EveryAction

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7 tips for preparing your nonprofit for a move to new software

EveryAction

from our friend Mark Becker, Founding Partner, Cathexis Partners Moving to new software can be exciting for nonprofits. The good news is that thoughtful, proactive planning and preparation can make the move to new software much smoother for your entire organization. Designate a point person for your new software implementation.

Software 226
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7 PAC Reporting Errors Your Filing Software Should Help You Avoid

EveryAction

Whether you''ve been filing reports for years or managing your first PAC, you understand the crucial role that filing software plays in making sure the numbers always come out right. fundraising software compliance'

Files 200
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Navigating the nonprofit RFP process

EveryAction

Her board had approved the budget for a new CRM and asked her to follow this process to find the right software. An RFP has two main jobs: to solicit bids from qualified companies to provide software and services, and to provide enough information about your needs and process to get proposals from the right potential vendors.

Process 194
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A software integration may be the solution you’ve been searching for

EveryAction

In a perfect world, your organization’s software would be seamlessly connected, allowing data to flow back and forth. What is a software integration? This is where software integrations can make all the difference. What are the benefits of software integrations? Thankfully, it doesn’t have to be like that.

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4 ways your site should support year-end virtual fundraising

EveryAction

That’s why software integrations are extremely valuable for any organization that relies on technology to get its work done, including nonprofits. Plus, the data hygiene benefits of software integrations can’t be overstated. Use unified or integrated digital tools whenever possible.

Virtual 190
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5 Things You Need to Know about Nonprofits + Big Data

EveryAction

Interestingly, one of the most telling insights relating to time limitations comes when we look at how respondents say they store data: 46 percent revealed that their data is spread across multiple systems and software platforms - it's no wonder they feel crunched for time! Nonprofits aren’t feeling the love from their software.

Data 118
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How to Use CRM + Donor Management Software to Talk to Anyone

EveryAction

Whether you're reporting to your board, supporting teams in different departments, or just trying to get through to a specific type of donor, we've broken down all the ways your CRM + donor software can help. How CRM + donor management software can help your teams work better together. Marta Major Gifts.

Software 100