article thumbnail

5 Must-Have Productivity Software Products Nonprofits Need to Be Effective in 2021

Nonprofit Tech for Good

By Alan Tyson , CEO of DATABASICS – a software product that enables nonprofits to report, approve, and track employee hours, activities, and spending from anywhere, something that is especially important in an increasingly decentralized environment. 2) Online Document Sharing & Management. 5 Online Calendar. Recommendation

Product 317
article thumbnail

Fundraising Planning Guide, Calendar, Worksheet, + Template

CauseVox

Even the word “planning document” might make you stressed. Fundraising Calendar for 2021. That’s why we created this 2021 fundraising calendar worksheet and template to help you map out the best possible plan. There are thank you notes to write, data to input, and results to report. Creating a Fundraising Plan.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

A Beginner’s Guide to Nonprofit Financial Reporting

Greater Giving

Reporting is a key aspect of nonprofit financial management. Essentially, this term refers to the process of pulling your documented financial data and communicating it to stakeholders. Besides promoting accountability at your organization, financial reporting is legally required according to government regulations for nonprofits.

Report 52
article thumbnail

Turning Tax Season Tears Into Cheers: Your Chance To Cultivate Donors

Bloomerang

They form a powerful document informing donors about their total annual giving—a rare moment in the fundraising process. In the nonprofit world, tax summaries are the golden tickets that encapsulate a donor’s generosity throughout the preceding calendar year. Allow me to explain. What are tax summaries?

Summary 82
article thumbnail

How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

sgEngage

Projects like these can drain resources, take more time than necessary, and quickly become your least favorite meeting on your calendar. A project charter is a brief, formal document that concisely articulates the essential details of the project, such as its purpose, scope, goals, and contributors. What is a Project Charter?

Project 91
article thumbnail

Salesforce Winter ’23 Release: What You Need to Know

Cloud 4 Good

We’ve read through all of the release documentation to give you the highlights. Find Reports and Dashboards in Analytics Home. You can now quickly search for and manage your reports and dashboards through the new filtering and browsing capabilities in Analytics Home. Report: 2022 State of Salesforce in the Nonprofit Sector.

API 99
article thumbnail

Nonprofit Accounting Basics: 5 Fundamentals to Know

Get Fully Funded

The ins and outs of nonprofit accounting may seem overwhelming at first, but effectively recording and reporting your organization’s finances is essential to fund your mission. Budgeting Your nonprofit’s annual budget is a key financial planning document that guides your organization’s spending and fundraising efforts.

Files 52