Candid

DECEMBER 19, 2022

Topping the charts of most-read Candid blogs of 2022: the overhead myth. An open grant report to MacKenzie Scott and Dan Jewett by Ann Mei Chang of Candid. Speaking of identifying people and organizations that care about your cause, this blog addresses a topic on many nonprofit professionals’ minds. by Melissa Pulis of Candid.

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Whole Whale

NOVEMBER 8, 2022

Nonprofit annual reports play an important role as we head into the end of the fiscal year or the onset of giving season. Although they are not an IRS requirement, compelling annual reports can sway potential donors and show current donors how their money is helping your organization to make an impact. ICA Fund Good Jobs.

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sgEngage

APRIL 8, 2024

Since she signed the Giving Pledge in 2019 and began her momentous campaign of organization-changing donations, MacKenzie Scott has given away more than $17.3 All in unrestricted funds with no reporting necessary. They come with some level of reporting requirements to show the money was spent the way it was supposed to be spent.

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Greater Giving

DECEMBER 19, 2023

Your organization’s ability to further its mission depends not only on successful fundraising , but also on allocating your funds so you can cover all of your expenses while setting your nonprofit up for long-term sustainability and growth. Reporting is a key aspect of nonprofit financial management. Let’s get started! Risk management.

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sgEngage

FEBRUARY 9, 2024

You need data collection and data structure skills, not just a data entry person—someone who knows how your organization operates and the best ways for information to be delivered. In a small, grant-funded organization, you might not have these skills and that’s ok! Start now gathering the information you will need.

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Fund Software Community Tips 96

Bloomerang

OCTOBER 1, 2021

At most organizations, board members play a direct role in fundraising —whether that’s sending donation appeals, participating in events, meeting face-to-face with major donors, or expressing gratitude after a donation is made. As a fundraising coordinator who prepares these reports, you work with this data every day. Great question!

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Bloomerang

NOVEMBER 29, 2023

These tools help keep track of all the people who support the organization, like donors and volunteers. A nonprofit CRM tracks donors, manages email and communication history, and provides comprehensive reporting. Fundraising tools help with things like organizing donation campaigns and handling online donations.

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Eric Jacobsen Blog

OCTOBER 16, 2020

Here are some tips for leaders responsible for writing an effective annual report for their non profit organization. Consider making these objectives for your report: To demonstrate accomplishments ( not activities ) ( results and how you did it). To provide an account of your organization's work for the past year.

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Cloud 4 Good

FEBRUARY 23, 2022

One of the major differences between Salesforce and BBCRM is the capability and intuitive interface of native reporting. Let’s start with native reporting. Not only is the need to utilize an auxiliary reporting tool cumbersome, but Blackbaud has also discontinued support for Crystal Reports. a relational DB, like BBCRM).

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Bloomerang

JULY 9, 2021

Do your nonprofit’s financial reports speak to the full board? If your financial reports don’t go beyond numbers on a page, then they exclude almost all your leaders. . When a nonprofit’s whole financial report is just numbers straight from their accounting software, you can be sure some eyes will glaze over. 93 percent !

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DipJar

SEPTEMBER 20, 2022

The numbers are based on 123,895 transactions (aka “dips), contributing to more than $1.13M to over 3,400 organizations across the country. Organizations in the South, once again, received the most contributions via DipJar, more than $600K. The post DipJar’s Giving Trend Reports: Q2 2022 appeared first on DipJar.

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Saleforce Nonprofit

OCTOBER 27, 2022

Launching the Latest Nonprofit Trends Report: How We Designed a Global Study. The 5th edition of the Salesforce Nonprofit Trends Report is finally here. The intention behind the report? In previous reports, we’ve explored the idea of organizational “digital maturity.” Many of the findings are surprising.

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sgEngage

FEBRUARY 12, 2024

If all your Ts aren’t crossed and your Is aren’t dotted on your grant reporting, your chances of repeat funding from that entity are low. When your accounting system is not built to handle restricted funding , each report can feel like a fire drill. It’s not just the end-of-grant reporting that can cause problems.

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Saleforce Nonprofit

OCTOBER 27, 2022

The 5th edition of the Salesforce Nonprofit Trends Report is finally here. The intention behind the report? The report is based on quantitative and qualitative interviews with more than 1,600 nonprofit professionals in seven countries around the world. more likely to say their organization had a healthy workplace culture 1.3x

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Bloomerang

AUGUST 21, 2023

This post describes actions you can take to implement the findings of Bloomerang’s 2023 Fundraising Planning and Climate Report. General guidance for fundraisers Here is general guidance on actions fundraisers can take based on fundraising trends and best practices drawn from the report.

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Everyaction

OCTOBER 11, 2017

, or relying on (pretty ugly) charts with data estimates made in Excel or Powerpoint. For many organizations, that's probably all they'll ever need. Plus, there's no limit to the amount of charts users can create, and they can be quickly shared with other EveryAction users.

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Candid

FEBRUARY 13, 2024

The Council on Foundations’ 2023 Grantmaker Salary and Benefits Report Key Findings (for which Candid provided data analysis) offer a broad picture: Median full-time staff salaries for select roles rose 5.49% between 2022 and 2023, i as reported by a non-representative panel of 514 grantmaking organizations.

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sgEngage

DECEMBER 20, 2023

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. Like an emergency fund for your organization, an operating reserve allows you time to make data-driven decisions instead of having to react immediately.

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sgEngage

SEPTEMBER 5, 2023

The bbcon 2023 agenda is full of great sessions for finance professionals serving nonprofits, schools, foundations, healthcare, and cultural organizations, from creating better systems to extending what you currently do with Blackbaud’s fund accounting software, Financial Edge NXT.

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Blackbaud Chart Denver Nonprofit 86

Eric Jacobsen Blog

SEPTEMBER 12, 2017

Here are some tips for leaders responsible for writing an effective annual report for their nonprofit organization. Consider making these objectives for your report: To demonstrate accomplishments ( not activities ) ( results and how you did it). To provide an account of your organization's work for the past year.

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sgEngage

APRIL 17, 2024

As a Database Administrator, my world revolves around helping users make sense of the information they receive, from voice-of-the-customer anecdotes and impressions to polished Key Performance Indicator (KPI) graphs, charts, and dashboards. How often has your organization struggled with answering, “How are we doing?” That’s okay!

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sgEngage

MARCH 7, 2024

The Statement of Activities—commonly referred to as an SOA—is one of four essential financial statements for nonprofit organizations. Without that, the SOA can misrepresent the financial health of the organization and lead to future funding issues. It offers a comprehensive overview of revenue and expenses over a specific timeframe.

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Whole Whale

MAY 2, 2024

Social media posts and account maintenance We’ve noted that organizations should guard their voice online. Social media analytics report Have your intern review the past year of posts and data from your major platforms. For fun, have them also prepare a 30 minute presentation for the organization.

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Association Analytics

MARCH 1, 2023

You won’t get this time back when the economy is booming and sales are off the charts. Which reports are necessary and which ones are outdated? Which reports are necessary and which ones are outdated? How can you streamline reporting into one dashboard? Plus, your future self/team will thank you.

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Nonprofit Tech for Good

APRIL 18, 2022

Simply being recognized by the IRS as a nonprofit organization does not permit you to fundraise. Here’s a chart with state-specific charitable registration details. In a recent study by Fidelity Charitable , 8 out of 10 donors reported that nonprofit transparency and trustworthiness influence their giving decisions.

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M+R

FEBRUARY 11, 2024

Read time: 4 minutes Are you done running reports for your 2023 year-end fundraising? Email fundraising has become increasingly difficult, but many of the organizations in our sample of 24 nonprofits saw strong results this December. Even with this total holding steady, these organizations still sent a median of 15 appeals.

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Blue Fox

SEPTEMBER 14, 2021

Here’s what a (very simplified) profit and loss report using classes might look like in that case: PROFIT & LOSS BY CLASS (LOCATION) YTD Being able to analyze income and expenses according to location allows management to make better decisions about where to invest staff, time, and money to ensure profitability and sustainability.

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Cloud 4 Good

MAY 11, 2021

The chart displays the User License by Profile, which will inform whether the organization will need to purchase additional licenses and/or if there may be users who are assigned licenses, permission set licenses, or feature licenses that they no longer need. Enhancements to Reports & Dashboards.

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Tech Soup

FEBRUARY 25, 2013

This is the second blog in my series on configuring Intuit's QuickBooks for use in a nonprofit organization. Some of the main goals of the implementation meeting are to produce a consensus on the definition of: The chart of accounts. Funding sources (who funds your organization and what are their reporting requirements?).

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Candid

SEPTEMBER 21, 2023

foundations in a given year (see chart below). The value of known transactions may not always equal reported total giving. Why we use the Foundation 1000 sets for trends analysis As illustrated in the chart above, the Foundation 1000s’ grantmaking is much more stable over time compared to the broader grant data set.

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Eric Jacobsen Blog

OCTOBER 25, 2015

Here are some tips for leaders responsible for writing an effective annual report for their nonprofit organization. Consider making these objectives for your report: To demonstrate accomplishments ( not activities ) ( results and how you did it). To provide an account of your organization's work for the past year.

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sgEngage

JANUARY 19, 2023

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. Like an emergency fund for your organization, an operating reserve allows you time to make data-driven decisions instead of having to react immediately.

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Candid

SEPTEMBER 26, 2022

tax-exempt organizations file annually, are a major source of data about nonprofits and foundation grantmaking in the United States. For one, busy and understaffed organizations are requesting filing extensions—the IRS expects roughly 762K tax-exempt extensions for fiscal year 2022. ii This chart includes 990s, 990-EZs, and 990-PFs.

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Everyaction

JANUARY 16, 2018

Here are some key tools your nonprofit should have to meet your reporting needs: Customizable reports that allow you to get roll up data and detailed data. Depending on your CRM, you might have fully customizable reports where you build them from scratch or canned reports with all the columns and form fields ready for you to run.

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Eric Jacobsen Blog

JULY 7, 2015

Here are some tips for leaders responsible for writing an effective annual report for their nonprofit organization. Consider making these objectives for your report: To demonstrate accomplishments ( not activities ) ( results and how you did it). To provide an account of your organization's work for the past year.

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BoardAssist

OCTOBER 18, 2018

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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Nonprofit Tech for Good

APRIL 15, 2020

According to the 2019 Blackbaud Charitable Giving Report , online giving grew 6.8% It’s also worth noting that according to the Global Trends in Giving Report , 10% of donors worldwide prefer to give directly through their bank account. per month – or $425 a year, according to the Blackbaud Luminate Online Benchmarks Report.

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