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7 tips for preparing your nonprofit for a move to new software

EveryAction

Update your database policies. Update your database policies based on your new software platform (your new vendor or implementation partner should be able to provide some guidance here,) and set aside time for initial and ongoing training. Schedule a training session with them to go over policies and procedures.

Software 226
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Your Guide to Credit Card Processing for Nonprofits

Neon CRM

In this article, we’ll cover the ins and outs of credit card processing for nonprofits, what you should look for in a payment solution, and how to set one up. Second, your nonprofit should have processes around handling cash donations to ensure that those gifts remain secure. What Payment Types Require a Processor?

Process 52
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Building a culture of nonprofit compliance at Candid

Candid

But before receiving funds, you need to show you’re legally registered, governed by a board, and have solid financial management policies. Our SOC 2 audit required us to refine our policies and plans for responding to incidents or unexpected events. It would have been easy for our core team to come up with policies ourselves.

Culture 106
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Challenging Conversations—Tackling Risk

.orgSource

They are activities that are frequently governed and controlled by policies and procedures, such as: Evaluating where the blind spots lie in your organization is one way to begin conversations about risk. Both directors and employees should know which policies the organization has in place and how they are enforced.

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Migrating Your Government Services to Digital: Process and Technology

Forum One

In this post, we focus on the processes and technology of migrating your government services to digital. Streamlining and improving your processes. One of the goals of modernization should be to streamline and improve processes. Improving your process will be critical to the perceived success of your modernization.

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4 Easy ways to recruit for your virtual lobby day

EveryAction

Before your event, use an email series to give supporters a refresher on the policy issues you’re working on and how they’re impacting the community. Download our guide to testing for improved digital advocacy engagement , and talk to us to learn more about how the right tools can make your advocacy work simple, effective, and trackable.

Virtual 163
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Doing good with AI tools: Navigating ethical considerations for the social sector 

Candid

After you define bias and harm for your use, the next step is to establish standard evaluation procedures to test AI for these definitions. At an organizational level, evaluations can help to establish ethics policies for what AI can be used for and what appropriate use looks like.

Tools 52