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. Record that institutional knowledge in an accessible Policies and Procedures manual. Does everyone get full access?

Data 74

Data Blackbaud Policy Database 74

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. Mitigate Risks by Knowing Your Grantees The more you know about your grantees, the better decisions you can make.

Grant 86

Grant Policy International Application 86

Neon CRM

AUGUST 23, 2023

In this article, we’ll cover the ins and outs of credit card processing for nonprofits, what you should look for in a payment solution, and how to set one up. Second, your nonprofit should have processes around handling cash donations to ensure that those gifts remain secure. What Payment Types Require a Processor?

Process 52

Process Guide Paypal Method 52

Nimble AMS

MARCH 27, 2023

Do m embers sometimes miss a meeting and want to catch up on the minutes , asking staff to send out relevant documents? Rather than task an employee with more work , your organizati on can l eve rage innovative association management software (AMS) with its online community platform to streamline board management. Create communities.

Platform 99

Platform Community Management Online 99

Association Analytics

MARCH 1, 2023

The best part is that you already have access to a major part of the solution – your data! For others, it’s all about networking and having access to industry experts. Doing More With Less It may sound counterintuitive, but there’s no better time to set up systems and processes than in a down economy. Simply ask your members.

Associations 320

Associations Product Virtual Survey 320

.orgSource

AUGUST 14, 2023

Here is how the bots describe themselves: ChatGPT Bard Artificial Intelligence Language Model: ChatGPT is an advanced AI language model that can process and generate human-like text based on the input it receives. Bard is able to access and process information from the real world through Google Search.

Language 221

Language Model Mongolia Training 221

Forum One

MAY 13, 2021

In this post, we focus on the processes and technology of migrating your government services to digital. Streamlining and improving your processes. One of the goals of modernization should be to streamline and improve processes. Improving your process will be critical to the perceived success of your modernization.

Government 52

Government Process Service Technology 52

sgEngage

FEBRUARY 12, 2024

With an accounting system designed to manage and track balances by fund and subfund across fiscal years and with supported documentation, you can minimize risk by making nonprofit compliance a streamlined process. And the more workarounds you have, the longer it takes to pull information together through manual processes.

System 70

System Grant Chart Fund 70

Museum 2.0

MARCH 7, 2012

Pinterest allows us--requires us, really--to document a part of our creative process openly on the web. Loosely formatted blogs to document progress. At least for me, that's when the juiciest part of the creative process happens. But then I realized we were functionally granting the world access to our brainstorming.

Process 51

Process Case Study Aggregator Museum 51

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

sgEngage

FEBRUARY 9, 2024

The right fund accounting software can save you time and streamline your processes. Assemble relevant accounts and data to highlight the processes you want to simplify and problems you want to solve with new software. Take this opportunity to simplify as many processes as you can. Think about the future.

Fund 88

Fund Software Community Tips 88

sgEngage

SEPTEMBER 7, 2023

How are you collecting, storing, and accessing that data? Who should have access to that information? When determining who should have access and to what information, we started by defining roles within the school. A data management process should be simple to follow and easy to communicate. Do you have the right tools?

Data 76

Data Management Denver Policy 76

sgEngage

JANUARY 17, 2024

If it’s time for you to start looking for a new grant management system, use this opportunity to evaluate your processes, figure out what needs to change, and find a solution that can growth with your organization. Here are five tips to help you make the best decision for your grantmaking processes.

Grant 74

Grant System Foundation Management 74

sgEngage

JANUARY 15, 2024

Grant writers are often the unsung heroes of the application process. They parse the grant documentation to understand if their organization is a good fit, they gather information from throughout the organization, and they mold it into an engaging story about the important work the organization is doing.

Application 87

Application Grant Help Blackbaud 87

Candid

DECEMBER 9, 2022

You may be curious about which nonprofits are working on what initiatives, like voting access or rights, and who the funders are that support this work, along with civic participation, media access, or other democracy-related activities in the U.S. That’s where Candid can help. Our Foundation Funding for U.S. democracy.

Fund 98

Fund Data Tools Free 98

sgEngage

JUNE 15, 2023

Once risks are identified and prioritized, set procedures and processes to address them, and document those processes. Procedures and processes that serve multiple purposes, such as compliance and information-related processes, have a much better chance of success than doing something just because it must be done.

International 83

International Nonprofit Review Process 83

AccelEvents

JULY 16, 2021

When evaluating an organization’s SOC 2 compliance, auditors identify how a business manages customer data according to each of the following five trust service principles: security, availability, processing integrity, confidentiality, and privacy. What SOC 2 Means for Accelevents’ Customers? Here’s What SOC 2 Looks Like on the Inside.

Organization 98

Organization Structure Guidelines Evaluation 98

Candid

APRIL 24, 2024

Each organization represented an active participant in our growing community of nearly 150 Demographics via Candid partners who have joined us to create more efficient, equitable, and effective grantmaking processes. Candid helps us to be transparent and accountable to our community,” Dickenson said.

Collaboration 52

Collaboration Data Demographics Massachusetts 52

Candid

DECEMBER 19, 2023

Dig into the perks that await Candid Seal holders, including access to a unique and sharable full nonprofit profile link and the ability to become eligible for donations with Apple Pay. Four common grant proposal documents (free samples included) by Melissa Pulis of Candid Next up, a familiar theme reemerges.

Proposal 106

Proposal Grant Sample Trend 106

Candid

NOVEMBER 29, 2023

For example, we tapped resources from all parts of Candid—from facilities to product managers—to collect and develop necessary materials and documentation. Once you’ve created your policies and documentation, be sure to share them, so they get used! It takes a village to get ready for a large-scale effort like our recent audit.

Culture 106

Culture Build Policy Nonprofit 106

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

sgEngage

AUGUST 29, 2022

On top of that, be prepared for some change anxiety or frustration at convoluted legacy data and processes, which can make a system change appear even more daunting than it actually is. For an in-depth look at creating a successful process, watch Blackbaud’s webinar “Organize a Software Implementation Your Users Will Love” on demand.

System 70

System Fund Practice Free 70

NTEN

JULY 11, 2011

These needs may relate to accessibility and the user-friendliness of your site for those with auditory, visual, cognitive or mobility impairments. So when building these forms, how can you capture the information you need while still maintaining accessibility? User Accounts & Profiles. Social Conversations.

Accessibility 97

Accessibility Social Media Media Social 97

Cloud 4 Good

JULY 6, 2021

This strategy gives them the peace of mind that they can access the help they need efficiently while also ensuring that IT staff are not responsible for everything from triaging enhancement requests to fixing declarative and technical bugs. What documentation and resources can you provide your team so they can be successful?

Org 111

Org Support Skills Knowledge 111

.orgSource

JULY 29, 2023

As long as you plan for missteps before they happen and are psychologically strong enough to stick to the process that you’ve outlined, you will survive. Staying ahead of business and industry trends is another way to access a continuous stream of expertise. Who will support the process? She recovered handily. And so can you.

Advice 221

Advice Associations Problem United States 221

Pamela Grow

OCTOBER 16, 2023

Easy Unsubscription Process: To enhance user control, Gmail now mandates that large senders facilitate easy unsubscription for recipients. Nonprofits must enable a one-click unsubscribe option for commercial emails and process unsubscription requests within two days.

gMail 52

gMail Awareness Spam Rate 52

Beth's Blog: How Nonprofits Can Use Social Media

AUGUST 30, 2013

We are so focused on getting things done, checking it off the to do list and the forward momentum that it requires, that we miss an important opportunity to hit the pause button, reflect, and improve process. Unlease Your Organizations Knowledge Sharing Processes – Guest Post by Kelcie Tacchi. Define your Call to Action.

Knowledge 100

Knowledge Process Share Organization 100

sgEngage

DECEMBER 5, 2022

Yet, at most foundations, rarely does anyone with a communications background ever review the story this critical document shares with the outside world. Largely considered a document prepared for tax compliance, its important role as a principal vehicle of communication is overlooked. Open Data Defined.

Communication 84

Communication Oregon Grant Portland 84

Nimble AMS

NOVEMBER 11, 2022

Whether you need a powerful survey solution like Survey Monkey or a secure documentation tool like Adobe Sign, Salesforce AppExchange has admins covered. Flows are so powerful because they run in the background, streamlining staff processes and improving association efficiencies. Salesforce Flows. Flows are everything,” says Heaney.

Associations 118

Associations Adobe Software Widget 118

Saleforce Nonprofit

SEPTEMBER 3, 2021

In recent years, the international humanitarian community has responded with a number of data protection guidance documents, such as those from USAID , ICRC , OCHA , and the Harvard Humanitarian Initiative. This ensures an active session isn’t easily misused to access data. Review Sessions to monitor access and remove if needed.

Practice 120

Practice Data Afghanistan Environment 120

sgEngage

APRIL 2, 2024

Can you say with confidence you know where your grant spreadsheets are being saved and who has access to them? Having a fund accounting solution built for nonprofits will allow you to document these grant spending rules to help you later calculate reimbursements. What if a donor or stakeholder wants quick information on a grant?

Grant 90

Grant Fund Report Software 90

Nimble AMS

AUGUST 8, 2022

A well-executed data governance policy will often include a steering committee or leadership board to determine the data standards and discuss the implementation process and enforcement procedures. Key definitions: Include a glossary of important terms used in your policy, like data, data user, access, metadata, and custodian.

Policy 117

Policy Government Adopt Associations 117

Bloomerang

DECEMBER 19, 2023

Even platforms with no recurring monthly or yearly fee may require a transaction or processing fee to process donations. Carefully consider fee structures to find the right balance between access to features and a high net donation amount. Accessibility: It may not be easy to share the sheet with others at your organization.

Software 84

Software Free Tools Adobe 84

sgEngage

MARCH 6, 2024

As anyone without a programming background can attest, the two ways to get going are: Find documentation and getting-started resources somewhere online Search Stack Overflow and see how someone else did (some of) it My journey utilized both strategies. The goal was the same then as it is now: Use it to make something work better.

API 91

API Script Calendar Blackbaud 91

Nonprofit Tech for Good

SEPTEMBER 10, 2020

Mobile Phone Access. You’ll want to make sure that you’ll be able to access your CRM and all its features anywhere in the world. This is especially important if you have a team that working externally, as they might not be able to get access to a desktop to use the CRM technology. Easy To Learn. Integrates With Other Software.

Associations 294

Associations Organization Software Track 294

sgEngage

JUNE 4, 2023

How Automation Can Help You Retain Fundraisers Automating business processes saves time and resources so your team can focus on support for your cause and the more challenging elements of the job, instead of the repetitive, monotonous tasks that sap energy and so much of a fundraiser’s time. Ready to Get Started?

Knowledge Worker 62

Knowledge Worker Fundraising Gift Gartner 62

CauseVox

FEBRUARY 5, 2024

Follow the instructions provided and gather essential documentation, including your organization’s 501(c)3 registration, a compelling logo, and a mission description that encapsulates your work. Spur Local’s network application) Prepare other critical documents, including your organization’s EFT information for fund disbursement.

Work 81

Work Giving Hosting Nonprofit 81