Association Analytics

MARCH 13, 2024

It’s important to note that engagement scoring should not act as a grading system for either your members or your internal departments. Setting up a schedule will help you establish repeatable processes, manage expectations, and work towards achieving your association’s long-term membership goals.

Analytics 169

Analytics Associations Model Metrics 169

DNL OmniMedia

NOVEMBER 12, 2020

At DNL OmniMedia, we work with nonprofits just like yours to position their nonprofit tech solutions for effective fundraising data tracking. Using that knowledge, we’ve created this guide to help your team understand major gift KPIs, the metrics you should be tracking, and the top tips to do so successfully.

Metrics 52

Metrics Gift Track Tech 52

M+R

APRIL 16, 2024

You may remember crunch time last year on July 1, 2023 when GA4 officially replaced UA, and UA stopped processing hits for standard UA properties. So here’s your action item: If your organization hasn’t already, save any existing UA data before this date for historical tracking! What does that mean?

Benchmark 66

Benchmark Analytics Google Comparison 66

sgEngage

MARCH 21, 2024

Statement of Scope With so many issues that could be addressed and so many intersection points across organizational processes, scope creep—the tendency for a project to expand beyond its originally intended purpose—can quickly bog down a project. Goals and Metrics What does success look like? out of scope). out of scope).

Project 91

Project Fund Software Help 91

Bloomerang

APRIL 17, 2024

Unsurprisingly, most organizations collect data through forms, questionnaires, surveys, databases, and customer relationship management systems. You may be tracking the number of likes on a Facebook post. Sometimes, less is more, especially when your organization needs to streamline its processes to save time, money, and resources.

Data 101

Data Metrics Measure Goal 101

EveryAction

APRIL 5, 2023

As you use these questions to engage in dialogue with your board, it helps to remember that board members may have opinions and learned experience about what tools and systems are best. They may even have used similar systems in past roles or managed a large tech implementation at some point in their career. Try one (or both!)

Technology 186

Technology Change Analysis Tech 186

Pamela Grow

MAY 2, 2024

Of the data your nonprofit collects , financial information is one of the most useful types—and one of the most complex to track. To keep your financial data organized, you can use either of two primary tracking methods: cash accounting and accrual accounting. Essentially, it tracks cash flow in and out of your nonprofit.

Method 59

Method Pledge Nonprofit Track 59

Connection Cafe

SEPTEMBER 9, 2020

Savvy organizations are using moves management systems to track important milestones for high touch prospects to measure how many you have, how much you hope to raise, and the distribution of stages to identify shortfalls/windfalls in funding. A solid system requires buy-in. Researchers track information. Final Thoughts.

System 48

System Management Tips Metrics 48

Forum One

JULY 6, 2023

So how do you track how satisfied your customers are with your website? Unfortunately, there isn’t a one-size-fits-all approach to this process. Every organization has different goals that they will need to track against, and different challenges that make tracking website success difficult.

Measure 66

Measure Websites Metrics Track 66

Nimble AMS

SEPTEMBER 14, 2022

Cleaning your data can also improve its accuracy, helping to inform your decision-making process. This is why the process of data hygiene is crucial for your organization. Stark needed to take a closer look to review the analytics in the system. But how can you start the process? . Bring all employees on board.

Associations 135

Associations Data Benefit Practice 135

Association Analytics

APRIL 1, 2024

Most associations don’t have an easy way to measure member engagement across all their different systems and touch points. In order to track trends year-over-year, IAEE will repeat many of the same questions, adding in three or four additional questions about programs or services the team is testing.

Data 210

Data Strategy Associations Survey 210

sgEngage

DECEMBER 20, 2023

Tip 2: Bring both your program and finance teams into the grant application and award process. Instead of just asking for information, make sure everyone is aware of why you are applying for a grant, what the budget restraints are, and the process for tracking spend. Document any processes you don’t already have highlighted.

Foundation 83

Foundation Build Grant Fund 83

sgEngage

MARCH 18, 2024

Grantmaking equity lies at the heart of philanthropy’s mission to create positive social change and address systemic injustices. These include disparities in funding allocation, lack of representation and diversity among leadership, and a tendency to prioritize short-term outcomes over long-term systemic change.

Philanthropy 85

Philanthropy Action Structure Law 85

Association Analytics

FEBRUARY 14, 2022

This is not a long process. Process – If you have a question, what is the process to get your answers? Or do you have to go through a long process to get the answers? Improved efficiency that will reduce manual work, optimize processes and eliminate redundancy. It should be a quick assessment of your current state.

Analytics 169

Analytics Language Associations Case Study 169

Greater Giving

JANUARY 30, 2024

Organization Perhaps the most obvious, and really the most important, use for an event software system is that if used correctly, it can keep all financial aspects of the event organized and easily accessible. Improved Guest Experience When running my own event without a software system, the checkout lines were so long!

Software 52

Software Support Fundraising Registration 52

Nonprofit Tech for Good

APRIL 23, 2019

It is important to look at the platform the CRM system is built on. Does the platform provide powerful tools for data analysis, insight and built-in reporting for nonprofit metrics? Does it streamline processes and meet the donor needs? 3) Tracking the Donor Journey or Donor Funnel. 2) Built and Designed for Nonprofits.

Metrics 261

Metrics Nonprofit Profile Platform 261

Candid

AUGUST 23, 2023

The strategic planning process is a rare chance for a nonprofit’s leaders to step back and look at their organization and its activities as a whole—to understand what success looks like and to allocate time, talent, and dollars to the activities that can help achieve it. What new systems or capabilities will we need to build or buy?

San Francisco 98

San Francisco Nonprofit Metrics Boston 98

Association Analytics

JULY 22, 2021

Start the process by looking at your data from these perspectives: Strategic Alignment: Prioritize the data points that are most essential to your strategic priorities. Low Hanging Fruit: For a quick win, find a field that you already have a lot of information for and use that as a starting point for your clean-up process.

Data 169

Data Analytics Associations Registration 169

ASU Lodestar Center

JANUARY 8, 2014

dollars raised) are the most commonly used metric for evaluating fundraising staff, but they are not the only metrics that we as managers should track. These must be tracked and evaluated. Learn more about fundraising and metrics through NMI! Frankly, we all fall victim to this from time to time.

Metrics 68

Metrics Fundraising Evaluation Measure 68

Connection Cafe

NOVEMBER 29, 2018

That’s why we put together a list of the five essential metrics you need to know, as a fundraiser, to achieve higher retention rates. Tracking these metrics will help you keep a pulse on the current engagement of your donors so you know which efforts are working and which ones need to be increased or modified. Donor Level Moves.

Metrics 42

Metrics Donor Fundraising Retention 42

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 88

Software Guide Fundraising Platform 88

sgEngage

JANUARY 19, 2023

With a little preparation and proactive communication, your remote audit can be a smooth process that helps you start the year understanding where you are. Tip 2: Prepare your fund accounting system for the audit. Tip 1: Carve out 30 minutes to review the dashboards and customized reports in your fund accounting system.

Foundation 80

Foundation Build Fund Review 80

Pamela Grow

MARCH 7, 2024

Feedback/Survey Email Consistent feedback plays an important role in the Simple Development Systems model and you’ll want to incorporate it throughout your digital strategy. The email open rate for nonprofits is roughly 25%, according to many companies that track these metrics. A clean list yields better supporter interactions.

email 69

email Storytelling Newsletter Nonprofit 69

Bloomerang

OCTOBER 5, 2022

Or, perhaps you are aware of a new/different process or product that you believe will move your organization forward, even if the way things are isn’t horrible. Strategic Change – this involves changes to the policies and processes. Technological change – new software and systems. This is a proactive change.

Change Management 106

Change Management Change Management Phase 106

sgEngage

NOVEMBER 14, 2023

Specifically, this issue is relevant for the nonprofit healthcare industry, which generates nearly 19 terabytes of clinical data each year and must leverage that data within their current decision-making processes. It can be tempting to update these databases separately as your staffing, systems, and operational processes evolve.

Integration 79

Integration Data Nonprofit Platform 79

Neon CRM

MAY 22, 2023

And in order to simplify the matching process for donors, it helps to share guidelines and eligibility criteria specific to the individual’s employer. Most often, a company’s submission process will involve the employee (your donor) filling out a brief online matching gift form.

Gift 97

Gift Results email Metrics 97

Classy

AUGUST 4, 2021

Members of this team review fundraising metrics , such as: Which recurring donors have upcoming credit card expirations, in order to stay ahead of lapsed recurring gifts. Database owners on your team ensure donations sync up with your customer relationship management (CRM) system, such as Salesforce. . Finance & Operations Manager.

Fundraising 95

Fundraising Metrics Database Nonprofit 95

Bloomerang

APRIL 12, 2022

When my sister first started working with a nonprofit museum, she had a lot to learn about the fundraising process for the organization. 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.

Software 100

Software Management Donor Guide 100

Beth's Blog: How Nonprofits Can Use Social Media

MAY 27, 2015

Methods and Metrics for Assessing Civic Tech, Guest post by Anne Whatley, Network Impact. A big topic of discussion as the field is maturing is how to track on-the-ground outcomes for people and communities, in addition to counting clicks, views, downloads and tweets.

Metrics 50

Metrics Method Tech Government 50

Media Cause

JULY 11, 2023

Whether someone just joined your mailing list or made a donation, your email system sends personalized messages automatically. Look for features like list segmentation, automation, analytics, and the ability to integrate seamlessly with your CRM or donor management system. Event Reminder. Follow-up Thank You. Getting Started Guide.

email 52

email Service Marketing Metrics 52

Nonprofit Tech for Good

FEBRUARY 13, 2016

The process of defining your goals and priorities will focus and unite communications and fundraising staff and help motivate executive staff to make a long-term investment. It is not meant to be a to-do list, but rather a process that helps an organization begin to conceptualize both their short-term and long-terms priorities.

Social Media 100

Social Media Media Strategy Fundraising 100

Bloomerang

MAY 31, 2022

Whether you’re looking to take an improved approach to your existing strategy or design a new plan from scratch, this guide will steer you through the process of building a fundraising strategy. Whenever there’s uncertainty in your decision-making process, your team members can turn to your fundraising strategy for clarification and guidance.

Strategy 104

Strategy Develop Fundraising Nonprofit 104

sgEngage

MARCH 31, 2023

Reviewing Internal Processes for Equity The first place to start is internally with your organization’s operations. During our webinar on DEI in practice, Rhett Mabry, President at The Duke Endowment shared how they needed to think about their recruitment process differently. “We Look for ways to add specificity and remove complexity.

Practice 74

Practice Trend Grant Gartner 74

sgEngage

JULY 15, 2023

Donor relation management is the process by which organizations organize donor data and maintain donor relationships to support a long-term donor infrastructure. 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.

Management 52

Management Donor Blackbaud Retention 52

sgEngage

JUNE 9, 2023

Grant management is the comprehensive process of overseeing all activities related to grants: from identifying recipients, to awarding funds, to reporting on outcomes all while maintaining compliance with regulatory requirements. Award Closeout The award closeout is the final stage of the grant management process.

Grant 52

Grant Management Award Evaluation 52

sgEngage

JANUARY 19, 2023

With a little preparation and proactive communication, your remote audit can be a smooth process that helps you start the year understanding where you are. Tip 2: Prepare your fund accounting system for the audit. Tip 1: Carve out 30 minutes to review the dashboards and customized reports in your fund accounting system.

Foundation 52

Foundation Build Fund Review 52

Beth's Blog: How Nonprofits Can Use Social Media

MARCH 5, 2013

The other is about using data to make decisions, but for the start up audience. They have some ideas in common – including finding the “One Metric that Matters.” When you know what the right question is, you’ll know what metric to track in order to answer that question. That’s the OMTM.

Metrics 101

Metrics Measure Analytics Method 101