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How to Streamline Your Grant Management Process with Technology

sgEngage

You want applications from organizations that align to your mission, but the frequency of the requests can easily bog down your processes if you aren’t careful. To avoid overwhelming your team, standardize how you receive and process grant applications at your organization. Will several teams review the requests?

Grant 101
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December Stress Relief: Automation for Gift Processing

sgEngage

Fundraising requires timely and efficient processing of donations, especially in the typical end-of-year rush of gifts. This season, give your team a little December stress relief by automating and streamlining gift processing, including recurring donations and installment payments.  Leverage batch processing.

Process 87
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Why use an AMS system in which all clients are on the same version?

Nimble AMS

On this blog, you’ll often see us mention association management software (AMS) in which all clients are using the same version of the product. That’s how modern AMS systems work. Cost effectiveness – If you use an AMS system with multiple versions out there, then each upgrade is typically an added expense to your association.

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

sgEngage

The goal was to become better grantmakers by completing a review of our practices, processes and forms. This was a year-long project that required CDP to closely examine our processes and have bold conversations about how we wanted our grantmaking to look. We incorporated learnings and feedback from grantee partners.

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Improve Efficiency and Mitigate Risk with AP Automation for Nonprofits

sgEngage

According to the AFP’s 2022 Payments Cost Benefit Survey , most finance professionals spend at least one hour a week on each of these tasks: reconciling payments, processing ACH payments, and processing checks. But what if you could automate some of these processes and free up your finance team to focus on more strategic work?

Process 58
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System Update: Late September 2021

Qgiv

Voided transactions processed through Safesave are once again voiding as intended. If you don’t have eChecks available as a payment method on a form, donors won’t be able to change their recurring payment method to eCheck. The post System Update: Late September 2021 appeared first on Qgiv Blog.

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New (Free) E-Book: Leading Systems Change Will Supercharge Your Facilitation Skills

Beth's Blog: How Nonprofits Can Use Social Media

My colleagues, Heather McLeod Grant and Adene Sacks, have just published a new workbook called “ Leading Systems Change.” When I design and facilitate meeting for clients, board meetings, or as part of a workshop, webinar or other training, I’m always looking for new ideas for facilitation and interactive processes.