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The Role Of Tax Summaries In Nonprofit Donor Stewardship

Bloomerang

While delivering year-end donation tax summaries to donors before January 31st is a crucial part of your role, it’s not just a compliance step—it’s a golden opportunity to reconnect and thank your donors for their contributions and remind them of their incredible impact through your mission. But the engagement doesn’t stop there.

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Turning Tax Season Tears Into Cheers: Your Chance To Cultivate Donors

Bloomerang

As 2023 has drawn to a close, tax season looms on the horizon, and we nonprofits gear up for a unique opportunity—issuing tax summaries to our donors. Bloomerang refers to them as tax summaries—which they are—but they also summarize each donor’s cumulative giving. What are tax summaries? Offering a donor survey would be advised.

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Five green flags for funders in your grant proposal

Candid

And they frequently study your project budget and look back at the narrative (the main written part of the grant proposal) and the executive summary (the short summary of the proposal and budget that comes first) to see that they are all aligned. Inconsistencies, no matter how small, can be a red flag for funders.

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Recap: Nonprofits & AI – A Conversation with Devi Thomas

Beth's Blog: How Nonprofits Can Use Social Media

You can watch the video here as well as the human curated resources shared and a Copilot created summary transcript here. Below is my fully human-generated reflection. I have personally found this use case extremely helpful to have a one-click summary of really long threads transformed into actionable steps w/ links to source email.)

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NTEN Leading Change Summit #14lcs: Reflection

Beth's Blog: How Nonprofits Can Use Social Media

As a trainer, I create two agendas – a participant agenda which is a summary and a more detailed facilitator’s agenda. There is always a dance between too much detail and specific times vs less detail. Overnight Reflection. What I think is the magic is the use of “overnight reflection.”

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Statement of Activities: Common Mistakes and How to Avoid Them

sgEngage

This walkthrough isn’t just a cautionary tale—it’s a roadmap to ensuring your financial narrative remains clear, accurate, and reflective of your nonprofit’s integrity and mission. Financial statements must reflect the true nature of resources available. Let’s dive in! 5 Mistakes to Avoid 1.

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Empower donors with a personalized portal

Bloomerang

It makes it easy and convenient for your donors to manage their recurring donations, download summaries, support your causes, and more The portal is directly connected to your Bloomerang donor management, so you and your donors always have the most up-to-date information. giving your donors what they want, when they want it.