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How to Prepare Donor Data Reports for Your Board Members

Bloomerang

A major part of connecting with these individuals and optimizing the giving experience is utilizing the data you collect about their giving trends to inform your future fundraising decisions. . A big part of this is understanding and leveraging data to inform any changes they make to the donor experience.

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A crash course on trends analysis using Candid’s Foundation 1000 data set 

Candid

One of the most common reasons people analyze Candid’s grant data is to understand year-over-year giving trends in the sector. To do so, it’s easy to assume that the best place to start is with as much data as possible. Instead, we rely on a data set called the Foundation 1000. foundations in a given year (see chart below).

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How Do I Say It With Charts?

Beth's Blog: How Nonprofits Can Use Social Media

Source: Juice Lab Chart Chooser. Last month, Stephanie Evergreen wrote an awesome guest post called “ Six Steps to Great Charts ” with lots of practical tips for using the Excel chart feature to visualize your social media measurement data. The six steps: Step 1: Which Chart is Best?

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#datanerds: Six Steps to Great Graphs and Charts

Beth's Blog: How Nonprofits Can Use Social Media

Source: Gemma Correll – I Love Charts. Note from Beth: I just knew that I was going to start obsessing about charts and graphs after my Excel spreadsheet obsessions started. I thought if I set up a tumblr blog curating great nonprofit spreadsheets , but the next logical step is create visualizations of your data.

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Statement of Activities: Common Mistakes and How to Avoid Them

sgEngage

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.

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Seven Ways to Improve Engagement With Your Nonprofit Financial Reports

BoardAssist

How can they get the rest of the team to focus and understand the critical financial reports their nonprofit is generating? Seven Ways to Improve Engagement With Your Nonprofit Financial Reports. Here are seven tips for making your financial reports more engaging. Close the books and issue financial reports each month.

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How to Set Up Your Nonprofit Accounting System RIGHT So it Helps You Grow

Get Fully Funded

Not only is it a mess to get accurate financial reports, you can’t get the data you need for grants which can wipe out your chances of getting grant funding. And going back to retroactively enter data is a huge time-consuming headache. MYTH: Nobody has time to enter data into an Accounting program.

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