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 74

Data Blackbaud Policy Database 74

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 74

Grant System Foundation Management 74

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 311

Google Conservancy Demonstration Collaboration 311

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 90

Process Create Review Stream 90

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

Nimble AMS

JULY 15, 2022

When was the last time you reviewed your association’s Code of Ethics? It might be time to revisit this crucial organizational document. According to the Community Brands 2022 Association Trends Study, 49% of individuals reported their top member benefit was their organization’s Code of Ethics. .

Benefit 123

Benefit Retention Associations Social Media 123

Get Fully Funded

JUNE 20, 2022

When you started your organization, you drafted a set of nonprofit bylaws which are the rules spelling out how your new venture would operate and how your Board would govern it. Many new organizations draft bylaws based on a template or an existing organization’s bylaws. Start by reviewing your bylaws.

Government 122

Government Nonprofit Review Language 122

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 95

Grant Process Management Technology 95

sgEngage

APRIL 12, 2023

Very few people enjoy being on the organization side of a nonprofit financial audit. These check-ins are a great place to share updates happening with your organization—such as new grants or an unusual donation—and for them to share changes they are watching in legislation and regulations that might affect you.

Review 67

Review Fund Software Nonprofit 67

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 106

Culture Build Policy Nonprofit 106

.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. They will be representing your organization. Document both employee and volunteer responsibilities. Thought leadership is an old idea that has been made new again.

YouTube 221

YouTube Industry Leadership Podcast 221

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 70

Relationship Practice Build Evaluation 70

.orgSource

JANUARY 9, 2023

Is it even possible in organizations where the staff has little control over who fills those seats? The categories that are represented should reflect qualities that directors bring to the board as well as characteristics that will enhance the organization’s growth and development. Preparing this document is a learning experience.

Mentoring 221

Mentoring Director Associations Professional 221

sgEngage

DECEMBER 20, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. 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 Grant Fund 80

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

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

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 83

International Nonprofit Review Process 83

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. One way to do this is to review the Board package from two to three recent Board meetings.

Practice 69

Practice Review Foundation Grant 69

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 77

Activities Active Activism Comparison 77

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 309

Software Guide Award Grant 309

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

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 80

Philanthropy Organization Gift Donation 80

Candid

DECEMBER 20, 2023

This includes creating an annual operating budget , a document that breaks down your organization’s revenue, or the money you’ll bring in, and expenses, or the money going out to cover your costs, for each fiscal year. Set financial goals for your organization Before creating your operating budget, check in with your strategic plan.

Build 109

Build Nonprofit Fund Goal 109

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

Beth's Blog: How Nonprofits Can Use Social Media

FEBRUARY 13, 2012

The After Action Review is a reflective practice that can be used for anything, but I find it especially valuable for social media pilots and experiments. The After Action Review (AAR) is a structured way to capture the lessons learned from any project, with the intent of improving future performance.

Review 97

Review Social Media Action Strategy 97

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. 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 78

Foundation Build Fund Review 78

ASU Lodestar Center

FEBRUARY 16, 2022

An effective strategic plan will not only provide direction for the organization, it can give nonprofit leaders guidance in day-to-day decision-making and promote more predictable outcomes. Employees, volunteers, donors, community members want to feel connected to the organizations they care about. Review often.

Process 98

Process Effective Wyoming Arizona 98

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

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. Organizations should critically review proposed data collection and ensure that the intended benefits and impact justify the risks of data collection in the first place.

Practice 120

Practice Data Afghanistan Environment 120

sgEngage

JANUARY 15, 2024

They parse the grant documentation to understand if their organization is a good fit, they gather information from throughout the organization, and they mold it into an engaging story about the important work the organization is doing. Also review your formatting guidelines and templates.

Application 87

Application Grant Help Blackbaud 87

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. . or focusing on refining your budget for the upcoming year, an agenda will help everyone stay focused on creating better outcomes for the organization.

Evaluation 96

Evaluation Product Indiana Industry 96

Gyrus

JANUARY 17, 2022

Organizations are on the lookout for Cloud-based LMS solutions that are flexible, customizable, secure, and dependable which aids in managing, documenting, tracking, reviewing, and reporting.

Trend 52

Trend Review Track Report 52

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

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

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. Share documents, such as meeting minutes. You know it. Others at your association know it.

Tech 106

Tech Associations Software Professional 106

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