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

sgEngage

MAY 15, 2024

In early 2022, the Center for Disaster Philanthropy began an organization-wide grants change management review. The goal was to become better grantmakers by completing a review of our practices, processes and forms. We incorporated learnings and feedback from grantee partners. Getting the right people in the room is key.

Change Management 98

Change Management Disaster Change Management 98

Nimble AMS

FEBRUARY 24, 2023

Write short, specific, and clear questions for your survey. Think from your members’ perspective as you create your questions and consider, “does what I’m asking make any sense?” You’ll want to include questions to help you gain feedback and improve the member experience. How to review your event survey data.

Survey 140

Survey Associations Action Strategy 140

Whole Whale

MAY 2, 2024

Social media analytics report Have your intern review the past year of posts and data from your major platforms. They should answer questions the staff has about performance, give a 30k foot view of what happened, and generate insights about what’s working in a report.

International 98

International Program Ideas Data 98

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. Step 2: Explore – In addition to reviewing the data in their dashboard, IAEE asked members in its annual member survey and in post webinar surveys about topics they’d like to learn more about.

Data 210

Data Strategy Associations Survey 210

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 97

Relationship Practice Build Evaluation 97

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. Extensibility and efficiency.

Associations 119

Associations Software Management System 119

EveryAction

FEBRUARY 22, 2023

The CRM providers have questions that I can’t answer. At a bare minimum, the RFP should include: A description of your organization and your work, Why your nonprofit is issuing the RFP, The project requirements along with the software and services you need, and Your proposal submission, review, follow up, and selection process.

Process 194

Process Proposal Nonprofit Software 194

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 1: Carve out 30 minutes to review the dashboards and customized reports in your fund accounting system.

Foundation 84

Foundation Build Grant Fund 84

sgEngage

APRIL 23, 2024

Depending on how your application is set up, you can add an open-ended question or discuss it during a follow-up conversation. Here are some questions you can ask potential grantees, either as part of the application or as a follow-up conversation: Who at your organization can approve grant spending? How do you track time and effort?

Grant 95

Grant Policy International Application 95

sgEngage

APRIL 2, 2024

Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members. Provide “Goldilocks” Security Access Of course, when someone leaves your organization, you have a process to make sure they no longer have access to your system. Likely no.

Data 77

Data Blackbaud Policy Database 77

Double the Donation

DECEMBER 7, 2021

The set-up for connecting DTD with our CRM system AND our email platform literally happened in just a few clicks. To find out whether your favorite fundraising platform(s) integrates with Double the Donation, explore our Knowledge Base and search for the provider in question! We appreciate the prompt replies from every DTD team member.

Review 52

Review New York City Gift Integration 52

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 94

Grant Fund Report Software 94

sgEngage

MARCH 21, 2024

This short paragraph should answer questions such as: Why is this project worth doing? The problem statement should not presume a cause or prescribe a solution but should answer questions such as: What’s wrong or not meeting the needs of our stakeholders? Why is it important to do it now? When and where do problems occur?

Project 93

Project Fund Software Help 93

sgEngage

MAY 2, 2024

Modern award management software consolidates all awards in one system and facilitates communication by enabling both text and email. This could include thank-you letters to scholarship donors, answers to a series of questions about their experience at your institution, or essays about the impact of the scholarships on their lives.

Student 72

Student Process Communication Award 72

sgEngage

JANUARY 15, 2024

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. Are any of the questions duplicative? Is there information you can get from a previous question, from a previous application, or from an outside source such as Candid? Try to fill it out yourself.

Application 91

Application Grant Help Blackbaud 91

Candid

MAY 2, 2024

For each year, we excluded nonprofits that skipped the question or declined to share their leader’s race/ethnicity as well as those whose leader’s race/ethnicity did not fall into one of the six categories. In short, there is no simple answer to the question: “Did nonprofit leadership become more racially diverse after 2020?”

Leadership 118

Leadership Analysis Demographics Alaska 118

Association Analytics

APRIL 11, 2023

It might also be helpful to hold annual workshops to review the most frequently used terms in the dictionary. Or to go to different systems within the association to pull data for the calculation. For example, you might include a few questions based on the previous week’s training.

Adopt 321

Adopt Associations Analytics Data 321

Bloomerang

NOVEMBER 28, 2023

In this guide, we’ll review the top nine credit card processing solutions for nonprofits and best practices for choosing the right platform. One of the greatest benefits of the Bloomerang Payments system is fraud management and protection. Fraud management is included in the system, so nonprofits aren’t charged extra for this service.

Process 86

Process Paypal Method Nonprofit 86

Bonterra

APRIL 13, 2024

Request a demo Frequently asked questions What is grant management software? Our grant management system centralizes grant information, automating tasks, and tracking progress. The best way to track grants effectively is to utilize a grant management system or software specifically designed for grant tracking.

Grant 52

Grant Software Management Analytics 52

DNL OmniMedia

NOVEMBER 14, 2023

Then, your team will conduct their own tests to ensure the system is working as you expected and that all the pieces fit together in a way that suits your existing processes well. After up to three rounds of review, feedback, and revisions, it’s time to move your organization’s data over to its new home.

Consultant 52

Consultant Nonprofit Integration Review 52

Connection Cafe

OCTOBER 14, 2020

They often contact me after beginning their own market research and discovering that choosing a Grants Management System (GMS) is a highly complex affair, fraught with risk and uncertainty. Many organizations start their quest for a new GMS because of a particular issue or pain point in their current system. Start with people.

Grant 47

Grant System Management Evaluation 47

Top Nonprofits

JULY 1, 2022

Since your website is such a vital component of your online outreach strategy, you’ll need to choose the right content management system (CMS) to build and manage it. You may be considering revamping your website by migrating it to a new system or creating a brand new site from scratch. Compare top platforms.

Drupal 101

Drupal Tips WordPress Module 101

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

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.) Still have questions about the Foundation 1000?

Analysis 116

Analysis Foundation Trend Course 116

Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 7, 2012

Business plans are not difficult to measure and the process is a discipline process of asking questions. Do you have a measurement system to help you track impact along the way and improve what you’re doing? The business plan makes sure that the nonprofit has taken the vision and idea further.

Review 106

Review Business Nonprofit Measure 106

sgEngage

JUNE 9, 2023

A configurable system is an out-of-the-box solution that allows the owner to easily personalize certain aspects of the system themselves, without the help of experienced software developers. A customized system is developed specifically and only for one customer. Updates to the system are typically free.

Software 89

Software System Grant Industry 89

Candid

MARCH 28, 2023

For example, one customer mentioned that they can review up to 500 funder profile pages in one day using Candid’s Foundation Directory , a time-consuming and tedious exercise! This raises the question of whether we may be able to help get the information they need more quickly and efficiently. The answer we got was “no!”

Profile 98

Profile Product Research Exercise 98

Eric Jacobsen Blog

JANUARY 27, 2024

He subsequently created five publicly traded companies—United Waste Systems, United Rentals, XPO, and XPO’s two spin-offs, GXO Logistics and RXO. Toward the end of the book is Appendix C, which lists 45 core questions to help you assess job applicants. Give the speaker your full attention and keep an open, receptive mind.

Lesson 57

Lesson Leadership Hunger Chapter 57

Nimble AMS

SEPTEMBER 14, 2022

Still have questions about the importance of data hygiene? Routine review and cleanup efforts will help to optimize your analytics, making them relevant to your specific organizational purposes. Stark needed to take a closer look to review the analytics in the system. Why is data hygiene important at your association?

Associations 136

Associations Data Benefit Practice 136

.orgSource

JANUARY 9, 2023

Use the Buddy System. Mentors can contact new directors before the meeting to review the agenda, discuss norms for behavior, and answer questions that might be awkward in a more public setting. A buddy system helps to reinforce the culture and model the behavior that you want to promote within the organization.

Mentoring 221

Mentoring Director Associations Professional 221

sgEngage

APRIL 12, 2023

Especially with remote audits, you want an auditor who is willing to work within your systems and controls. They will use the view-only access you provide to your fund accounting system, and it’s even better if they are already familiar with your system and know where to find specific reports.

Review 70

Review Fund Software Nonprofit 70

Beth's Blog: How Nonprofits Can Use Social Media

OCTOBER 23, 2014

Way back in 2009, when I first Peter and Madeline, we brainstormed some questions about the strategic use of social media to build a network. There is a good set of start up design questions for a network: Purpose: What is the network’s purpose for being?

Review 106

Review Change Cleveland Generation 106

Nonprofits Source

MAY 25, 2023

In this article, we’ll explore key tips to increase your patient acquisition rate: Use Patient Journey Mapping Keep a Pulse on Reviews Optimize for SEO Partner with a Digital Marketing Keep in mind that patient outreach is directly tied to patient outcomes. Treatment: The healthcare system prescribes treatment and follow-up instructions.

Goal 52

Goal Tips Review Map 52

Nimble AMS

AUGUST 8, 2022

Without proper care for your data, your system can fall prey to data inconsistencies, causing major problems across your organization. Data could be listed differently in member, education, or accounting systems presenting integration issues and data integrity damage to your records. What is the ultimate purpose of your data? .

Policy 117

Policy Government Adopt Associations 117

Bloomerang

AUGUST 3, 2023

In this webinar follow-up, Kristal Frazier answers your pressing questions on DEI donor best practices. Question: I am preparing to take on a leadership role in DEI for a large organization. Question: Should we be striving to achieve diversity among our individual donor pool? Best of luck!

Audience 78

Audience Practice Fundraising Profile 78

sgEngage

FEBRUARY 8, 2024

Here are some questions to ask yourself: How long does it take for your grantees to fill out your application? Or you can track the time it takes you to fill out the form, either with sample data or by trying to collect similar data from your own systems. How are you using each piece of data you collect from your grantees?

Application 93

Application Leadership Grant Philanthropy 93