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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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Top Ten Data Challenges (And Solutions) for Associations

Association Analytics

If you’re struggling to find someone to share your data woes with, we’re here to help you decipher the signs and get you back on track. Solution : Solve this challenge by creating a data capture policy. Solution : Restart your data governance efforts by ensuring you include the 5 Ps: people, process, priorities, policy, and plan.

professionals

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Advancing Racial Equity Through Data and Transparency

sgEngage

Corporate leaders need to be transparent at every step of their diversity, equity, and inclusion (DEI) journey, and recent analysis provides a clear picture of DEI disclosure across corporate America today and direction for companies looking to not just talk the talk but walk the walk.

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3 Grassroots advocacy milestones to meet this month

EveryAction

Many organizations delayed their policy agenda-setting until they were certain which party would be in control of each chamber of Congress. Meeting these three milestones before the end of the month will get your grassroots team back on track just in time to launch your 2023 campaigns.

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Data as Decision in Grantmaking

sgEngage

Data is part of the tracking and monitoring innate to grantmaking and can be part of intentional organizational learning processes. Datamaking can enhance capacity building efforts through group questioning and analysis. These visual analysis tools illuminate potential connections and spaces where relationships exist or are possible.

Data 100
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Creating the Foundation for a Best-In-Class Nonprofit Finance Team

sgEngage

Experience with grant monitoring and required expense tracking for grants is a plus. They should be well-versed in financial reports and analysis, but also be able to explain complex financial concepts to board members without a financial background.

Classes 84
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Case Management Tools

Bonterra

Advanced features enable you to compare program impact, conduct in-depth analysis, and automate report delivery to stakeholders. Track high-level insights to ensure programs are staying on track, dig deeper into comprehensive data across your programs, or take a closer look at a specific program, staff member, or participant’s outcomes.

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