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Statement of Activities: Common Mistakes and How to Avoid Them

sgEngage

The Statement of Activities—commonly referred to as an SOA—is one of four essential financial statements for nonprofit organizations. As a CPA working with nonprofits of all sizes, I’ve encountered numerous errors in Board of Directors’ financial reports and Statements of Activities documents.

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How to Demonstrate ROI to Your Nonprofit Board Members

Nonprofit Tech for Good

Nonprofit managers can show the board (and others) that the organization has maximized efficiencies by accurately measuring the amount (and types) of resources going to marketing and fundraising activities. If your nonprofit doesn’t do this kind of record-keeping and analysis, the good news is that it is never too late to start! .

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How to Conduct a Nonprofit SWOT Analysis: A Complete Guide

DipJar

In this process, it can be particularly helpful to conduct a SWOT analysis. A SWOT analysis is a strategic planning technique that involves evaluating your organization’s strengths, weaknesses, opportunities, and threats. Marketing strategy Your marketing approach can also benefit from a strategic analysis.

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[Free Webinar] The Top 5 Benefits of Adopting a CRM System at Your Nonprofit

Nonprofit Tech for Good

The effective accounting, donor management, and data analysis of donor activity has become essential as nonprofits have embraced online fundraising, virtual events, and fundraising on social media in recent years. Track all sources of revenue like grants which require detailed reporting.

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Build a Marketing Dream Team—Welcome AI

.orgSource

AI tools can automate many of the SEO activities that were once outside the realm of more casual users. These are a few of its talents and tricks for putting your words at the top of the queue: AI tools can automate many SEO activities. Keyword research—Find relevant keywords and track their performance over time.

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Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

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.

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Getting the board on board with nonprofit technology changes

EveryAction

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. Does the organization need an independent, neutral third party to assess needs, listen to staff, and provide comprehensive analysis on the best path forward?