NetWits

MAY 26, 2011

fact that I can often be found laying in bed at 6am and digging through client web reports. No wonder than, I am commonly asked; “What are the top web analytics reports and tools every nonprofit should know?&#. So with that, here is my sugggested list of 5 web reports every non profit should know, what for and why.

Report 251

Report Web Analytics Comparison 251

sgEngage

OCTOBER 11, 2022

Having more detailed reporting. If any of these topics are showing up on your nonprofit organization’s strategic plans for 2023, you need to make time to attend this year’s virtual bbcon, Blackbaud’s Tech Conference for Good, happening October 17–20. Heather LeVan, Principal Demand Generation Marketing Manager Blackbaud.

Blackbaud 69

Blackbaud Gartner Nonprofit Product 69

sgEngage

SEPTEMBER 25, 2023

While grant funding may not require the continual stewardship efforts and nurturing of traditional donor-led funding, it often presents its own challenges: extensive reporting mandates, a list of requirements to qualify for funding, and the possibility of mission creep to meet those requirements. The OMB’s Uniform Guidance (i.e.,

Grant 94

Grant Process Management Tips 94

sgEngage

JUNE 9, 2023

Grant management is the comprehensive process of overseeing all activities related to grants: from identifying recipients, to awarding funds, to reporting on outcomes all while maintaining compliance with regulatory requirements. In order to ensure compliance, these documents are often reviewed by legal professionals before signature.

Grant 52

Grant Management Award Evaluation 52

sgEngage

JANUARY 19, 2023

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. Tip 1: If you have an operating reserve, review your policy. Review your naming conventions so each journal entry is easily identifiable.

Foundation 80

Foundation Build Fund Review 80

Bloomerang

AUGUST 28, 2023

When it comes to donor data, there’s a lot to keep track of. A nonprofit CRM (also referred to as a donor management system ) is a software platform that allows nonprofits to store, update, and report on supporter data. Accounting software like QuickBooks to record and track all financial transactions. What is a nonprofit CRM?

Profile 91

Profile Software Nonprofit Donor 91

sgEngage

OCTOBER 7, 2022

” You’ll also hear exciting updates from Blackbaud executives and discover how we’re building software solutions to help you maximize your organization’s impact. It’s time to use your data by utilizing patron personas and setting them up on a specific engagement track to guarantee they will do more than visit once a year.

Culture 82

Culture Arts Virtual Guide 82

sgEngage

NOVEMBER 19, 2023

Freewill’s 2023 Planned Giving Report found that 15% of their users who created estate plans will arrange a planned gift in their will, even if their estate is worth less than $350,000. Once there is enough awareness of the program, launch a planned giving committee to review planned giving processes and fundraising policies.

Giving 52

Giving Blackbaud Gift Policy 52

sgEngage

JANUARY 19, 2023

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. Tip 1: If you have an operating reserve, review your policy. Review your naming conventions so each journal entry is easily identifiable.

Foundation 52

Foundation Build Fund Review 52

Bloomerang

APRIL 12, 2022

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. Track fundraising campaign progress and grant application tasks. Pull reports highlighting opportunities for improvement. Fundraising metrics.

Software 98

Software Management Donor Guide 98

sgEngage

MARCH 29, 2023

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. They should also understand the essentials of budgeting and cash forecasting.

Classes 82

Classes Team Foundation Create 82

Greater Giving

DECEMBER 12, 2023

For instance, if you use Blackbaud as a CRM provider, you may review their partner network , define how your system will connect with various partners, and explore the data migration process. For example, a fundraiser will need to focus on donor management , while a program manager will need to learn how to track program outcomes.

Training 52

Training Train Team Data 52

sgEngage

SEPTEMBER 15, 2021

As Blackbaud’s second virtual bbcon event approaches, we’re very excited about the fantastic session topics and speakers we’ve lined up within the Foundations track. Speakers: Page Bullington – President & GM of Blackbaud Foundation Solutions and Blackbaud Healthcare Solutions.

Foundation 75

Foundation Virtual Professional Blackbaud 75

DNL OmniMedia

DECEMBER 13, 2021

We’ve created this guide to nonprofit CRM options, through which you’ll review the basics of CRM software and a side-by-side comparison of the top solutions through the following points: Overview of CRM for Nonprofits. Depending on the solution, features may include: Reporting automation. Nonprofit CRM Comparison: Top 7 Solutions.

Blackbaud 52

Blackbaud Nonprofit Summary Comparison 52

sgEngage

OCTOBER 5, 2022

” You’ll hear exciting updates from Blackbaud executives and discover how we’re building software just for you. Our K—12 super session will consider the Enrollment Management Association’s most recent report, The Ride to Independent Schools , in which they found a generational shift in how families choose private schools.

Professional 74

Professional Guide Blackbaud Children 74

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

sgEngage

AUGUST 9, 2023

Empower your grantees and reviewers so they know the process and expectations and do your best to meet those deadlines and communication expectations. If reporting expectations are not clear or too hard to complete, grantees will not provide timely updates. Augment your reporting with data analysis.

Effective 69

Effective Tips Grant API 69

sgEngage

FEBRUARY 8, 2024

Or you can track the time it takes you to fill out the form, either with sample data or by trying to collect similar data from your own systems. Do you analyze it, report it, or share it with your stakeholders? Collect and review any qualitative feedback you’ve received from applicants in the past.

Application 91

Application Leadership Grant Philanthropy 91

sgEngage

MARCH 31, 2023

Reviewing Internal Processes for Equity The first place to start is internally with your organization’s operations. Review your applications through an equity lens after each grant cycle. Learn more about reporting options with your GMS by downloading our whitepaper, 3 Ways Dashboards Help Grantmakers Make Sense of Their Data.

Practice 72

Practice Trend Grant Gartner 72

sgEngage

MAY 27, 2022

One Blackbaud customer, San Diego Humane Society, was able to save more than 200 hours of staff time by automating their sustained giving program, eliminating the manual work of charging each donor each month. Imagine a day when you don’t even need to prepare expense reports to send out to your team. Algorithms. Machine Learning.

Process 71

Process API San Diego Nonprofit 71

Volunteer Hub

MARCH 21, 2023

Running reports and compiling volunteer data. Keeping track of volunteer hours. Most volunteer management software consists of a suite of features that help organize, track, and automate various tasks associated with managing volunteers. Recruiting and training volunteers. Engaging individual and corporate volunteer groups.

Volunteer 82

Volunteer Management Software Database 82

sgEngage

SEPTEMBER 15, 2021

With the accelerated shift to digital in motion, the Cuseum team assembled a first-of-its-kind report, featuring data and insights from 100+ membership professionals on their top digital priorities to move membership into the digital era. Getting Organized for bbcon 2021 Virtual.

Arts 67

Arts Culture Virtual Guide 67

sgEngage

JUNE 15, 2023

The annual financial audit is a great time to review your statements through a risk lens and search the corners of your financial statements for long-forgotten issues that could contaminate an entire balance sheet. As part of your regular discussion with your auditor, preferably at the start of your fiscal year, review your internal controls.

International 84

International Nonprofit Review Process 84

DNL OmniMedia

APRIL 1, 2024

Additionally, this makes it a breeze to provide past impact reports and future projections for grant proposals. Strengthen your financial reporting efforts. You want to track a variety of interactions between your organization and its supporters, going beyond the basics. To do so, follow these core steps: Review your needs.

Data 52

Data Guide Proposal Nonprofit 52

DNL OmniMedia

NOVEMBER 14, 2023

Key features of the NPSP include: Donor and volunteer management: Keep detailed records of donors, track their giving history, and segment them for more targeted outreach. Program management: Monitor program outcomes, track beneficiary interactions, and demonstrate the impact of your work to stakeholders.

Consultant 52

Consultant Nonprofit Integration Review 52

sgEngage

DECEMBER 5, 2022

Here at Candid, we’ve been tracking those statistics for the last 12 years as part of our GlassPockets initiative to champion greater transparency in philanthropy. Yet, at most foundations, rarely does anyone with a communications background ever review the story this critical document shares with the outside world. Adelante Mujeres.

Communication 86

Communication Oregon Grant Portland 86

Cloud 4 Good

DECEMBER 2, 2021

With this release, Salesforce.org is introducing the Elevate Power of Us Edition to expand the opportunity for nonprofits to hit the ground running with online fundraising and feature enhancements such as tracking undeliverable addresses and soft credit donations. Track Change Log for Recurring Donations. Read on to learn more.

Template 59

Template Mail Gift Track 59

Connection Cafe

FEBRUARY 25, 2020

To help you find areas of improvement, I pulled out my four biggest takeaways from the Blackbaud Institutes’ (BBI) Human Social Responsibility Report. This statistic-driven report calls attention to the growth of CSR programs from an employee’s perspective. Impact Reporting Supports Everything You Do.

Report 27

Report Practice Social Companies 27

DNL OmniMedia

OCTOBER 13, 2020

Each step you take with a prospect, from the first communication to receiving a gift, needs to be carefully tracked and planned for. In the nonprofit world, this tracking process is referred to as moves management. Ideally, your CRM should be configured in a way that makes it easy to track moves. Making major gift asks.

Effective 98

Effective Management Guide Fundraising 98

sgEngage

FEBRUARY 18, 2023

For example, link to a report that gives donors more information about a mission they’ve invested in, or profile a particular person or animal your organization helped last month. By tracking what pages your constituents pay attention to on your website, you can send emails targeted to their interests. Responses to website behavior.

email 68

email Communication Effective Fundraising 68

Connection Cafe

NOVEMBER 22, 2019

If you were one of the foundation professionals who joined us this year in Nashville, you are hopefully well into your planning for how to put some of what you learned to use; I’m also hoping you enjoy this little refresher on what I consider to be some of the finer takeaways from our foundations track. l everage the results.

Impact 28

Impact Help Foundation Atlanta 28

Connection Cafe

SEPTEMBER 23, 2019

In the long run, the best way to say thank you is by following the reporting requirements, being easy to work with, and showing that the funds had an impact (more on that later). Step 3: Review How You’ll Use the Funds. The whole organization needs to do the work, manage the finances, and report back. Thinking Like a Reviewer.

Grant 26

Grant Management Blackbaud Review 26

Connection Cafe

JUNE 8, 2017

During this time, many nonprofits reviewed their email marketing programs for compliance, and Blackbaud ensured all of our products used to send email facilitated your ability to do so. Review your email file for email addresses ending in .ca Track the date, time and method of their consent.

Spam 33

Spam Effective Law Canada 33

DNL OmniMedia

FEBRUARY 9, 2022

There are a few general steps that you should follow when looking to hire a nonprofit consulting firm for any type of project: Review your needs. Review your candidates. Review their proposals. Develop a basic scoring system for each key stakeholder to use when reviewing and ranking each proposal. Why They Stand Out.

Consultant 52

Consultant Nonprofit Strategy Philanthropy 52

Connection Cafe

APRIL 24, 2014

The device syncs with my apps that help me track my miles and meals while the FitBit itself tracks my activity level, steps, and my sleeping patterns. Start tracking the email usage among your overall and specifically your top fundraisers, then begin to think about how your organization can encourage that behavior.

Fundraising 37

Fundraising Benchmark Metrics Blackbaud 37

Tech Soup

DECEMBER 5, 2013

Mobile CRM apps can help you stay organized and track potential donors while you're at a fundraising event, on the road, or networking at a conference. These include charts, financial reports, and a gallery to help you manage reports, KPIs, and other data. to help you track contacts and their donation and engagement history.

Management 47

Management Donor Blackberry Mobile 47

Connection Cafe

AUGUST 27, 2019

According to the Association of Certified Fraud Examiner’s (ACFE) 2018 Report to the Nations , 9% of occupational fraud cases took place at charitable organizations, resulting in a median loss of $75,000—the lowest of the industries represented in the study. “For How can I report suspected fraud? Jonathan T. How Does Fraud Happen?

Nashville 25

Nashville International Review Nonprofit 25