article thumbnail

Statement of Activities: Common Mistakes and How to Avoid Them

sgEngage

The Statement of Activities—commonly referred to as an SOA—is one of four essential financial statements for nonprofit organizations. As a CPA working with nonprofits of all sizes, I’ve encountered numerous errors in Board of Directors’ financial reports and Statements of Activities documents.

article thumbnail

Nonprofit Strategic Planning: Ultimate Guide + 7 Examples

Bloomerang

Here’s an example of what this would look like: Let’s say your organization is an animal shelter. For example, if you’re undergoing frequent staff turnover, a change in leadership, or are understaffed, you may find an issues-based strategic planning model to be the best choice. Let’s get started.

Examples 122
professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How and Why to Track Your Donor Acquisition Rate

Neon CRM

If you do, you’ll probably want to track your donor acquisition rate. Example Donor Acquisition Rate Calculation Say, for example, it’s the end of December and you want to see how effectively your year-end fundraising campaign inspired new donors to support your work. Why Track Your Donor Acquisition Rate?

Rate 52
article thumbnail

4 Ideas for Activating Your Donors Over Email

Network for Good

Then, track those different groups. For example, if you send out a regular newsletter, make the subject line something like “Newsletter: [Writer’s Name].” Also, make sure there’s some sort of active element – many, if not most, fundraising emails include a visual component (pictures, video, etc.). How many people click through?

article thumbnail

Engagement Analytics 101: Setting Your Association Up for Success

Association Analytics

Are you taking advantage of this important information, or are you still creating events, products, and activities based on what’s always been done? For example, a medical association might set up their membership journey like so: medical students, residents, fellows in training, early career, mid-career, and senior-level or experts.

Analytics 169
article thumbnail

Math-Free Magic: Understanding Predictive Analytics

Association Analytics

With a range from “Very Likely to Renew” to “Very Unlikely to Renew”, you can see which members can be fast tracked for quick renewal and which members need a more personalized approach. For example, tailor activities for members in the “May or May Not Renew” category based on key renewal factors.

Analytics 315
article thumbnail

Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program.