sgEngage

APRIL 2, 2024

Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members. Some solutions like Blackbaud Grantmaking even have a batch update tool that enables users to make global changes to a group of records. Blackbaud Grantmaking user?

Data 74

Data Blackbaud Policy Database 74

sgEngage

MARCH 11, 2024

Here are a few examples of how AI can save you time while helping build better relationships: Streamline administrative tasks : When you’re juggling 100+ major donors in your portfolio, your whole day could be spent sorting through donor lists, sending emails, and updating multiple systems.

Gift 81

Gift Game Philanthropy Fundraising 81

sgEngage

JANUARY 15, 2024

During our webinar with Blackbaud Product Manager Brenda Noiseux , she shared the feedback she heard when interviewing grant writers as part of our update to the Blackbaud Grantmaking application portal. But it never hurts to review what information you’re asking for and whether it can be shortened or be collected in a different way.

Application 87

Application Grant Help Blackbaud 87

sgEngage

APRIL 2, 2024

Fund accounting systems with grant management can help you from beginning to end if you are a grant-funded organization—or want to be. Here are three ways that your fund accounting system can support your grant management needs. The more manual data entry you do, the more errors can creep into your accounting system.

Grant 90

Grant Fund Report Software 90

sgEngage

MARCH 6, 2024

This is a story about acknowledging how there isn’t one piece of software that can solve all your problems, which is why the extensibility of your systems is so important. You just signed a multi-year contract for a new student information and learning management system (SIS/LMS) that does everything you want it to do.

API 91

API Script Calendar Blackbaud 91

sgEngage

DECEMBER 20, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Tip 1: Carve out 30 minutes to review the dashboards and customized reports in your fund accounting system.

Foundation 80

Foundation Build Grant Fund 80

Nonprofit Tech for Good

SEPTEMBER 6, 2018

For the more technically advanced, you can build branches to create new functionality, do code reviews, get outside help, and merge fixes back into the original code. Finally, it’s worth noting that GitHub is also compatible with many different project management systems, such as Basecamp , Zapier , Slack , and Trello.

Convio 210

Convio Files Org Guidelines 210

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

sgEngage

APRIL 8, 2024

As Kevin Starr, director of the Mulago Foundation and the Rainer Arnhold Fellows Program, wrote for the Stanford Social Innovation Review , “If you’re trying to save the world, you need numbers—metrics that are selected carefully and gathered reliably. That starts with a fund accounting system built for nonprofit organizations.

Fund 87

Fund Chart Grant Report 87

sgEngage

JUNE 9, 2023

Three Benefits of an Effective Grant Management System Three Challenges in Grant Management How Blackbaud Can Help Grant Lifecycle Before diving into an overview of how grant management works, it’s important to understand the general grantmaking process. Three Benefits of an Effective Grant Management System 1.

Grant 52

Grant Management Award Evaluation 52

sgEngage

JULY 20, 2021

You can attend the upcoming ACCP webcast “ Shifting Strategies for Global Community Engagement as a Result of the Pandemic ” to learn from CSR leaders at Blackbaud, Dell and PIMCO on how they support communities facing the impacts of COVID-19. ). 3 Data from our 2021 Industry Review shows that over $2.8 Blackbaud is a global company.

Government 96

Government Social Blackbaud Companies 96

Bloomerang

APRIL 12, 2022

Using information from philanthropist and nonprofit expert Adrian Sargeant , Bloomerang created a unique feature as a part of its donor management system called the engagement meter. Your donor management system is the centerpiece of your nonprofit’s tech stack and strategy. Engagement meter. We’ll cover each of these steps below: 1.

Software 98

Software Management Donor Guide 98

sgEngage

JANUARY 13, 2023

The team consolidated databases of both organizations and migrated the data to Blackbaud’s Financial Edge NXT and Raiser’s Edge NXT. Throughout a two-year project with Blackbaud, the Parkinson’s Foundation made gradual improvements to increase the engagement and experience of the organization’s 2.6 Find the Tools to Maintain Momentum.

Philanthropy 83

Philanthropy Community Time Blackbaud 83

sgEngage

APRIL 12, 2023

Especially with remote audits, you want an auditor who is willing to work within your systems and controls. They will use the view-only access you provide to your fund accounting system, and it’s even better if they are already familiar with your system and know where to find specific reports.

Review 67

Review Fund Software Nonprofit 67

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Tip 2: Prepare your fund accounting system for the audit. Do they give you the information you need?

Foundation 78

Foundation Build Fund Review 78

Connection Cafe

OCTOBER 14, 2020

They often contact me after beginning their own market research and discovering that choosing a Grants Management System (GMS) is a highly complex affair, fraught with risk and uncertainty. Many organizations start their quest for a new GMS because of a particular issue or pain point in their current system. Start with people.

Grant 47

Grant System Management Evaluation 47

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Tip 2: Prepare your fund accounting system for the audit. Do they give you the information you need?

Foundation 52

Foundation Build Fund Review 52

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. Within an automated process, the condition tells the system which process to take. Someone sends a thank you note to the donor.

Process 69

Process API San Diego Nonprofit 69

DNL OmniMedia

MAY 21, 2023

Raiser’s Edge NXT is one of Blackbaud’s most popular platforms, providing nonprofits with flexible, out-of-the-box fundraising and donor management tools. Blackbaud partners familiar with Raiser’s Edge NXT can help nonprofits configure their platform, receive comprehensive training , and develop custom software and integrations.

Consultant 52

Consultant Blackbaud Proposal Project 52

sgEngage

SEPTEMBER 25, 2023

Review requirements before applying for or accepting awards to ensure that you understand what is necessary to effectively manage the grant and if the grant lifecycle is a good fit for your organization. Adopt a robust fund accounting system. The OMB’s Uniform Guidance (i.e.,

Grant 91

Grant Process Management Tips 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. Yes, training on empathy and recognizing bias is important, but it needs to go deeper. Look for ways to add specificity and remove complexity.

Practice 71

Practice Trend Grant Gartner 71

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. Once you have that outlined, see where you can connect your systems through APIs to pull data in and across platforms. Think of grantmaking as an investment where you want social return.

Effective 68

Effective Tips Grant API 68

DNL OmniMedia

NOVEMBER 14, 2023

Then, your team will conduct their own tests to ensure the system is working as you expected and that all the pieces fit together in a way that suits your existing processes well. After up to three rounds of review, feedback, and revisions, it’s time to move your organization’s data over to its new home.

Consultant 52

Consultant Nonprofit Integration Review 52

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 83

International Nonprofit Review Process 83

sgEngage

APRIL 11, 2024

For example, applications using Blackbaud’s SKY API® will have a step that asks the user to authorize the application to access data within the Blackbaud software with their assigned permissions. This is the industry’s best-practice way for enabling different software applications to exchange data. Want to learn more?

Project 67

Project Application Test Environment 67

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. Collect and review any qualitative feedback you’ve received from applicants in the past. How are you using each piece of data you collect from your grantees?

Application 88

Application Leadership Grant Philanthropy 88

DNL OmniMedia

FEBRUARY 1, 2023

Nonprofit technology consultants can help you complete a technology assessment, develop a new technical strategy, implement new systems, and provide reliable ongoing support. To find a consultant whose services and methods align with your nonprofit’s needs, follow these steps: Review your needs. Review their proposals.

Consultant 52

Consultant Technology Phase Nonprofit 52

Bloomerang

AUGUST 28, 2023

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. This can quickly run up the cost, unlike alternatives that come with all the donor management features you need already built into the system. What is a nonprofit CRM?

Profile 91

Profile Software Nonprofit Donor 91

sgEngage

JANUARY 13, 2023

The team consolidated databases of both organizations and migrated the data to Blackbaud’s Financial Edge NXT and Raiser’s Edge NXT. Throughout a two-year project with Blackbaud, the Parkinson’s Foundation made gradual improvements to increase the engagement and experience of the organization’s 2.6 million constituents.

Philanthropy 52

Philanthropy Community Time Blackbaud 52

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. Blackbaud’s Raiser’s Edge NXT. Blackbaud CRM. Nonprofit CRM Comparison: Top 7 Solutions.

Blackbaud 52

Blackbaud Nonprofit Summary Comparison 52

DNL OmniMedia

APRIL 1, 2024

It’s designed to consolidate and integrate data from various sources, including CRM systems, fundraising software, financial databases, program management tools, and more. For instance, one CRM system may be a better fit for small organizations while another is built for enterprise-level needs. Discuss the project with your board.

Data 52

Data Guide Proposal Nonprofit 52

NTEN

NOVEMBER 7, 2013

It’s been nearly five years since the first release of Idealware’s Consumers Guide to Donor Management Systems report, and two years since Idealware and NTEN last partnered to update the report. This higher ceiling allowed us to include several widely-used donor management systems ineligible for inclusion in previous years.

System 66

System Management Donor Organization 66

sgEngage

SEPTEMBER 7, 2022

In a recent Blackbaud webinar , we discussed four critical elements of managing and retaining development officers: consistency, clarity, accountability, and solidarity. Clarify how you expect your officers to spend their time and ensure that reporting is up to date and easily accessible for officers and managers to review at any time.

Develop 73

Develop Management Gift Proposal 73

sgEngage

MARCH 29, 2023

Once the right staff members are in place, they become the foundation for building solid financial systems and play a central role in maintaining a secure internal control environment. Fund Accounting Software that Drives Impact Find out how Blackbaud’s Financial Edge NXT® fits your organization.

Classes 80

Classes Team Foundation Create 80

sgEngage

SEPTEMBER 15, 2021

To learn how to optimize your database… Breanne Leach, Database Administrator and Emily Ferguson, Membership Manager at the San Diego Natural History Museum will share tips and tricks for creating a culture in your institution that values your database as your system of record. Getting Organized for bbcon 2021 Virtual.

Arts 66

Arts Culture Virtual Guide 66

sgEngage

JUNE 15, 2023

Not only can a Purchase Card provide a singular place to review all spending, but it comes with added benefits like custom credit ceilings and individualized transaction controls. Fund Accounting Software that Drives Impact Find out how Blackbaud’s Financial Edge NXT® fits your organization.

Nonprofit 72

Nonprofit Track Doc Evaluation 72

Get Fully Funded

JANUARY 4, 2023

Assess what features are the most important to your nonprofit before reviewing CRMs. When choosing a CRM, NPOInfo’s guide to donor data management advises choosing a system that can sufficiently store all of your data in one place. Applications.

Organization 64

Organization Consultant Application Integration 64