sgEngage

SEPTEMBER 25, 2023

Whether you are thinking about applying for your first grant or your organization manages several grants each year, it’s important to have clear processes to meet those mandates and avoid straying outside your mission. Adopt a robust fund accounting system. Focus on the why. The OMB’s Uniform Guidance (i.e., Keep the momentum going.

Grant 91

Grant Process Management Tips 91

Nimble AMS

JULY 27, 2021

Launching a new association management software (AMS) system is an exciting time for your organization. A new AMS system offers the opportunity for your association to operate more efficiently, drive more revenue, and deliver a better member experience. Take small steps to continually improve your organization’s use of the AMS system.

System 148

System Associations Management Tips 148

Whole Whale

SEPTEMBER 13, 2023

On August 30th Meta announced a new partnership with Paypal to cover the donation processing of Facebook Fundraisers. This isn’t just a backend shift, nonprofits will need to agree to new terms and now acknowledge that donation processing fees will be now be deducted. Review emails from Meta and Help Center for full details.

Process 52

Process Facebook Paypal Free 52

sgEngage

MAY 27, 2022

Process automation can be scary for nonprofits because it can feel like you are giving up some control. But implementing automated processes can help you ensure consistent controls and set your organization up for growth. Manual processes can lead to errors in your data. The average U.S. Someone opens the mail.

Process 69

Process API San Diego Nonprofit 69

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. The problem is that if you’re like most, you haven’t paid a lot of attention to your accounting system. It should be part of your organization’s internal culture.

System 98

System Help Nonprofit Track 98

EveryAction

MARCH 8, 2023

Ask if they’re capturing and maintaining data in places such as spreadsheets or email inboxes to make sure you migrate all necessary information into your new software system. Review your data tables, queries, reports, and exports. Provide them with user names and passwords for system and program access. Do a data clean-up.

Software 226

Software Tips Phase Policy 226

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. For larger associations, you may want to consider divvying up roles accordingly: Analytics – This person reports on any trends and delivers insights based on their review of the data.

Analytics 169

Analytics Associations Model Metrics 169

.orgSource

JUNE 25, 2023

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. Review your organization’s strategic goals, team KPIs, and performance evaluations.

Team 221

Team Evaluation Attitude Interview 221

VisionLink

AUGUST 31, 2023

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. WITHINREACH OPENINGS Senior Manager for Data Systems and Evaluation Location: Remote - This is a remote position, but employees must live and work in WA state.

Team 130

Team Colorado Disaster Evaluation 130

Nimble AMS

JANUARY 25, 2024

A major perk of having your a ssociation m anagement s oftware (AMS) built on the world’s top CRM platform is being connected to the Salesforce ecosystem. Choosing Nimble AMS and connecting to the Salesforce ecosystem helps you extend your system, ensuring you always have a solution for your next challenge.

Associations 119

Associations Software Management System 119

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. This document will help new team members absorb your unique grantmaking process and keep everyone on the same page.

Data 74

Data Blackbaud Policy Database 74

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. Tip 1: If you have an operating reserve, review your policy. Tip 2: Bring both your program and finance teams into the grant application and award process.

Foundation 80

Foundation Build Grant Fund 80

Nonprofit Tech for Good

OCTOBER 17, 2021

By Emily Rose Patz , Senior Copywriter at DonorPerfect – a top-rated donor management system and fundraising platform for nonprofits. How long is the onboarding process? Do you offer a consultation to fully customize my system to my needs? Cleaning up your database so you can “start fresh” with a new system.

Software 313

Software Fundraising Training Train 313

Association Analytics

APRIL 11, 2023

Making technology or process changes in the workplace is hard work. User adoption is the experience employees go through when using new technology or following new processes with existing technology. It might also be helpful to hold annual workshops to review the most frequently used terms in the dictionary. It takes time.

Adopt 321

Adopt Associations Analytics Data 321

sgEngage

APRIL 26, 2024

Audit firms have now, however, transitioned to long-term partners, particularly for nonprofits contemplating transformative system or operational changes. Nonprofits would sometimes modify or overhaul their systems and controls without engaging their auditors.

Relationship 70

Relationship Practice Build Evaluation 70

Volunteer Hub

MAY 21, 2021

Deploying a contactless check-in process can help your organization protect volunteers, streamline operations, and prepare for the future. The COVID-19 pandemic is forcing organizations, like yours, to review their volunteer programs and identify ways to limit contact and prepare for the future. Reduced Administrative Workload.

Process 62

Process Benefit Volunteer Virtual 62

Bonterra

APRIL 13, 2024

Increase efficiency and minimize manual work Accelerate approvals with tailored workflows, automated nudges, and end-to-end visibility at each stage of the application process. Integrate our analytics tool directly into workflows to drive real-time automation, decision-making, and consistency across your entire grants management process.

Grant 52

Grant Software Management Analytics 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. Establish an internal process for handling complaints and make sure these are posted on an internal intranet site and your employee handbook.

Grant 86

Grant Policy International Application 86

.orgSource

FEBRUARY 5, 2024

Sig VanDamme, the Founder of NimbleUser, GoJectory, and VA2A, offered this advice to bring the board along on those speculative ventures: Preparing a board to manage risk is a sales process. Preparing a board to tolerate risk, is a sales process. Companies with between five and 250 employees are the target market for this system.

Associations 221

Associations Jordan Environment Model 221

sgEngage

APRIL 2, 2024

Fund accounting systems with grant management can help you from beginning to end if you are a grant-funded organization—or want to be. Here are three ways that your fund accounting system can support your grant management needs. The more manual data entry you do, the more errors can creep into your accounting system.

Grant 90

Grant Fund Report Software 90

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. Tip 1: If you have an operating reserve, review your policy. Tip 2: Prepare your fund accounting system for the audit.

Foundation 78

Foundation Build Fund Review 78

sgEngage

MARCH 7, 2024

Ensuring compliance and accuracy in your financial reporting involves several key actions: Regularly review the latest guidelines and summaries provided by authoritative bodies on revenue recognition of grants and contracts. How to Avoid: Implement a routine process for comparing financial figures across months.

Activities 77

Activities Active Activism Comparison 77

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. Make sure to document exactly what your project will be focused on (i.e., out of scope).

Project 89

Project Fund Software Help 89

DNL OmniMedia

NOVEMBER 14, 2023

In this guide, we’ll cover everything you need to know about Salesforce for Nonprofits implementation, including what it involves, how long it takes, and what nonprofits like yours can expect from the process. Fundraising: Create and manage fundraising campaigns, process donations securely, and evaluate the success of these efforts.

Consultant 52

Consultant Nonprofit Integration Review 52

Double the Donation

DECEMBER 7, 2021

We’ve made a lot of significant changes to the Double the Donation platform this year in order to provide increased functionality and streamline matching gift processes. The set-up for connecting DTD with our CRM system AND our email platform literally happened in just a few clicks. Product Updates & Enhancements.

Review 52

Review New York City Gift Integration 52

Candid

JUNE 5, 2023

Every year, Candid processes data on nearly two million organizations and more than three million grants. All this work would be significantly more difficult if it weren’t for Candid’s taxonomy, the Philanthropy Classification System (or PCS). A taxonomy is simply a system of classification, or a way of organizing things.

Taxonomy 98

Taxonomy Proposal Comment Change 98

sgEngage

JULY 20, 2023

It can also alleviate manual processes for institutional stakeholders, improve communications, ensure data security, and provide insights into funds and disbursements. A good award management system benefits both students and administrators. There are three steps to consider. What does this mean for scholarships?

Student 67

Student Award Create Application 67

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. Routine review and cleanup efforts will help to optimize your analytics, making them relevant to your specific organizational purposes.

Associations 136

Associations Data Benefit Practice 136

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

Greater Giving

DECEMBER 12, 2023

Whether you’re implementing a new CRM or looking to refamiliarize your staff with an existing system, these insights will help you pursue your data-driven endeavors. Provide guidelines on how employees should handle and store data within the CRM system to maintain data integrity and confidentiality.

Training 52

Training Train Team Data 52

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. Tip 1: If you have an operating reserve, review your policy. Tip 2: Prepare your fund accounting system for the audit.

Foundation 52

Foundation Build Fund Review 52

sgEngage

APRIL 11, 2023

Analyze Your Systems Audit your current data systems for security, continuity of use, and capabilities. This can be done internally or through external review by a consultant. Foster a Culture of Security Your digital ecosystem is made of up three parts: People, Systems, and Processes.

Government 78

Government Data Adopt Change Management 78

sgEngage

APRIL 12, 2023

By taking these steps early in your audit process, you can make your remote audit seamless and almost painless. It’s important to find an auditor who is engaged in the process, and that you enjoy working with. Having an auditor whose calls you aren’t tempted to send to voicemail will make the entire process more enjoyable.

Review 67

Review Fund Software Nonprofit 67

Candid

MARCH 28, 2023

While we have several channels for gathering customer feedback, UX research is unique since it is about partnering with our current and prospective users to help us understand and adjust to their needs and motivations during the product development process. But the good news is we didn’t have to develop complex new systems to find out.

Profile 98

Profile Product Research Exercise 98

Candid

SEPTEMBER 21, 2023

Finally, because the Foundation 1000 represents a much smaller subset of grant data, it is possible to review the data more thoroughly. We also conduct manual review of the largest grants by dollar amount to ensure that they’ve been coded accurately (see more on this below.) Please reach out to our team at research@candid.org.

Analysis 116

Analysis Foundation Trend Course 116

sgEngage

JANUARY 15, 2024

Grant writers are often the unsung heroes of the application process. But it never hurts to review what information you’re asking for and whether it can be shortened or be collected in a different way. Also review your formatting guidelines and templates. Make Deadlines and Processes Transparent To be clear is to be kind.

Application 87

Application Grant Help Blackbaud 87

Nonprofit Tech for Good

FEBRUARY 6, 2022

At a nonprofit, a donation must be tracked throughout the accounting process, and if the funds are restricted, supporting documentation is required to prove that the funds were only used for the stated purpose. If you are a grantor you may need additional tools to handle the application, award, and post-award processes.

Software 309

Software Guide Award Grant 309