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

Get Fully Funded

When set up right, your nonprofit accounting system will help you manage your nonprofit and streamline processes like budgeting, projecting cash flow, and even hiring. The problem is that if you’re like most, you haven’t paid a lot of attention to your accounting system. Most people who start or lead nonprofits aren’t numbers people.

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

Candid

In comparison, our Foundation 1000 data set is limited to grants of $10,000 or more awarded by a set of 1,000 of the largest U.S. foundations in a given year (see chart below). In comparison, our Foundation 1000 data set is limited to grants of $10,000 or more awarded by a set of 1,000 of the largest U.S. Pledges are excluded.

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Reporting for Grantmakers: Charts vs. Lists to Make Sense of Your Data

sgEngage

You have data on your grantees flowing into your grant management system (GMS) through applications and their updates. Your grants management system has a variety of ways to visualize the information, but what is the best format for the insight you are looking for? Using Lists in Your Grant Reporting.

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Top Lessons from GivingTuesday 2023

Neon CRM

Where appropriate, we’ll also draw out some conclusions and comparisons to help contextualize where and how GivingTuesday can fit into your nonprofit’s overall strategy. The chart above shows that 2023 saw higher overall volumes throughout the day, with a small spike at 9:00 a.m. This year’s data was particularly encouraging.

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Nonprofit Web Design Process Part 2a: Analytics Data as User Research

Connection Cafe

Once we get access to a client’s Google Analytics data, we first establish a timeframe for reporting. see the Traffic Sources pie chart on the right for an example of this data). Is there anything significant about the geographic location of users or their browsers and operating systems? Methodology.

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The Benefits of One Story: Communicating Financial Information to Your Nonprofit Board

sgEngage

Provide the same reports each meeting, but with timely highlights, callouts, and summary statements to focus on what board members need to know right now. Depending on how often your board meets, you may include snapshots pertinent to this meeting while linking to full yearly reports. Be Consistent With repetition comes understanding.

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