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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page. Likely no.

Data 76
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Where to Start Your Search for Silent Auction Items

Get Fully Funded

Do they have access to a country club and rounds of golf? When you reach out to any of these individuals, make sure you have a concrete donation acceptance policy as a part of your auction rules. The post Where to Start Your Search for Silent Auction Items appeared first on Get Fully Funded. Create new partnerships.

Search 72
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Get Your CRM System to Become the Best Version of Itself

sgEngage

Once this state of the system is achieved users can search for the exact record they need, know where to document the variety of details they are researching, and trust the reports they are generating. Develop a habit to search It’s easy to get excited about a new prospect we have discovered or met in person. Go ahead and add.

System 88
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4 Quick Tips to Remember When Planning an Advocacy Campaign

Top Nonprofits

If you’re a new organization without many resources or contacts, you may have more luck working first at the local level. Plan for when you’ll begin to contact volunteers, when you’ll reach out to the broader public, and when you want to accomplish your goal. Personalize your messages to every contact.

Advocacy 130
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Best Practices for Securing Data in Humanitarian Crisis Situations

Saleforce Nonprofit

Appropriate data retention policies should be implemented, including considerations for the rapid decay of the physical security situation. This ensures an active session isn’t easily misused to access data. Review Sessions to monitor access and remove if needed. Example: Forcing MFA when accessing reports. Learn more.

Practice 120
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How Grantmakers Can Support Nonprofit Infrastructure Needs: A Conversation with Chantal Forster

sgEngage

It means servers, software, and policies that enable organizations to scale. These are the types of infrastructure projects today’s nonprofits are focused on: Cloud-based solutions: Nonprofit leaders and staff must have the ability to access information anywhere, anytime, and have access to the servers to support it.

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27 Recommended Affordable or Free Nonprofit Software Tools

Bloomerang

Carefully consider fee structures to find the right balance between access to features and a high net donation amount. Although it may seem like this is an easier way to manage data, it comes at the cost of the following drawbacks: Security: What happens if your computer is stolen and someone gains access to all of that donor data?