sgEngage

APRIL 23, 2024

To mitigate risk throughout your grant cycle, you need to know your grantees through relationships and documentation, support their internal controls, and set up a process for whistleblower complaints. Mitigate Risks by Knowing Your Grantees The more you know about your grantees, the better decisions you can make.

Grant 86

Grant Policy International Application 86

Association Analytics

NOVEMBER 20, 2023

To learn more about calculating your retention, check out our blog. To learn more about member engagement best practices, check out this blog. Approach retention scientifically: Identify your association’s measures of success, develop and test the strategy, document its effect, and learn from the experience.

Retention 169

Retention Associations Professional Strategy 169

Nimble AMS

DECEMBER 21, 2023

Follow the strategies outlined in our blog to empower your organization for a successful AMS implementation. Share your existing process documents Before you begin your AMS search , start by document ing all your vital organizational processes. Follow these five tips to get started: 1.

Tips 121

Tips Associations Registration Software 121

Nimble AMS

MARCH 27, 2023

Do m embers sometimes miss a meeting and want to catch up on the minutes , asking staff to send out relevant documents? Rather than task an employee with more work , your organizati on can l eve rage innovative association management software (AMS) with its online community platform to streamline board management. Create communities.

Platform 99

Platform Community Management Online 99

sgEngage

MARCH 21, 2024

A project charter is a brief, formal document that concisely articulates the essential details of the project, such as its purpose, scope, goals, and contributors. Make sure to document exactly what your project will be focused on (i.e., What is a Project Charter? in scope) and, equally important, what it won’t be focused on (i.e.,

Project 89

Project Fund Software Help 89

Donorbox

MARCH 8, 2024

Starting a nonprofit in Connecticut is a mix of filing legal documents, […] The post How to Start a Nonprofit in Connecticut appeared first on Nonprofit Blog.

Connecticut 52

Connecticut Files Nonprofit University 52

sgEngage

APRIL 2, 2024

Create a Policies and Procedures Manual Once a new employee joins your team, having a comprehensive document outlining standard procedures for data entry will make that transition much easier on both the individual and the staff members training them. Here is a document that outlines the different security roles available in the system.

Data 74

Data Blackbaud Policy Database 74

Donorbox

APRIL 5, 2023

They will quickly see this number’s importance when they start their organization and file crucial financial and tax documents. In this article, we talk about the nonprofit EIN, when nonprofits need it, and more – […] The post What is a Nonprofit EIN: A Compact Guide with Steps and FAQs appeared first on Nonprofit Blog.

FAQ 84

FAQ Guide Files Nonprofit 84

sgEngage

FEBRUARY 9, 2024

The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system. From the start, you want the system tracking the grants that fund multiple programs and to enjoy the ease of having all grant documentation in one electronic source.

Fund 88

Fund Software Community Tips 88

Donorbox

JULY 28, 2022

From adding e-signatures to sharing documents, images, and videos with anyone, Dropbox is an easy and secure option for organizations and individuals alike. The post Dropbox for Nonprofits: Benefits and Available Discounts appeared first on Nonprofit Blog. Dropbox is an online file-sharing service.

Benefit 98

Benefit Files Nonprofit Images 98

Candid

NOVEMBER 29, 2023

In this blog, I’ll share lessons learned from our SOC 2 audit to help you build a culture of nonprofit compliance. For example, we tapped resources from all parts of Candid—from facilities to product managers—to collect and develop necessary materials and documentation. And that’s what building a culture of compliance is all about.

Culture 105

Culture Build Policy Nonprofit 105

Candid

JANUARY 17, 2024

Sample documents and reference materials : Gain inspiration from a collection of sample grant proposals, letters of inquiry, project budgets, and other documents for making your case to funders. The post Unlocking change: Free access to Candid’s nonprofit resources appeared first on Candid Blog.

Accessibility 98

Accessibility Resource Free Change 98

Nimble AMS

MARCH 31, 2023

Having a virtual group for advocates to discuss current policies and share pertinent documents will increase member connections. Or at special events, try taking 10 minutes to feature key members or stakeholders in your advocacy program. Celebrate advocacy at your association Follow the tips in our blog to shout out your member advocates.

Advocacy 142

Advocacy Associations Celebrate Strategy 142

Museum 2.0

MARCH 7, 2012

Pinterest allows us--requires us, really--to document a part of our creative process openly on the web. Loosely formatted blogs to document progress. I'm curious how other organizations are publicly documenting and sharing creative process. Project coordination on wikis.

Process 51

Process Case Study Aggregator Museum 51

Cloud 4 Good

JULY 6, 2021

In part one of our new blog series, Support and Maintenance of Your University’s Salesforce Org , we will explore long-term maintenance and success strategies, starting with best practices for staffing your Salesforce instance. What documentation and resources can you provide your team so they can be successful?

Org 111

Org Support Skills Knowledge 111

sgEngage

AUGUST 19, 2022

In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your process for creating that document. Documented Processes : Your annual budgeting process should be documented with tasks, responsibility assignments, and clearly stated deadlines.

Process 90

Process Create Review Stream 90

sgEngage

JANUARY 17, 2024

This includes reviewing your process documentation or creating it if necessary. Work with your team to review and document each of your funding programs, including the number of grantees, timelines, and applications for each. 5 Tips for Selecting the Best GMS for Your Foundation first appeared on The ENGAGE Blog.

Grant 74

Grant System Foundation Management 74

sgEngage

APRIL 12, 2023

Have a Plan to Review Your Policies and Documentation It’s easy for your documentation to get outdated throughout the year, so reviewing important documents prior to your audit can save you time and headache. Many organizations leave your internal controls documentation on autopilot until there is an issue.

Review 67

Review Fund Software Nonprofit 67

sgEngage

FEBRUARY 12, 2024

With an accounting system designed to manage and track balances by fund and subfund across fiscal years and with supported documentation, you can minimize risk by making nonprofit compliance a streamlined process. Manage documentation in the system Grants come with a lot of paperwork.

System 70

System Grant Chart Fund 70

Nimble AMS

APRIL 21, 2023

Read our blog to discover how to advance your advocacy program’s efforts and better engage your member advocates online. Within the subgroup, encourage your members to discuss current policies or share important documents to increase member engagement.

Advocacy 118

Advocacy Online Guidelines Social Media 118

sgEngage

NOVEMBER 20, 2023

Mistake #7: Losing Track of Important Documentation Like tax documentation you would save for your personal tax filing, your tax-exempt organization should have a process for managing the documentation for your 990 filing. The process for managing these documents should be included in your internal controls.

Files 61

Files Fund Activities Active 61

Donorbox

FEBRUARY 9, 2023

If only you had some live, working document to pull text from! That’s where a useful case for support comes in to save the day. […] The post The Guide to Developing a Useful Case for Support [+ FAQs] appeared first on Nonprofit Blog.

FAQ 52

FAQ Guide Develop Support 52

Nimble AMS

DECEMBER 18, 2023

The road to implementing new technology can be a long one, but your organization can smoo th the way with business process mapping. Read our blog to learn everything you need to know about b usiness process mapping and prepare your association for implementation success. What is business process mapping?

Map 135

Map Associations Process Business 135

AFP Blog

OCTOBER 29, 2014

Why Doesn''t Your Company Have a Social Media Voice Document? A Social Media ‘Voice’ document. Or is it a tone document? Let’s look at this distinction, by Gather Content:" ''via Blog this''' SocialFish : "People in your organization are going to be connected to social media somehow. It’s inevitable.

Voice 24

Voice Social Media Companies Media 24

sgEngage

SEPTEMBER 7, 2023

We will explore starting a school-wide data management program by asking the right questions, identifying, cleaning, and organizing data, managing data access, and documenting data policies. Data Management in K–12 Schools first appeared on The ENGAGE Blog. Register for bbcon now ! We look forward to seeing you in Denver!

Data 76

Data Management Denver Policy 76

Donorbox

NOVEMBER 15, 2022

New nonprofits must file several documents with their state and federal governments. The post A Handy Guide to Nonprofit Articles of Incorporation [Free Sample] appeared first on Nonprofit Blog. Many nonprofits, but not all, are 501c3 organizations and must apply for tax-exempt status with the Internal Revenue Service (IRS).

Sample 52

Sample Guide Free Files 52

Association Analytics

JANUARY 8, 2024

In this blog, we’ll outline our top three strategies to elevate your impact this year, along with ways to make small, easy changes that lead to large, impactful results. Read more about preparing your association’s data for AI in this recent blog. documentation will come in handy. With all these uses (and more!)

Impact 169

Impact Strategy Associations Data 169

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 8, 2020

See the small group exercises timing charts in this document ). If participants are working through an exercise or set of discussion questions, create a google document with your prompts and include space for taking notes. You’ll need to make sure you drop the google document link into the chat before you put people into small groups.

Exercise 177

Exercise Reflection Structure Google 177

Nonprofit Tech for Good

JUNE 15, 2012

Please note that you will also have to submit documentation confirming the legality of your new name. That does not include logos, websites, and business cards, rather documentation such as a utility or phone bill. Read the TOS very carefully. Related Link: Webinar: Facebook and Facebook Apps for Nonprofits.

Facebook 256

Facebook Change Info Method 256

Candid

MARCH 26, 2024

If we do not document the different needs of each group, the most at-risk and under-resourced communities will continue to fall through the cracks. Photo credit: Chinese American Service League The post Leveraging data to better serve under-resourced communities appeared first on Candid Blog.

Resource 59

Resource Data Community Aggregator 59

Candid

DECEMBER 9, 2022

The data visualization tool, which consists of a map, charts, and lists, documents foundation support across several key areas including: campaign and election processes governing institutions and processes information and media public engagement and voting . democracy with our free data tool appeared first on Candid Blog.

Fund 98

Fund Data Tools Free 98

sgEngage

MARCH 6, 2024

As anyone without a programming background can attest, the two ways to get going are: Find documentation and getting-started resources somewhere online Search Stack Overflow and see how someone else did (some of) it My journey utilized both strategies. first appeared on The ENGAGE Blog. You can do it, too!

API 91

API Script Calendar Blackbaud 91

Donorbox

JULY 15, 2022

Their products allow people to: Create, edit, and share digital images and videos Combine and compare files Create fillable forms Export PDF files that anyone can view Manage documents that people can use across all devices Thanks to […].

Adobe 52

Adobe Product Benefit PDF 52

sgEngage

APRIL 26, 2024

Because the teams were not prepared at the year-end audit for these types of significant changes, there were often issues that required auditors to spend additional time in discussions with management or to document their understanding of the changes.

Relationship 70

Relationship Practice Build Evaluation 70

sgEngage

JUNE 15, 2023

Once risks are identified and prioritized, set procedures and processes to address them, and document those processes. Nonprofits have that same risk, but you also have the risk of delivering the service but failing to document the service properly or the service recipient’s eligibility. This will help you prioritize solutions.

International 83

International Nonprofit Review Process 83

Nimble AMS

MAY 18, 2023

Read our blog to discover even more reasons why your association should leverage Salesfo rce Person Accounts What is t he h istory and b ackground of Salesforce Person Accounts ? Person Accounts are also designed to work for associations , support a complex membership structure , and promote a connected member experience.

Associations 135

Associations Personal America Model 135

Qgiv

DECEMBER 7, 2022

Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program. Proper documentation and tracking of moves management can impact your fundraising in many ways. Step 2: Define and Document Your Procedures.

Database 52

Database Track Donor Management 52