VisionLink

MARCH 20, 2009

VisionLink releases a new document storage report--and this makes for a great reminder about the Document Manager and Fax to File components. Can you or your agency partners make use of document management? Any electronic file can be uploaded and attached to a specific client records quickly and easier.

Report 100

Report PDF Module Files 100

Nimble AMS

DECEMBER 21, 2023

Share your existing process documents Before you begin your AMS search , start by document ing all your vital organizational processes. Take time to document your processes to put your team on track for a successful AMS implementation. Follow these five tips to get started: 1.

Tips 121

Tips Associations Registration Software 121

NonProfit PRO

NOVEMBER 19, 2021

With 2022 just around the corner, it is the perfect time to look ahead and document what your organization will be promoting, when you’ll be featuring it, and how you’ll be distributing it. A content calendar is a powerful reminder of where your nonprofit team’s attention and focus needs to be.

Calendar 130

Calendar Content Create Attention 130

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. These may be features in your current GMS that you use regularly, or they may be gaps that you want to fill.

Grant 76

Grant System Foundation Management 76

Nimble AMS

JULY 15, 2022

It might be time to revisit this crucial organizational document. Oftentimes, a Code of Ethics document will define the best practices within one’s field and offers a set of rules that all members must follow. Within the industry, the Code of Ethics document guides members, acting as a “watchdog” for the profession.

Benefit 123

Benefit Retention Associations Social Media 123

Amy Sample Ward

DECEMBER 22, 2011

Decide how information can be efficiently and realistically gathered utilizing the different methods that are best for your organization including: Surveys - Consider what features you will need. If you’re just looking to get your feet wet with a quick survey, one of the many free or low cost online tools will do the trick.

Measure 143

Measure Issue Impact Method 143

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 8, 2020

Breakout Rooms are a feature on Zoom meetings (it has to be turned on in your zoom profile/account ) that allows the meeting host to put people into small groups for more intimate discussions or activities. . See the small group exercises timing charts in this document ). The Mechanics of Zoom Breakout Rooms .

Exercise 177

Exercise Reflection Structure Google 177

Forj

MAY 25, 2021

5 Features to Seek in Your Next Learning Management System. But, before we dive into the five features that you should seek in your next CME LMS, let’s discuss why you’re seeking a new solution to begin with. If your CMS LMS does not have reporting automation features, it is failing to assist you with this task.

Associations 36

Associations eLearning Module Course 36

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 76

Data Blackbaud Policy Database 76

Nonprofit Tech for Good

JULY 9, 2023

To make the most of new features, nonprofits must know how to create and track conversions in GA4. Most email marketing platforms will have a setting to automatically add UTMs to links; search your platform documentation for “UTMs”. Search your platform’s documentation to find out how to enable it. It’s official.

Track 256

Track Conversation Analytics Google 256

Nonprofit Tech for Good

MAY 8, 2020

Among the noteworthy features included the ideal ecosystem are (i) the virtual events channel (reflecting the constraints newly imposed by COVID-19) and (ii) the increasingly feature-rich WhatsApp channel. WhatsApp offers an appealing and efficient method of sharing documents and other materials among members of a team.

Storytelling 302

Storytelling Digital Channel Profile 302

VisionLink

NOVEMBER 29, 2010

See the documentation for details. Search Results Sorting--we have also enhanced the choices authorized users have to control the view of search results. These include the ability to sort results by frequency and rank. We have also moved the linguistically aware searching tools into the Taxonomy Search toolset. Happy Holidays!

Search 100

Search Taxonomy Awareness Authoring 100

The Science Behind Engaging your Supporters

SEPTEMBER 12, 2018

With the personal email to notes feature, fundraisers can easily document their email conversations with donors. This feature will help you better track your email conversations with supporters, so that you have a full 360-degree view of engagements without any extra clicks.

Contact 40

Contact email Personal Doc 40

.orgSource

JANUARY 9, 2023

Preparing this document is a learning experience. These are a few of the documents that can be included in online welcome handbooks: Bylaws. Feature new directors prominently throughout your social media platforms and send press releases to their local publications and news outlets. Financial statements. A calendar of events.

Mentoring 221

Mentoring Director Associations Professional 221

.orgSource

FEBRUARY 12, 2024

If the marketing team promises a fabulous new website, and the results don’t include any features members want, there will be issues, not the least of which is broken confidence. I’m a big believer in documentation. It’s no longer possible to depend on professional allegiance as a buffer for less-than-stellar service.

Collaboration 221

Collaboration Marketing Integration Trend 221

Tech Soup

OCTOBER 27, 2015

In part two of our deep dive into the new Microsoft Office, we show you step by step how to use three of the best new features in Word 2016. Whenever you save a Word document to OneDrive or SharePoint, it can be shared with your co-workers. Don't have Microsoft Office 2016? — Editor. Collaborate in Real Time.

Sharepoint 36

Sharepoint Files Picture Virtual 36

Bloomerang

DECEMBER 19, 2023

Carefully consider fee structures to find the right balance between access to features and a high net donation amount. You may not see a significant difference in the features you’ll use when comparing free and paid options. Is it worth it to spend the money? which will make it harder to organize and sync your data.

Software 85

Software Free Tools Adobe 85

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

Nonprofit Tech for Good

FEBRUARY 6, 2022

Although the most popular accounting software products- like QuickBooks and SAP- handle the needs of businesses in many industries, nonprofits have a unique business model and accounting standards and require different features and functionality from accounting software. How is Accounting Different for Nonprofits?

Software 312

Software Guide Award Grant 312

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 91

Process Create Review Stream 91

Association Analytics

JULY 20, 2021

Out-of-the-box templates are easily configured to meet your business needs which significantly reduces the time-consuming requirements documentation phase. You can hand-pick the team to develop exactly what you need, giving you total control of the product requirements and eliminating features you won’t use.

Software 321

Software Build Analytics Associations 321

Forum One

NOVEMBER 2, 2023

American Jazz Museum Gold – Cultural Institutions Website Located in the Historic 18th & Vine Jazz District in Kansas City, MO, the American Jazz Museum showcases the sights and sounds of jazz through interactive exhibits and films, and features live music in their venues, The Blue Room, and Gem Theater. Endowed by Dr. Ruth J.

Award 92

Award Museum Kansas City Drupal 92

Bloomerang

APRIL 11, 2023

Before you can evaluate your options, you first need to establish your organization’s needs and top features to look out for in a solution. A volunteer management system, or volunteer management software, is a platform with features designed to help organizations administer volunteer programs, events, and initiatives. Let’s dive in!

Volunteer 76

Volunteer Software Management Track 76

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. We’ll also discuss how to incorporate existing and 3rd party tools to help with data management and problem-solving.

Data 77

Data Management Denver Policy 77

Whole Whale

APRIL 26, 2022

In April of 2022, Google quietly rolled out a very interesting feature called ‘Assistive Writer’ which automatically identifies noninclusive language like a spell checker. As the tool was reported on further, Google halted the Q2 roll-out of the “Assistive Writing” feature. But have you ever wondered how spell check works?

Language 105

Language History Washington Google 105

Cloud 4 Good

JULY 5, 2022

This release is packed full of intuitive new features, updates, and functionalities that are sure to make your user experience easier and enhance your Salesforce instance. We’ve read through all of the release documentation to give you the highlights. Review the Flow and Process Release Updates for the complete list of new features.

Module 97

Module Report Org Phase 97

Saleforce Nonprofit

SEPTEMBER 3, 2021

In recent years, the international humanitarian community has responded with a number of data protection guidance documents, such as those from USAID , ICRC , OCHA , and the Harvard Humanitarian Initiative. Step Two: Incorporate Salesforce Security Features Into Your Implementation Accordingly. Learn more. Learn more.

Practice 120

Practice Data Afghanistan Environment 120

Nimble AMS

MAY 18, 2023

Because associations often have a complicated membership structure including both individual and organizational members, when an association leverages Salesforce Person Accounts, it allows them to meet reporting needs by documenting transactions for both individuals and organizations. Person Accounts are a standard Salesforce object.

Associations 135

Associations Personal America Model 135

Saleforce Nonprofit

AUGUST 24, 2022

This release is packed with great features and key resources to make it easier and more accessible than ever before — it is amazing what this team has achieved together.” Give feedback on how we can keep improving features and add new functionality. Built by the Community, for the Community. ” – Andrew Fawcett.

Application 83

Application Community Support Open Source 83

Cloud 4 Good

SEPTEMBER 6, 2022

Salesforce has just given us another loaded release with features that are sure to make your user experience easier and enhance your Salesforce instance. We’ve read through all of the release documentation to give you the highlights. While MFA is not a new feature to Salesforce, it is one that will be required by the end of 2023.

API 99

API Analytics Report Calendar 99

Bloomerang

DECEMBER 7, 2023

It’s long been documented that the most successful nonprofits have (1) a board that plays a critical role in their fundraising and (2) built a strong collaborative partnership between the board and leadership staff. In the attached document, we’ave assigned each board member a few key donors. We’d schedule one 60-minute prep call.

Sample 94

Sample Giving Pledge Gift 94

Candid

MARCH 13, 2024

foundation grants, our research documented a pattern of disinvestment in HBCUs. More than 500 media outlets featured the report, including the Associated Press (with 400+ syndications), CBS News, Black Enterprise, BET, USA Today, Inside Higher Ed, Harvard Magazine, and the Chronicle of Philanthropy.

Leadership 52

Leadership Experiment Social United States 52

sgEngage

MARCH 6, 2024

Or your needs have shifted, and it doesn’t offer all the features you and your school now require. So, while I waited for all the COVID-19 hyflex tech hardware to come in the mail, I read every piece of SKY API documentation Blackbaud had to offer to understand how it worked. You can do it, too!

API 93

API Script Calendar Blackbaud 93

Forum One

OCTOBER 27, 2021

To do this, be sure to familiarize yourself with the accessibility features and best practices for each social media platform you are using. What accessible features does it include? Tips for making documents more accessible. Review any accessibility features available to participants, such as captioning. Presenter tips.

Accessibility 83

Accessibility Virtual Slides Registration 83

Tech Soup

APRIL 3, 2013

major design overhaul, and all include a variety of new features that. Below we'll take a look at the key features that make an. all of your documents across all of your Windows devices, so they can be accessed from anywhere. all of your documents across all of your Windows devices, so they can be accessed from anywhere.

PDF 40

PDF Skype Doc PowerPoint 40

Nonprofit Tech for Good

FEBRUARY 5, 2023

Get online and make sure your event is featured on your website. Put together documents that discuss your organization’s purpose, goals, and history. We suggest asking your event sponsors and vendors to display your flyers in their establishments. Additionally, you should employ a multi-channel marketing strategy to promote your event.

Donor 342

Donor Fundraising Template Game 342

NTEN

DECEMBER 19, 2011

Decide how information can be efficiently and realistically gathered utilizing the different methods that are best for your organization including: Surveys - Consider what features you will need. If you’re just looking to get your feet wet with a quick survey, one of the many free or low cost online tools will do the trick.

Measure 81

Measure Issue Impact Method 81