Bloomerang

MAY 20, 2024

Elizabeth Warfield, Technology Administrator of CGSUSA, shares her experience with Bloomerang Membership Management’s effectiveness in streamlining and enriching their operations: “Bloomerang Membership Management will simplify and enhance our membership management process. Dynamic membership groups: Segment your members based on level.

Management 116

Management Profile Analytics Track 116

Association Analytics

MARCH 13, 2024

Are you taking advantage of this important information, or are you still creating events, products, and activities based on what’s always been done? Be mindful not to overweigh activities that have limited opportunities for participation (i.e. Finally, you’ll want to consider the time decay of your offered activities.

Analytics 169

Analytics Associations Model Metrics 169

Nonprofit Tech for Good

OCTOBER 17, 2023

Tools like Canva and Adobe Spark offer free templates and editing options to make this process easier. Regular updates keep your audience engaged and informed about your activities. Learn how to find and reach out to prospective influencers, how to budget and create goals for your campaign, and how to track and analyze results.

Social Media 326

Social Media Media Social Influence 326

fusionSpan

JUNE 10, 2022

Business Process Automation (BPA) is the application of technology to replace recurring, manual tasks, allowing organizations to focus on more strategic initiatives. This can include automating email communications, membership renewals, payment processes, hiring and onboarding as well as many other functions of an organization.

Application 52

Application Process Benefit Business 52

Qgiv

DECEMBER 7, 2022

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program.

Database 52

Database Track Donor Management 52

.orgSource

JANUARY 8, 2024

Digital platforms and processes infuse every business activity. If you’ve participated in a website redesign or AMS conversion, you know it is not always an easy process for either the experts or the novices, especially when teams are unaccustomed to working across disciplines. EI is not a new concept.

Technology 221

Technology Skills Awareness Leadership 221

Association Analytics

FEBRUARY 20, 2024

Getting in front of target buyers and communicating value happen to be two of the main principles of the common sales process. Step 1: Build the top of your funnel SImply put, building the top of the funnel means participating in activities designed to create awareness about your association. Or offer them a discount on membership?

Create 169

Create Strategy Associations Registration 169

Nonprofit Tech for Good

FEBRUARY 6, 2022

Nonprofits have assets but instead of owners having equity in the balance sheet, net assets are tracked for a nonprofit. 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.

Software 293

Software Guide Award Grant 293

sgEngage

APRIL 2, 2024

To meet those requirements, you’ll need to be able to successfully track and manage your grants and effectively report on how you allocated these funds. Tracking: Cut Out the Spreadsheets! With a fund accounting software system designed for nonprofits, you can fully track all your grants, especially restricted grants, in one place.

Grant 98

Grant Fund Report Software 98

.orgSource

MAY 23, 2023

To adequately fulfill the three duties of a nonprofit board member —Care, Loyalty, and Obedience—a solid understanding of the organization’s financial activities is needed. When directors understand their role in stewarding and growing resources, keeping track of that progress becomes a lot more interesting. Tell your financial story.

Raise 419

Raise Law Associations Director 419

Association Analytics

APRIL 1, 2024

On the flip side of the Double Down strategy, IAEE was also able to identify activities and projects the team was spending time on that didn’t offer much return on investment. In that pie, the sections represent activities and the size of the section corresponds to their importance.

Data 210

Data Strategy Associations Survey 210

.orgSource

MARCH 11, 2024

Meg Ward, Co-Founder of Gravitate Solutions, and a contributor to our book, “Association 4.0 : An Entrepreneurial Approach to Risk, Courage, and Transformation,” described her company’s hiring process like this. Our interview process is rigorous. There are role-playing exercises, and the final activity is a cultural fit session.

Team 221

Team Build Skills Interview 221

Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 17, 2019

Allison Fine, my co-author for the Networked Nonprofit , and I are actively researching the use of Artificial Intelligence to better understand what nonprofits need to know about artificial intelligence to future proof their programs, marketing, and fundraising strategies? Source: AI for Lawyers (Click image for larger version).

Voice 72

Voice Activities Active Activism 72

Nonprofit Tech for Good

JUNE 13, 2013

For those of you who have read Social Media for Social Good and have taken my webinar on how to launch a social and mobile media strategy for your nonprofi t, you know that the core of the strategy that I advocate for is tracking and proving your success. That said, below is selection of metrics to track and a brief explanation as to why.

Track 222

Track Mobile Media Fundraising 222

Achieve

MAY 3, 2024

When hosting a fundraising event, such as a Math-A-Thon , silent auction , or charity gala, closely tracking data and adapting your event based on that data can drive higher engagement, participation, and donations. The average nonprofit email open rate is around 25%.

Analytics 98

Analytics Data Spam Fundraising 98

sgEngage

MAY 15, 2024

The goal was to become better grantmakers by completing a review of our practices, processes and forms. This was a year-long project that required CDP to closely examine our processes and have bold conversations about how we wanted our grantmaking to look. We incorporated learnings and feedback from grantee partners.

Change Management 101

Change Management Disaster Change Management 101

Nonprofit Tech for Good

DECEMBER 28, 2020

By Alan Tyson , CEO of DATABASICS – a software product that enables nonprofits to report, approve, and track employee hours, activities, and spending from anywhere, something that is especially important in an increasingly decentralized environment. Recommendation ? DATABASICS. 4) Internal Communications Tools. 5 Online Calendar.

Product 319

Product Software Effective Calendar 319

sgEngage

MAY 14, 2024

Tracking Your Income While it’s true the goal of your income is different at a nonprofit organization, you still want revenue. Having good tracking for this will ensure no dollar is missed or wasted. The differences, however, arise when looking at what and how the tracking occurs.

Profit 100

Profit Fund Grant Track 100

sgEngage

JUNE 6, 2024

If a regular audit process isn’t already part of your operations, try adding a couple of audit queries to ensure key fields are correctly coded to catch anything that may fall through the cracks. PRO TIP: Comb your active funds and assign them with a category and type, conforming to CASE reporting standards as closely as possible.

Database 79

Database Goal Campaign Phase 79

Nonprofit Tech for Good

JUNE 13, 2013

For those of you who have read Social Media for Social Good and have taken my webinar on how to launch a social and mobile media strategy for your nonprofi t, you know that the core of the strategy that I advocate for is tracking and proving your success. That said, below is selection of metrics to track and a brief explanation as to why.

Track 185

Track Mobile Media Fundraising 185

Bloomerang

JUNE 5, 2024

Step 1: Laying the groundwork for effective board recruitment Before diving into the recruitment process, it’s essential to lay a strong foundation by thoroughly preparing your organization. Streamline the application process. Set up interview processes that are as transparent as they are engaging.

Director 84

Director Guide Metrics Nonprofit 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. How do you track time and effort? Involve the Board of Directors in overseeing the whistleblower process.

Grant 99

Grant Policy International Application 99

sgEngage

MAY 3, 2024

Using technology to streamline even some processes can free up a tremendous amount of time, so you spend less time on manual reporting and tracking and more time analyzing and elevating actionable information that drives bottom-line financial impact. And with that form of funding comes significant compliance requirements.

Fund 82

Fund Report Community Grant 82

sgEngage

FEBRUARY 6, 2024

Whether your graduate program is at a big university or a small college, there are four fundamental steps to reimagine your recruitment process. Most have centralized undergraduate recruiting with team members from admissions, recruitment, and marketing coordinating communications, technology, and processes. How do they define success?

Student 93

Student Tips University Application 93

Tech Soup

FEBRUARY 23, 2017

That's where time tracking comes into play. Rather than simply tracking time for compliance or "because someone told you to," successful nonprofits take advantage of the incredible data created by tracking employee time. Time tracking makes fund and grant reporting easy. Need a Time Tracking Solution?

Track 54

Track Time Nonprofit Team 54

Nimble AMS

MAY 20, 2024

The process takes time, effort, and patience—but the prospect of n ew technology can be one of the most exciting opportunities for your association. Learn how to set the stage for a successful AMS implementation and software launch. Maybe you want to enhance the member experience or to advance staff processes?

Practice 140

Practice Adopt Associations Software 140

Candid

AUGUST 23, 2023

The strategic planning process is a rare chance for a nonprofit’s leaders to step back and look at their organization and its activities as a whole—to understand what success looks like and to allocate time, talent, and dollars to the activities that can help achieve it.

San Francisco 93

San Francisco Nonprofit Metrics Boston 93

Greater Giving

JULY 24, 2023

In this guide, we’ll review three ways your fundraising software can help your nonprofit maintain compliance: Activity data Donation tracking Volunteer tools Fundraising events of all types require careful data tracking, but donations made at an auction are especially complex to manage and record.

Software 97

Software Fundraising Files Nonprofit 97

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. Queries and reporting tools will provide an efficient means of building a list of relevant activities.

Data 80

Data Blackbaud Policy Database 80

EveryAction

MARCH 8, 2023

Keep in mind that while it’s important to prepare your data for migration to new software, data hygiene is not a one-and-done activity. Include a comprehensive checklist in your staff onboarding process that helps to ensure the security of your data and make sure new staff members have the tools they need to do their jobs.

Software 226

Software Tips Phase Policy 226

Nonprofit Tech for Good

NOVEMBER 15, 2019

The ability to track and monitor those relationships should be the #1 priority for organizations seeking to expand their donor base or increase their revenue. Individual pledge commitments or reports on pledged revenue by date, campaign, or program can be tracked easily. Payment processing fees are 2.2% + $0.30

Relationship 233

Relationship Software Management Pledge 233

Nimble AMS

JUNE 4, 2022

If your ideal member particip ates in a wide array of association activities, you’ll want to guarantee your organization offers a robust variety of events. When you involve members in the planning process, you ensure events are relevant to the member experience and likewise drive engagement. . Track member engagement through your AMS.

Associations 120

Associations Goal Technology Analytics 120

EveryAction

APRIL 5, 2023

They can help drive a culture of adoption , which allows leadership to focus on change management activities to ensure you succeed with significant tech shifts. Focus on limiting tool fatigue Explain how the new tech can help reduce manual, untracked or unlogged staff processes. A roadmap is a pathway to the future state!

Technology 186

Technology Change Tech Analysis 186

sgEngage

MAY 30, 2024

The key to effectively using feedback as a retention tool is to actively do something with the information you collect. The performance review process itself should also be straightforward and transparent. Actively recognize standout contributions. Fine-tune new management and engagement tactics as they roll out.

Retention 91

Retention Management Tips Nonprofit 91

sgEngage

JANUARY 24, 2024

Yet, until recently, they also meant our staff spent extensive time and energy calling families to track down re-enrollment contracts each year. Thus, our business office could budget further in advance and our administrative team spent less time tracking down contracts. What is continuous enrollment? Transparency is key.

Student 78

Student Policy Retention Education 78

M+R

APRIL 16, 2024

You may remember crunch time last year on July 1, 2023 when GA4 officially replaced UA, and UA stopped processing hits for standard UA properties. So here’s your action item: If your organization hasn’t already, save any existing UA data before this date for historical tracking! What does that mean?

Benchmark 66

Benchmark Analytics Google Comparison 66

Get Fully Funded

JANUARY 17, 2022

You see, your annual fundraising plan is a treasure map that leads you to the exact activities that will raise the most money for your nonprofit over the course of the coming year. You can show them exactly what’s coming up and invite them to choose which activities they want to be involved in. Engage your Board. Don’t put it off.

Fundraising 134

Fundraising Activities Active Activism 134