Bonterra

APRIL 10, 2024

Track high-level insights to ensure programs are staying on track, dig deeper into comprehensive data across your programs, or take a closer look at a specific program, staff member, or participant’s outcomes. Our system allows you to develop a number of different assessments, surveys, screenings, etc.

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

Neon CRM

MAY 17, 2024

Managing Donor Calls in Neon CRM As you’re making thank-you calls, you’ll need a tool that will help you track which donors you’ve called and a place to record how they responded to your questions. In Neon CRM , you can track call outreach using the “Activities” feature. Drop in on one of our group demos!

Support 59

Support Donor Phone Gift 59

Association Analytics

MAY 17, 2021

Analyzing this data is challenging as it typically resides in multiple systems (e.g. your AMS, event registration system, your community platform, even spreadsheets). Schedule a demo to learn more. While wrangling all of this data into one place for analysis can be quite the challenge, it’s worth figuring out how to do it.

Retention 192

Retention Data Associations Rate 192

Association Analytics

AUGUST 14, 2023

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. As previously mentioned, the more detailed information you put into the system, the better results you’ll get.

Associations 317

Associations San Diego Las Vegas North Carolina 317

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 284

Donor Track Facebook Campaign 284

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 see that the software tracks restricted funds the way you need it to. How does your system manage restricted funds? You want a system that was built specifically for the needs of tax-exempt organizations.

Fund 85

Fund Question System Integration 85

Association Analytics

JUNE 17, 2021

If particular role types are not attending, take a look at your content and determine if it makes sense to create sessions or a learning track that addresses their needs. If you change event registration systems, make sure you get all of your historical data from your old system. Schedule a demo to learn more.

Associations 318

Associations Data Registration Analytics 318

Bloomerang

APRIL 12, 2022

You may have heard this software referred to by a few different names, including donor management software, nonprofit CRM , donor database, donor software, and donor tracking software. Track fundraising campaign progress and grant application tasks. Engagement meter. Fundraising metrics. We’re partial to this second pricing option.

Software 102

Software Management Donor Guide 102

Association Analytics

OCTOBER 10, 2022

How are you tracking success? 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. Let’s use email as an example. Which are being ignored?

Analytics 169

Analytics Marketing Taxonomy Module 169

Bloomerang

AUGUST 30, 2023

Your online giving platform should be backed by a reliable, secure payment processing system. The system should have anti-fraud measures in place and be PCI-compliant. Track donors’ engagement histories, such as the date of their first donation, events they’ve attended, and volunteer opportunities they’ve participated in.

Software 90

Software Guide Fundraising Platform 90

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 123

Associations Industry Studies Benchmark 123

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 129

Personal Model Associations Contact 129

sgEngage

SEPTEMBER 25, 2023

Support these policies with management tools that help you stay on track with requirements and deadlines throughout the entire grant lifecycle. Adopt a robust fund accounting system. Make sure your accounting system can accurately track grant revenue and expenses and has controls to prohibit out-of-budget spending.

Grant 94

Grant Process Management Tips 94

Bloomerang

AUGUST 28, 2023

When it comes to donor data, there’s a lot to keep track of. 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. Accounting software like QuickBooks to record and track all financial transactions. 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. Is this sounding like your month-end scramble?

Nonprofit 75

Nonprofit Track Doc Evaluation 75

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 104

Adobe Survey Integration Associations 104

Association Analytics

JULY 22, 2021

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. Time spent on data management may vary based on your association’s activities.

Data 169

Data Analytics Associations Registration 169

Bonterra

APRIL 11, 2024

Request a demo Go beyond the check Empower your grantees to sustain grant funds, diversify revenue, and build a broader base of community support. Data bootcamp Grantees will participate in an immersive, supportive onboarding process designed to help them consolidate fragmented systems and begin making data-driven fundraising decisions.

Program 52

Program Measure Demonstration Analysis 52

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

Neon CRM

NOVEMBER 17, 2023

Track registration vs. attendance and member attendance over time to see if you’re motivating your members to get involved IRL. To learn more about how Neon CRM for Associations can help your organization reach the next level, check out one of our Neon CRM group demos. Just remember to hang a sign that lists your social tags nearby.

Strategy 98

Strategy Measure Social Media Metrics 98

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. Request a Demo The post 5 Tips for Effective Healthcare Grantmaking first appeared on The ENGAGE Blog.

Effective 71

Effective Tips Grant API 71

Bloomerang

JUNE 6, 2023

One entry updates both systems, saving you valuable time. With one entry, you can track volunteer hours and activities in InitLive, then see who has high donation potential in Bloomerang. Schedule a Demo The post Tap into the giving potential of your volunteers. Say goodbye to redundant data entry. Contact us.

Volunteer 80

Volunteer Giving Profile Integration 80

Network for Good

MAY 17, 2021

The database is very flexible, which allows a nonprofit to use Salesforce.com for tracking donor management and other activities. Salesforce.com can help nonprofits keep track of the people they work with, and all the work they do with them. The place for prospecting and tracking donations, grants, memberships, and volunteering.

San Francisco 64

San Francisco License Nonprofit Database 64

Neon CRM

MAY 11, 2023

Nonprofit Donor Management Software Comparison A good donor management system will help you store and organize your supporters’ data, track your campaigns’ progress, and engage with your community more effectively. Let’s take a look. But how can you know which solution is the best for your own unique needs?

Comparison 52

Comparison Software Oracle Management 52

Volunteer Hub

NOVEMBER 12, 2020

Below are 5 features that you may want to look out for when demoing scheduling software. Waiver Creation & Tracking Functionality. If your organization recruits volunteers for opportunities requiring waivers, waiver creation and tracking functionality need to be a component of your volunteer scheduling software.

Software 56

Software Volunteer Integration Track 56

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. Download our Getting Started with Member Engagement Scoring guide to learn more about this model and how to successfully track and score member engagement. And what types of members want what types of things?

Impact 169

Impact Strategy Associations Data 169

Bloomerang

MAY 26, 2023

.” Unfortunately, fraudsters took advantage of their payment processing system and racked up over $5,500 in transaction fees. Boost your fundraising results and peace of mind with Bloomerang Payments Get a Demo Questions to Ask Your Payments Processor How do you proactively protect against fraud?

Fund 82

Fund Raise Method Process 82

Volunteer Hub

MARCH 21, 2023

Keeping track of volunteer hours. Most volunteer management software consists of a suite of features that help organize, track, and automate various tasks associated with managing volunteers. When your program data is spread across multiple systems, effectively engaging volunteers can be time-consuming, complex, and inefficient.

Volunteer 82

Volunteer Management Software Database 82

Bloomerang

MAY 19, 2023

Do you have a strong track record? Do you have an accounting system capable of tracking grant funds separately from other organizational funds? In some cases, funders require that grant funds be tracked separately from other organizational finances (e.g., federal agencies).

Grant 86

Grant Organization Proposal Evaluation 86

Neon CRM

AUGUST 9, 2023

You may want to track fields and information specific to your organization. For example, if you run an educational membership association, you may want to track the alma maters of your members. Integrating Financial Data and Payments Your membership association needs to track many different financial transactions than just dues.

Associations 52

Associations Software Management Org 52

Network for Good

MAY 17, 2021

The database is very flexible, which allows a nonprofit to use Salesforce.com for tracking donor management and other activities. Salesforce.com can help nonprofits keep track of the people they work with, and all the work they do with them. The place for prospecting and tracking donations, grants, memberships, and volunteering.

San Francisco 52

San Francisco License Nonprofit Database 52

Bloomerang

NOVEMBER 28, 2023

One of the greatest benefits of the Bloomerang Payments system is fraud management and protection. Fraud management is included in the system, so nonprofits aren’t charged extra for this service. KeelaPay Best for: Nonprofits looking for a payment processing system that integrates with the Keela CRM and fundraising tools.

Process 86

Process Paypal Method Nonprofit 86

Kindful

APRIL 15, 2021

Salesforce is a complex cloud-based CRM program that allows users from various departments within a company to interact with each other and work “as one” within the system, essentially bringing a global business together under one virtual roof. This CRM system manages data, not customer experiences.

Nonprofit 57

Nonprofit Software Plugin Integration 57

Tech Soup

JANUARY 27, 2014

You’ve collected RSVPs from guests who plan to attend in an event management or ticketing system. But wouldn’t it be nice if your events system could talk to your donor management system, and tell you who among your guests has never donated to your organization before? APIs to the Rescue.

API 67

API System Data Share 67

sgEngage

JULY 15, 2023

Understanding the ebbs and flows of donor relations by tracking your organization’s interactions with donors and prospects is necessary to support long-term growth. Enhanced Data Utilizations Effective donor management systems leverage donor data to maximize workflow to produce more positive results.

Management 52

Management Donor Blackbaud Retention 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