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 79

Data Blackbaud Policy Database 79

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.

Associations 119

Associations Software Management System 119

Association Analytics

MARCH 13, 2024

It’s important to note that engagement scoring should not act as a grading system for either your members or your internal departments. For larger associations, you may want to consider divvying up roles accordingly: Analytics – This person reports on any trends and delivers insights based on their review of the data.

Analytics 169

Analytics Associations Model Metrics 169

Bonterra

APRIL 13, 2024

Request a demo Explore pricing nicole.kowalcz… Sat, 04/13/2024 - 18:14 Deliver strategic funding with maximum efficiency With access to the largest network of vetted nonprofits and easier approvals for your team, you’ll deliver better, faster funding.

Grant 52

Grant Software Management Analytics 52

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 2: Bring both your program and finance teams into the grant application and award process.

Foundation 86

Foundation Build Grant Fund 86

sgEngage

JUNE 4, 2024

We review wire transfer forms for the global distribution of financial resources. Upgrading and updating technology systems to keep up with the digital world are necessary evils. Writing RFPs and managing technology migrations detract from grants managers’ ability to process grants. What Is a System Migration?

Impact 77

Impact Technology Articulate Grant 77

Association Analytics

JUNE 21, 2023

9: Your Data Is Not Readily Available Challenge : You need to put a report together by the end of the week, but the person who has access to the data you need is out on vacation for the week. Provide training opportunities for employees and review your taxonomy from time to time to update any new processes. Sound familiar?

Associations 319

Associations Challenge Data Taxonomy 319

sgEngage

JULY 20, 2023

It can also alleviate manual processes for institutional stakeholders, improve communications, ensure data security, and provide insights into funds and disbursements. Create Cross-Functional Workflow When a campus works cross-functionally, scholarships become more accessible and easier to award. There are three steps to consider.

Student 71

Student Award Create Application 71

.orgSource

FEBRUARY 5, 2024

Sig VanDamme, the Founder of NimbleUser, GoJectory, and VA2A, offered this advice to bring the board along on those speculative ventures: Preparing a board to manage risk is a sales process. Preparing a board to tolerate risk, is a sales process. Companies with between five and 250 employees are the target market for this system.

Associations 221

Associations Jordan Environment Model 221

sgEngage

JANUARY 15, 2024

Grant writers are often the unsung heroes of the application process. By taking a few steps to make your grant applications more accessible for grant writers, you will have more complete, more customized, and more on-time applications. Also review your formatting guidelines and templates.

Application 94

Application Grant Help Blackbaud 94

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 97

Grant Fund Report Software 97

Bloomerang

NOVEMBER 28, 2023

The need for a solution that not only processes donations but also fosters deep connections and strategic growth is more vital than ever. Gaining on-the-go accessibility The Catholic community, represented by Adam Murray, Director of Development at St. I was finally able to access our database while traveling. The solution?

Management 82

Management Donor Organization Charlotte 82

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 293

Software Guide Award Grant 293

sgEngage

JANUARY 19, 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 2: Prepare your fund accounting system for the audit.

Foundation 84

Foundation Build Fund Review 84

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. Establish an internal process for handling complaints and make sure these are posted on an internal intranet site and your employee handbook.

Grant 98

Grant Policy International Application 98

sgEngage

APRIL 11, 2024

Your “low-coders” or “citizen developers” can use technology to optimize the unique business processes they already know intimately. Unlike low-code, it’s a complicated process. We follow the SDLC process to ensure we are creating software that is valuable, usable, and perhaps most important, secure.

Project 71

Project Application Test Environment 71

Nimble AMS

SEPTEMBER 14, 2022

Practicing good data habits grants your staff access to important member information and eliminates unnecessary roadblocks. Cleaning your data can also improve its accuracy, helping to inform your decision-making process. This is why the process of data hygiene is crucial for your organization.

Associations 135

Associations Data Benefit Practice 135

Saleforce Nonprofit

SEPTEMBER 3, 2021

We believe that technology systems intended to be used in fragile environments must be “protective by design,” and seek from the outset to minimize the risk of harm. The first step is to clearly understand why the system, application, or data collection ought to exist in the first place. Learn more. Learn more. Learn more.

Practice 120

Practice Data Afghanistan Environment 120

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. Without proper care for your data, your system can fall prey to data inconsistencies, causing major problems across your organization.

Policy 116

Policy Government Adopt Associations 116

sgEngage

AUGUST 9, 2023

An extreme weather event could impact access to food and clean water. With careful planning, agile processes, and responsiveness in your grantmaking process of giving can help you react in a more thoughtful way. Use portals and your website to provide open access to the information they need when they need it.

Effective 72

Effective Tips Grant API 72

DNL OmniMedia

NOVEMBER 14, 2023

In this guide, we’ll cover everything you need to know about Salesforce for Nonprofits implementation, including what it involves, how long it takes, and what nonprofits like yours can expect from the process. Fundraising: Create and manage fundraising campaigns, process donations securely, and evaluate the success of these efforts.

Consultant 52

Consultant Nonprofit Integration Review 52

sgEngage

MARCH 7, 2024

Ensuring compliance and accuracy in your financial reporting involves several key actions: Regularly review the latest guidelines and summaries provided by authoritative bodies on revenue recognition of grants and contracts. How to Avoid: Implement a routine process for comparing financial figures across months.

Activities 83

Activities Active Activism Comparison 83

sgEngage

JUNE 15, 2023

The annual financial audit is a great time to review your statements through a risk lens and search the corners of your financial statements for long-forgotten issues that could contaminate an entire balance sheet. As part of your regular discussion with your auditor, preferably at the start of your fiscal year, review your internal controls.

International 88

International Nonprofit Review Process 88

Nonprofit Tech for Good

OCTOBER 30, 2021

Whether you are considering a new fundraising and engagement CRM, advocacy tool, reengineered database, custom integration, CMS or back office system, a separate discovery is the BEST approach to ensuring success. Is a process or culture change also needed for the solution to work? Why is that? Here are our top 3 reasons: 1.

Tech 259

Tech Project Phase Adopt 259

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

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 71

Review Fund Software Nonprofit 71

Bloomerang

AUGUST 30, 2023

Your online giving platform should be backed by a reliable, secure payment processing system. The system should have anti-fraud measures in place and be PCI-compliant. Your donor management system should provide data about who your most engaged supporters are. A matching gift platform. A prospect research service.

Software 91

Software Guide Fundraising Platform 91

Bloomerang

AUGUST 22, 2023

Bloomerang Bloomerang is the best all-around nonprofit fundraising resource because you get a donor management platform, online giving tool, marketing platform, and reporting resource, all in one system. Manage all online campaigns from one convenient system to monitor fundraising progress and donor engagement. Mobile app.

Websites 76

Websites Paypal Fundraising Nonprofit 76

Nimble AMS

NOVEMBER 30, 2022

With innovative association management software (AMS,) your staff can gather crucial member data all year long, streamlining your annual reporting process. W ith access to user-friendly reports , dashboards, and member – driven communications, you can transform your annual reporting process, making it member-centric.

Report 106

Report Tips Associations Advocacy 106

sgEngage

FEBRUARY 8, 2024

As a grants manager, you know how important it is to have a clear and efficient grantee application process. 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. What feedback have you received from your grantees about your application process?

Application 95

Application Leadership Grant Philanthropy 95

sgEngage

DECEMBER 21, 2022

It can also alleviate manual processes for institutional stakeholders, improve communications, ensure data security, and provide insights into funds and disbursements. Create Cross-Functional Workflow When a campus works cross-functionally, scholarships become more accessible and easier to award. There are three steps to consider.

Student 52

Student Award Create Application 52

Qgiv

JANUARY 6, 2022

Qgiv clients processed over 40,000 donations, and the largest gift received was over $46,000. Launch of Web-Based Bidding: This new functionality adds to the accessibility of virtual auction events and gives auction guests the option to bid on and purchase auction items through their internet browser. 2021 Year in Review Press Release.

Fundraising 98

Fundraising Award Registration Badge 98

sgEngage

JUNE 15, 2023

Not only can a Purchase Card provide a singular place to review all spending, but it comes with added benefits like custom credit ceilings and individualized transaction controls. A well-functioning finance department ensures day-to-day security and efficiency in all their processes.

Nonprofit 77

Nonprofit Track Doc Evaluation 77

fusionSpan

NOVEMBER 21, 2023

We’ll deploy proven AppExchange products to extend the scope of your Salesforce platform, as well as integrating existing components of your tech stack to create one holistic system. With a customized Salesforce platform, you can get better visibility of cart abandonment, Stripe integration and streamlined payment processing.

Service 52

Service Platform Integration Tech 52

sgEngage

JANUARY 19, 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 2: Prepare your fund accounting system for the audit.

Foundation 52

Foundation Build Fund Review 52

Bloomerang

JUNE 5, 2024

Auctions allow supporters to engage more directly with the fundraising process. But when you break down the process into smaller steps, you can simplify planning and make the process much easier for your auction committee. Ensure your venue can comfortably host all of your guests and is accessible for all attendees.

Hosting 91

Hosting Sponsor Software Stream 91

sgEngage

MARCH 31, 2023

Reviewing Internal Processes for Equity The first place to start is internally with your organization’s operations. During our webinar on DEI in practice, Rhett Mabry, President at The Duke Endowment shared how they needed to think about their recruitment process differently. “We

Practice 76

Practice Trend Grant Gartner 76