Neon CRM

AUGUST 23, 2023

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

Process Guide Paypal Method 52

sgEngage

APRIL 23, 2024

To mitigate risk throughout your grant cycle, you need to know your grantees through relationships and documentation, support their internal controls, and set up a process for whistleblower complaints. How do you track time and effort? How do you minimize the time between requesting grant funds and paying vendors?

Grant 95

Grant Policy International Application 95

Blue Fox

DECEMBER 1, 2019

First off: do you have an operating reserves policy? If so, when is the last time your leadership team reviewed the policy? If it’s been a while read on as we guide you through the process of building an operating reserves policy, and the implementation and ongoing oversight of that policy.

Policy 78

Policy Sample Nonprofit Review 78

.orgSource

MAY 23, 2023

This is a concept that bears repeating, so don’t hesitate to remind the group, from time to time, where the buck stops. Allow plenty of time on the agenda for the financial staff to explain when and how statements will be available, review banking, investment, and auditing arrangements, and answer questions.

Raise 419

Raise Law Associations Director 419

.orgSource

FEBRUARY 13, 2023

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. Sig is right.

Conversation 221

Conversation Challenge Evaluation Associations 221

ASU Lodestar Center

APRIL 6, 2021

Public policy and the nonprofit sector. Public policy at all levels of government has the ability to threaten the work of all nonprofits (National Council of Nonprofits, 2019). At the federal level, we see this threat in tax, regulatory, and spending policies. Illustration by Yuxin Qin. Establish support.

Policy 52

Policy Public Impact Illinois 52

Association Analytics

JUNE 21, 2023

This leads to better communication, and over time, a more organized set up so you won’t be overwhelmed by where to go for the data you need in the moment. Solution : Solve this challenge by creating a data capture policy. With a modern ecosystem, your association can start by separating out analytical data from transactional data.

Associations 319

Associations Challenge Data Taxonomy 319

Forum One

MAY 13, 2021

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.

Government 51

Government Process Service Technology 51

.orgSource

JUNE 25, 2023

Make time to audit the impact working from home is having on your organization. Your audit might explore any, or all of, these seven areas: Technology systems Policies and procedures Security Productivity Communication Culture Professional development How you present this initiative to your employees is critical.

Team 221

Team Evaluation Attitude Interview 221

Association Analytics

MAY 11, 2021

Then it’s time to begin a process for addressing that data, rather than setting an unrealistic goal to fix everything. Myth 2: We Need a Data Governance Policy Before We Begin Analysis. It is critical for modern businesses to have an effective data governance policy. Just Get Started.

Analytics 260

Analytics Associations Data Analysis 260

sgEngage

JANUARY 24, 2024

Yet, until recently, they also meant our staff spent extensive time and energy calling families to track down re-enrollment contracts each year. Thus, our business office could budget further in advance and our administrative team spent less time tracking down contracts. We also had some issues with payment timing.

Student 74

Student Policy Retention Education 74

sgEngage

APRIL 2, 2024

As a grantmaking organization focused on the success of your grantees, it is essential to have a process in place to manage personnel changes—for both you and your grantees—so everyone stays informed and on schedule. Record that institutional knowledge in an accessible Policies and Procedures manual.

Data 76

Data Blackbaud Policy Database 76

Eric Jacobsen Blog

MARCH 15, 2021

Now three months into 2021, it's time to check in on your progress with your 2021 New Year's Resolutions. As a reminder, here is a list of 70 possible resolutions for leaders. Congratulations if you selected some of these earlier and are making progress on them.

Time 52

Time Mentoring Policy Technique 52

Eric Jacobsen Blog

JUNE 10, 2021

Now that we are halfway through 2021, it's time to check in on your progress with your 2021 New Year's Resolutions. As a reminder, here is a list of 70 possible resolutions for leaders. Congratulations if you selected some of these earlier and are making progress on them.

Time 52

Time Mentoring Policy Technique 52

sgEngage

JANUARY 10, 2024

In philanthropy, there can also be worries of time commitment, grantee burden, complicated methods and, frankly, resources circling the drain without adding any function or value. Building knowledge is a social process where we make meaning together. Datamaking can ground processes of joint learning that energize grantee relationships.

Data 100

Data Knowledge Philanthropy Policy 100

Eric Jacobsen Blog

MARCH 5, 2024

If you need another resolution to tackle this year or haven't yet selected one, now is a good time to review this list below.

Mentoring 96

Mentoring Policy Review Technique 96

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 83

Foundation Build Grant Fund 83

Connection Cafe

JANUARY 28, 2020

You may think this is an odd beginning for a public policy blog, so please bear with me. And yes, public policy at the local, state, and federal levels can and will impact your ability to achieve your organization’s mission and day-to-day activities. Taking stock allows us to set new priorities and forge new paths.

Policy 35

Policy Foundation Law United States 35

sgEngage

MARCH 18, 2024

From governmental opposition to cultural and societal opposition, these are challenging times for those who are societal changemakers. It’s important to clearly communicate the mission of your organization and to anchor back to this mission as often as possible, especially during challenging times.

Philanthropy 86

Philanthropy Action Structure Law 86

Eric Jacobsen Blog

DECEMBER 13, 2023

With 2024 fast approaching, it's a good time to identify your New Year's Resolutions for next year. To get you started, how about selecting one or more of these 70 New Year's resolutions for leaders? Perhaps write down five to ten and then between now and January 1, think about which couple you want to work on during 2024.

Mentoring 79

Mentoring Policy Technique News 79

Candid

MAY 13, 2021

For instance, investing in an automated program, such as expense management software , can help you save time, yield better results, and increase efficiency. Signs it’s time to start looking at expense management software. Eventually, these processes will require more human labor and additional operational costs.

Software 111

Software Management Policy Track 111

Get Fully Funded

MAY 4, 2021

If your organization relies on volunteers, even just a little, you need a volunteer handbook that spells out expectations, policies, and procedures. You also need a targeted recruiting process, an onboarding process, an orientation, volunteer management practices, and volunteer recognition.

Volunteer 119

Volunteer Create Policy Roles 119

Nimble AMS

AUGUST 23, 2022

Take your information-gathering process a step further by surveying members or forming a focus group. Thank your staff and members for their time and explain how you plan to address their thoughts by setting goals to improve your organizational data. Setting a vision, obtainable goals, and KPIs for your data is a lengthy process.

Data 140

Data Organization Associations Analytics 140

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 81

Foundation Build Fund Review 81

CauseVox

SEPTEMBER 25, 2023

Now is the best time to get your ads up and running in order to maximize your Google Grant for the season! Because you have $10,000 to spend each month on Google ads, you don’t need to worry about how expensive those keywords get – it is almost as if you have an unlimited budget!

Grant 96

Grant Google Campaign Policy 96

Blue Avocado

JANUARY 23, 2024

2 Say you’re a nonprofit working in the area of houselessness and want to put together an advisory committee of people with legislative and policy development experience to advance systemic changes in your community. Time Commitment—How often will the committee meet? However, structure does not have to mean rigidity.

Voice 90

Voice Community Structure Nonprofit 90

sgEngage

NOVEMBER 19, 2023

Planned giving, often called” legacy giving,” is the process by which a donor or prospective contributor produces a financial or estate plan to donate something of value to an organization at a later time. Transparent Policies: Nonprofits should always be versed in any relevant fundraising policies.

Giving 52

Giving Blackbaud Gift Policy 52

Nonprofit Tech for Good

FEBRUARY 1, 2019

By Ryan Polk , a Policy Advisor at the Internet Society , where he is primarily focused on issues related to Internet trust. In its recent survey on the State of Nonprofit Cybersecurity , NTEN found that nearly 70% of nonprofits do not have policies and procedures in place in case of a cyberattack.

Data 241

Data Plugin Internet Policy 241

Forum One

AUGUST 9, 2023

Of the many tasks you will tackle in the course of launching a new website , one of the most important ones is content migration : the process of populating your new website with the content that is going to tell your story. What’s the review and approval process? What’s your content retention policy?

Content 76

Content Phase Review Structure 76

Non Profit Quarterly

APRIL 20, 2023

Meta—the parent company of Facebook and Instagram—has been under fire in the past few years over its lax policies on news content, data privacy, and misinformation. This has led to situations where BIPOC and/or LGBTQ+ users are disproportionately affected by policies meant to address “bad” behaviors.

Social Media 94

Social Media Media Strategy Social 94

Candid

NOVEMBER 7, 2023

To reduce the burden on grantees to provide this data, this sector-wide initiative also empowers nonprofits to collect and share staff and board member demographics—one time—in a standardized, reusable, and freely accessible format on their Candid profiles. The process and timing of asking nonprofits for demographic data matters.

Demographics 116

Demographics Lesson Action Data 116

sgEngage

JANUARY 15, 2024

Grant writers are often the unsung heroes of the application process. By taking a few steps to make your grant applications more accessible for grant writers, you will have more complete, more customized, and more on-time applications. Make Deadlines and Processes Transparent To be clear is to be kind.

Application 91

Application Grant Help Blackbaud 91

Volunteer Hub

APRIL 21, 2022

Without cybersecurity policies and protocols in place, your nonprofit is more vulnerable to data breaches. According to a cybersecurity survey conducted by Microsoft, 60% of nonprofit respondents do not know of or do not have a digital data policy for handling cybersecurity risks and protecting data. Here are 5. Invest in Training.

Data 90

Data Policy Method Cisco 90

sgEngage

MAY 30, 2024

Take the time to explain why certain suggestions are or aren’t put into action. The performance review process itself should also be straightforward and transparent. Hold them at regular times and follow a set agenda. When you receive feedback and ideas from employees, think about them and consider the right course of action.

Retention 81

Retention Management Tips Nonprofit 81

ASU Lodestar Center

JUNE 22, 2012

It is not often that public policy intended for the publicly traded-corporate world directly impacts the nonprofit corporate world. These require policies covering whistle-blower protections and document preservation. Conflict of interest policy. Whistle-blower protection policy*. Whistle-blower protection policy*.

Policy 71

Policy Public Adopt University 71

Bloomerang

AUGUST 4, 2023

Today’s question comes from a nonprofit employee who wants advice on how to accept a real estate gift for the first time: Dear Charity Clairity, We have a board member who wants to donate a gift of real estate. Develop a gift acceptance policy. Or “I’m sorry, our policy prohibits us from accepting gifts of encumbered property.”

Gift 81

Gift Law Charity Guidelines 81

Allegiance Group

APRIL 9, 2024

This typically involves an assessment of the organization’s culture, which includes interviewing people, conducting surveys, and reviewing policies and collateral. There must also be openness and readiness at the beginning of the process. They should be willing to revisit or add policies that reflect DEIAB principles as well.

Policy 52

Policy Reflection Culture Training 52