Bloomerang

MARCH 4, 2024

Fundraisers often have a love/hate relationship with fundraising CRM reports. Picture this: your donor data and fundraising trends reports are due, but instead of the usual stress, you’re calm, prepared, and even proud of what you’re about to submit. Let’s find out how to achieve that level of reporting Zen consistently.

Report 60

Report Effective Fundraising Template 60

Allegiance Group

FEBRUARY 27, 2024

The Practical Reality of Money Movement According to the IRS, $230 billion in charitable donations have been reported, but that money is still sitting in DAFs. Challenges of Processing the Gifts A gift from a DAF often comes with no way to identify the donor. Still, it does happen, which leads to the next category.

Fund 52

Fund Challenge Donor Ratio 52

Neon CRM

JUNE 20, 2023

These non-monetary contributions can be valuable resources, but managing them is a challenge. However, with the right tools and strategies for tracking in-kind donations for nonprofits, your organization can benefit from them while avoiding potential pitfalls. What Are In-Kind Donations (and Should You Take Them)?

Track 52

Track Donation Guide Laptop 52

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 75

Action Report Practice Fundraising 75

Forum One

AUGUST 16, 2023

Though annual reports can come at any time, a key component of finishing the calendar year off strong is to ensure that you are reporting on what you’ve achieved and identifying where there is room to grow. What have you been tracking, and where do you stand on those goals?

Story 60

Story Report Data Blended 60

Whole Whale

MAY 10, 2021

Donor Reports present a great opportunity to share organizational wins and losses throughout the year. Annual nonprofit reports are great for the big picture impact of the organization, however they only come once a year. These reports can be an efficient way to communicate transparency with supporters and show appreciation.

Report 59

Report Impact Donor Summary 59

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 78

Activities Active Activism Comparison 78

.orgSource

JULY 25, 2023

Jane and Amy shared insights about the opportunities and challenges of integrating AI into marketing programs. Up Your SEO Advantage “Ranking high in the search process can be a significant challenge,” Amy advised. Keyword research—Find relevant keywords and track their performance over time. Industry reports.

Team 221

Team Marketing Build Analysis 221

sgEngage

SEPTEMBER 25, 2023

While grant funding may not require the continual stewardship efforts and nurturing of traditional donor-led funding, it often presents its own challenges: extensive reporting mandates, a list of requirements to qualify for funding, and the possibility of mission creep to meet those requirements. Seek clarity.

Grant 92

Grant Process Management Tips 92

Bloomerang

FEBRUARY 16, 2024

Creating a budget can be challenging for new nonprofits when you don’t have past performance to use as a reference for future financial projections, but planning ahead is crucial nonetheless. Tracking donations Carefully tracking donation data is a good idea, but many organizations are unsure about what specific information to prioritize.

Effective 98

Effective Donation Management Guide 98

Nonprofit Tech for Good

AUGUST 29, 2022

The challenge that many nonprofits experience is that volunteers start out excited, but the excitement soon fades, and so does their participation. Sometimes the most challenging part about creating a plan is getting started. Your current volunteer management strengths, pain points and challenges. Let’s get to it!

Volunteer 276

Volunteer Management Tips Application 276

Association Analytics

SEPTEMBER 13, 2023

Example: Through a learner sentiment analysis, one association discovered that one of their courses consistently received low ratings due to challenging content delivery. Example: An IT association discovered that learners consistently faced challenges in one specific module of a coding course.

Analytics 169

Analytics Education Program Impact 169

Saleforce Nonprofit

AUGUST 19, 2022

Nonprofits lead in addressing some of the world’s biggest challenges—and in recent years, their work has never been more essential. In May 2022, Twilio published the State of Nonprofit Digital Engagement Report on how digital engagement is reshaping the way nonprofit organizations deliver services.

Digital 59

Digital Report San Francisco Children 59

Tech Soup

FEBRUARY 23, 2017

That's where time tracking comes into play. Rather than simply tracking time for compliance or "because someone told you to," successful nonprofits take advantage of the incredible data created by tracking employee time. Reporting to Funders and Grantors. Time tracking makes fund and grant reporting easy.

Track 54

Track Time Nonprofit Team 54

Association Analytics

FEBRUARY 20, 2024

Not surprisingly, a 2020 report from Wild Apricot showed that 68% of organizations have difficulty growing membership. Besides facing competition from free online sources of continuing education and mentorship, it can also be a challenge for associations to communicate their value, especially when it comes to younger generations.

Create 169

Create Strategy Associations Registration 169

Bonterra

APRIL 11, 2024

Purpose-built data management, reporting, and participant engagement tools help your team and providers positively impact the lives within your community. Deep sector expertise and support We understand your unique needs and challenges. What is government case management?

Public 52

Public Software Management Los Angeles 52

Candid

JULY 1, 2021

Candid ha s been tracking racial equity funding for a decad e , but this recent philanthropy response was staggering. Yet a closer look at th is funding shows that pledges — particularly those from corporate funders — account for nearly three-quarters of the dollars we’ve tracked. 3] .

Pledge 119

Pledge Paypal Grant Track 119

Neon CRM

MAY 11, 2023

Nonprofit Donor Management Software Comparison A good donor management system will help you store and organize your supporters’ data, track your campaigns’ progress, and engage with your community more effectively. Let’s take a look. But how can you know which solution is the best for your own unique needs?

Comparison 52

Comparison Software Oracle Management 52

Byte Technology

DECEMBER 15, 2021

That makes it challenging for the agency to show adequate ROI or valuable conversions to their client when there is no strategy behind the advertising spend. Step 3: Create a conversion report for the year-to-date to see what marketing channels brought the best conversion rates. To Know Where Your Money is Going.

Marketing 246

Marketing Analysis ROI Picture 246

Nonprofits Source

OCTOBER 4, 2023

This ultimate buyer’s guide will cover the essentials of selecting a platform that elevates your initiatives, including: The Fundamentals of CSR Software The Benefits of Leveraging A CSR Platform The Challenges of Using CSR Software What Are Common CSR Software Features? These may come at an additional cost.

Software 52

Software Business Guide Companies 52

Nonprofit Tech for Good

JANUARY 29, 2024

Share the real stories behind your organization’s work, the impact you’ve made, and the challenges you face. Share financial reports, impact assessments, and breakdowns of where the funds go. Show real humans talking to the camera through videos and storytelling. Don’t fake it. Be genuine in your interactions.

Social Media 260

Social Media Organization Media Fundraising 260

EveryAction

APRIL 5, 2023

Clearly illustrate the challenges you’re experiencing, and show them how a technology shift can solve or alleviate them. For example, can this new tech augment existing reports and dashboards—or provide more accurate forecasting into campaign revenue, grants, and major giving? A roadmap is a pathway to the future state!

Technology 186

Technology Change Analysis Tech 186

Nonprofit Tech for Good

NOVEMBER 15, 2019

The constant grind to find new funds is the challenge of every nonprofit. The ability to track and monitor those relationships should be the #1 priority for organizations seeking to expand their donor base or increase their revenue. Their focus on streamlining data, reporting, and administrative processes is second to none.

Relationship 231

Relationship Software Management Pledge 231

Byte Technology

JANUARY 14, 2022

A start-up is the most challenging and rewarding project for a marketing agency. Next, we created a marketing dashboard tool for scheduling and tracking social posts, email marketing blasts, and blog posting. The monthly time bundles include marketing meetings and reporting. They had a very clear vision, which is so helpful.

Marketing 243

Marketing Broadcast Analysis Awareness 243

EveryAction

JANUARY 11, 2023

Meeting these three milestones before the end of the month will get your grassroots team back on track just in time to launch your 2023 campaigns. Report #1: took one to three actions in the past six months. Report #2: took four or more actions in the past six months. Rest assured: it’s not too late to catch up!

Advocacy 198

Advocacy Volunteer Analysis Action 198

sgEngage

MARCH 21, 2024

Problem/Opportunity Statement Your problem or opportunity statement is an objective description of the challenges associated with the gap between the current-state and desired future-state. However, a clearly defined scope is critical to keeping a project on track throughout its life cycle. When and where do problems occur?

Project 90

Project Fund Software Help 90

sgEngage

FEBRUARY 8, 2024

The challenge isn’t knowing what to do. 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. Do you analyze it, report it, or share it with your stakeholders? Limit mid-cycle reporting to a phone call with the program manager.

Application 89

Application Leadership Grant Philanthropy 89

NTEN

NOVEMBER 1, 2013

> Download the 2013 NTEN Community Survey Report In July 2013, we circulated the online survey link to the NTEN Community via direct email (sent to 38,354 contacts) and announcements in our community channels, including our blog, NTEN Discuss list, our Facebook page, our Twitter network, and our LinkedIn group.

Survey 88

Survey NTEN Report Community 88

Bloomerang

NOVEMBER 28, 2023

But in today’s fast-paced digital world, you’re facing a unique set of challenges—managing membership, increasing giving, streamlining stewardship and engagement, and shepherding volunteers. We were looking for an easy-to-use donor management software that could help us organize and keep track of all our donors,” he says.

Management 81

Management Donor Organization Charlotte 81

Nonprofit Tech for Good

FEBRUARY 1, 2019

No flashlight app ever needs to track your location or your calendar. Others, like Ghostery and Privacy Badger , will block tracking cookies or web beacons that companies use to track your browsing habits. A secure password manager, such as LastPass or 1Password , is the best solution to this challenge.

Data 258

Data Plugin Internet Policy 258

Candid

NOVEMBER 14, 2022

This year’s Measuring the State of Disaster Philanthropy report, published by the Center for Disaster Philanthropy (CDP) and Candid, tracked roughly $121 billion in aid to date in 2020 across multiple sources—including bilateral and multilateral aid, U.S. federal agencies, donor-advised funds, and giving platforms. Be flexible.

Puerto Rico 98

Puerto Rico Disaster Philanthropy Lebanon 98

Bloomerang

AUGUST 28, 2023

When it comes to donor data, there’s a lot to keep track of. 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. Accounting software like QuickBooks to record and track all financial transactions. What is a nonprofit CRM?

Profile 93

Profile Software Nonprofit Donor 93

sgEngage

JUNE 9, 2023

Grant management is the comprehensive process of overseeing all activities related to grants: from identifying recipients, to awarding funds, to reporting on outcomes all while maintaining compliance with regulatory requirements. They manage the disbursement of funds and monitor the financial aspects of grantee reports.

Grant 52

Grant Management Award Evaluation 52

Judi Sohn

JUNE 25, 2011

This assumes that you have some sort of field on your account or household object which tracks the date of first donation. Your donation tracking application may vary. also want to track the entry point. The challenge is that we want that information on an Account-based report and Lead Source is a contact or opportunity field.

Donor 133

Donor Report Time Contact 133

Nonprofit Tech for Good

AUGUST 27, 2023

So instead of creating a costly promotional mailer, then asking supporters to fill out the form, track down a stamp, and mail it back, you simply share a link where folks can register online with a few simple, secure clicks. You can also leverage push notifications and email communications to share information and updates throughout the day.

Technology 242

Technology Fundraising Sponsor Registration 242

Candid

MAY 13, 2021

Lack transparency The conventional expense management process can make it difficult to track expenses through the system and ensure they are handled properly. Volunteers and staff can find expense tracking confusing, leading them to submit inappropriate bills, which can hurt you during audits. Nobody likes a broken process.

Software 111

Software Management Policy Track 111

Everyaction

MAY 24, 2018

The annual M+R Benchmarks Report has arrived again, shining a light on trends that are shaping nonprofits’ digital programs. It’s clear to us from this year’s report, that digital engagement has taken some important leaps forward for nonprofits of all shapes and sizes. Donor retention is still a challenge for most nonprofits.

Benchmark 62

Benchmark Digital Trend Report 62