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How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

sgEngage

Any major project—such as implementing new fund accounting software—needs a well-developed charter to keep stakeholders focused on the goals and desired outcome. The project lead should develop a charter in the planning stages so it can provide a central point of reference throughout the lifecycle of your project. out of scope).

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Best practices for a successful AMS implementation and launch

Nimble AMS

The prospect can be ch a lleng ing. Choosing the right association management software (AMS) is a major decision. Learn how to set the stage for a successful AMS implementation and software launch. Allocate resources Without the proper resources, you won’t have a successful software adoption. Read our blog to get started.

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Donor Management Software: Buyer’s Guide + 16 Top Solutions

Bloomerang

The museum had notes saved in their donor management software about the seating preferences for their major donors and that particular donor preferred their regular seat toward the front. Nonprofits use donor management software or a donor database to organize their donor data and ensure its accuracy. Let’s get started.

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How BoardSite Can Help Your Nonprofit Board Be More Productive

Nonprofit Tech for Good

Here’s how board portal software like BoardSite can help your nonprofit’s board be more productive and successful and follow good governance practices. An agenda ensures that the meeting stays on track and that all key topics get covered. You don’t want to waste precious time, so you’ll need to work hard to keep your meeting on track.

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Statement of Activities: Common Mistakes and How to Avoid Them

sgEngage

The Statement of Activities—commonly referred to as an SOA—is one of four essential financial statements for nonprofit organizations. How to Avoid: To avoid this mistake, organizations must develop robust systems for tracking and reporting on restricted versus unrestricted funds.

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3 Ways to Efficiently Manage Your Organization’s Data

DNL OmniMedia

If your organization is a human services agency , on the other hand, you may store and reference data about your clients like case notes. A traditional for-profit business might track the purchases its customers make through its app to create personalized, targeted ads. Use data management software.

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The 9 Best Nonprofit CRM Solutions (Updated for 2023)

Bloomerang

When it comes to donor data, there’s a lot to keep track of. A nonprofit CRM (also referred to as a donor management system ) is a software platform that allows nonprofits to store, update, and report on supporter data. Giving histories, gift amounts, and frequencies can reveal a lot about future willingness to give.

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