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Statement of Activities: Common Mistakes and How to Avoid Them

sgEngage

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. Being aware of these common pitfalls is crucial for maintaining the integrity of your financial reporting and in turn, the trust of your supporters.

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Sales Operations Demystified: What It Is, Why It Matters, and How To Do It Right

Wild Apricot

Sales ops originally functioned as a small team of number crunchers who executed financial analyses, reporting, and sales forecasting. As the volume of business information exploded, sales ops has evolved into a more powerful data analysis and reporting unit that can provide critical insight on the following areas: Sales Process Optimization.

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Support and Maintenance of Your University’s Salesforce Org: Staffing Recommendations

Cloud 4 Good

Let’s dive into the difference between these two roles: BA: This role is responsible for identifying functional requirements, maintaining technical documentation, building reports, and training and supporting end-users of multiple systems, including Salesforce. . Build a Knowledge Repository.

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What Nonprofits Should Know About Process Automation

sgEngage

Not only does automation give your staff more time to do more impactful and strategic work, but it can also give you more confidence that your impact tracking is accurate. Understanding the common terms around automation and how they apply to your nonprofit will help to make the adoption process less intimidating. Automation.

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10 Must-Have Skills for Nonprofit New Media Managers

Nonprofit Tech for Good

As nonprofits have gotten better at implementing multichannel communications and fundraising campaigns and improving their tracking and reporting systems, many nonprofits have come to the conclusion that creating a paid part- or full-time new media manager position is worth the financial investment.

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The Nonprofit Fundraising Strategic Plan Guide

Everyaction

Running periodic fundraising reports. Where are the milestones in our history that best display our track record of success and/or history of serving our community? Understanding your supporter base. This should help you keep you on track and your objectives achievable. Generating and maintaining prospect lists.

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