free, with Set Up Right and the rest of the nonprofit books, from the book panel on the apps page and in the plan email.
Live on October 29, 2026, for every organization on both lines. When you send a request from https://www.allinonenonprofit.com/support/ you now say what kind it is (from "Something is not working" to "A security or privacy concern"), and every request shows when we first replied, whether that was within one business day, when it was resolved, and how, with the fix reference and the date the fix went live. The person who sent it sees it under My requests. The organization's owner and admins also see Our organization's requests: every request anyone in the organization has sent, with totals, a date range, a CSV download and a printable report a technology committee or board can use. Tick Keep this private on a sensitive request: it counts in the totals, but only you and our support team see what it says. My Organization links to it from the activity log card. Guide: https://www.allinonenonprofit.com/guide/#platform-features
Live on October 29, 2026, for every nonprofit organization on every plan. At the top of Today, the AI Assistant does work in plain words: "Find grants for our after-school program" searches foundations from their 990-PF filings and Grants.gov and adds the ones you choose to Grant Management with their deadlines; "What is due?" lists filings, renewals, grant reports and thank-yous owed and starts the to-do; "How do I add a board member?" is answered from the guides. It shows the plan first, changes nothing until you press Confirm, and everything it does is listed with Undo. Sending, filing, paying, deleting and access always stay with a person, and your seat decides how far it goes. The Ask Box on the public site keeps explaining the platform; the AI Assistant is the one that does the work. Guide: https://www.allinonenonprofit.com/guide/#ai-assistant
Live on October 29, 2026. Financial Management has a Statements page that draws, from the ledger you already keep, the three statements funders, auditors and Form 990 ask for: the Statement of Functional Expenses (every expense across program services, management and general, and fundraising, by a split you set once per category in Settings), the Statement of Activities in two columns, without and with donor restrictions, with net assets released from restriction, and the Statement of Assets, Liabilities and Net Assets (cash basis), which starts from opening balances you enter once and ties to your reconciled bank balance. In the IRS Forms Assistant, Fill from Financial Management puts the year's expenses on Form 990 Part IX with their percentages. Included in every plan. Guide: https://www.allinonenonprofit.com/finances/guide.html#statements
Changed on October 27, 2026. Compliance Tracker now says what people often ask: churches, their integrated auxiliaries and conventions or associations of churches are often called 508(c)(1)(A) organizations, after the section of the Internal Revenue Code that says they need not apply to the IRS for recognition of exemption, and they file no Form 990, 990-EZ or 990-N. Section 508(c)(1)(B) is different: an organization that is not a private foundation and normally has gross receipts of $5,000 or less also need not apply for recognition, but it still files the Form 990-N every year, so the tracker keeps the 990-N on its calendar. The church notice on My Organization, the Filings page and the guide all say so: https://www.allinonenonprofit.com/compliance-tracker/guide.html
Live on October 27, 2026, for nonprofits on every plan. When a business or a supporter offers an item through your auction page and you press Accept on the Items tab in Fundraising & Development, Donor Management now records the in-kind gift the next time it opens: the donor is matched by email, then by name, or created with the tag In-Kind Donor; the gift has the method In-Kind Goods and no amount, so it is never counted as money raised or booked as income (the item’s sale is); its thank-you letter describes the item without stating a value, and your fair market value estimate is kept in the notes. Also fixed the same day: in the Donor Management import wizard, a row with no donor ID that matches an existing donor by email now updates that donor instead of creating a second one.
Live on October 27, 2026. Leaving MonkeyPod? Donor Management’s “Import from another CRM” has a MonkeyPod card that walks you through the relationships export and the Contribution Details report, and a gift file that carries only the donor’s email now links to the right person by email. A new guide covers your transactions and your email list too: https://www.allinonenonprofit.com/switch/monkeypod/
Live on October 27, 2026, for nonprofits on every plan, with no fee on bids. Open an event’s Auction in Fundraising & Development and, on the Online bidding tab, choose Online or Online and in the room and set the closing time. Bidders register with a code we email them, bid from their phones by bidder number, can set a maximum bid, and hear by email when they are outbid; a bid in the last minutes adds a little time so nobody wins by sniping. In the room, print bid sheets with a QR code for each item, type in paper bids, and put the room display on a screen. When bidding closes, each winner gets one pay link for everything they won, or the checkout desk records cash, a check or a card. Items take up to four photos, and businesses can offer items with a public form. The guide: https://fundraising.allinonenonprofit.com/guide.html#auction
Live on October 26, 2026. Leaving Zoho One? A new guide walks through the CSV export to run in Zoho CRM, Zoho Books, Zoho Campaigns and Zoho People, and where each file lands: people and gifts in Donor Management, organizations in the Contact Manager, transactions in Financial Management, your subscribed email list in Newsletters and your staff directory in HR Management. Donor Management’s Import from another CRM wizard now has a Zoho CRM card with the same steps. See https://www.allinonenonprofit.com/switch/zoho/.
On sale October 26, 2026. An All In One Nonprofit Field Guide by Steve Kennedy: qualify for Google for Nonprofits, set up Google Workspace so the organization owns it (not a volunteer’s personal account), and keep it working when people leave. Eleven chapters and five appendices, with an account ownership policy and an AI use policy a board can adopt as written, a handover checklist and a one-page setup checklist. $9.99 at https://www.allinonenonprofit.com/books/google-for-nonprofits/, delivered by BookFunnel within minutes, and free inside the platform for an organization on a paid annual plan, like every nonprofit book.
Live on October 26, 2026, on AIONP Complete. Case Management has a new Attendance page for programs where the same people come back on a schedule, such as an afterschool program, tutoring or a class. Set up a group with its program, funder and weekly schedule, enroll people (no case needed), and take attendance with one tap per person. Open the check-in screen on a tablet at the door and people check themselves in by name; adults check out on the way out, and minors are checked out by staff. Every present mark becomes a Service Log record in hours under the group’s program and funder, so your grant reports count it automatically, and the Attendance report gives sessions held, the attendance rate, hours in program and how many people reached 30 days. In Impact & Outcomes, a KPI can now take its monthly values from attendance automatically. See https://www.allinonenonprofit.com/case-management/guide.html#attendance.
Fixed on October 26, 2026. All In One Nonprofit and All In One For Profit each keep their own sign-in. Until now, signing in on one site with an organization that belongs to the other sent you to the right site but asked you to sign in again in every app. Now you arrive on your organization’s own site already signed in. Nothing changes for anyone whose organization is on the site they signed in to.
Live on October 25, 2026, for nonprofits on every plan. The first gift in a monthly or recurring series still gets its own thank-you letter. The later gifts in the series no longer count as waiting for a thank-you, on Waiting for you or in the Thank-you measures on the Donor Management Overview, because the January giving statement covers the year. They are not marked thanked; they are simply left out of the count. Guide: https://www.allinonenonprofit.com/donor-management/guide.html#thank-yous.
Live on October 25, 2026. The Partner resources card on the Consultant Hub now shows two referral links, one for nonprofits (https://www.allinonenonprofit.com/ followed by the partner’s code) and one for businesses (https://www.allinoneforprofit.com/ followed by the code). The current Consultant Partner Agreement is published at https://www.allinonenonprofit.com/resources/files/aio-consultant-partner-agreement-2026-11-12.pdf, and the program page is https://www.allinonenonprofit.com/partners/.
Live on October 25, 2026, in Invoicing on both product lines. If your own Stripe account has Stripe Tax set up, turn it on in Invoicing Settings and each invoice works out its sales tax from the customer's address when you save it, shows the state and rate, records the tax in Stripe when it is paid in full, and books the tax to Sales Tax Payable rather than income. Recurring invoices keep their own address for sales tax. The flat rate stays for everyone who does not turn it on. Guide: https://www.allinonenonprofit.com/invoicing/guide.html#stripe-tax.
Live on October 25, 2026, for nonprofits on every plan. The thank-you letters prepared on Waiting for you now fit the donor: a first gift, a renewing donor, a new monthly donor, a gift in memory or in honor (with a separate note to the family that never shows the amount), a donor coming back after eighteen months, or a major gift. Set how many days a gift may wait for its thank-you, and the major gift amount, in Donor Management Settings; a gift past the clock shows as late. The Donor Management Overview shows the share of gifts thanked on time, the median days to thank, and how many first-time donors gave again. Guide: https://www.allinonenonprofit.com/donor-management/guide.html#thank-yous.
Fixed on October 25, 2026. Since October 14 a donor's details open read-only until you press Edit details, so nothing changes by accident. A record you have just added now opens ready to type, and Edit details also sits at the top of the section beside the read-only note.
Live on October 25, 2026, on both product lines. When Financial Management’s Budget page has nothing saved for the year, it now opens with the categories most organizations budget for already listed: remove the ones you do not need and enter amounts for the rest, instead of typing every line. Nothing is saved until you press Save budget, and a budget you already saved is never changed. Guide: https://www.allinonenonprofit.com/finances/guide.html#budget.
Live on October 25, 2026. When you record a check, cash or a transfer on an invoice that has the customer’s email address, Email a receipt to is ticked for you, and the customer gets a short receipt with the balance that remains and a link to their copy; untick it to record the payment quietly. And when a reminder goes to a customer, the owner (or the reply-to address in Settings) now gets an email saying which invoice and which reminder. Guide: https://www.allinonenonprofit.com/invoicing/guide.html#payments.
Published on October 25, 2026. A free ebook and PDF by Steve Kennedy: a practical playbook for nonprofits, with nine copy-and-paste emails, eleven posts, an ambassador toolkit, an hour-by-hour run sheet for the day, the follow-up plan and a two-week version for a late start, plus the templates as a Word file and the planning pages to print. Get it at https://www.allinonenonprofit.com/books/giving-tuesday/. It pairs with the Playbooks page in Fundraising & Development.
Live on October 25, 2026. Connect your organization's Slack and the moments that matter post into one channel you choose: a payment or gift received, an invoice paid in full or in part, a store order, a ticket order, a form response, and a morning note when prepared drafts are waiting on Today. You pick which ones, and you can leave out names and amounts so a message says only that something happened, with a link. The app can only post to that one channel and cannot read anything in your Slack. Owners and Admins set it up in My Organization, Connections, Slack: https://www.allinonenonprofit.com/team/slack/ (on All In One For Profit, https://www.allinoneforprofit.com/team/slack/).
Built on October 24, 2026. Your online store can now let Stripe work out the right sales tax for each order from the buyer's address, instead of one flat rate. Set up Stripe Tax in your own Stripe account (your head office address and the states where you collect tax), then turn it on in the Store's Sales tax tab; the tax Stripe charges is recorded on the order and in Financial Management. Stripe charges 0.5% of each order it calculates tax on, and filing stays with you or your accountant. See the Fundraising and Development guide.
Built on October 24, 2026. The import wizard in Donor Management now has Salesforce cards for the Nonprofit Success Pack and for Nonprofit Cloud, with the exact reports to run and export. It recognizes Salesforce's column names, links each gift to the right person, keeps households as a tag, carries campaigns and funds across, and imports only gifts that were actually received, listing the open and lost ones it left out. Businesses on All In One For Profit can bring their Salesforce contacts and closed opportunities into Customers the same way. See the Donor Management guide.
Built on October 24, 2026. Mileage in Financial Management, on both product lines, logs each trip with its purpose and works out the amount at the IRS standard rate (for 2026, 72.5 cents a mile for business and 14 cents for volunteer driving). Everyone logs their own trips; the owner and Admins see them all, import a .csv, and record a reimbursement that books one expense per driver in Transactions. The year downloads as a .csv for your accountant. On All In One For Profit, the Owner's Desk now opens with the month's results, counted from your records: money in, invoices paid, invoices past due, projects completed and new customers, each beside the month before. See the Financial Management guide.
Built on October 24, 2026. In Invoicing, the owner or an Admin can now connect the organization’s own PayPal app under Settings, PayPal checkout. The hosted invoice page then opens a real PayPal checkout for the balance, and the payment is recorded on the invoice the moment PayPal confirms it, with a receipt to the customer and the PayPal fee booked in Financial Management. Refunds made in PayPal are recorded too. The PayPal.Me link still works for anyone who prefers it. See the Invoicing guide.
Built on October 24, 2026, on both product lines. The Marketing app is now called Marketing Management; its address and everything in it are the same. Its new Growth Channels page sets paid ads and free local reach side by side: four questions that put the channels in order for you, Google Search ads, Google Ad Grants for nonprofits, Local Services Ads for businesses, Facebook and Instagram (with the special ad categories explained), YouTube and TikTok, a checklist for Google Business Profile and the other free listings, the Ad Grants checklists, a monthly results tracker and a link builder. Every plan; nothing connects to an ad account.
Built on October 24, 2026, on both product lines. The Calendar page opens with This week: the organization’s events, the filing deadlines (for the owner, Admins, the Treasurer and the Finance Chair) and, once you connect it, Your calendar from Google, Outlook or Apple, read only and seen by nobody else. Meetings this week lists each meeting with a short brief of who is in it, from what the organization already keeps. Your own appointments now count for Next meeting on Today. The Subscribe section has step-by-step instructions for each calendar app, and a group session, such as a mastermind, now appears once instead of twice.
Built on October 24, 2026; receiving live since October 25, 2026. Log an email in Contact Manager shows your organization’s private address. Forward an email you received, or BCC the address on one you send, and it is filed on the person’s record as an activity. Only messages from people with a seat in your organization are accepted. The address is on the Connections page too. A nonprofit’s address ends in @allinonenonprofit.net and a business’s in @allinoneforprofit.net.
Built on October 24, 2026, on both product lines and every plan. On Invoicing, Settings, under Online payments, paste your PayPal.Me handle or your PayPal business email. From then on the hosted invoice page and the invoice email carry a Pay with PayPal link with the balance filled in, beside the card button when Stripe is connected and on its own when it is not. When PayPal's email arrives, record the payment on the invoice with the new method PayPal and it is booked in Financial Management like any other. A connected PayPal account that records the payment by itself is the next step.
Built on October 24, 2026. Playbooks, a new page in Fundraising & Development (also reached from Start from a playbook on Campaigns & Appeals), lays out the Giving Tuesday campaign step by step with every date worked out from this year’s Giving Tuesday (December 1, 2026): the plan at 60 days, 30 days and one week out, the day hour by hour, and the week after; the three communication series; copy for emails, texts, thank-yous and an eleven-post social calendar; eighteen ideas that make the day stand out; a checklist saved for your organization; how to measure the result; and a five-week version for a late start. The Year-End playbook carries on from there through the last three days of the year and the January thank-you. Later the same day the playbook became a working one: Start this campaign creates the campaign row in Campaigns & Appeals and writes about thirty-six dated tasks to the owner’s to-do list (Today, the organization calendar, the Monday digest); the eleven posts download in the Social Media Planner’s import format; the nine-email series goes to the organization’s MailerLite as drafts or to the Document Library as a Word file; a Giving Tuesday Kit card on AI Automations writes every piece in the organization’s voice; and after the day, Read the results pulls raised, gifts, donors, average gift and new donors from Donor Management onto the campaign row. The playbooks are on every plan; the working parts come with AIONP Complete, and the other plans see what Complete turns on.
Built on October 24, 2026, on both plans and both product lines. Waiting for you at https://app.allinonenonprofit.com/waiting now opens with Today: your next meeting (with a Join button when it has a video link), your three next steps, and what you have already finished today. Below it is My list, a to-do list of your own: write "Call the landlord," give it a date and a priority, tick it off, or push it to tomorrow. A weekly routine such as "Friday: send invoices" is created once and comes back every week. Every item on Waiting for you and every prepared draft has an Add to my list button, so a thing the platform noticed becomes a dated commitment of yours. Every member of the organization has their own list and sees only their own; the owner and admins can assign an item to someone, who sees it on their own Today. The organization's list of what is late and what needs a decision stays with the owner and admins.
Built on October 24, 2026. A contact in Contact Manager, a donor or customer in Donor Management, a member in Membership and every prepared draft on Waiting for you now carry a Write an email button. It opens a new message in your own email, with the address and the text filled in, so replies stay in your mailbox. Choose what it opens, Gmail in the browser or your computer's email program, on https://www.allinonenonprofit.com/account/ under Your email. On the For Profit line, Ready for your review is no longer empty: the platform prepares a payment reminder for each overdue invoice, a renewal notice for a subscription renewing inside thirty days, a follow-up for a proposal that has been out for a week, and a thank-you for each payment received, each one sendable from the page once you have replaced the bracketed line with your own words.
Built on October 23, 2026, on both plans and both product lines. My Organization now has a Connections page at https://www.allinonenonprofit.com/team/connections/ that lists every service your account can connect: Stripe, PayPal, Givebutter and Zeffy, your email tool, social accounts for publishing, QuickBooks Online, the bank feed, your web address, Zoom and Google Meet, the calendar subscription, contacts on your phone, API keys and webhooks, Zapier, HubSpot, Checkr and YouSpot. Each one shows whether it is connected, who can set it up, the steps for creating the outside account, and a link straight to the screen where you connect it.
Built on October 23, 2026, in Marketing (AIONP Complete and AIOFP Complete). The Social Media Planner has an Import posts from a .csv file button: plan your posts in a spreadsheet with a date, time, platform, text, link and image address, and every row is checked and shown before it is added. Add them as drafts, or schedule every ready row on your connected accounts at once. Up to 200 rows per file; Download the template gives you the columns. The steps are at https://www.allinonenonprofit.com/marketing/guide.html#csv-import.
Changed on October 23, 2026, on both plans. Connecting or disconnecting Stripe, changing the online donation settings, connecting Zoom or Google Meet, and connecting the social accounts the Planner publishes to are now limited to your organization's owner and admins. Other members still see whether each one is connected. Set who is an admin on https://www.allinonenonprofit.com/team/.
Built on October 23, 2026, on both plans and both product lines. Business Plan writes a business plan on All In One For Profit, and a strategic and business plan on All In One Nonprofit, starting from what your account already holds: your profile, customers or donors, prices, team, marketing, risks and books are filled in and marked From your records. Draft with AI writes each section only from your answers and figures. Financial projections gives three or five years of profit and loss (or income and expenses), cash flow, a simple balance sheet, break-even, debt service coverage for a loan, three scenarios, and each month beside your real books. Download it as a Word file on your letterhead, a one-page plan or a spreadsheet, and save a version for each reader. Try the demonstration at https://www.allinonenonprofit.com/business-plan/?demo=1.
Built on October 23, 2026. Consultants who serve businesses can now join the Consultant Partner Program on the same terms as on the nonprofit line: free to join, a consultant seat in each client's account, and 25 percent of what we collect from a client they bring, for as long as they hold that seat. Partners find their referral link for businesses on the Partner resources card of the Consultant Hub; a business that subscribes after arriving through it is recorded as theirs. See https://www.allinoneforprofit.com/partners/.
Built on October 22, 2026, on both plans. In Contact Manager, Contacts on your phone puts your organization's contacts, donors, volunteers and members into the contacts on your own phone, so the name shows when someone calls. Press Create a contacts password, add it to your phone with the steps on the page, and the phone keeps the list current by itself. It is read only and carries contact details only, never notes, giving or case records. Tick Keep off phones on a person to leave them out of every phone. The owner, Admins and members with Contact Manager can turn it on, each with their own password; Viewers, interns and consultants cannot. See https://www.allinonenonprofit.com/contact-manager/guide.html#phone.
Changed on October 21 and 22, 2026. When you send an email from an app, a reply now goes to you, the person who sent it, not to the platform's notification address. In Contact Manager, a message from Draft a message with AI starts with the person's email on the Send to line, Send me a copy is ticked so the message is in your own mail too, and the send is logged on the person as Emailed. Prefer your own mailbox? Open in Gmail opens it in your Gmail so it lands in your Sent folder, then Log it as sent records it. See https://www.allinonenonprofit.com/contact-manager/guide.html.
Built on October 20, 2026. In Website & Join Page, the Events block's Show menu has a Month calendar option: every published public event on a month grid with Previous and Next, events of several days on each of their days, and the month's events listed under the grid on a phone. Newsletters now opens for every nonprofit organization on AIONP Essentials and AIONP Complete, as the pricing page says. Start at https://www.allinonenonprofit.com/website-join-page/.
Built on October 19, 2026, on both plans. Project Management keeps any job that has several steps and more than one person: setting up the platform, a reunion or gala, the yearly Form 990, a grant, or finding new board members. Give each task a person and a date, see your own under My tasks, and start from a ready-made list whose steps are dated back from your target date. Getting Started is already there as your setup checklist, with the steps you have done ticked for you. The Progress report tab prints on your letterhead, files a copy in the Document Library for the board packet, or makes a link your board can open without signing in. The guide: https://www.allinonenonprofit.com/project-management/guide.html.
Changed on October 19, 2026. In Compliance Tracker, the Florida charitable solicitation filing now explains registering with the Florida Department of Agriculture and Consumer Services before you first ask the public for money, not only renewing: how to check your status on Check-A-Charity, what the registration form needs, the fees, where your disclosure statement goes and where to file. The setup checklist has a step to register in your state before you connect online donations. The Case Management guide has a new section on Florida's Address Confidentiality Program for survivors: https://www.allinonenonprofit.com/case-management/guide.html#address-confidentiality.
Built on October 21, 2026. In Contact Manager, Scan business cards opens your phone's camera: photograph one card, or several laid out together, and the name, title, organization, email, phone, website and address are filled in for you to check before anything is saved. Cards printed on both sides are read as one, a person already on file is updated instead of added twice, and where you met goes into the notes. The photos are read and thrown away; no picture is stored. Each person can also connect their own YouSpot and send the cards there. Every contact now has a Website field too, on the form, under Details and in CSV import. See https://www.allinonenonprofit.com/help/scanning-business-cards/.
Built on October 20, 2026. In Board Management, the Meeting Minutes Drafter now takes the transcript file from Zoom or Google Meet, or the recording itself, and drafts the minutes in the style you choose: action, summary or detailed. A recording is turned into text on your computer and is never stored. Minutes stay a draft until the board approves them; then they are locked, marked approved (as corrected, if it was), sent to the secretary to sign and filed in the Document Library. Executive session minutes are filed separately and never reach the regular minutes. The Meetings page searches agendas, minutes and action items, the agenda builder handles a consent agenda and gives each item a clock time, committee meetings are named for their committee and appear in the Committees minutes drafter, directors see upcoming agendas and approved minutes on a Board meetings card in the member portal, and the Board Handbook has a Meeting Recording and AI Use Policy. Start at https://board-management.allinonenonprofit.com/.
Built on October 18, 2026 after a Standards for Excellence consultant's review. The Board Handbook has ten model policies in a second group on its Policies step: strategic partnerships, a code of ethics with a grievance procedure, public disclosure, investments, procurement, technology and communications, an emergency plan, donor privacy, advocacy and lobbying, and fundraiser compensation. Each is starting text for your board and attorney, and goes into the exported handbook once you give it an adoption date. Every policy, and your mission, vision and values, now has a Last reviewed by the board date, and the next review, three years out, appears in the Compliance Tracker under Governance. The Compliance Tracker also has a Public Disclosure page for who answers requests for your Form 990 and exemption application, where the documents are posted, and a log that flags a late answer, plus a Form 990 Schedule C item for a public charity that lobbies. The Board Self-Assessment asks a ninth area, Equity and inclusion. Start at https://handbook.allinonenonprofit.com/.
In Financial Management, the Board Report now takes a Report period: the whole fiscal year, any month, the year to date or custom dates, with the annual budget, the period and the year to date side by side. A new card shows the fundraising return (contributions for each dollar spent in a fundraising category, against a goal of at least $3.00), your largest income sources as shares of all income, and the year's lobbying against the 501(h) limit, read from any expense in a "Lobbying" category. They go into the PDF, Word and emailed report too. Elsewhere: the Board of Directors roster in Board Management shows each director's gifts this year from Donor Management; Case Management has a Monthly Program Report and Service Log totals that name their dates; and the Executive Director's First 90 Days Plan starts from what is actually late and coming due. See https://www.allinonenonprofit.com/finances/.
All In One For Profit has its own books at https://www.allinoneforprofit.com/books/. The First 90 Days is six of them, for the small business owner, the private practice, the trades business, marketing a service business, running the books and your first hire, each with bonus checklists and templates ($9.99 each, $24.99 for Books 1 to 3, $44.99 for all six). All In One For Profit: Tips for the Day is three tips a day for a whole year, one to start, one to run and one to grow a small business ($9.99): https://www.allinoneforprofit.com/books/tips-for-the-day/. A business on a paid annual AIOFP Essentials or AIOFP Complete plan gets all seven free: the links are on your apps page under Your free ebook: Tips for the Day and in your welcome email. Read one already? Rate it at https://www.allinoneforprofit.com/books/review/.
Every book page now shows what real readers think of it, once five people have rated it. If you bought a book, or your organization is on a paid annual plan, rate it in a minute at https://www.allinonenonprofit.com/books/review/ (For Profit books: https://www.allinoneforprofit.com/books/review/). Every rating counts toward the average, good or bad; you can add a sentence, and you choose whether your name appears. The home page book band now turns through all seven covers, ten seconds each, and stays still if your device asks for less motion. See the shelf: https://www.allinonenonprofit.com/books/.
A plain guide to getting ready for a hurricane, fire, flood or long outage, free for everyone: what to do first, a three-step plan, the go kit of documents, the insurance to check, what to do with warning, recovery, and the IRS rules if you raise money for relief. Read it at https://www.allinonenonprofit.com/learn/disaster-readiness-for-nonprofits/. In Risk Management & Insurance Audit, the new Disaster Readiness and Continuity Plan, beside the Crisis Management Plan, turns it into your own plan: who leads, your essential tasks and their backups, the contact tree, the go kit, the warning checklists and the reopening steps.
Give an intern a seat that reads the tools you choose and changes nothing until someone approves it. On My Organization, set their access to Intern, tick the tools, pick the date the seat ends and confirm they are 18 or older. In Donor Management, Contact Manager, Volunteer Management, Marketing, Grant Management and Forms their Save becomes Submit for approval, and the draft waits on Waiting for you, beside what is there now, for the owner, an Admin or anyone who can make that change. Money, case records, HR records and Membership are never available to an intern. Intern seats are unlimited on AIONP Essentials, AIONP Complete, AIOFP Essentials and AIOFP Complete and close themselves on their end date. The guide: https://www.allinonenonprofit.com/guide/.
A series of field guides, one for each person who starts, governs, leads, funds or advises a nonprofit: the founder, the board, the executive director, the treasurer, the development director and the consultant. Each covers that person's first ninety days, one week at a time, with a story, the work in plain steps, the mistakes to avoid and a list for each Friday, plus bonus checklists, templates and spreadsheets. $9.99 each, $24.99 for Books 1 to 3, or $44.99 for all six; every book is free on a paid annual plan, from the same place as Tips for the Day. See the series: https://www.allinonenonprofit.com/books/.
Three connected bank accounts are included in every plan. If your organization needs more, each additional connected account is $5 a month ($50 a year on an annual plan); write to [email protected] and we add it to your subscription. When a bank asks for a new sign-in, the account stops feeding the books until someone signs in again, so the person who holds Treasurer on My Organization (then the executive director, then the owner) now gets one email about it, not one a day; you can change who hears about it on My Organization, under What happens when. Connecting a bank still appears on the Transactions page once Plaid finishes its production review. The guide: https://www.allinonenonprofit.com/finances/guide.html.
Financial Management's Transactions page can connect your organization's bank through Plaid, so transactions arrive on their own instead of by file. It appears on the Transactions page as soon as Plaid finishes its production review of All In One Nonprofit; until then the bank file import covers it. An owner or admin enters the code we email them, signs in at the bank on Plaid's screen (we never see the banking password), picks the accounts, and the last ninety days come in at once; after that, new lines arrive within a day and Sync now asks sooner. Lines are added, matched to entries already typed, or set aside as payroll, exactly as a bank file is. Three connected accounts are included in every plan, and Disconnect revokes the connection and deletes the stored credential at once. The guide: https://www.allinonenonprofit.com/finances/guide.html.
Financial Management's Transactions page has a Payroll card. After each payroll, choose the payroll register or journal CSV from your provider (ADP, Paychex, Gusto, QuickBooks Payroll, Paylocity, OnPay or any other); the card recognizes the columns, shows each pay date with its gross wages, employer taxes and employer benefits and the budget categories they go to, and Record writes them as expenses marked Payroll. Only the totals reach the books. The same file twice adds nothing twice, a payroll undoes in one click, and a later bank file matches your provider's withdrawals to the payroll instead of adding them again. The guide: https://www.allinonenonprofit.com/finances/guide.html.
Financial Management's Transactions page has a QuickBooks card: an owner or admin clicks Connect QuickBooks, signs in to Intuit and picks the company, and the card shows it connected, with Check connection and Disconnect. The connection runs one direction, into QuickBooks. Later the same day the send arrived: Set up the send matches your categories to QuickBooks accounts (suggested from the names), and Send now, or the nightly run, puts each income entry in as a deposit and each expense as a purchase, once each, with a QB mark on the ledger row. In Forms, Download Word sits beside Download CSV on the Responses screen and makes one Word document of every response, one response to a page. The privacy policy has a new section on bank account connections, ahead of live bank feeds: https://www.allinonenonprofit.com/privacy.html.
Shared Campaigns, in Fundraising and Development, ties one campaign together across apps: link the Donor Management appeal, the event, the volunteer opportunity, and the Marketing campaign, email sequences and posts that belong to it, and one card shows what was raised (gifts, ticket sales and paid sponsorships), the net after costs, how many people took part (each counted once), approved volunteer hours, and the emails and posts behind it. Nothing is copied, and nothing changes in the other apps. Open it at https://fundraising.allinonenonprofit.com/?page=sharedcampaigns. In the Formation Assistant, the Mission step now asks What guides your organization?: core values, philosophies (how you treat the people you serve, how you make decisions, what you will not do for money, how you measure yourselves), or both, and the Mission Statement document now prints what you entered instead of blank lines.
Contact Manager now holds one person record: Edit this person everywhere changes a name, email, phone or city in their contact, donor, volunteer and member records at once; Possible duplicates pairs records that share a phone or a name and merges them under one email; the person page shows their membership beside their giving and hours; and Donor Management, Volunteer Management and Membership each link to Everything about this person. Financial Management imports the bank file every bank offers (Quicken QFX, QuickBooks QBO or OFX): lines already in the books are skipped, entries you typed are matched rather than duplicated, and new lines take the category you last used for that payee. You can now sign in with your face, fingerprint or device PIN. Open My Account, name the device under Keep your account secure and choose Add a passkey; from then on the sign-in page offers Sign in with a passkey beside Google and the email link. Financial Management has a Reconcile page: pick a month, enter the statement's ending balance, tick the entries that appear on the statement, and watch the difference go to zero; close the month when it does. Financial Management can keep a draft budget beside the adopted one: start it from the current lines, edit and save it on its own, compare the two line by line, then adopt or discard it. Donor Management now keeps a stewardship template for the whole organization: one list of touchpoints every new plan starts from, with a button that creates the missing plans for a whole group of donors at once. Contact Manager lists members beside contacts, donors and volunteers, matched by email, so a person appears once. And a paid form can now be a sponsorship form for a program or fund: each option is a level, the sponsorship books to Corporate Sponsorships, the sponsor lands in Donor Management, and the receipt states the deductible part.
Financial Management's Ledger has an Export for QuickBooks button that downloads the year in the layout QuickBooks Online imports as bank transactions. Donor Management's Pipeline stages are now editable under Settings: rename, recolor, reorder, add or remove, and return to the standard set whenever you like. The Formation Assistant offers Review my purpose with AI under the purpose clause, flagging private benefit, vague or non-charitable wording and suggesting a cleaner sentence. Forms gained three more conditions (contains, is answered, is not answered), and an option on a donation form can carry a fair market value, so the receipt states the deductible part.
In Financial Management, every category in the budget comparison is now a link: click it to open Transactions showing only the entries behind that line, then come back to everything with one button. Once your books hold a second year, the table also shows last year's actual beside each line and the change in dollars and percent. In Forms, a paid form can now treat payments as donations: each gift books to Individual Donations, the giver appears in Donor Management with the gift on their record, and the thank-you email is a proper tax receipt. Tickets, fees and registrations keep working as before.
If you belong to more than one organization, the organization name at the top of every app is now a menu: pick another one and the app reloads in it, with no trip back to the Dashboard. From the same review by a consultant partner (October 14, 2026): a red or amber warning on the Workspace opens the app it came from; the donor record opens read-only with an Edit button, so nothing changes by a stray keystroke; the Major Donor Pipeline is now the Donor Pipeline, because any donor can be on it; the budget comparison column is named Favorable (unfavorable) with a one-line legend; My Organization has a row of five groups at the top so you see one part of the page at a time; each API key permission carries a plain sentence and the confidential ones are marked; a confidential app you have not been granted stays on My Apps, faded, with a note saying who can grant it; and the Formation Assistant now asks for directors' addresses before documents are generated, adds a local business tax receipt step, and says that the IRS-required purpose and dissolution language is added for you. For consultants, the Hub gained two cards: Your engagement work, a per-client list of the deliverables you owe and the recommendations you have made, with owner, due date, status and an Implemented tick, where a dated open task joins Needs you now; and What your clients have been doing, a read-only view of which apps each client saved records in lately, what they completed, and their latest activity.
For businesses that run the same thing again and again, such as a 30 minute visit every half hour or a class every Tuesday and Thursday, Events now has Sessions. Give the session a length, seats, a price and a weekly schedule, and every time appears on its own booking page weeks ahead, with closed dates and major holidays left out. Guests pick a day and a time and pay by card through your Stripe account. Today's schedule shows who is booked and checked in, and one time can be canceled or given more seats without touching the rest. Read how it works at https://www.allinonenonprofit.com/business-events/guide.html#sessions.
New organizations in their first year still get six months of AIONP Essentials on the Launch Plan. From October 14, 2026 it costs a one-time $199, paid by card or PayPal when you enroll, and your six months start that day. The $199 is refunded in full if you ask within 30 days, it never renews, and it is credited toward your first subscription, so your first year of AIONP Essentials costs $300 more. Launch Support is separate and unchanged. Enroll at https://www.allinonenonprofit.com/launch/.
When you belong to real organizations and demonstration ones, such as a consultant with a practice organization, the Hub at https://app.allinonenonprofit.com/hub now opens on your live organizations. Three buttons under the heading switch between Live organizations, Demonstrations and All, each with its count, and the overdue counts and the worklist follow your choice.
In Fundraising and Development, open an event's Sponsors and choose Sponsorship levels to set what you sell. The levels appear under "Become a sponsor" on the public event page with how many of each are left; a company that picks one lands on your list as a Prospect marked "Requested on the event page". Every sponsor shows a Pay link with their balance filled in, and a payment marks them Paid on its own. Open it at https://fundraising.allinonenonprofit.com/.
A ticket type can now be set Only with an invitation code: it shows on the event page, but nobody can choose it without a code. Under Promo & comp codes, a code set to Invitation only (no discount) opens those seats and changes no prices, so a VIP table or a donor reception can sell at full price to invited guests only. Replies to ticket, receipt and registration emails now go to your organization.
https://www.allinonenonprofit.com/tips/ now installs on a phone like an app (on iPhone and iPad, tap Share, then Add to Home Screen). Tap Turn on the morning reminder for a notification at 8:30 AM Eastern with the titles of the day's three tips. No email address needed.
The year of daily tips is now a book, three tips a day, one to start, one to run and one to grow a nonprofit: https://www.allinonenonprofit.com/books/tips-for-the-day/. A paid annual All In One Nonprofit plan includes it free: look for Your free ebook: Tips for the Day and Get my free copy in the platform, and the link is in your welcome email.
Customers, Client Services, Contact Manager, Financial Management, Subscriptions, Marketing, Committees, Operations Audit, Risk Management, Technology, HR Management, Owner's Desk, Training and AI Workflow Automation no longer show charitable tools to a business: no donor tributes, appeals or pledges, no funder or foundation contact types, no Form 990 dates, no volunteer policies, no nonprofit insurer directory or nonprofit-only offers. Financial Management has a Financial Report, and AI Workflow Automation has a library of business templates.
Sign in at https://app.allinoneforprofit.com/signin and you stay signed in across the For Profit apps, and AI drafting answers from the For Profit address too. The sign-in email is titled All In One For Profit.
Both apps now open with sample data from the free demo, with no sign-in: https://www.allinonenonprofit.com/demo/ for a nonprofit and https://www.allinoneforprofit.com/demo/ for a business. Nothing you change in the demo is saved.
A business on All In One For Profit can now hand its Consultant the pen on Retirement Plan Tracking, the same way it already could for Financial Management. Your financial advisor can then add and update plans, accounts, beneficiaries, agreed contributions, reviews and notes for your owners and staff. The advisor never deletes a record, never changes your milestone rules, and never sees a confidential note someone else wrote. Set it on the Team page: set the person's Access to Consultant, tick Retirement Plan Tracking in the panel "Let this consultant edit, on your behalf", and save. The steps are on https://www.allinonenonprofit.com/team/ and in the guide at https://www.allinonenonprofit.com/retirement-plans/guide.html.
A reference your leaders keep at hand and hand to donors, nonprofits and professional advisors: who you are, why give, the ways to give, how to establish a fund, every fund established, the grants made last year with a chart, your legacy society and who to call. It reads your funds from Donor Management and your grants from Scholarship Management (Grantmaking mode), and the AI writes only the narrative. Rebuild it once a year; what you type is kept for next year. Open it from AI Automations in https://fundraising.allinonenonprofit.com/, under "Case & Major Gifts".
The business chart of accounts in https://www.allinonenonprofit.com/finances/ used to offer "Owner's Draw" among the expenses. A draw is the owner's equity, not a cost of running the business, so recording it there understated the profit. It is gone from the starter list, and the guide explains where draws and owner contributions belong: https://www.allinonenonprofit.com/finances/guide.html. A category you already created stays as you made it (October 11, 2026).
On the https://www.allinonenonprofit.com/invoicing/ Dashboard, the Open and Overdue tiles and the Open invoices list looked only at your 500 newest invoices, so an organization with more than 500 could see less owed than it is actually owed. They now include every unpaid invoice, however old. Nothing to do on your side (October 11, 2026).
Contact Manager has a Partners page. Any contact whose type is an organization (Partner agency, Business, School, Faith community and the like) now carries a Partnership panel: the type of partner (Community, Business, Referral, Resource), What they give us, What we give them, who owns the relationship, the agreement and when it renews, and Log a touch. The year together rolls up what your other apps already hold about the same organization: event sponsorships, gifts and in-kind gifts, corporate volunteer days, referrals to you and from you (counts only, never a name), and the talks they hosted, each matched once with Yes, that is them. The Partnership review lists, worst first, the renewal coming due, the partner nobody has called in 120 days and last year's sponsor with nothing this year; the same items reach Waiting for you, and in December a year-end thank-you is prepared for every active partner. Guide: https://www.allinonenonprofit.com/contact-manager/guide.html#partners.
Started selling before you moved here? In Fundraising and Development, Attendees now has Bring in tickets already sold: load a CSV from a spreadsheet, Eventbrite, Zeffy or Givebutter, check the preview, and every buyer joins the roster with a ticket and a check-in. Loading the same file twice adds nothing, Undo this import takes it back out, and Also record this money in Financial Management is there for sales that are not in your books yet. Sponsors has Import sponsors (CSV), which adds new sponsors and updates the ones already on your list. Both screens have a template to download.
Your public event page now offers Add a gift beside the tickets ($25, $50, $100, $250 or any amount) and Cover the card fees, all in one payment. The gift is on the same receipt, is fully tax-deductible, and books in Financial Management as a donation while the tickets book as Special Events. When Collect each attendee's name is on, the page asks Who is coming? and every ticket carries its guest's name. Free registrations now get their tickets with QR codes too. In Fundraising and Development, each published event has a QR code button that opens a printable code for the event page, and Attendees has Add a guest at the door for walk-ins and comps.
A new app at https://www.allinonenonprofit.com/spaces/ for any organization that rents out space: meeting rooms, an event hall, a studio, private offices, dedicated desks and virtual offices. One Schedule shows every room by day or week and refuses a booking that overlaps another, including the cleanup time you set. Prices follow your hourly, half-day and full-day rates, and a member's included conference-room hours and room discount come off by themselves. Memberships & Leases bills rent every month through Invoicing, Mail & Packages logs what arrives and emails the member, and an online booking page lets visitors request a room. Every booking and every month's rent is billed in Invoicing, and the payment lands in Financial Management under Rental Income. Guide: https://www.allinonenonprofit.com/spaces/guide.html.
A new app at https://www.allinonenonprofit.com/speaking/ tracks the talks, panels, workshops and podcast appearances your people give, and the guest speakers you host, through Inquiry, Proposed, Confirmed, Delivered and Followed up. Keep your talk topics and speaker bios in one place, take requests from a public "Request a speaker" page, invoice the fee through Invoicing, and record the leads and gifts each talk brought in so you can see which ones are worth the time. Guide: https://www.allinonenonprofit.com/speaking/guide.html.
A business can now sell tickets to workshops, member mixers, open houses and paid classes at https://www.allinonenonprofit.com/business-events/, with ticket types, discount codes, a share window with a QR code, and check-in at the door. Ticket sales book under Event Revenue, and a business's ticket receipt no longer carries charitable gift language. Nonprofits keep their events in Fundraising and Development, which now also keeps an event's discount codes when the event is edited.
In the Compliance Tracker, a state you list under States where you actively fundraise now adds only that state's charitable registration, not its corporate annual report or tax filings; anything you had already started tracking stays. Every registration item carries an Accepts URS line (Arkansas, Georgia, Illinois, Kansas, Minnesota, Oregon and Virginia take the Unified Registration Statement, according to the Multi-State Filer Project; Florida and several others do not; the rest say "Check with the state"), and the twelve states that do not register charities are named with the reason. A Compliance owner card on Settings sets the default Responsible person, and Apply to filings with no responsible person writes it onto every filing without one. Setup step 4 explains Where do you solicit? What counts, and Suggest states from my donors reads how many Donor Management donors live in each state (counts only, never names). Guidance, not legal advice: https://compliance.allinonenonprofit.com/guide.html#coverage.
On https://www.allinonenonprofit.com/team/ the donation settings gained Solicitation disclosure (optional). Use the Florida statement fills in the wording Florida requires on every solicitation and receipt (Fla. Stat. s. 496.411(3)), Use a multistate template gives a starting point for several states, and whatever you save appears under your giving page form and at the end of every one-time, recurring and event ticket receipt email. Replace every bracketed part and check the wording against each state's rules. Marketing email campaigns and Fundraising events also show a short note that an appeal reaching supporters in other states can count as soliciting there, with a link to the Compliance Tracker.
https://www.allinonenonprofit.com/tips/ shows today's tip, with one for every day of the year, and the page never runs out: the year's tips repeat each January. Sign up on that page to get the day's tip by email at 6:45 AM Eastern, or follow All In One Nonprofit on Facebook, Instagram or LinkedIn, where each day's tip posts at 8:00 AM Eastern.
The Training app now has its own guides at https://www.allinonenonprofit.com/training/guide.html and https://www.allinonenonprofit.com/training/ai-guide.html, linked from the app menu, the help directory and the Complete Guide.
The Formation assistant's welcome screen gained Before You File: The Order That Works, and its guide a section Do these first, and file last: learn from founders who have done it, write a short plan, recruit a board for what it brings, line up your first funders, then incorporate and file. Adapted from Joan Garry's How to Start a Nonprofit, with credit. Guide: https://formation.allinonenonprofit.com/guide.html.
In Forms, long question headers clamp to three lines with the full text on hover, long answers wrap instead of stretching the table, and dates are short, so a response table with many questions reads inside its card.
Not signed in yet? https://www.allinonenonprofit.com/get-started/checklist/ walks a brand-new nonprofit through what to have in hand, which email addresses to create, how to choose a plan and sign in, and then every setup step with a tick box. The version for a business is at https://www.allinoneforprofit.com/checklist/. Both are linked from Getting Set Up and the For Profit home page.
https://www.allinoneforprofit.com/demo/ opens every app loaded with a sample counseling practice, Riverside Counseling Group, so a business owner sees customers, sessions, invoices and a practice's budget rather than a nonprofit's donors. The home page at https://www.allinoneforprofit.com/ now leads with the Owner's Desk and the demo.
The Bylaws Provisions page (in the Board group of the left-hand menu, under Board Resolutions) holds the Article IV sections a nonprofit's bylaws set for its board: Number, Qualifications, Term, Election, Vacancies, Removal and Resignation, each an editable text box prefilled with the template wording. Put it on the next meeting's agenda adds a [Decision] line and a two-thirds motion to your next meeting, ready for the Live Motion Tracker; Draft the resolution opens Board Resolutions with the text already written. Read your bylaws' own amendment article first. Guide: https://board-management.allinonenonprofit.com/guide.html#bylaws-provisions.
The Document Retention & Security guide gained Developing Your AI Policy at https://policies.allinonenonprofit.com/guide.html#ai-policy: the seven decisions a small group settles in about an hour (what is already in use, what may and may not go into AI, the approved tools, who checks the output, when to disclose, what AI must never do, and the yearly review), and then the AI Acceptable Use Policy automation turns them into an adoption-ready policy. The Technology course adds the lesson Your AI Use Policy in Module 4.
The Board Management lesson Board Roles and Fiduciary Duties and section 9 of the Board Handbook guide at https://handbook.allinonenonprofit.com/guide.html#fiduciary now say that the duty of care includes stewardship of everything the organization has (its money, space, equipment, people and good name), and what strong boards do beyond the legal minimum: set the culture, keep the strategic focus, check that the work is working, plan for sustainability, serve as ambassadors and bring skills and connections. The generated handbook gains a Board Responsibilities section with the same points.
An AIONP Essentials organization still sees every app on My Apps: the ones that belong to AIONP Complete are faded with a Complete badge, and a note under the grid links to what AIONP Complete includes. Opening one shows what it does and how upgrading works, never an error.
Since October 3, 2026, a first annual payment on AIONP Essentials, AIONP Complete, AIOFP Essentials or AIOFP Complete can be refunded if you ask within 30 days, less one month at the monthly rate: $450 back on Essentials and $1,800 back on Complete. It gives a board a full meeting cycle to see the platform working on its own records before the money is final. Once per organization, first annual payment only; renewals and monthly plans are unchanged. The full terms are at https://www.allinonenonprofit.com/refunds.html.
Every expense in Financial Management now has a Paid to field, and the Board Report page (Leadership Report for a business) ends with a Form 1099 payees card: everyone paid in a calendar year, the total, whether they are marked for a 1099 and whether a W-9 is on file, with anyone at or over the threshold flagged ($2,000 for payments made after December 31, 2025). Mark contractors with the new Form 1099 box in HR Management and vendors in the Contact Manager, then export the list for your accountant. Open it at https://www.allinonenonprofit.com/finances/?page=reports, or read the Financial Management guide.
Everything that needs a person is now on one list, worst first, at https://app.allinonenonprofit.com/waiting, for the organization owner and Admins. It holds drafts from your records: thank-you letters for unthanked gifts (AI can write the first ones, kept only if every amount, date, the tax statement, greeting and signature survive), board term notices, grant report drafts and 990 figures, and nothing goes out until you press Send. See the Complete Guide.
Retirement Plan Tracking no longer waits to be switched on: every AIOFP Complete business can open it now. Essentials does not include it, and nonprofits do not see it.
The app, its guides and the Terms of Service now say it is a tracking and reminder tool: it holds no plan money or balances, is not a custodian, record keeper or administrator, and gives no tax, legal or investment advice.
The same platform, set up for businesses, is now live at https://www.allinoneforprofit.com. Its plans can be bought by card or PayPal: AIOFP Essentials at $49 a month or $499 a year, and AIOFP Complete at $199 a month or $1,999 a year. A business can start with the setup assessment at https://www.allinoneforprofit.com/assessment/, which recommends a plan with the reasons shown. Nothing changes for organizations on All In One Nonprofit.
Employee records in HR Management are now limited to the owner and the Admins the owner allows with Can see employee records on My Organization, which asks for the emailed code; without it an Admin cannot open employees, time off, reviews or employee credentials. Volunteer and board credentials stay open to every Admin; see the HR Management guide.
The apps that kept your work in your browser, including the IRS form tools, now save it to your organization's account, so it follows you to any device and to your team. If an older copy tries to overwrite a newer change, the save is refused and a bar asks you to reload, a device's unsaved copy is kept aside, and sample data can never be saved into a real organization. Fundraising and Development and Operations Audit keep one copy per organization; course progress stays your own.
A Givebutter recurring plan now creates or updates the donor's schedule on Recurring Giving in Donor Management, with amount, frequency and status (a failed charge reads as Paused), and the Recurring tag follows it. If you connected Givebutter earlier, add the plan events (plan.created, plan.updated, plan.paused, plan.resumed, plan.failed, plan.canceled) to your webhook, as the card on My Organization lists.
An owner or admin can connect HubSpot in Case Management Settings with a private-app token and choose one list, or one property value. New people then come across every hour, up to 200 a run, with Sync now any time, and each run can be undone under Import.
The Document Library now has Import from Google Drive: pick up to 25 files from any Google account, up to 50 MB each. The Document, Updated and Size headings now sort the list, and your choice is remembered.
For a mentoring chapter, a microloan fund or a small business center, turn on Business details in Case Management Settings. Every record then carries a business name, a stage (not yet in business, starting up, in business, no longer in business) and an industry, starting from the twenty NAICS sectors in plain words. Both lists are yours to edit, and a value already on a record is never blanked by a change to the list. A new Clients Report, named for your own word for the people you serve, counts them by stage and by industry with the industry table broken out by stage, filters the list, and downloads it as CSV. Another system can set and filter the same fields through the API. An owner or an admin can also import people from Engage, Salesforce, HubSpot or any spreadsheet: pick the CSV, check the column matches and what each stage and industry value becomes, run a dry check, then import; anyone already on file is updated rather than duplicated, and every import can be undone from the same screen.
The organization type list on My Organization gains Mentoring organization, for a chapter or program whose people are mentors and clients and whose money comes from sponsors. Choose it and every app reads that way: the roster in Membership becomes the mentor roster, Case Management reads as Mentoring with mentorships and session notes, and Donor Management reads as Sponsor Management. Board members, committee members and team members keep their words. Each word can be changed or cleared on the same card, and your saved records, exports and the API keep the standard names, like every other organization type.
An advisor who helps clients plan for retirement gets one page per client at https://www.allinonenonprofit.com/retirement-plans/: the accounts the client holds, the beneficiaries on each one and when the client last confirmed them, what the client agreed to contribute, the ages that matter for that client's birth year, and the reviews you have held. The dashboard shows what is waiting on you: reviews due, beneficiaries to confirm, milestones inside twelve months, and contributions nobody has checked on this quarter. The milestone ages are editable rules with an effective date and a source, so a law change is an edit, not a new version. The app holds no balances and no full account numbers, on purpose. It is part of All In One For Profit Complete, and since October 2, 2026 it is on for every Complete business; the guide is at https://www.allinonenonprofit.com/retirement-plans/guide.html.
Every meeting in Board Management now records what sound minutes need: the meeting type, the times the meeting was called to order and adjourned, staff and guests present and in what capacity, conflicts of interest disclosed and how each was handled, motions in their exact wording with a result such as Passed 11-0-0 (and each director's vote on a roll call), and an executive session's times and general topic without a summary of the discussion. One button writes the whole record into the minutes, and a short "What belongs in the minutes" guide sits above the Minutes box. The board and committee Minutes Drafters now leave out the blow-by-blow, opinions, quotes and draft figures, and refer to the attached report instead. The guide is at https://www.allinonenonprofit.com/board-management/guide.html#minutes-record.
A conflict a director discloses at a meeting now shows under that director on the Conflict of Interest page in Board Management, for the year of the meeting, with a link back to the meeting. A new count shows how many were disclosed at meetings, a flag appears when a director's annual form does not yet reflect one, and the exported status report lists them.
In the Compliance Tracker, the setup assessment's answers for your state, fiscal year end, revenue and staff now fill in your filing calendar. If an answer the calendar needs is still missing, the Overview asks for just that, so the Form 990 series and your real fiscal year end are never left out quietly.
In Training, a course lesson can now open a chosen number of days after each person enrolls, alongside opening right away, after a session, or on a date. Each learner gets the same pace from their own start date.
Before you open an organization, the setup assessment at https://www.allinonenonprofit.com/assessment/setup/ walks through your organization step by step: its stage and IRS classification, the board, the money, programs and the people you serve, membership and events, filings, and the tools you use today. It saves after every step and emails you a link, so you can stop and come back. At the end it recommends AIONP Essentials or AIONP Complete and shows why, and when your organization is created with the same email, the profile, the kind of organization and the tax classification are already filled in. The two-minute assessment at https://www.allinonenonprofit.com/assessment/ now ends with a button that takes you there.
Invoicing is included on every plan for nonprofit organizations as well as businesses. A nonprofit that sells a service, rents out a room or charges a program fee can write the invoice, send it, take payment by card once its own Stripe account is connected, and see every payment booked in Financial Management. The guide is at https://www.allinonenonprofit.com/invoicing/guide.html.
An API key made on https://www.allinonenonprofit.com/team/ can now carry the Read invoices permission, so another system can list your invoices from https://www.allinonenonprofit.com/invoicing/ with their lines, what has been paid and what is still owed, filtered by status, customer or issue date, and pick up only what changed since it last looked. The API reads; invoices are still created, sent and paid in Invoicing. Webhooks on the same card can announce an invoice the moment it is created, sent, partly paid or paid. The technical reference is at https://app.allinonenonprofit.com/api/v1/openapi.json. Nonprofit organizations can use the same permission for their invoices.
An organization on All In One For Profit now has Invoicing. Write an invoice with line items, a discount, sales tax on the lines you mark taxable and a due date, and send it; the customer gets an email with a hosted page they can print, save as a PDF and, once your own Stripe account is connected on My Organization, pay by card. Partial payments are fine, checks and transfers are recorded by hand, a recurring schedule creates a retainer or a monthly fee on its own and can send it for you, and reminders go out three days before the due date and one, seven and thirty days after. Every payment books itself in Financial Management as income on the day the money arrives, and customers come from the same records the Customers app keeps. Nonprofit organizations have it too.
If your organization collects on Givebutter or Zeffy, you no longer have to choose between them and your records. Connect the account on My Organization: paste the processor's API key, then paste the webhook address we show you into the processor's own settings. From then on every completed gift is recorded in Donor Management, booked in Financial Management and emailed to your organization, the same as a gift through your own Stripe account, and a daily check catches anything the webhook missed. Nothing from before you connect is imported unless you ask for it from a date, so a giving history you brought in by spreadsheet is never counted twice. Refunds are emailed to you rather than reversed, and a Zeffy gift's notes say Zeffy already sent the donor's receipt, so you never send a second one.
On AIONP Essentials and AIONP Complete, an owner or an admin can create an API key on My Organization for another system to read and add records without signing in as a person. Each key belongs to your organization only, does only what you tick (read the organization profile, read or add donors, read or record gifts, read contacts, read events, and the Case Management records: read or add the people you serve, read or open cases and record services, read or add case notes, never a confidential one, and read who can sign in), is shown once, and can be revoked the moment you no longer want it. Everything a key writes appears in your Activity log under the key's name. Webhooks go the other way: add an https address under the same card and the platform sends it a signed message the moment a donor is added or updated, a gift is recorded, an online gift arrives through Stripe, Givebutter or Zeffy, a contact is added, or a person you serve, a case, a case note or a service changes in Case Management, with a Send a test event button and your last twenty deliveries shown. The technical reference for whoever sets it up is at https://app.allinonenonprofit.com/api/v1/openapi.json. Connecting other software is not part of the Launch Plan.
The Store page in Fundraising and Development sells online and at your events from one stock count: products with options such as size and color, one sales tax rate, flat shipping with a free-shipping threshold, local pickup, and an optional donation at checkout. Card payments go straight to your organization's own Stripe account, orders can be printed as a packing list and marked shipped with tracking or picked up, and a sale at your event table is recorded from a phone. Every sale books itself in Financial Management, with sales tax kept apart as money held for the state and a monthly sales tax report. A Shop block puts it on your hosted site, and one line of code puts it on a site you already have.
Each event has a Raffle button: the ticket price and bundles, the prizes with their value and donor, the numbered tickets each volunteer sold and to whom, the drawing with its witnesses, and the winners. Overlapping ticket numbers are refused, every sale is booked in Financial Management as Raffle Proceeds, and a prize is flagged when the IRS may expect a Form W-2G. There are no online raffle ticket sales, on purpose, because raffle law differs by state.
Your donation page now asks whether a gift is in memory of or in honor of someone. The donor names the person and, if they like, someone to tell, who gets an email saying a gift was made, never the amount. The gift arrives in Donor Management with the tribute and the person told, already marked as handed off. A giving fund can also have its own page with a story, a goal and a running total from Financial Management, for example a fund in someone's memory; tick Give this fund its own giving page on My Organization.
Every case now has an Assistance section for organizations that pay a bill on somebody's behalf, a veterinary hospital, a landlord, a utility or a clinic, that works out what is still uncovered. Invoices, estimates, receipts and photos attach to the case itself, private to the people who can open it. For organizations that pay a provider over many sessions, a therapist for a teenager, a tutor, rent in installments, turn on Use funded services: a young person is kept as a first name and last initial with a parent or guardian carrying the contact details and consents, a session plan splits the fee between the family and your organization, each payment to the provider is recorded once as an expense in Financial Management, and a Funded Services Report gives a funder the numbers. There is no field anywhere for a diagnosis or what was said in a session, on purpose. Owners and admins can also download every case record in one zip.
A hosted site now holds up to 10 pages, every one in the top menu with a Menu button on phones. Section 9 holds press releases, stories about you in the news and blog posts, shown in a News block, at /news and in an RSS feed, and a press release written in Marketing publishes there with one click. Section 10 holds photo albums, resized on your device, and YouTube or Vimeo videos in the privacy-enhanced player. If you keep a site on Wix, Squarespace, WordPress or anything else, section 8 gives you one line of code for your upcoming or past events, your news, your photo gallery, your store or a newsletter signup. Newsletter signups get a confirmation email and count once they click it. Events can carry a picture, point registration to another website, and show sponsor logos, and organizations that work with people in distress can turn on a 988 Suicide and Crisis Lifeline banner.
In Scholarship Management, Bring in from a form on the Applications page builds a ready-made application form in the Forms app if you have none, and turns each response into a New application with its answers already in the right fields. When the app is set up for grantmaking, every AI automation now drafts for a foundation granting to organizations, a Grant Program Plan, a Request for Proposals, a Grant Award Letter and the rest, instead of in scholarship language.
Grant Management used to open only for AIONP Complete. The part of it that finds funders now opens for AIONP Essentials and the Launch Plan too, from day one, before you have raised a dollar. You get the foundation index for your own state, built from foundations' own IRS Form 990-PF filings, showing the top twenty five by what they actually give each year, with a fit score against your organization, each funder's detail and a link to its filings so you can read what it really funded before you approach it. Grant Sources, the list of outside research places, and the course modules come with it. A notice on the page names both halves before you search, so nothing surprises you: funder search in every state, looking a funder up by name or EIN, seeing who already funds work like yours, federal opportunities through Grants.gov, the saved Funder Library, and everything from writing a proposal through awards, deadlines and closeout are AIONP Complete. Nothing you have now is lost or changed.
Every foundation in Find Grants now has an Add to contacts button that writes it into Contact Manager, which comes with AIONP Essentials. The contact carries the foundation's EIN, what it paid out in grants and the tax year that figure comes from, its assets, how many individual grants are on file, and links to its filings and its Form 990-PF, with the date all of it was copied. From Contact Manager it also reaches Donor Management and Fundraising and Development. The button works on every plan, and it tells you plainly if your contact limit is full or your access is view-only.
If your organization gives grants rather than applying for them, Scholarship Management now runs that program for you, and Grant Management points you to it. An applicant can be an organization instead of a person, with a legal name, an EIN, an exempt status, a fiscal sponsor where there is one, a contact person, an amount requested and the project the money is for. Review, scoring by several reviewers against your rubric, declared conflicts of interest excluded from the average, and defensible ranking all work exactly as they already did. An award now carries a payment schedule, so you can see what is due and what has gone out, and the conditions you attached to it, each with the date it was met; if the schedule and the award do not add up, the screen says so and changes neither figure. A new Grantee Reports page lists every report your grantees owe you, worst first, with how many days late. The money itself is still recorded in Financial Management, which holds your books. Your organization profile decides which way the app is set up, and Settings lets you change it.
Risk Management and Insurance Audit has a Find Insurance page: a directory of insurers, programs and brokers that work with nonprofits, searched by your state and the kind of cover you need. Every entry comes from the provider's own page and says when it was checked. Results are grouped by whether the provider publishes the states it writes in, so a provider that says nationwide without listing states is shown as exactly that rather than being presented as a match. Where a state nonprofit association runs or endorses an insurance program, that is named too, and where one does not, the directory says so instead of leaving you guessing. It is a directory, not a quote: nothing here is a recommendation and nothing is a price.
Most founders set the platform up themselves with the free step by step walkthrough at https://www.allinonenonprofit.com/launch-guide/, and that is still the way we expect most people to do it. For anyone who would rather have somebody on the call, Launch Support is $99: two forty five minute Zoom screen share sessions, the second two to three weeks after the first, plus questions by message through your whole six months answered within one business day. More time after that is $59 an hour, bought an hour at a time. During a session you are at the keyboard and we talk you through it; we do not take over your screen and we never ask for your sign-in, because the point is that you can do it again without us. It is help with the software from a product support person, not nonprofit advice, and it is never required: the Launch Plan is free for six months whether or not you buy it. Details and the refund terms are at https://www.allinonenonprofit.com/launch-support/.
On the Website app, section 1 is now "Your web address": type a name, press Check availability, and if it is free press Register. We register the .org through Cloudflare with your organization as the owner of record, we pay for it and renew it every year while you subscribe, and your site is live at that address within minutes with nothing for you to set up; www works too, and your free address sends visitors to the new name. The domain and every page are yours: the same screen has Download my site (every page and image as a folder you can host anywhere) and Move my domain to my own Cloudflare account. Included on AIONP Essentials and AIONP Complete; a Launch Plan organization keeps its free address until it subscribes. If you already own a domain elsewhere, section 5, "Point a domain you already own", still connects it.
An organization formed in the last twelve months, or still waiting on its IRS determination, can now start on the Launch Plan: everything in AIONP Essentials, free for six months, with no card and nothing to cancel. The price from month seven is stated on day one, $49 a month or $499 a year, and subscribing early keeps the free months. During the free months the organization is the owner plus one admin, with no consultant seat and up to 250 contacts; subscribing widens it the same day. At month seven the organization becomes read-only until it subscribes, and nothing is ever deleted. One Launch Plan per EIN, and data migration comes with a paid plan. If a consultant partner introduced you, you are still eligible: we tell them you enrolled, they stay your consultant, and nothing about the Launch Plan changes for you. You can enroll before you have an EIN: until you enter it, the only page open walks you through getting one from the IRS, free, in one sitting. Enroll at https://www.allinonenonprofit.com/launch/; the rules are on that page and you acknowledge them before your organization is created.
The pricing page takes new subscriptions through Stripe (card, and where a promo code is applied) or PayPal (a PayPal balance or a card through PayPal) again for every plan. On the Team page, an admin can now send invitations, not only the owner, and an organization adds members by invitation only: someone with a join code alone is told to ask the owner for an invitation. And on an annual plan, the account holder now gets an email 30 days before each renewal with the date and the amount, read from Stripe or PayPal at the time it is sent, with the way to change or cancel.
Set your IRS classification on My Organization to 501(c)(3) private foundation and the Compliance Tracker replaces the 990 series with the filings a foundation actually owes: Form 990-PF, the section 4942 minimum distribution (about 5% of investment assets, paid out by the end of the following tax year, with a 30% excise tax on any shortfall), Form 4720 in any year a self-dealing or other Chapter 42 excise tax is owed, and the quarterly estimated payments of the 1.39% tax on net investment income once the year's tax will reach $500, each with its own due date for your fiscal year. Nothing else about setup changes; a foundation and a public charity are set up the same way. While we were in there we corrected two due dates: Form 990-PF and Form 990-T are due the 15th day of the 5th month after your year end (an exempt trust files its 990-T by the 4th), not the 4th month the tracker had been computing.
The IRS Forms Assistant now fills its Tax-Exempt Status step from the classification on My Organization, so you are not asked the same question twice, and an organization that has already finished setup can change it on the Organization Settings screen without re-running the wizard. A private foundation is told there that the assistant does not prepare Form 990-PF and pointed to the Compliance Tracker for its foundation-only obligations.
Every Monday the platform emails whoever holds Executive Director on My Organization (then the President, then the owner, with the owner always copied) one short picture of what needs attention: compliance filings overdue or due within 30 days, volunteer and staff screenings expired or expiring within 60 days, staff reviews past due or due within 30 days, gifts not thanked in the last 90 days, and open cases with no note in 30 days, grouped by app. It is on by default. Nothing is sent when there is nothing to report, and the link at the foot of each email stops it for that person. An owner or admin can switch it off for the whole organization on My Organization, under What happens when, in the flow Every Monday morning.
Sixty days before a cleared volunteer screening expires, again at thirty days, and on the day it lapses, Volunteer Management emails whoever holds Executive Director (then the President, then the owner), naming the volunteer and the date and nothing else. A screening whose date has passed now reads as Expired until a renewal is recorded, and the Screening & Background Checks page has a search box.
The Compliance Tracker now lists the full Form 990 for organizations with gross receipts of $200,000 or more. Before this, organizations between $200,000 and $1,000,000 were shown Form 990-EZ, which the IRS does not allow at that size. Form 990-N up to $50,000 and Form 990-EZ under $200,000 are unchanged.
Every email from a cohort or a mastermind group now carries a calendar file. The notice that you are in the group carries the whole series of sessions; the reminder the day before carries that one session. Add it in a single click, and because the reminder uses the same identifier it updates the entry you already have instead of leaving you with two.
Cohort and mastermind sessions now appear on your organization's calendar subscription at their real time, rather than as all-day entries with no time on them. A filing deadline, which genuinely has no clock time, still shows as an all-day entry, because that is what it is.
A learner you enroll in a course can now ask for a sign-in link and reach their member page, even if they are on no other list in your organization. Before this, someone enrolled in a course and nothing else was told a link was on its way and never received one.
A module that is a lesson in a course is now refused until you take it out of the course, and the message names the course and the lesson number. Deleting one that is not in a course also clears its completion records, which used to be left behind.
Two consultants told us the same thing: the platform had everything and no logical order. There is now one ordered setup path at allinonenonprofit.com/setup. Every step names Where (the app, then the card or screen), Done when (the platform reads the signal from your own records and ticks the step off itself), and Why now. It is the first item under Everywhere in every app's left-hand menu with a green done-of-total badge, the Finish setting up card on My Organization, and the next three steps at the top of your apps page; inside an app whose step is not done, a one-line banner names the step. A brand-new owner's first sign-in lands on the path once. When setup is complete it becomes Setup and rhythm, the recurring items with their cadence. Consultants get their own first-steps track.
allinonenonprofit.com/start asks one question: do you run a nonprofit, or do you serve nonprofits? Each door has its own page with the benefits that matter to that reader and a short registration form. Registering costs nothing and creates no account; you get a thank-you email with three links for your door, an offer of a free thirty-minute call, and a place on the list for the first free webinar (one for people who run nonprofits, one for consultants and specialists; no date yet). Every message carries a one-click unsubscribe link.
A consultant or specialist who holds a seat in any organization now finds a Partner resources card on the Hub: Service Growth Ideas (which services fit each app and each plan), the Partner Onboarding Checklist, one comped practice organization to demonstrate and practice in, and, for every client, the partner's own links to the Client Intake Form and the Client Onboarding Checklist, whose answers go to both sides. Every consultant and specialist seat carries the full AI drafting tier in every client it serves. The whole program is at https://www.allinonenonprofit.com/partner-tour/.
Update, September 9, 2026. Certification is on hold. What ships today is the Consultant Partner Agreement, which is an agreement to join and not a credential, so there is no exam, no badge and no verification page for now. This entry is left in place because it is a record of what shipped; the certification part of it is no longer live.
From the same card, Load client training copies ten short lessons into a client's own Training app: the first week for the person running the account, board member basics, treasurer and bookkeeper, members and volunteers and sign-ups, donations and thank-yous, day 30, then four deeper companions on governance and compliance, grants and fundraising, finance and tax, and membership and communications. Your people take them in the member portal, and every completion is recorded under their own name, so at day 30 both sides know who has done what. Two companion pages for the partner: a twenty-minute client kickoff walkthrough for the first meeting, and specialist role notes saying what each of the ten specialist roles does inside a client and what it never does.
Employment & HR and Volunteer Management can now connect a background check vendor (Checkr with your own API key, or a manual connection for any vendor you order from by hand) and order a check for an employee, a contractor, or a volunteer from inside the platform. Every order becomes a screening record that moves from requested to in progress to cleared or flagged as the vendor reports, and a flagged result sends the same notice as any other flagged screening. Vendor keys are stored sealed. Details in the HR guide and the Volunteer Management guide.
Two more generators in Employment & HR. The Volunteer Handbook is the orientation guide a new volunteer reads alongside the agreement they sign; it deliberately contains no required hours, no discipline, and nothing resembling pay, because those would make a volunteer look like an unpaid employee. The Independent Contractor Engagement Packet is an agreement, a statement of work, and a W-9 and Form 1099 checklist in one document, and it says on its first page why there is no contractor handbook. Both carry Improve with AI under their long fields.
The fourth Find Grants tab in Grant Management searches the recipient-level grants foundations list in Part XV of their Form 990-PF, and the index now covers every state and territory: about 101,000 foundations and 2.96 million grants worth about $170 billion, refreshed nightly.
The pricing page takes new subscriptions through Stripe (card, and where a promo code is applied) or PayPal (a PayPal balance or a card through PayPal). A related entity under common control, a chapter or affiliate with its own EIN, or a fiscally sponsored project that needs its own workspace joins the same subscription at half the plan price: $25 a month or $250 a year on AIONP Essentials, $100 a month or $1,000 a year on AIONP Complete, per additional organization.
Every signed-in screen now has one anchor back to the organization you are working in: the organization's name in the header of the platform pages, and the All In One Nonprofit mark at the top of every app's left-hand menu, with a breadcrumb (organization, app, screen) above the content. Two words are used on purpose: Dashboard always means the organization's page; Overview always means an app's own first screen. Each app's left-hand menu is split into In this app and Everywhere, and its help links sit under one Help entry.
Two additions to Case Management, both off unless you turn them on. A public link people can ask for help through. Print it on a flyer or hand it to a partner agency, and anyone can describe what they need with no account and no sign-in. Nothing they send becomes a record on its own: every request waits in a triage queue until somebody here accepts it, which creates the person and a case with their own words as the first note, or declines it, which keeps the request and your reason. Control over who reads which case. An owner or an admin can switch the app from "everyone admitted sees every case" to "a caseworker sees only their own", add one colleague to one case without opening the rest, and mark a single note restricted so only its author, an owner or an admin can read it, not even the caseworker the case is assigned to. Somebody who cannot read a restricted note is not shown that it exists. Details in the Case Management guide.
A new app for food pantries, shelters, family services agencies and scholarship or after school programs: the people you serve, the cases you have open for them, dated case notes signed by whoever wrote them, and a service log recording what you actually delivered, in which unit, under which program, and against which funder. Filter the Service Log by funder and date range and you get your unduplicated count of people served, totals by service and by program, and a CSV export ready to attach to a grant report. Pick your own word for the people you serve, from Clients, Participants, Members, Students or Families, and the whole app follows it. This app is held tighter than the rest of the platform: being a member of your organization is not enough to open it, and the read-only Viewer role is refused even the read, because case notes describe somebody's housing or family situation. An owner or an admin grants it deliberately, per person, on the My Organization page. Open it from My Apps or at www.allinonenonprofit.com/case-management/.
A new Contact Manager puts your own contacts, your donors, and your volunteers in one searchable list. Donors and volunteers appear automatically from their own apps, so nothing is retyped. Click any person to log a call, email, text, or meeting with an optional follow-up date; the Follow-ups screen holds everything you promised until you mark it done. Tasks and appointments live on the person they are about, a donor's giving history and a volunteer's hours show right on their record, and contacts import from a spreadsheet with a preview and a one-click undo. Open it from My Apps or at www.allinonenonprofit.com/contact-manager/.
Every form you build can now email your team a scheduled summary of its responses, weekly, monthly, quarterly, or annually: the key figures, per-field breakdowns, and notable comments, written in plain language. A one-click board report turns the same summary into a Word document on your organization letterhead, ready to download, save to the Document Library, or email. Forms also has its own tile on My Apps now, under Operations and Compliance.
Your apps portal now shows a clear platform label at the top (Nonprofit platform on All In One Nonprofit, Club platform on Build Your Club), and every app screen carries a small matching badge. If you work across both brands, or run a club and a nonprofit, you can tell at a glance which platform you are signed into.
The emails the platform sends to your people on your behalf, membership renewal reminders, invitations, event and payment confirmations, portal sign-in links, now arrive with your organization's own name as the sender. Platform notices to you carry the platform's name. Nothing your members receive reads like it came from a stranger.
Clubs that outgrow their club tools now have a guide at allinonenonprofit.com/clubs/upgrade: what stays exactly the same when you move up (your sign-in, your organization, every record), what you add (the full nonprofit platform), and how the move works. Growing was always the plan.
The pricing page now lays out the try-first path plainly: open any app's live demo with no sign-in, take the assessment to find your starting point, or book a call and walk through it with a person. No card, no trial clock, no commitment until you choose to subscribe.
An account can now belong to several organizations, with a dropdown at the top of your apps portal to switch between them. Every app, record, and setting follows the organization you pick, and each organization keeps its own completely separate books, boards, and records. Built for the many groups that are really two or three legal entities sharing one staff: a membership organization plus its charitable foundation, a society with a giving arm, a sponsor with several projects.
App data belongs to the organization now, not to the person who typed it in. Invite a colleague and they see the same member roster, the same board roster, the same registers you do, and their edits land in the organization's one shared copy. Nothing important lives in one person's account anymore.
Members can now opt in to a directory and choose exactly what they share: name only, or email and phone too. Everyone starts hidden, sharing is always the member's own choice, and the directory lives right in the member portal alongside dues and events.
The welcome email new subscribers receive now links straight to the Setup Guide and the Walkthrough Checklist, so your first hour on the platform has a map. The apps also now show your organization's name in the corner from the moment your profile is filled in.
The grant tool (renamed from Grant Writing) now covers the whole grant lifecycle. A new Grant Sources directory shows where to look for funding, free and paid, with a "how to search here" tip for each source. A new Awarded Grants page tracks each grant's period, spending, conditions, and report schedule after you win, and emails you a reminder before each report is due and again if it becomes overdue. A new Funding Source Plan AI helper drafts a tailored where-to-look plan for your mission and location, and the course adds lessons on how to find and secure grants.
The Compliance Tracker now flags whether your organization likely needs an independent audit, review, or compilation based on your state and revenue (plus the federal Single Audit), with a "getting ready for your audit" checklist and an Audit Readiness Plan helper. Committees adds a ready-to-use Audit Committee charter, the Risk Register includes an internal-controls and fraud risk, and Form 990 Prep points to the correct audit questions.
A new per-organization vault is on the way: upload and store any file (bylaws, your 990, board minutes, scans) and save the documents your apps generate, all in one searchable place with version history, shared across your team. Rolling out soon at docs.allinonenonprofit.com.
Your tools can now draft the writing you used to do by hand. Donor Management leads the way with helpers for thank-you letters, lapsed-donor win-backs, year-end giving statements, pledge reminders, and more. Board Management, Fundraising & Development, Grant Management, Marketing, Compliance Tracker, Volunteer Management, and others have their own AI helpers too. Every one is reviewed by you before anything is sent, and each app has an AI Automations Guide that explains what each helper does.
A new savings dashboard adds up how much time the AI helpers have saved you and estimates the dollar value, with an hourly rate you can adjust to match your team.
Most tools now include Course Modules: short, plain-language lessons with a quick quiz, so you can learn the topic without leaving the app. New full courses cover Grant Management, Marketing, and Donor Management, with shorter courses added to many other tools.
Alongside its course, Board Management now tracks your board roster, officers, meetings, attendance, and succession planning, and can compile a board packet from your committee reports.
The fundraising app gained a grants pipeline tracker and an AI Annual Development Plan generator, so you can plan your year and track funding alongside the lessons.
All In One Nonprofit Academy is now simply All In One Nonprofit, and the site moved to allinonenonprofit.com. A fresh logo rolled out across every app and page. Old links redirect automatically.
A single public guide walks through all of the apps and tools with screenshots, so you can see exactly what each tool does before you dive in.
A free 5-step quiz at allinonenonprofit.com/assessment that analyzes your stage, board, budget, and challenges, then recommends the exact tools you need right now.
AIONP Essentials covers the everyday work and AIONP Complete adds grants, casework, HR and the deeper compliance tools. See the pricing page for both plans.
Sign in once and your account works across all the tools. A new My Team area lets you add colleagues so your whole organization can share access.
The Committees app now generates a complete library of committee document templates, each exportable to Word with one click.
A short, practical email for nonprofit founders, every Monday morning. Free.