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How BoardSite Can Help Your Nonprofit Board Be More Productive

Nonprofit Tech for Good

Sponsored by BoardSite — a board of directors management platform that centralizes key administrative tasks like meeting scheduling, document management, and online voting in a secure digital platform. Members can view their calendars and see what meetings they need to attend directly on the app.

Product 259
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Onboarding the Board—Your Opportunity to Promote Peak Performance

.orgSource

Preparing this document is a learning experience. These are a few of the documents that can be included in online welcome handbooks: Bylaws. A calendar of events. In-person discussions should occur both formally and informally before and after new members are welcomed to the board. Financial statements. Celebrate Success.

Mentoring 221
professionals

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Top 12 Features Membership Organizations & Associations Should Look for in a CRM

Nonprofit Tech for Good

Trying to enter all this information manually can be exhausting, especially once membership numbers start to boom. The fields on a CRM are the points of information that you will be collecting about your customers. However, most industries will have specific pieces of information that they want to collect. Mobile Phone Access.

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Get Organized and Increase Your Nonprofit Productivity

Get Fully Funded

My calendar and ‘To Do’ list were written in a notebook. Google Calendar has many rivals in the marketplace, but for meeting the scheduling needs of a busy nonprofit, I can’t imagine a more effective tool. When you accept invitations via email, the meeting gets automatically added to your calendar. With a pen.

Product 124
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How to Find and Work with a Nonprofit Virtual Assistant

Get Fully Funded

But through shared documents and calendars via cloud-based platforms, the Executive Director of the horse rescue has the extra help they need to get everything done. And that’s okay because by offloading the highlighted tasks, you just cleared space on your calendar to focus on these items and get them done. Start small.

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Year-end donation processing

Robert Weiner

As the calendar year draws to an end, charities (and ideally, donors) are focused on year-end donations and tax deductions. When in doubt, contact an attorney who specializes in nonprofit law or contact the IRS for a ruling. ). The donor is responsible for documenting their gifts in case of an audit.

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17 Top Volunteer Management Software Options for Nonprofits

Bloomerang

A successful volunteer management process ensures that volunteers are informed, engaged, and motivated, which in turn increases long-term volunteer retention. This software often includes tools for volunteer recruitment, scheduling, management, and communication and acts as a database for all of an organization’s volunteer information.