sgEngage

FEBRUARY 9, 2024

Working with a consultant (either your vendor’s or an external partner) will save time and money because the system will be set up for your organization’s exact needs. The point of contact works with the software vendor to align the new system to your organization’s vision for the future, preventing your organization from flying blind.

Fund 90

Fund Software Community Tips 90

sgEngage

AUGUST 11, 2021

Nonprofit financial reporting is the responsibility of the finance team. But in a fundraising organization, Finance is heavily dependent on Development systems to furnish accurate, unambiguous fundraising data to the general ledger, so that correct annual and monthly financial reporting can be produced.

System 108

System Develop Pledge Blackbaud 108

Bloomerang

MARCH 4, 2024

Fundraisers often have a love/hate relationship with fundraising CRM reports. Picture this: your donor data and fundraising trends reports are due, but instead of the usual stress, you’re calm, prepared, and even proud of what you’re about to submit. Let’s find out how to achieve that level of reporting Zen consistently.

Report 60

Report Effective Fundraising Template 60

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. Almost all organizations produce some sort of annual financial reporting, but it’s may not always be public information. How is Accounting Different for Nonprofits? has a different meaning?in At a university,?a

Software 312

Software Guide Award Grant 312

Volunteer Hub

NOVEMBER 4, 2021

Another survey , reported by The Unstuck Group, found that the top 10% of churches in America engage more than 72% of their adult and student attenders in some kind of volunteer role. VolunteerHub integrates with industry leading CRM systems including all Blackbaud CRM products. Learn more about Reporting functionality .

Volunteer 89

Volunteer Software Benefit Registration 89

Saleforce Nonprofit

JANUARY 25, 2022

Simplify this process with a CRM system that integrates with your fundraising platform to gain a comprehensive look at donor activity throughout all stages of the donor journey. Nurture relationships by identifying supporters who have decreased their involvement and develop engagement strategies to get them back on track.

Integration 98

Integration Benefit Time Atlanta 98

EveryAction

APRIL 5, 2023

As you use these questions to engage in dialogue with your board, it helps to remember that board members may have opinions and learned experience about what tools and systems are best. They may even have used similar systems in past roles or managed a large tech implementation at some point in their career. Try one (or both!)

Technology 186

Technology Change Analysis Tech 186

Candid

APRIL 24, 2024

PEAK Grantmaking’s “Reimagining Philanthropy” conference in March exploring these themes was a fitting setting for a session Candid organized about advancing systems change via data collaboration at scale. The panelists also agreed that nonprofits are motivated to provide the data when they know how funders are using it.

Collaboration 52

Collaboration Data Demographics Massachusetts 52

Nimble AMS

MAY 6, 2022

An association management software (AMS) system built on a customer relationship management (CRM) platform offers associations unmatched functionality. . system provides the specific tools, templates, and capabilities associations need to manage their organizations. Business intelligence + reporting/dashboards? .

Associations 129

Associations Template Classes Platform 129

Association Analytics

JUNE 21, 2023

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. Older models tended to be AMS-centric, leading to siloed data, static reports, and that trapped feeling. But when it comes to a troubling relationship with your data, can you turn to those same people?

Associations 319

Associations Challenge Data Taxonomy 319

Association Analytics

MARCH 13, 2024

The resulting data can help identify where members are in their journey, which members might be falling through the cracks, what opportunities your association can take advantage of to improve membership offerings and benefits, and so much more. Discuss which engagement metrics to include in executive/board reports. Let’s get started!

Analytics 169

Analytics Associations Model Metrics 169

Nonprofit Tech for Good

AUGUST 23, 2018

So why haven’t you been doing your monthly financial reporting in a cloud-based enterprise resource planning (ERP) yet? Many cloud-based accounting systems include built-in accounting practices that will strengthen your day-to-day tasks effortlessly. Source: NTEN 2018 Cloud Report. Efficiency. Accessibility.

Nonprofit 208

Nonprofit System Software NTEN 208

Nonprofit Tech for Good

DECEMBER 8, 2021

2) Write and distribute quarterly Impact Reports. . According to the Fidelity Charitable Overcoming Barriers to Giving Report , 65% of donors would give more if they knew the impact of their donations. Why Quarterly Impact Reports? Quarterly Impact Reports enhance your website, email, and social media content strategy.

Trend 326

Trend Digital Marketing Fundraising 326

Nimble AMS

JULY 9, 2023

Fíonta’s proven track record in delivering exceptional Salesforce solutions and their deep understanding of associations make them an ideal partner,” said Jeffrey Golembiewski, VP, Business Solutions & Partnerships at Nimble AMS. How can associations benefit from working with Nimble AMS and Fíonta ?

Associations 123

Associations Adopt DC Washington 123

sgEngage

FEBRUARY 8, 2024

To successfully implement changes to your grantmaking application, you need to communicate the benefits of data-driven and user-centered design to your leadership, tie the benefits to your organization’s overall goals, and involve your leadership in the decision-making process.

Application 91

Application Leadership Grant Philanthropy 91

Socialbrite

JANUARY 15, 2021

This could come in the form of reports or training modules and presentations. Knowledge management tools are systems used by organizations to share information. These can be customer relationship systems (CRMs) or knowledge bases or learning management systems (LMS). Application. Knowledge management tools. stewardship.

Knowledge Management 52

Knowledge Management Knowledge NPO Benefit 52

Saleforce Nonprofit

AUGUST 19, 2022

In May 2022, Twilio published the State of Nonprofit Digital Engagement Report on how digital engagement is reshaping the way nonprofit organizations deliver services. that have accessed benefits or services from nonprofits. benefits, such as increasing accessibility and efficiency.

Digital 59

Digital Report San Francisco Children 59

sgEngage

JUNE 15, 2023

Lost receipts, multiple tracking spreadsheets, and unchecked spending, oh my! These hurdles are a few of the challenges facing school business offices and nonprofit organizations doing their best to evaluate and keep track of employee purchases day-to-day. Is this sounding like your month-end scramble?

Nonprofit 73

Nonprofit Track Doc Evaluation 73

Neon CRM

MAY 11, 2023

Nonprofit Donor Management Software Comparison A good donor management system will help you store and organize your supporters’ data, track your campaigns’ progress, and engage with your community more effectively. Let’s take a look. But how can you know which solution is the best for your own unique needs?

Comparison 52

Comparison Software Oracle Management 52

Whole Whale

AUGUST 20, 2022

Part of choosing the right tool can also be figuring out the best types of virtual volunteering ideas your organization can benefit from. Time Counts offers solid volunteer management tools, including email communication, scheduling, and tracking. It allows scheduling, tracking, messaging and many add-ons to integrate with other tools.

Volunteer 98

Volunteer Tools Software Management 98

Nimble AMS

AUGUST 25, 2021

For example, if you read this blog at all, you’re probably familiar with the benefits of using Nimble AMS to manage your association. Some recent reports from Community Brands studies include: Association Trends 2020 Study: How a Global Crisis Has Shifted Member Expectations. Visibility. Request a demo.

Associations 123

Associations Industry Studies Benchmark 123

Greater Giving

DECEMBER 12, 2023

Whether you’re implementing a new CRM or looking to refamiliarize your staff with an existing system, these insights will help you pursue your data-driven endeavors. Provide guidelines on how employees should handle and store data within the CRM system to maintain data integrity and confidentiality.

Training 52

Training Train Team Data 52

EveryAction

AUGUST 30, 2023

Welcome to another installment of Thursday Thoughts, a dedicated space for our friends in nonprofit sector leadership to reflect on reports, statistics, and other trends—because when our community shares knowledge, we can all do more good.  Check out our last installment here ! Remember: one size doesn’t fit all. These four are key: 1.

Donor 179

Donor Gift History Virtual 179

DNL OmniMedia

APRIL 1, 2024

Benefits of Data Warehousing for Nonprofits Challenges of Data Warehousing for Nonprofits 6 Steps to Get Started Whether you’re new to data warehousing or seeking to enhance your existing data infrastructure, these insights will help you navigate the intricacies of setting up your own data warehouse. Conduct effective strategic planning.

Data 52

Data Guide Proposal Nonprofit 52

Bloomerang

FEBRUARY 16, 2024

Using a nonprofit banking account can simplify nonprofit financial management and provide benefits that personal and business accounts do not offer. Banking and financial features that are targeted to the ways nonprofits collect, track, and spend funds help organizations better manage their finances.

Effective 96

Effective Donation Management Guide 96

Candid

MAY 13, 2021

We also talk about the various benefits such programs offer. Lack transparency The conventional expense management process can make it difficult to track expenses through the system and ensure they are handled properly. Benefits of switching to an automated expense management system. Nobody likes a broken process.

Software 111

Software Management Policy Track 111

Nimble AMS

MARCH 18, 2022

Here’s how your entire organization can benefit from a modern AMS system like Nimble AMS. But here’s one thing they have in common: A modern association management software (AMS) system can help each one of them work more efficiently and accomplish their goals more effectively. . Attract and retain staff. Reduce risk.

Software 129

Software Management Help Associations 129

Nimble AMS

FEBRUARY 3, 2022

The right software and tools can help you clear that plate and find a wide range of benefits for your association. Member management: Track user data, including dues requirements and membership status, and view it on a centralized dashboard. Data Analytics and Reporting Tools. An AMS might include the following.

Associations 141

Associations Professional Software Tools 141

Greater Giving

NOVEMBER 30, 2022

That’s $8 billion given to nonprofits delivered by our state-of-the-art credit card processing system directly to nonprofits’ to help further their causes. Once you start tracking data in Greater Giving, you can pull on that data in every following year. Save time creating reports and keeping up with compliance.

Software 97

Software Team Fundraising Registration 97

Bloomerang

APRIL 12, 2022

Benefits of donor management software. You may have heard this software referred to by a few different names, including donor management software, nonprofit CRM , donor database, donor software, and donor tracking software. Benefits of donor management software. How to choose donor management software. Engagement meter.

Software 98

Software Management Donor Guide 98

Nimble AMS

MARCH 7, 2022

These apps help staff in ways both small and large, automating tasks, consolidating information and systems, and more closely integrating systems with Nimble AMS and Salesforce. Create, send, sign, track and file agreements quickly & securely right in Salesforce. . CloudAnswers Report Sender . Adobe Sign .

Adobe 104

Adobe Survey Integration Associations 104

Connection Cafe

FEBRUARY 20, 2014

I typically find that these organizations have to prepare different reports for each grant-giving body, and for those receiving funding from multiple entities, tracking and reporting on grants becomes a full-time job. Effectively Track Grant Activity. Effectively Track Grant Activity. Customize Reports.

Grant 34

Grant Track System Impact 34

Nimble AMS

JANUARY 13, 2023

The Community Brands Association Trends Study solidifies the imperative for digital transformation, reporting that 63% of members and 65% of association professionals agree—their organization needs to transform technologically within the next few years or risk not surviving. . If not, it’s likely time to upgrade your system. .

Associations 89

Associations Software Retention Tech 89

Saleforce Nonprofit

MAY 26, 2021

YLP came to our team at Economic Change CIC in 2019 because they needed a system that could be easily accessed by individual pantries to record memberships and visits on a day-to-day basis. YLP wanted to know which members of the community are benefitting from the service and how many families and children are being supported.

Community 108

Community Support Data Local 108

sgEngage

JULY 15, 2023

Understanding the ebbs and flows of donor relations by tracking your organization’s interactions with donors and prospects is necessary to support long-term growth. Enhanced Data Utilizations Effective donor management systems leverage donor data to maximize workflow to produce more positive results.

Management 52

Management Donor Blackbaud Retention 52

fusionSpan

FEBRUARY 6, 2024

As a nonprofit, keeping track of your supporters and donors and managing member relationships is an essential part of how you fulfill your mission. But as well as being a repository of data, your organization’s database can also help you track key data such as contact information and each person’s engagement.

Database 52

Database Management Nonprofit System 52

sgEngage

AUGUST 9, 2023

In healthcare organizations, it is vital to be able to show quantitative measurement of your impact, whether you are showing the community benefit impact, tracking dollars spent delivering direct services or reporting back to donors. Augment your reporting with data analysis. But are you telling the right outcome story?

Effective 69

Effective Tips Grant API 69