sgEngage

APRIL 2, 2024

As a grantmaking organization focused on the success of your grantees, it is essential to have a process in place to manage personnel changes—for both you and your grantees—so everyone stays informed and on schedule. Record that institutional knowledge in an accessible Policies and Procedures manual.

Data 76

Data Blackbaud Policy Database 76

Candid

NOVEMBER 29, 2023

But before receiving funds, you need to show you’re legally registered, governed by a board, and have solid financial management policies. For background, SOC 2 is a framework for organizations offering information and technology services (e.g., It would have been easy for our core team to come up with policies ourselves.

Culture 105

Culture Build Policy Nonprofit 105

Neon CRM

AUGUST 23, 2023

In this article, we’ll cover the ins and outs of credit card processing for nonprofits, what you should look for in a payment solution, and how to set one up. Second, your nonprofit should have processes around handling cash donations to ensure that those gifts remain secure. What Payment Types Require a Processor?

Process 52

Process Guide Paypal Method 52

sgEngage

MAY 16, 2024

Grantmakers are swimming in a sea of information. Applications, proposals, progress reports, impact metrics – the data collected throughout the grantmaking lifecycle is vast and ever-growing. Strong data governance and data management can help grantmakers navigate the overwhelming amount of information available.

Data 70

Data Impact Government Proposal 70

sgEngage

DECEMBER 20, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Update the policy based on your current and future needs. Next, calculate the expenses for each channel.

Foundation 83

Foundation Build Grant Fund 83

Forum One

APRIL 30, 2024

The introduction of Retrieval-Augmented Generation, or RAG, now allows AI applications to enhance the capabilities of machine learning models by integrating them with a retrieval component. However, developing these conversational AI applications in a robust, scalable, and efficient way is no easy task.

Conversation 94

Conversation Guide Model Application 94

sgEngage

APRIL 2, 2024

You will want to think ahead about being able to easily capture grant information, set up tasks and deadlines, and then run accurate reports at any time. So how can you minimize these errors and create data entry policies for your users? What if a donor or stakeholder wants quick information on a grant?

Grant 93

Grant Fund Report Software 93

Volunteer Hub

APRIL 21, 2022

Without cybersecurity policies and protocols in place, your nonprofit is more vulnerable to data breaches. According to a cybersecurity survey conducted by Microsoft, 60% of nonprofit respondents do not know of or do not have a digital data policy for handling cybersecurity risks and protecting data. Here are 5.

Data 90

Data Policy Method Cisco 90

Candid

NOVEMBER 7, 2023

As more funders seek to use demographic data to inform their grantmaking decision-making, 125 partners have now joined the Demographics via Candid movement. Here I highlight their best practices for collecting this data from grantees, as well as what this information is helping foundations to achieve.

Demographics 116

Demographics Lesson Action Data 116

Get Fully Funded

MAY 4, 2021

If your organization relies on volunteers, even just a little, you need a volunteer handbook that spells out expectations, policies, and procedures. A volunteer handbook gives volunteers the information they need about the organization and its mission, and answers any common questions they may have.

Volunteer 119

Volunteer Create Policy Roles 119

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Update the policy based on your current and future needs. Next, calculate the expenses for each channel.

Foundation 81

Foundation Build Fund Review 81

Bloomerang

JANUARY 22, 2024

It can take several months to a full year to complete each step of the startup process, which we’ll cover in the next section. For example, different states have different processes for filing articles of incorporation and the fees required. Check your state’s secretary of state office website for more information.

Nonprofit 82

Nonprofit Files Policy Software 82

Nonprofit Tech for Good

MAY 30, 2019

By Paul Lamb , Principal at Man On A Mission Consulting , has over 25 years of experience in business, nonprofit management, technology, and public policy. We’ve all heard about blockchain, or at least its most famous application – bitcoin. But what exactly is blockchain it and how is it relevant for nonprofits?

Technology 252

Technology Database Homeless Application 252

sgEngage

JULY 20, 2022

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.

Conversation 79

Conversation Support Application Nonprofit 79

AccelEvents

JULY 16, 2021

When evaluating an organization’s SOC 2 compliance, auditors identify how a business manages customer data according to each of the following five trust service principles: security, availability, processing integrity, confidentiality, and privacy. What SOC 2 Means for Accelevents’ Customers? Just doing things isn’t enough though!

Organization 98

Organization Structure Guidelines Evaluation 98

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Update the policy based on your current and future needs. Next, calculate the expenses for each channel.

Foundation 52

Foundation Build Fund Review 52

Candid

MAY 18, 2023

Google Ad Grants enable nonprofits to show up at the top of the results page when people search for information related to their organization. In fact, every time someone uses Google to search for information, both sponsored ads and organic website listings will appear. So, how does the Google Ad Grant work?

Google 98

Google Grant Search United States 98

sgEngage

NOVEMBER 14, 2023

Specifically, this issue is relevant for the nonprofit healthcare industry, which generates nearly 19 terabytes of clinical data each year and must leverage that data within their current decision-making processes. Coordinate care efforts to make more informed decisions. Standardize data formats to ensure consistency.

Integration 79

Integration Data Nonprofit Platform 79

Bloomerang

JULY 21, 2021

At this time, you should also establish business contact information including location (can be a residential home) and email address. Establish initial governing documents and policies. . You’ll need to create Bylaws and Conflict of Interest documents and policies because both are needed for your IRS application. .

Organization 130

Organization Files Nonprofit Grant 130

Saleforce Nonprofit

MARCH 4, 2024

The Salesforce nonprofit grantmaking solution, foundationConnect, was created over 15 years ago on the belief that we could support better collaboration among stakeholders in the grants management process. A point solution makes data collection from multiple sources difficult and often requires integration with third-party applications.

Nonprofit 52

Nonprofit Application Integration Grant 52

sgEngage

JULY 19, 2021

These steps needn’t be sequential; in fact, there is a benefit to parallel-processing them. Buy-in is essential to reforming the unruly sponsorship process. Create a philanthropic support policy. This policy will serve you well for future grant programs. A good policy is necessary, but not sufficient. Set a budget.

Platform 94

Platform Grant Policy Benefit 94

NTEN

MAY 9, 2011

By Jeff Stanger, Director, Center for Digital Information We are obsessed with data — big data, open data, linked data, personal data, government data, visualized data. It's important that we don't confuse "data" for "information." Data are only the raw material of information. So how do we get from data to information?

Data 91

Data New York Government Digital 91

Non Profit Quarterly

APRIL 20, 2023

Meta—the parent company of Facebook and Instagram—has been under fire in the past few years over its lax policies on news content, data privacy, and misinformation. This has led to situations where BIPOC and/or LGBTQ+ users are disproportionately affected by policies meant to address “bad” behaviors.

Social Media 94

Social Media Media Strategy Social 94

Forum One

MARCH 9, 2023

I find the rapid developments in Artificial Intelligence (AI) and Machine Learning (ML) thrilling, with endless applications for our Forum One partners, but I know from discussions with my counterparts in government agencies that AI and ML can also be mystifying, and even scary. ‍Jay earned a B.A.

Government 65

Government Learning San Jose Hawaii 65

Get Fully Funded

JANUARY 16, 2024

The way you manage and report financial information holds your organization accountable to the government, the Generally Accepted Accounting Principles (GAAP) , and your supporters. Jitasa’s nonprofit financial management guide recommends creating the following fiscal policies: Gift acceptance. Expense reimbursement.

Files 52

Files Policy Nonprofit Profit 52

sgEngage

MARCH 29, 2023

Without a strong finance department, nonprofits risk not having the information needed to make critical decisions. These employees must provide the leadership team with the necessary financial information for planning, budgeting, and growth of the organization.

Classes 84

Classes Team Foundation Create 84

OneCause

JULY 7, 2022

adults express a lack of confidence that companies will use their Personally Identifiable Information (PII) in ways with which they are comfortable. The Many Risks of Poor Donor Privacy Policies. Another critical risk of poor donor privacy policies that nonprofits need to consider is the potential for legal action.

Donor 59

Donor Online Policy Retention 59

sgEngage

SEPTEMBER 27, 2023

We aim to streamline student applications and enable simpler awarding through AutoMatch. Discover how to implement flexible applications to expand the pool of potential recipients while leveraging Award Management to enhance your scholarship agreement process. How do diverse voices and experiences strengthen a community?

Professional 73

Professional Award Blackbaud Student 73

Qgiv

MARCH 27, 2023

Since the AI pulls information directly from the internet, the accuracy is reliant on the sources across the web. You cannot use ChatGPT without your own research to validate the information that the AI produces. Having a place to kickstart the process makes writing a bit less of a daunting task.

Fundraising 98

Fundraising Script Template Retention 98

Whole Whale

NOVEMBER 29, 2021

Most grant applications for your nonprofit are long, complicated, and stress-inducing for your entire development team. And, unlike most grants, Google grants also have a very simple application process. Google should approve your application within a few days and will send you an email when they do. Easy, right?

Grant 98

Grant Google Info Application 98

Saleforce Nonprofit

SEPTEMBER 3, 2021

These fragile environments mean that those using Salesforce technologies have to take into account a whole set of additional potential threats, such as considering the theft or capture of trusted devices, or personnel may be forced to divulge login information under duress. Step One: Understanding Your Use Case’s Purpose and Threat Model.

Practice 120

Practice Data Afghanistan Environment 120

Qgiv

NOVEMBER 29, 2023

Nonprofit endowments 101 How endowments work Nonprofit endowment fund rules and policies Benefits of nonprofit endowments How to start an endowment fund Nonprofit endowments 101 Exactly what is an endowment fund? Investment policy For your investment policy, you need to decide what your organization can invest the endowment into.

Nonprofit 52

Nonprofit Policy Fund Gift 52

ASU Lodestar Center

JULY 21, 2022

SHRM is the intentional application of formalized policies and practices that create organizational successes by investing in the human capital of employees. While proper HR systems are critical to supporting small staffs, the nature of these organization often leads them to rely on informal HR practices.

Resource 97

Resource Management Attitude Oregon 97

Candid

APRIL 6, 2022

Through our CARE Model process and other tools , we ensure communities and institutions embrace lived-experience data of marginalized populations in order to deconstruct underlying narratives and work together to find equitable solutions. Can you please tell us about MEASURE and its mission?

Measure 98

Measure Meme Education Data 98

sgEngage

OCTOBER 9, 2023

All too frequently, the grantmaker alone is determining, leading, and benefiting from MEL processes with no input or collaboration from the people, organizations or community impacted. Who owns the information collected? MEL, as it turns out, is not neutral, but yet another place where power differentials show up.

Participatory 85

Participatory Evaluation Empowerment Grant 85

Pamela Grow

MARCH 14, 2024

Optimize the interview process Once you’ve identified qualified candidates, it’s time to initiate a clear and efficient interview process that decreases the time to fill the position and ensures timely communication. Gather post-interview feedback from interview conductors to make an informed decision.

Strategy 52

Strategy Interview Skills Retention 52

Pamela Grow

MARCH 14, 2024

Optimize the interview process Once you’ve identified qualified candidates, it’s time to initiate a clear and efficient interview process that decreases the time to fill the position and ensures timely communication. Gather post-interview feedback from interview conductors to make an informed decision.

Strategy 52

Strategy Interview Skills Retention 52