Whole Whale

NOVEMBER 8, 2022

Nonprofit annual reports play an important role as we head into the end of the fiscal year or the onset of giving season. Although they are not an IRS requirement, compelling annual reports can sway potential donors and show current donors how their money is helping your organization to make an impact. DREAM (formerly Harlem RBI).

Report 85

Report Template Org Nonprofit 85

Candid

MAY 2, 2024

Roughly 2% of organizations indicated a change between BIPOC, white, and other leaders each year Our first analysis suggests that the sector overall has not become more racially diverse. Overall, we found that for each year, about 2% of organizations in this data set reported shifts between the categories of BIPOC, white, and other.

Leadership 88

Leadership Analysis Demographics Alaska 88

Association Analytics

AUGUST 15, 2022

Your AMS focuses more on current and past data, however with analytics, you can use this data, and data from your other source systems, to be more forward-thinking. People often confuse reporting and analytics. Reporting is rear-facing, looking back on what happened: It’s about organizing information using past data.

Analytics 169

Analytics Associations Demographics Picture 169

sgEngage

MAY 16, 2024

Applications, proposals, progress reports, impact metrics – the data collected throughout the grantmaking lifecycle is vast and ever-growing. The Data Deluge in Grantmaking: Drowning in Information Remember the days when grantmaking relied on paper proposals and handwritten reports? Grantmakers are swimming in a sea of information.

Data 71

Data Impact Government Proposal 71

Nonprofit Tech for Good

APRIL 2, 2023

The tool can draft stewardship emails, create impactful copy for annual reports, and even generate speeches for stewardship events. A few places to make sure you have boiler plate language are your website, annual and impact reports, one-on-one donor communications, and newsletters or publications distributed by your organization.

Tools 359

Tools Fundraising Analytics Analysis 359

Candid

APRIL 11, 2024

Intrigued because as president and CEO of Women’s Funding Network (WFN), the largest global alliance of gender equity funders, I am well aware of persistent gender data gaps that hinder efforts to identify disparities, change systems, and build power. It also provides a quantitative baseline to evaluate and build upon equity strategies.

Data 88

Data Demographics Aggregator Participatory 88

Forj

DECEMBER 19, 2017

We also understand that a Learning Management System is not a small purchase. We outlined the value of EvaluPac below, hoping this insight can help association executives to justify their learning management system expenditure by measuring outcomes from the evaluations and assessments within their current education offerings.

Learning Management 28

Learning Management System Report Learning 28

sgEngage

MAY 15, 2024

Increased flexibility with reporting : We now have a process so grantee partners can submit applications and reports in alternative formats, such as through email or over Zoom. When thinking of embarking on your own grants change management, here are a few key factors you should make sure are part of your process.

Change Management 100

Change Management Disaster Change Management 100

Forj

DECEMBER 19, 2017

We also understand that a Learning Management System is not a small purchase. We outlined the value of EvaluPac below, hoping this insight can help association executives to justify their learning management system expenditure by measuring outcomes from the evaluations and assessments within their current education offerings.

Learning Management 28

Learning Management System Report Learning 28

Nonprofit Tech for Good

JULY 31, 2020

By Christy Smaglio , Instructional Writer at Donor Perfect – a top-rated donor management system and fundraising platform for nonprofits. When reporting on these numbers try breaking it down into small digestible chunks of data that are easy to interpret. Total Expenses: $1500.00 / Net Revenue: $3500.00 = Cost of Fundraising: $0.43).

Goal 303

Goal Fundraising Pledge ROI 303

Association Analytics

JUNE 21, 2023

Older models tended to be AMS-centric, leading to siloed data, static reports, and that trapped feeling. 9: Your Data Is Not Readily Available Challenge : You need to put a report together by the end of the week, but the person who has access to the data you need is out on vacation for the week. Sound familiar?

Associations 319

Associations Challenge Data Taxonomy 319

sgEngage

AUGUST 9, 2023

In healthcare organizations, it is vital to be able to show quantitative measurement of your impact, whether you are showing the community benefit impact, tracking dollars spent delivering direct services or reporting back to donors. Aggregating all of your data can help streamline your tasks and encourage analysis across multiple sources.

Effective 71

Effective Tips Grant API 71

The NonProfit Times

JUNE 3, 2024

In the process, ethical, transparent, and community-focused processes for collection, analysis, sharing and use has become an afterthought at best, and an intentional omission at worst,” report authors continued. Investing in data-focused projects appropriate to granular subsectors.

Benefit 52

Benefit Application Data United States 52

NTEN

AUGUST 8, 2012

More than simply graphically displaying static data, they offer trend analysis, forecasting and drill-down capabilities that can dramatically expand your insight into program performance. There are a number of ways to create dashboards, including using such common tools such as Excel or Access, or proprietary systems embedded in databases.

Analysis 77

Analysis Business Program Tools 77

Forum One

APRIL 23, 2024

Can I migrate data or reports from UA to GA4? By exporting data, users can maintain access to historical comparisons and enable future analysis. This integration is ideal for organizations looking to analyze large volumes of data beyond the capabilities of standard reporting interfaces.

Analytics 51

Analytics University Data API 51

Pamela Grow

MAY 2, 2024

However, the wide range of revenue sources and expenses your nonprofit may have can quickly complicate your data collection and analysis. How It Works In a cash accounting system, your nonprofit records revenue when it’s received and expenses when they’re paid. However, you still need to include reporting disclaimers if you do this.

Method 59

Method Pledge Nonprofit Track 59

sgEngage

MARCH 7, 2024

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. Being aware of these common pitfalls is crucial for maintaining the integrity of your financial reporting and in turn, the trust of your supporters.

Activities 83

Activities Active Activism Comparison 83

sgEngage

MARCH 29, 2023

They should be well-versed in financial reports and analysis, but also be able to explain complex financial concepts to board members without a financial background. They should be confident in providing variance analysis and a variety of financial reports to help with risk management and forecasting.

Classes 85

Classes Team Foundation Create 85

Zen and the Art of Nonprofit Technology

APRIL 3, 2009

Now that the Idealware CMS report is out, I get to have my say about it. The thing that is prompting this post is the little storm about the security metric that we used to try and get a handle on the security of the 4 different systems we reviewed. This wasn’t designed to be an in-dept, complex analysis of security.

Drupal 150

Drupal Comment Report Open Source 150

Nimble AMS

NOVEMBER 25, 2022

Board reports summarize your association’s efforts , giv ing your board of directors necessary information without being too time-consuming. When writing these reports, your association management software (AMS) can provide valuable information to make the reporting even easier and more insightful. . Committee work .

Director 126

Director Associations Software Management 126

Gyrus

OCTOBER 28, 2015

To save management time by instantly producing detailed reports and analysis showing current and historical training activity. The post Why Buy a Learning Management System (LMS)? Training your workforce to comply with OSHA regulations ultimately increases safety which reduces accidents and thus reduces penalties.

Learning Management 65

Learning Management System Management Learning 65

Bonterra

APRIL 11, 2024

Learn more Efficiently track impact Invest in a turnkey, high-impact capacity building program and gain access to regular reporting, allowing you to evaluate nonprofit growth and the return on your investment. Step 4: Receive program updates and impact We provide progress reports that include measurable outcomes and program impact.

Program 52

Program Measure Demonstration Analysis 52

The Modern Nonprofit

JANUARY 2, 2024

Develop longer versions for your website and annual reports, and shorter snippets for social media posts or marketing flyers. ” Analysis : This testimonial emphasizes the donor’s personal connection and satisfaction with the results of their contributions, highlighting the organization’s effectiveness and transparency.

Story 104

Story Guide Support Analysis 104

M+R

APRIL 16, 2024

TLDR: What’s going on with website data in Benchmarks The transition from UA to GA4 happened mid-year in 2023 (and with it, all of the changes to tracking between the two systems). So, this year’s Benchmarks only reports on GA4 data collected at the end of 2023 (November and December). Give it a read here !

Benchmark 66

Benchmark Analytics Google Comparison 66

Candid

NOVEMBER 17, 2021

Analysis of grant applications from 130 funders. Data Handling, Overview, Measurement, Evaluation and Reporting (4 percent). Grantmakers could develop a "common core" of application/reporting questions that could be auto-populated from shared data repositories, requiring less effort from nonprofits. Miscellaneous (3 percent).

Analysis 94

Analysis Grant Application Contact 94

Candid

FEBRUARY 22, 2024

Those conversations led to the Washington Area Women’s Foundation ’s (WAWF) report Thrive As They Lead: Advancing the Infrastructure to Support Black Women Leaders in the D.C. While the report focuses on one region, the factors behind this attrition have implications for the entire sector.

Leadership 85

Leadership Washington Local Nonprofit 85

Candid

NOVEMBER 30, 2021

Earlier this month, Candid and the Center for Disaster Philanthropy (CDP) released the eighth edition of our annual Measuring the State of Disaster Philanthropy report. We invite you to dive into key findings from the report and explore granular data on our funding map. . In it, we examined?available?2019?data philanthropy,?analyzing?funding

Disaster 72

Disaster Puerto Rico Palau Lesson 72

Nonprofit Tech for Good

APRIL 23, 2019

Nonprofits use CRMs to manage their donor relationships, to segment supporters by interest areas, streamline donor communication, automate fundraising, and report on outcomes to the board, donors, and community. It is important to look at the platform the CRM system is built on. Is the technology popular in the market?

Metrics 262

Metrics Nonprofit Profile Platform 262

Bonterra

APRIL 10, 2024

Case Management Tools Measure impact A unified solution to help you collect actionable program data, develop comprehensive reports, and share how you’re impacting your community. Advanced features enable you to compare program impact, conduct in-depth analysis, and automate report delivery to stakeholders.

Tools 52

Tools Management Los Angeles Demonstration 52

Candid

APRIL 24, 2024

PEAK Grantmaking’s “Reimagining Philanthropy” conference in March exploring these themes was a fitting setting for a session Candid organized about advancing systems change via data collaboration at scale. Demographics via Candid also provided the company with reliable data sources to support deeper analysis.

Collaboration 52

Collaboration Data Demographics Massachusetts 52

sgEngage

MAY 6, 2024

These tools allow you to quickly glance at spending reports and easily see if your organization is on track. Distribute it back to the budget owners and make sure your fund accounting system reflects any last-minute changes. Review and Communicate and Review Be sure to get your board’s buy-in and approval on the final budget.

Build 97

Build Time Review Fund 97

sgEngage

OCTOBER 28, 2021

Last year, the murder of George Floyd sparked a national reckoning with systemic racism and an outpouring of support for communities of color as companies made commitments to Black Lives Matter. 95% of Black Americans agree that companies should promote racial equity in the workplace , but 83% said companies have more work to do.

Data 93

Data America Policy Companies 93

Neon CRM

MAY 10, 2024

Data from The Recurring Giving Report: Data-Backed Strategies for Sustainable Generosity gives us some insight into when, how, and why monthly donors make the decision to give. group of donors set up their gifts using ACH (Automated Clearing House—an electronic bank-to-bank payment system) or eChecks to make their gifts.

Donor 52

Donor Gift Causes Analysis 52

Forum One

FEBRUARY 28, 2023

No matter your biggest challenge, the ticket to solving those issues is figuring out how to break down these silos and make your data analysis easier. Are there any major gaps where data was entered into a system incorrectly? Too many manual processes to get what you need.

Data 65

Data Analysis Map Accessibility 65

Robert Weiner

JULY 10, 2012

My colleague Charlie Hunsaker posted the following question on the FUNDSVCS Advancement Services listserve: I have two clients who are looking for new systems and want a “cost justification” for their acquisition to share with their management. Our system is like the “roach motel” of data; the data goes in, but never comes out again.

Database 181

Database ROI Donor Listserv 181

Forum One

DECEMBER 22, 2022

UA is what many organizations think of simply as “Google Analytics,” the code that’s on all your website pages and the companion reports that show page views, bounce rates, click-throughs, conversions, and other metrics. Those looking to have reliable, recurring reports will need to invest time in setting up custom reports in Looker Studio.

Time 73

Time Metrics Analytics Adopt 73

sgEngage

SEPTEMBER 16, 2022

While most nonprofits aren’t gathering sticks to build a fire, survival does often depend on the small, unglamourous tasks of research, communication, and reporting to keep your funding streams alive. Grant management systems are here for the long haul. How to Prepare for Survival: Grant Management Resources.

Grant 80

Grant Management Award International 80