Bonterra

APRIL 10, 2024

With our SOC 2 Type II, HIPAA, WCAG2, VPAT, and ISO certified case management tools, your organization can protect your data and meet federal and state security and compliance requirements with ease. Learn more Safeguard program and participant data Secure data management Having a secure data environment is imperative.

Tools 52

Tools Management Los Angeles Demonstration 52

Bonterra

APRIL 11, 2024

Request a demo Explore pricing cameron.patter… Thu, 04/11/2024 - 10:11 Impact-driven solutions informed by industry-leading best practices Bonterra’s purpose-built solution was developed with years of nonprofit and public sector expertise to help you improve programming, secure more funding, and boost community impact.

Public 52

Public Software Management Los Angeles 52

Association Analytics

AUGUST 14, 2023

As such, some organizations have already jumped on the bandwagon and are quickly adapting, while others are hesitating to embrace the potential of this technology. Ideally, you’ll want to keep track of the output you’re getting so that you can continue to improve your prompt engineering strategy and future prompts.

Associations 317

Associations San Diego Las Vegas North Carolina 317

Get Fully Funded

JULY 13, 2021

We all have our own way of doing things, but sometimes our work outgrows our organization methods. Today, work expectations are higher, there’s more to manage, and you simply must be more organized to grow a small nonprofit. Organize your projects based on stages: Tasks to do, tasks in progress, and tasks completed.

Product 124

Product Organization Doc Calendar 124

sgEngage

SEPTEMBER 13, 2023

When your nonprofit is looking to change its financial system, it would be nice to have a crystal ball. You’d know how your organization will grow in the next three years. You’d see that the software tracks restricted funds the way you need it to. How does your system manage restricted funds?

Fund 84

Fund Question System Integration 84

Association Analytics

JUNE 17, 2021

The pandemic unexpectedly transformed how organizations hosted their events and meetings, forcing event planners to quickly pivot and move their meetings to virtual platforms. Breakdown attendees by job type, organization/company, age, location, tenure, behavior, repeat attendees and more. Schedule a demo to learn more.

Associations 318

Associations Data Registration Analytics 318

Bloomerang

APRIL 12, 2022

When my sister first started working with a nonprofit museum, she had a lot to learn about the fundraising process for the organization. Nonprofits use donor management software or a donor database to organize their donor data and ensure its accuracy. Donor profiles show the history each supporter has with your organization.

Software 100

Software Management Donor Guide 100

Nonprofit Tech for Good

MAY 13, 2022

UTM s stands for Urchin Tracking Module (nothing to do with sea creatures ). UTM s are an extremely effective way to both track fundraising campaigns and measure their success. They are universal, so many tools track them or support adding them automatically. How can we track marketing initiatives using UTMs?

Donor 285

Donor Track Campaign Facebook 285

Forum One

FEBRUARY 7, 2023

In June 2007, Apple launched the iPhone, and in subsequent years we saw the rise of apps as a competing method to websites for how people interact with organizations. For organizations using both apps and websites, there were challenges in seeing how the data interacts—are web visitors the same people using the app?

FAQ 57

FAQ Organization Analytics Google 57

Association Analytics

OCTOBER 10, 2022

How are you tracking success? This is how you organize and describe your data. Besides tracking the number of emails you send across the organization and the frequency, you can also view data like your opt-outs over time, the actual number of sends, and bounces to see if they are fluctuating and steady. Online Tracking.

Analytics 169

Analytics Marketing Taxonomy Module 169

Nimble AMS

FEBRUARY 17, 2022

If you use (or you’re thinking about moving to) an association management software (AMS) system built on the Salesforce platform, there’s something you should know: You have a choice of data models, and the Person Accounts data model is ideal for associations. . TIP: Not all AMS systems based on Salesforce are built the same way.

Personal 127

Personal Model Associations Contact 127

Nimble AMS

AUGUST 25, 2021

It’s the leading AMS system built on the Salesforce CRM platform, which means you get a powerful set of membership management features, plus modern capabilities, including artificial intelligence and process automation, and a detailed view of your members that supports data-based decision making and targeted member marketing and engagement.

Associations 122

Associations Industry Studies Benchmark 122

sgEngage

SEPTEMBER 25, 2023

Whether you are thinking about applying for your first grant or your organization manages several grants each year, it’s important to have clear processes to meet those mandates and avoid straying outside your mission. Adopt a robust fund accounting system. Resist the urge to only meet the minimum requirements of multiple funders.

Grant 94

Grant Process Management Tips 94

Bloomerang

AUGUST 30, 2023

Now, you’re probably wondering how to find not just a robust fundraising platform, but buy fundraising software that serves your organization for the long term. In this buyer’s guide, we’ll cover everything you need to find the right fundraising software for your organization’s needs.

Software 88

Software Guide Fundraising Platform 88

Bloomerang

AUGUST 28, 2023

When it comes to donor data, there’s a lot to keep track of. A nonprofit CRM helps you keep all this information organized and easily accessible. A nonprofit CRM (also referred to as a donor management system ) is a software platform that allows nonprofits to store, update, and report on supporter data. What is a nonprofit CRM?

Profile 92

Profile Software Nonprofit Donor 92

sgEngage

JUNE 15, 2023

Lost receipts, multiple tracking spreadsheets, and unchecked spending, oh my! These hurdles are a few of the challenges facing school business offices and nonprofit organizations doing their best to evaluate and keep track of employee purchases day-to-day. Many cards also supply organizations with additional travel benefits.

Nonprofit 75

Nonprofit Track Doc Evaluation 75

Association Analytics

JULY 22, 2021

Management : Is someone in your organization assigned to manage data hygiene? Set a baseline and keep track of the progress you are making. This is a list of all your systems that contain data about your members and business. Create a glossary to track and communicate official terms and definitions.

Data 169

Data Analytics Associations Registration 169

Neon CRM

NOVEMBER 17, 2023

Everyone running a membership organization wants to recruit some shiny new members. A membership engagement strategy outlines the planned approaches, tactics, and initiatives that a member-based organization will take to foster meaningful interactions and promote sustained participation among its members.

Strategy 98

Strategy Measure Social Media Metrics 98

Nimble AMS

MARCH 7, 2022

These apps help staff in ways both small and large, automating tasks, consolidating information and systems, and more closely integrating systems with Nimble AMS and Salesforce. Create, send, sign, track and file agreements quickly & securely right in Salesforce. . Schedule your demo of Nimble AMS today!

Adobe 103

Adobe Survey Integration Associations 103

sgEngage

AUGUST 9, 2023

In healthcare organizations, it is vital to be able to show quantitative measurement of your impact, whether you are showing the community benefit impact, tracking dollars spent delivering direct services or reporting back to donors. Use portals and your website to provide open access to the information they need when they need it.

Effective 70

Effective Tips Grant API 70

Bloomerang

JUNE 6, 2023

Earlier this year, we announced our new volunteer management solution powered by InitLive which expands our customers’ ability to unite the two essential components of a thriving organization – volunteers and donors. Imagine the impact your organization could have if your volunteers became donors, and your donors became volunteers.

Volunteer 81

Volunteer Giving Profile Integration 81

Association Analytics

JANUARY 8, 2024

This is an approach you can take pretty easily with the systems, tools and staff you already have in place. These will likely be senior level people in your organization who will be responsible for crafting policy and encouraging participation. We’d also recommend that this team be a cross-functional one.

Impact 169

Impact Strategy Associations Data 169

Neon CRM

MAY 11, 2023

This donor management software comparison will go over the features of some of the most popular options so you can make the right choice for your organization. Taking a look at their specific features will help you understand how good a fit each might be for your organization. Let’s take a look.

Comparison 52

Comparison Software Oracle Management 52

Network for Good

MAY 17, 2021

But while many nonprofit organizations are attracted to promises of free licenses and a seemingly endless library of widgets, even more find themselves hopelessly tangled in fields of data and needlessly complex reporting mechanisms. Salesforce.com can be: A centralized contact list of all the people and organizations you work with.

San Francisco 64

San Francisco License Nonprofit Database 64

Volunteer Hub

MARCH 21, 2023

If you want to make a significant impact, volunteer engagement and management strategy should be at the top of your list, especially if volunteers play a vital role in helping your organization achieve its mission. Keeping track of volunteer hours. Recruiting and training volunteers. Running reports and compiling volunteer data.

Volunteer 82

Volunteer Management Software Database 82

Nimble AMS

APRIL 8, 2021

Consider this real-world example: After moving to Nimble AMS as their association management software (AMS) system, Massachusetts Dental Society (MDS) was able to find new ways to improve their member and sponsor experience through digital transformation of processes that are now tracked and enabled with Nimble AMS. Request a demo.

Digital 78

Digital Associations Massachusetts Analytics 78

Volunteer Hub

NOVEMBER 12, 2020

Choosing the right volunteer scheduling software for your organization comes down to identifying a solution that provides the features necessary to elevate your volunteer program and process. Below are 5 features that you may want to look out for when demoing scheduling software. Waiver Creation & Tracking Functionality.

Software 56

Software Volunteer Integration Track 56

Bloomerang

MAY 26, 2023

Donation processing poses a significant risk to your nonprofit organization, both in terms of reputation and finances. In a recent cautionary tale , nonprofit organization Queens Together encountered a scam known as the “credit card test attack.” This transition has also brought new risks that nonprofits should be aware of.

Fund 81

Fund Raise Method Process 81

sgEngage

JULY 15, 2023

Donor relation management is the process by which organizations organize donor data and maintain donor relationships to support a long-term donor infrastructure. By solidifying a methodology for donor management, nonprofit organizations can optimize donor investment and engagement and identify areas for growth.

Management 52

Management Donor Blackbaud Retention 52

Neon CRM

AUGUST 9, 2023

Despite that fact, lots of organizations lack the resources to address all these individual tasks and processes. Good association management software will help you customize these messages, forms, and other assets with your organization’s own logos and brand elements. That’s why association management software is so helpful.

Associations 52

Associations Software Management Org 52

Bloomerang

NOVEMBER 28, 2023

Nonprofit credit card processing solutions are tools nonprofit organizations use to complete credit and debit card transactions securely and quickly. One of the greatest benefits of the Bloomerang Payments system is fraud management and protection. That’s because some fee structures work better for different-sized organizations.

Process 84

Process Paypal Method Nonprofit 84

Network for Good

MAY 17, 2021

But while many nonprofit organizations are attracted to promises of free licenses and a seemingly endless library of widgets, even more find themselves hopelessly tangled in fields of data and needlessly complex reporting mechanisms. Salesforce.com can be: A centralized contact list of all the people and organizations you work with.

San Francisco 52

San Francisco License Nonprofit Database 52

Nonprofits Source

OCTOBER 4, 2023

That way, you’ll know exactly what you’re looking for before booking demos with vendors. These solutions power workplace giving programs by helping to match contributions to nonprofits, track volunteer hours, and manage other company-wide philanthropic efforts. What is Corporate Social Responsibility Software?

Software 52

Software Business Guide Companies 52

sgEngage

NOVEMBER 20, 2023

If your organization is still claiming tax-exempt status, you need to file your 990. 990-EZ: The short-form version is for organizations whose gross receipts were less than $200,000 and the total assets at the end of the year were less than $500,000. For example, a small organization that qualifies for a 990-N can file a 990-EZ.

Files 62

Files Fund Activities Active 62

Kindful

APRIL 15, 2021

Selecting the right donor management platform can have a profound impact on how your nonprofit manages donations, communicates with current and potential donors, analyzes donation data, and makes decisions about future projects pertaining to the organization. This CRM system manages data, not customer experiences. What is Salesforce?

Nonprofit 57

Nonprofit Software Plugin Integration 57

Neon CRM

MAY 19, 2023

Association management software suites can lift a really heavy load for your organization. The simplest explanation is that association management software should take on the burden of administrative tasks so you can concentrate on growing your organization. Member Portal Self-service options for members are very important.

Associations 52

Associations Software Management Module 52

Nimble AMS

AUGUST 4, 2021

CRM functionality gives you a complete view of your members, allowing you to collect, track, manage, and report on the contacts and relationships in your membership. If your organization has an online member community, you’ll be able to gain even more. Request a demo. How well do you know your lapsed members? Download now.

Associations 78

Associations Help Technology Survey 78