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Change Management for Grantmakers: The Center for Disaster Philanthropy’s Journey to Better Grantmaking

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In early 2022, the Center for Disaster Philanthropy began an organization-wide grants change management review. Change management can be a long and uncomfortable process, but the introspection and analysis help you find ways to improve and more closely align with your mission.

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Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

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In recent years, relationships between nonprofit organizations and their auditors have seen positive change. Your auditor’s year-end work will remain critical to ensure the financial integrity of your nonprofit’s books and records and compliance with ever-changing regulations.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

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Working in the nonprofit sector is hard. Update Assigned Tasks One major pitfall to avoid during periods of staff turnover at your grantmaking organization is leaving ongoing activities or requests assigned to people who no longer work there. Consider the level of database training the user has. Does everyone get full access?

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Candid’s DEI commitment, today, and for the future 

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Candid’s DEI (diversity, equity, and inclusion) commitment statement provides general guidelines and insights as to how the organization supports, prioritizes, and maintains an inclusive work environment that fosters a sense of belonging and trust. We incorporate equity, inclusion, and respect for diverse perspectives in all our work.

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10 Tips for Better Grant Management Processes

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Andrea Elliott, CEO of Financial Administrative Support Services , said, “Realize how important it is to have good internal controls, good accounting policies and procedures, and good people doing the work.” Incorporate a formal change management protocol to prompt process implementation and effectively manage the resulting changes.

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

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Just like any technology, realizing success on the Salesforce platform takes careful maintenance, dedication to change management, and intentional roadmap planning. Some SUs might already work in their sandboxes and have limited admin privileges. Certifications are not typically required for these support agents. .

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5 Questions to Ask Your Fund Accounting Vendor

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Bonus question: what percentage of the organizations you work with are tax-exempt? Verify that the system was built for organizations like you, versus getting a system built for commercial accounting and being told it will work for you, too. What training and support resources are available?

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