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Change Management for Grantmakers: The Center for Disaster Philanthropy’s Journey to Better Grantmaking

sgEngage

Choose the Method that Is Right for Your Organization When deciding on the ideal method for kicking off CDP’s change management process, we knew we wanted it to be collaborative among the eight-person grantmaking team, with everyone having the opportunity to lead.

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Anatomy of a successful capital campaign committee meeting

Candid

This means they also require plenty of clear communication and collaboration. Some committee members may only attend a few meetings, while others may participate through an entire phase of the campaign. Capital campaigns require input from many stakeholders, both internal and external. Planning and preparation.

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How to Streamline Your Grant Management Process with Technology

sgEngage

This provides a detailed paper trail of request information to help teams make their decisions and collaborate. And don’t forget to adjust an application’s status field during this phase, letting everyone know where that request is in your team’s workflow. Track your communications via activity records.

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10 Things to Look for When Evaluating a Grant Proposal

sgEngage

Due diligence best practices include reviewing the organization’s 990 and audited financial statements, among other documentation. What specific roles will the partners play, and how will their activities be tracked? Not sure what financial information to look for? Check out our due diligence questionnaire. Program Partners.

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Your AMS vendor’s implementation approach is as important as the software

Nimble AMS

Many AMS vendors use the same basic implementation phases: Onboarding, Discovery, Implementation, and Launch. What’s important, and where the difference lies, is how they approach those phases. A detailed Customer Success Guide, which includes step-by-step documentation on how to use your Nimble AMS system. Staying flexible.

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Six Steps On The Leadership Journey Of Development Professionals

Bloomerang

Systematically keep track of the following: Donor metrics: Who are your supporters, and what interests do they share? Required documents: To obtain grants, you need proof of your nonprofit status or fiscal sponsor. Organized recordkeeping is key. Senior citizens? In what zip codes do they live? Any testimonials?

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Leveraging Salesforce CRM for the University of Vermont Office of Research

Cloud 4 Good

The objective of this second phase was to develop UVM’s use of the Salesforce platform for their Office of the Vice President of Research (OVPR) and to UVM Extension , an outreach unit helping to improve the quality of life of Vermonters through research-based educational programs and practical information.

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