sgEngage

DECEMBER 20, 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. But they often come with many strings attached—such as detailed reporting requirements. Tip 2: Review your scheduled reports.

Foundation 80

Foundation Build Grant Fund 80

Bloomerang

AUGUST 21, 2023

This post describes actions you can take to implement the findings of Bloomerang’s 2023 Fundraising Planning and Climate Report. General guidance for fundraisers Here is general guidance on actions fundraisers can take based on fundraising trends and best practices drawn from the report.

Action 73

Action Report Practice Fundraising 73

Cloud 4 Good

MAY 11, 2021

Easily Track Active Licenses. Auditing your Salesforce License usage has never been easier, as System Administrators can now track active licenses with the new Active Licenses tab. Enhancements to Reports & Dashboards. You May Also Enjoy: Blog: Recapping the First salesforce Nonprofit Summit Sessions.

License 110

License Chart Childhood Activities 110

sgEngage

MARCH 7, 2024

As a CPA working with nonprofits of all sizes, I’ve encountered numerous errors in Board of Directors’ financial reports and Statements of Activities documents. Being aware of these common pitfalls is crucial for maintaining the integrity of your financial reporting and in turn, the trust of your supporters.

Activities 77

Activities Active Activism Comparison 77

sgEngage

SEPTEMBER 4, 2023

Blackbaud University’s Henry Wiencek and Chrissy Haskell will do a quick overview of the different chart types, including how you can use them, and they will even build a few from scratch. Trends in Impact and Outcomes Reporting in Grantmaking Measuring the impact of your grantmaking can be difficult and time-consuming.

Blackbaud 89

Blackbaud Denver Demographics Case Study 89

Greater Giving

NOVEMBER 30, 2022

Simply use an item donation form on your website to collect donor information, utilize online ticketing for guest information, track sponsorship benefits, and simultaneously assign attendees to tables using easy-to-use seating features! Once you start tracking data in Greater Giving, you can pull on that data in every following year.

Software 97

Software Team Fundraising Registration 97

Candid

JANUARY 29, 2024

Casey Foundation ’s 2024 Race for Results report suggests that continued efforts are needed to address persistent disparities in child well-being. The Race for Results report series tracks how children across racial and ethnic groups are faring at the state and national levels on key education, health, and economic milestones.

South Dakota 59

South Dakota Program Alaska Build 59

sgEngage

JANUARY 12, 2024

While the long-term intent is to simply the process and increase college accessibility, the short-term impact of the delays has meant a great deal of frustration for students and their families and major restraints on colleges that have historically relied on the resulting Student Aid Reports (SAR) to determine non-federal financial aid packages.

Student 83

Student Application Education Grant 83

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. Create Personalized Reports and Dashboards Having a way to quickly and clearly see your financial numbers helps you make better data-driven decisions.

Foundation 52

Foundation Build Fund Review 52

Tech Soup

FEBRUARY 25, 2013

This is the second blog in my series on configuring Intuit's QuickBooks for use in a nonprofit organization. In my first blog post , I mentioned that the very first step in configuring QuickBooks is to have a QuickBooks implementation meeting, and I recommended using a questionnaire to facilitate the meeting and act as a centerpiece.

Chart 45

Chart Sample Method Classes 45

sgEngage

APRIL 26, 2024

Audit teams would then be caught off guard, unaware of either newly implemented accounting systems, new chart of accounts, or changes in processes and management roles. One nonprofit we worked with was struggling to meet its financial reporting deadlines and its audit would unfortunately lag behind the agreed upon timelines.

Relationship 70

Relationship Practice Build Evaluation 70

sgEngage

NOVEMBER 14, 2023

In fact, when surveyed, 97% of nonprofit professionals expressed an interest in learning how to use their data more effectively, and only 5% reported using data in every decision they make. Additionally, this digital shift to increased data interoperability means less chart chasing and improved quality care. Informed fundraising plans.

Integration 76

Integration Data Nonprofit Platform 76

sgEngage

APRIL 2, 2024

Queries and reporting tools will provide an efficient means of building a list of relevant activities. This effective guide will be a comprehensive blueprint to working at your organization, including links to relevant resources, steps for data entry, and flow charts outlining who is responsible for which tasks. Likely no.

Data 74

Data Blackbaud Policy Database 74

Byte Technology

JANUARY 5, 2017

By having the ability to track your traffic by geographical locations, knowing what type of browser they’re using and even charting their screen resolutions, JavaScript and Flash support, language etc. Then you can click on the “Get Tracking ID” button and you’ll receive a tracking code.

WordPress 100

WordPress Analytics Audience Google 100

sgEngage

AUGUST 19, 2022

Do you need to pull reports and CSV files from several different systems to get a holistic view of your income streams and expenses? It’s also helpful to identify your reporting capabilities so you know how you want to present the budget when it’s complete. This blog post was originally posted March 2017 and updated August 2022.

Process 90

Process Create Review Stream 90

Bloomerang

DECEMBER 19, 2023

67% of nonprofits use a constituent relationship management system (CRM) to track donations and manage supporter communications. According to a National Council of Nonprofits report , the vast majority of nonprofits operate at the grassroots level, and 88% have budgets less than $500,000.

Software 84

Software Free Tools Adobe 84

Amy Sample Ward

SEPTEMBER 20, 2013

This post originally appeared on the NTEN blog – you can also read the full post and join the conversation on the NTEN.org website. Give me an interactive map, a pivot table, even a plain old pie chart and I’m happy. Why are you measuring or tracking something that you can’t (or don’t want to) impact?

Metrics 158

Metrics Impact Change NTEN 158

Byte Technology

APRIL 7, 2015

From tracking donations and expenditures, the success or failure of fund-raising events, staff protocols and effectiveness, lists of donors large and small and so much more, the organization that shirks information management does so at their own peril. For many non-profits, data crunching is everything. Digital Resources Nonprofit'

Software 100

Software Volunteer Management NPO 100

Byte Technology

DECEMBER 29, 2016

It’s an all-to-common scenario: a new user to WordPress builds their site, goes live and starts blogging or selling or raising funds without giving much thought into how their site’s performing. Not only does GTmetrix speed test your site, it compiles a complete report from which it generates tips and ideas for improving performance.

Test 100

Test WordPress Plugin Tools 100

Beth's Blog: How Nonprofits Can Use Social Media

MAY 31, 2013

One of the topics the peer learning group took a deep dive into was selecting the right chart and techniques offered by nonprofit data nerds Stephanie Evergreen (who write a guest post on how to create great graphs ) and Anne Emery’s tips on how to avoid boring bar charts. Slideshare how do i say it with charts from Beth Kanter.

Social Media 112

Social Media Metrics Media Measure 112

Beth's Blog: How Nonprofits Can Use Social Media

AUGUST 23, 2011

Describe the Twitter Charts: What are you showing? Any advice about setting up systems to track Twitter. Did you use any “real time” tracking of your tweets and make any adjustments along the way? The Twitter chart looks at the impact of a “tweetathon” we decided to hold on June 13; one week before World Refugee Day (June 20).

Analytics 99

Analytics Interview Story Phase 99

NonProfit Hub

JUNE 29, 2021

This blog will be a great place to start, but if you find yourself praying no one asks you questions about the financials in your next board meeting, you may want to check out our Nonprofit Accounting Essentials course in partnership with The Charity CFO. . Think of this in terms of a pie chart, not a donor list.

Team 77

Team Nonprofit Profit Fund 77

Care2

AUGUST 17, 2011

After months of wandering you’ve made it to the (nonprofit blogging) promised land! You convinced the bigwigs to let you start a blog for your organization, you recruited peers to join you as staff bloggers, you’ve set clear guidelines , and shared some creative blog post ideas for your staff to draw from.

Mind 72

Mind Share Tips Blogger 72

Connection Cafe

NOVEMBER 7, 2014

But before we get too far into the report details, let’s start with a simple definition. Let’s take a look at a few of the key findings from the second nonprofit content marketing benchmark report – produced by Content Marketing Institute and Blackbaud – Nonprofit Content Marketing 2015: Benchmarks, Budgets, and Trends—North America.

Content 45

Content Storytelling Marketing Chart 45

Beth's Blog: How Nonprofits Can Use Social Media

JULY 27, 2017

This app will give you a regular report as well as what apps you are using. Idonethis – A simple app that helps you and your team track what’s been done. CharityMiles – This app tracks your steps and converts them into donations for a charity of your choosing. StretchClock – Sitting is the new smoking.

Product 73

Product Lebanon Calendar gMail 73

sgEngage

MAY 19, 2023

Your financial team is experienced at doing piles of work in a short amount of time to get books closed and reports out the door while the information is still actionable. And high-level overviews in an annual report won’t cut it for many of your engaged audiences. The more steps in the process, the more chances for a mistake.

Chart 70

Chart Fund Grant Integration 70

3rd Sector Labs

OCTOBER 5, 2015

Too many sources of donor data to keep track of. Our friends at AmeriGives help explain what is going on in two important blog posts. The second blog, Why Mid-sized Businesses Need CSR , gives us a map of the problem. To fulfill their CSR missions, to report to their stakeholders, companies need data. The result?

Problem 100

Problem Data Giving Charity 100

Qgiv

AUGUST 29, 2022

With individual fundraising pages, they can track the donations they’ve personally brought in. To keep readers and fundraisers apprised of their progress, create and maintain progress charts or thermometers so that people can keep track of their reading progress and better visualize how much money they’re raising from their pledges.

Hosting 52

Hosting Fundraising Badge Pledge 52

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 11, 2011

Note from Beth: For those of you who have been following my blog for a long time, you know of my obsession with research reports, particularly social media research snippets. Charts, graphics, analytics, metrics, and data are like crack to me … A guest post by Kyle Andrei, Idealware.

Facebook 123

Facebook Research Advocacy Analytics 123

Beth's Blog: How Nonprofits Can Use Social Media

JULY 18, 2014

A focus on the bar charts without taking the time to understand the challenges and open up creative thinking will not inspire organizational buy-in which is so important. Tracking for Impact and Learning. How has your organization achieved buy-in from staff or senior leaders about what data to collect for impact tracking?

Design 99

Design Marketing Metrics Measure 99

Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 12, 2013

Learning Analytics comes from a report about the impact of emerging technologies for practitioners in a field. That sounds like the title of a report that NTEN might produce that surveys the technology landscape and nonprofit usage and provides an overview of what technologies nonprofits should be looking at in the next 1-5 years.

Analytics 97

Analytics Teach Training Train 97

Tech Soup

MARCH 27, 2013

You can also use Visio 2013 to make dynamic diagrams and charts for your story. With GIS tools, nonprofits have been able to identify homeless populations in San Diego, plan public utilities in small, underserved communities in Ohio, and track food bank services to low-income neighborhoods in Texas and California.

Digital 55

Digital Story Adobe Tools 55

Beth's Blog: How Nonprofits Can Use Social Media

JULY 5, 2012

Hopefully those days are coming soon as there’s a new movement to simplify and standardized social media measurements and better track what really matters. Too often I hear nonprofit communicators and techies bemoan the stats that their Executive Directors and boards want them to track – mostly follower counts and ‘Likes’.

Measure 96

Measure Social Media Media Social 96

Beth's Blog: How Nonprofits Can Use Social Media

FEBRUARY 4, 2013

The Open the Echo Chamber blog points how difficult this in practice: But none of this matters if all of the institutional pressures run against hearing bad news. The blog goes on to make a proposal to Gates about how to change the culture: Please round up a bunch of venture capitalists.

Measure 102

Measure Ethiopia Summary Nonprofit 102

Nonprofit Tech for Good

FEBRUARY 27, 2012

While it’s impossible to track these donations unless you poll your online donors, the more your nonprofit utilizes social media to build your online brand and your e-newsletter list, the more likely potential online donors are to discover your nonprofit—and your nonprofit’s “Donate Now” landing page. It’s true that Web 2.0

Donation 235

Donation Practice Mail Newsletter 235

Tech Soup

FEBRUARY 25, 2013

This is the third blog of my series on configuring QuickBooks for use in a nonprofit organization. In my first blog , I mentioned that the very first step in configuring QuickBooks is to have a QuickBooks implementation meeting, and I recommended using a questionnaire to facilitate the meeting and act as a centerpiece.

Classes 36

Classes Job Grant Database 36

Beth's Blog: How Nonprofits Can Use Social Media

MARCH 14, 2012

If you’re not attending and curious what funders are learning, you’ll have an opportunity to read some of the ideas and questions being discussed right here on this blog. Outcomes, indicators, metrics, logic models, flow charts galore – measurement and evaluation are in season these days. What do you hope to learn?

Evaluation 95

Evaluation Measure Seattle Lesson 95