sgEngage

AUGUST 19, 2022

In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your process for creating that document. Review your strategic plan so everyone is familiar with the organization’s larger goals. That includes both the budget and the process for creating it.

Process 92

Process Create Review Stream 92

Candid

NOVEMBER 29, 2023

On top of that, there’s a lengthy contract to review and sign. In this blog, I’ll share lessons learned from our SOC 2 audit to help you build a culture of nonprofit compliance. For example, we tapped resources from all parts of Candid—from facilities to product managers—to collect and develop necessary materials and documentation.

Culture 105

Culture Build Policy Nonprofit 105

sgEngage

APRIL 12, 2023

Have a Plan to Review Your Policies and Documentation It’s easy for your documentation to get outdated throughout the year, so reviewing important documents prior to your audit can save you time and headache. Many organizations leave your internal controls documentation on autopilot until there is an issue.

Review 69

Review Fund Software Nonprofit 69

sgEngage

DECEMBER 14, 2023

Statuses will help you know which task needs to be performed next for the request under review. It is critical to have a clear process for how your team reviews those applications, especially if there are a lot. Will several teams review the requests? Do you have outside reviewers leaving feedback?

Grant 97

Grant Process Management Technology 97

.orgSource

AUGUST 28, 2023

The term was coined in 1994 by Joel Kurtzman , who was the founding editor-in-chief of Strategy+Business magazine and editor of the Harvard Business Review. Document both employee and volunteer responsibilities. Review expense policies, conflict of interest, or any other relevant policies or ethical issues. This is critical.

YouTube 221

YouTube Industry Leadership Podcast 221

sgEngage

MAY 15, 2024

In early 2022, the Center for Disaster Philanthropy began an organization-wide grants change management review. The goal was to become better grantmakers by completing a review of our practices, processes and forms. This process reduces the need for an organization to provide further documentation on their tax status.

Change Management 72

Change Management Disaster Change Management 72

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. Tip 1: Carve out 30 minutes to review the dashboards and customized reports in your fund accounting system.

Foundation 83

Foundation Build Grant Fund 83

Qgiv

DECEMBER 7, 2022

Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program. Proper documentation and tracking of moves management can impact your fundraising in many ways. Step 2: Define and Document Your Procedures.

Database 52

Database Track Donor Management 52

Nimble AMS

DECEMBER 18, 2023

The road to implementing new technology can be a long one, but your organization can smoo th the way with business process mapping. Read our blog to learn everything you need to know about b usiness process mapping and prepare your association for implementation success. What is business process mapping?

Map 134

Map Associations Process Business 134

Amy Sample Ward

MAY 23, 2010

You can see the embeded versions of the tool on my blog here and here , or you can see examples on the original site for the SXSWi session, Net2 Open Space session, Community Building session, or the Online Campaigning session. Tags: webtools 10ntc review the extraordinaries tools twitter. I also think it can be better!

Review 123

Review Doc Slides Stream 123

sgEngage

JUNE 15, 2023

The annual financial audit is a great time to review your statements through a risk lens and search the corners of your financial statements for long-forgotten issues that could contaminate an entire balance sheet. As part of your regular discussion with your auditor, preferably at the start of your fiscal year, review your internal controls.

International 86

International Nonprofit Review Process 86

Amy Sample Ward

OCTOBER 18, 2009

Most all of the actions reviewed in the report that even those that did link to background information, those pages didn’t link back to the action! There are lots of places where actions could be included to be more visible, like the above note of including them on background information (or blog posts!). Report Highlights.

Review 120

Review Benchmark Advocacy Database 120

sgEngage

APRIL 26, 2024

Because the teams were not prepared at the year-end audit for these types of significant changes, there were often issues that required auditors to spend additional time in discussions with management or to document their understanding of the changes. This type of collaboration should be happening throughout the year.

Relationship 96

Relationship Practice Build Evaluation 96

Cloud 4 Good

JULY 6, 2021

In part one of our new blog series, Support and Maintenance of Your University’s Salesforce Org , we will explore long-term maintenance and success strategies, starting with best practices for staffing your Salesforce instance. What documentation and resources can you provide your team so they can be successful?

Org 111

Org Support Skills Knowledge 111

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. Regularly review classification practices to ensure they align with your organization’s strategic needs and comply with the latest accounting standards.

Activities 80

Activities Active Activism Comparison 80

Candid

DECEMBER 20, 2023

This includes creating an annual operating budget , a document that breaks down your organization’s revenue, or the money you’ll bring in, and expenses, or the money going out to cover your costs, for each fiscal year. This means you’ll want to review your forecasted revenue and expenses against your budget on a regular basis.

Build 108

Build Nonprofit Fund Goal 108

Beth's Blog: How Nonprofits Can Use Social Media

FEBRUARY 13, 2012

The After Action Review is a reflective practice that can be used for anything, but I find it especially valuable for social media pilots and experiments. The After Action Review (AAR) is a structured way to capture the lessons learned from any project, with the intent of improving future performance.

Review 97

Review Social Media Action Strategy 97

Blue Fox

JULY 6, 2021

There are many complexities in play, despite what some blogs and news sources are saying. We've already started helping our current clients determine their eligibility and submit the appropriate documentation to the IRS. Upon completion of the questionnaire, our team will review your response. Are You Eligible?

Retention 78

Retention Review Files Award 78

Saleforce Nonprofit

SEPTEMBER 3, 2021

In recent years, the international humanitarian community has responded with a number of data protection guidance documents, such as those from USAID , ICRC , OCHA , and the Harvard Humanitarian Initiative. Review Sessions to monitor access and remove if needed. Of course, a blog article cannot address specific threats in context.

Practice 120

Practice Data Afghanistan Environment 120

Greater Giving

MARCH 12, 2024

This blog post outlines the key elements for creating a successful fundraising plan for your next charity event, empowering you to maximize your impact. 1 month before: Meet with your volunteer committee to review list of those volunteering on event night. Review the event night timeline and script in detail at your program rehearsal.

Charity 40

Charity Fundraising Literacy Photography 40

sgEngage

JANUARY 15, 2024

They parse the grant documentation to understand if their organization is a good fit, they gather information from throughout the organization, and they mold it into an engaging story about the important work the organization is doing. Also review your formatting guidelines and templates.

Application 90

Application Grant Help Blackbaud 90

sgEngage

APRIL 2, 2024

Managing your grants within your fund accounting system will allow you to budget by grant, report on budget vs actuals, and review grant activity, so you can quickly and easily answer these questions. The post Why Fund Accounting Software Beats Spreadsheets for Nonprofit Grant Reporting and Compliance first appeared on The ENGAGE Blog.

Grant 93

Grant Fund Report Software 93

Nimble AMS

JUNE 22, 2023

Creating a business case requires you to review your organizational goals and challenges and the potential benefits a new software solution can provide. Read our blog for four tips to ensure your AMS tech pitch appeals to your individual board member’s roles and concerns. Share documents, such as meeting minutes.

Tech 105

Tech Associations Software Professional 105

Nimble AMS

MAY 12, 2023

Empower your membership committee to do its important work by following the strategies in this blog. Providing these guidelines and reviewing them with your serving members ensures they know the expected conduct. We’re here to help you enhance your membership committee! In-person and virtual meetings. Eligibility.

Guidelines 121

Guidelines Roles Guide Associations 121

sgEngage

MARCH 6, 2024

There were a million scenarios and questions going through my head related to COVID-19, teaching remotely/hyflex/in person, reviewing assessment strategies, evaluating digital learning tools, maintaining student connection and community, etc. first appeared on The ENGAGE Blog. You can do it, too!

API 93

API Script Calendar Blackbaud 93

Cloud 4 Good

OCTOBER 13, 2021

Family House was using a mail merge application for one primary reason: to create a mail merge document to acknowledge donations they receive. However, Cloud for Good typically utilized Apsona to create merge documents for Reservations Setup teams according to a 12-hour AM/PM clock. The post What Can Apsona Do for Nonprofits?

Vermont 101

Vermont Nonprofit Doc Application 101

sgEngage

SEPTEMBER 8, 2021

This blog is based on LBG Associates’ and LBG Research Institute’s latest landmark study called Secrets to Building an Effective and Sustainable Employee Relief Fund. This blog will tackle some challenges, suggested solutions and resources provided by YourCause for setting up an ERF. 4 Challenges, Suggested Solutions and Resources .

Fund 68

Fund Challenge Disaster Companies 68

Beth's Blog: How Nonprofits Can Use Social Media

NOVEMBER 21, 2019

As a group we spend time clustering similar ideas before reviewing them. Review the the results. A simple way to take dot voting on online would be to use a combination of Zoom and Google documents. For the voting part, you would use a google document. Then ask everyone to cast their vote at the same time.

Online 113

Online Participatory Technique Method 113

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. Review your naming conventions so each journal entry is easily identifiable.

Foundation 52

Foundation Build Fund Review 52

sgEngage

DECEMBER 1, 2022

A 10-page application doesn’t make sense—for the applicant or the reviewer—but you need enough information to know if you are making a good decision. You’ve done the hard work of making sure you’re asking for only the information you need to make a sound decision, but that can still be a lot to review. Program Partners.

Proposal 84

Proposal Evaluation Grant Application 84

Cloud 4 Good

JULY 5, 2022

We’ve read through all of the release documentation to give you the highlights. Review the Flow and Process Release Updates for the complete list of new features. . You May Also Enjoy: Blog: Understanding the New Vision + Vocabulary of Marketing Cloud. Blog: Key Takeaways from Salesforce Connections 2022. Screen Flows.

Module 97

Module Report Org Phase 97

sgEngage

JUNE 9, 2023

Throughout an application period, the grant candidates submit their proposals, which are then managed and categorized using document management systems or grant management software. In order to ensure compliance, these documents are often reviewed by legal professionals before signature. first appeared on The ENGAGE Blog.

Grant 52

Grant Management Award Evaluation 52

Amy Sample Ward

AUGUST 11, 2011

My latest contribution to the Stanford Social Innovation Review is now posted – you can read the post and join the conversation on the SSIR opinion blog , or in full below. Encourage volunteers, program officers, donors, or other community members to become social reporters and document events in their neighborhood.

Storytelling 201

Storytelling Digital Tools Classroom 201

TechImpact

FEBRUARY 10, 2014

Here are 5 ways nonprofits can benefit from VOIP services, according to VOIP Review. Have you ever been in the field, or had a worker in the field who needed a document immediately but had no access to a fax machine? If you’re interested in reading more you can check out the original article by VOIP Review. Green technology.

Communication 163

Communication Alabama Phone Laptop 163

Beth's Blog: How Nonprofits Can Use Social Media

JUNE 27, 2018

It was a lot of learning in a short time-period and I’ll be unpacking and sharing it here on this blog over the coming weeks. It isn’t just about writing it down, it is also reviewing what your captured with your team in an “ After Action Review.” Review it together in a meeting and summarize. Additional Reading.

Practice 105

Practice Thailand Asia Reflection 105

Forum One

APRIL 18, 2023

While the customer is researching salons, the salon owner is executing an SEO strategy, cultivating positive reviews on Google and Yelp, and ensuring their business’s social media presence is up to date. The “backstage” is everything that happens behind the scenes at the same time as the customer is experiencing the “front stage” journey.

Map 71

Map Service Design Digital 71

Candid

JANUARY 10, 2023

After all, a capital campaign can involve wildly different tasks—ranging from reviewing big-picture development progress down to choosing a color scheme for your public phase marketing materials. Review any specific policies in place, especially for longer meetings where members’ attention spans are more likely to dip or wander.

Campaign 98

Campaign Structure Phase Review 98