VisionLink

AUGUST 31, 2023

Visionlink builds integrated software solutions, with expert consultation and implementation services, to transform people-serving organizations. Our Community Operating System™ is used by large and small nonprofits, 211’s, elder care agencies, state, county, and federal agencies, disaster relief organizations, and many others.

Team 130

Team Colorado Disaster Evaluation 130

sgEngage

APRIL 2, 2024

And salaries in many nonprofit organizations can’t compete with the for-profit sector. According to The Council of Nonprofits 2023 Nonprofit Workforce Survey , almost three quarters of nonprofits that completed the survey have current openings at their organization.

Data 76

Data Blackbaud Policy Database 76

sgEngage

JANUARY 17, 2024

Changing a core piece of software at your grantmaking organization is no picnic. If it’s time for you to start looking for a new grant management system, use this opportunity to evaluate your processes, figure out what needs to change, and find a solution that can growth with your organization. What reports do you pull regularly?

Grant 76

Grant System Foundation Management 76

sgEngage

AUGUST 19, 2022

But as your organization grows and changes, you also need to update your financial direction. 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. That includes both the budget and the process for creating it.

Process 91

Process Create Review Stream 91

Nonprofit Tech for Good

MARCH 22, 2020

By Annisa Wanat , an independent consultant who works to strengthen the capacity of mission-driven organizations to achieve their goals more strategically by providing customized solutions in leadership, management, and communications. Each of these roles has one thing in common – documents. 2) Strengthen Institutional Memory.

Google 315

Google Conservancy Demonstration Collaboration 315

sgEngage

APRIL 26, 2024

In recent years, relationships between nonprofit organizations and their auditors have seen positive change. Here are six best practices your nonprofit organization should adopt to increase collaboration and enhance its relationship with your audit firm.

Relationship 71

Relationship Practice Build Evaluation 71

Get Fully Funded

JUNE 5, 2023

When set up right, your nonprofit accounting system will help you manage your nonprofit and streamline processes like budgeting, projecting cash flow, and even hiring. We’ve tried to help small nonprofits with messed-up accounting systems raise money, and it’s extremely difficult. Past and present patterns help you plan for the future!

System 98

System Help Nonprofit Track 98

.orgSource

AUGUST 28, 2023

The term was coined in 1994 by Joel Kurtzman , who was the founding editor-in-chief of Strategy+Business magazine and editor of the Harvard Business Review. ” Kurtzman believed that thought leaders should help shape the way people think about the world by sharing their ideas and insights and by challenging the status quo.

YouTube 221

YouTube Industry Leadership Podcast 221

Candid

NOVEMBER 29, 2023

Here’s a familiar scene: your nonprofit organization just won its first big grant, and you’re ecstatic. On top of that, there’s a lengthy contract to review and sign. For background, SOC 2 is a framework for organizations offering information and technology services (e.g.,

Culture 105

Culture Build Policy Nonprofit 105

.orgSource

JANUARY 9, 2023

Is it even possible in organizations where the staff has little control over who fills those seats? The matrix is a diagram that helps the board outline its current characteristics, pinpoints gaps in demographics or talent, and identifies what skills are needed in the future. Preparing this document is a learning experience.

Mentoring 221

Mentoring Director Associations Professional 221

Saleforce Nonprofit

OCTOBER 17, 2022

With the holiday season upon us, many nonprofit organizations are continuing to get ready for the largest giving event of the year. As organizations move forward with engaging their stakeholders, effectively connecting, understanding and acting on data is top of mind. Interested in learning more?

Data 78

Data Experiment Create Help 78

sgEngage

DECEMBER 14, 2023

Receiving requests for funding can be both a crucial and frustrating part of being a grantmaking organization. You want applications from organizations that align to your mission, but the frequency of the requests can easily bog down your processes if you aren’t careful. Will several teams review the requests?

Grant 97

Grant Process Management Technology 97

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

sgEngage

APRIL 12, 2023

Very few people enjoy being on the organization side of a nonprofit financial audit. Meeting with your auditor on a bi-monthly or quarterly basis will help you build a rapport with them, plus it can help you better prepare for the actual audit. Your auditor might also be interested in your workflow document.

Review 68

Review Fund Software Nonprofit 68

sgEngage

DECEMBER 20, 2023

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. Like an emergency fund for your organization, an operating reserve allows you time to make data-driven decisions instead of having to react immediately.

Foundation 82

Foundation Build Grant Fund 82

Nonprofit Tech for Good

FEBRUARY 6, 2022

Keep reading this Ultimate Guide to Accounting Software for Nonprofits to learn what makes accounting for nonprofits unique and get tips on choosing the best accounting software for your organization. Churches and faith-based organizations also fall under the category of nonprofits. How are Nonprofit’s Financial Goals Different?

Software 312

Software Guide Award Grant 312

sgEngage

MARCH 7, 2024

The Statement of Activities—commonly referred to as an SOA—is one of four essential financial statements for nonprofit organizations. Without that, the SOA can misrepresent the financial health of the organization and lead to future funding issues. It offers a comprehensive overview of revenue and expenses over a specific timeframe.

Activities 79

Activities Active Activism Comparison 79

sgEngage

JUNE 15, 2023

The annual financial audit is a great time to review your statements through a risk lens and search the corners of your financial statements for long-forgotten issues that could contaminate an entire balance sheet. As part of your regular discussion with your auditor, preferably at the start of your fiscal year, review your internal controls.

International 84

International Nonprofit Review Process 84

Forum One

AUGUST 9, 2023

Here are a few guiding principles and tips to help you feel empowered and organized as you head into this pivotal process. It often entails rethinking how you want to communicate about your organization in the new structure and style you’re pursuing with your redesign project. What’s the review and approval process?

Content 76

Content Phase Review Structure 76

sgEngage

APRIL 19, 2022

With grant-giving in the billions of dollars annually , grant disbursements warrant oversight and review. This list will help you ensure there are no conflicts of interest and to learn who at the organization has governance responsibilities. Getting Started: Information Grantmakers Need . IRS Federal Form 990.

Practice 71

Practice Review Foundation Grant 71

Qgiv

DECEMBER 7, 2022

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program.

Database 52

Database Track Donor Management 52

sgEngage

JANUARY 19, 2023

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. Like an emergency fund for your organization, an operating reserve allows you time to make data-driven decisions instead of having to react immediately.

Foundation 80

Foundation Build Fund Review 80

.orgSource

MAY 29, 2023

Organizations of all stripes were quick to issue statements confirming their commitment to diversity, equity, and inclusion. On the other hand, these barriers may be preventing some organizations from moving their ideals to action. Gather information and resources from organizations that are successfully implementing programs.

Associations 221

Associations Reflection Leadership Training 221

sgEngage

SEPTEMBER 22, 2021

While these efforts often include prioritizing environmentally friendly work practices or committing to offering fair wages to employees, corporate philanthropy has to do with supporting nonprofit organizations via charitable donations of funds, time, and/or resources. Volunteer grants. Data-Driven Industry Insights.

Philanthropy 82

Philanthropy Organization Gift Donation 82

Nimble AMS

JUNE 22, 2023

It’s time for your organization to purchase new association management software (AMS). Creating a business case requires you to review your organizational goals and challenges and the potential benefits a new software solution can provide. Let them know that modern AMS technology can help them too. You know it.

Tech 106

Tech Associations Software Professional 106

Saleforce Nonprofit

SEPTEMBER 3, 2021

In addition to the challenges inherent to any nonprofit mission, these organizations and their personnel must often work in areas with poor security and limited resources. Following these best practices will help increase awareness of the security tools and features that can be used to minimize the risk to vulnerable people.

Practice 120

Practice Data Afghanistan Environment 120

Nimble AMS

AUGUST 8, 2022

How can your organization reverse this concerning trend? Continue reading to learn how your association can adopt its own data governance policy and become a more data-driven organization. A set of rules, metrics, or policies established by an organization to bring clarity and ease of use to data practices is a data governance policy.

Policy 117

Policy Government Adopt Associations 117

sgEngage

APRIL 2, 2024

If you are a grant-funded organization, it will be important to manage spending restrictions and meet reporting requirements. Fund accounting systems with grant management can help you from beginning to end if you are a grant-funded organization—or want to be. Tracking: Cut Out the Spreadsheets!

Grant 93

Grant Fund Report Software 93

.orgSource

FEBRUARY 13, 2023

Evaluating where the blind spots lie in your organization is one way to begin approaching these difficult conversations. It’s helpful to make the distinction between the things we can control and those we can’t. In a Harvard Business Review Article , authors Robert S. Most professionals are happy to help.

Conversation 221

Conversation Challenge Evaluation Associations 221

Amy Sample Ward

OCTOBER 18, 2009

(I also referenced the report in my latest presentation slides about social media use by individuals in nonprofit organizations.). Resources or capacity are still an issue - the big organizations do better with online actions. 50% of organizations had databases that included 40% or more of inactive supporters. Report Highlights.

Review 120

Review Benchmark Advocacy Database 120

fusionSpan

NOVEMBER 21, 2023

Code review When Salesforce is powering user experience and engagement for all of your members , you can’t afford for the software to break down during a membership renewal or a webinar booking. Documentation With a highly configured and customized Salesforce platform, documentation is essential to keep track of what’s being done and why.

Service 52

Service Platform Integration Tech 52

NTEN

JANUARY 25, 2022

To ensure that NTEN continues to grow in our equitable operations, part of our process is to annually review efforts made to the practices outlined in our equity commitment and identify where we can push forward or expand on those efforts in the coming year. 2021 review highlights. 2021 review highlights. 2021 review highlights.

Community 88

Community NTC Sponsor NTEN 88

Achieve

AUGUST 20, 2021

Without an agenda or with one that’s poorly organized, your board will drift off-topic, fumble through different topics, and waste time on items that are best handled outside of meetings. . how board members can help drive attendance at your next big event. and review documents. Whether you’re strategizing about.

Evaluation 96

Evaluation Product Indiana Industry 96

Bloomerang

FEBRUARY 27, 2023

Review the criteria for an award. Are you addressing each of these components in your narrative (and attachment documentation)? Have others review the criteria to ensure you have met the mark. Suppose your organization is not yet capable of being a good steward of government funding.

Proposal 95

Proposal Award Application Grant 95

Nimble AMS

MAY 12, 2023

We’re here to help you enhance your membership committee! The team leads a variety of member-based initiatives to improve your organization, including but not limited to data-based membership initiatives, the streamlining of key member processes, and DEI programming. Supporting staff. Application process. Eligibility.

Guidelines 123

Guidelines Roles Guide Associations 123

sgEngage

SEPTEMBER 26, 2022

Operating reserve funds used to be a tricky concept for many nonprofit organizations. Inception: Make the case to your Board as to why your organization needs an operating reserve. Communicate to the board the value of an operating reserve and how it can help your organization better manage their resources in the long term.

Policy 71

Policy Create Guide Fund 71

VQ Strategies

JUNE 4, 2022

As we were reviewing the agenda for a scheduled coaching call last week, a client shared a recent event in which a volunteer spoke rudely and inappropriately to a client. The volunteer’s behavior was counter to the expectations shared in training, not to mention the values of respect and inclusion that the organization embraces.

Evaluation 95

Evaluation Volunteer Training Train 95