M+R

APRIL 16, 2024

So here’s your action item: If your organization hasn’t already, save any existing UA data before this date for historical tracking! You can use this handy template as a model of relevant UA data to archive (monthly total visitors, organic visitors, pageviews and donations) and follow the Benchmarks instructions on how to pull this data.

Benchmark 40

Benchmark Analytics Google Comparison 40

sgEngage

MARCH 21, 2024

You can get a downloadable project charter template on our resource center. However, a clearly defined scope is critical to keeping a project on track throughout its life cycle. Risks No change management undertaking is without its risks. Leave space in your list to track when each deliverable was completed.

Project 89

Project Fund Software Help 89

Nonprofit Tech for Good

JUNE 13, 2013

For those of you who have read Social Media for Social Good and have taken my webinar on how to launch a social and mobile media strategy for your nonprofi t, you know that the core of the strategy that I advocate for is tracking and proving your success. Download Spreadsheet Template ]. Website Unique Visitors. Online Donations.

Track 234

Track Mobile Media Fundraising 234

Nonprofit Tech for Good

APRIL 17, 2021

Corporations in today’s world don’t just want to support your mission once, they want to create long-lasting and tangible change alongside you for years to come. Yet, the vast majority of your annual corporate revenue will come from partners that already know and love your mission and organization.

Help 269

Help Retention Tips Template 269

Neon CRM

DECEMBER 6, 2023

The Donor Retention Rate Formula If donor retention is a priority for you, it’s important to know how to calculate and track your donor retention rate. Keep this formula handy—you’ll want to periodically calculate your donor retention rate to make sure you’re on track. Let’s take a look. Make the most of these receipts!

Donor 98

Donor Retention Template Widget 98

Amy Sample Ward

JUNE 6, 2011

Ultimately, it’s less about the amount of time and more about the consistency – and planning, tracking, and everything else! Community Map Template: [link]. Content Map Template: [link]. Metrics Template: [link]. Slacktivism: Turning a Like into Social Change. Listening Dashboard: [link].

Social Media 278

Social Media Wikispaces Media Template 278

Nonprofit Tech for Good

JULY 31, 2020

These types of changes can help you nail down an excellent fundraising strategy moving forward. Fundraising software, like DonorPerfect, can help you track these figures making it easy to determine your return on investment (ROI). Inside the kit, you’ll find templates for promoting your: COVID-19 relief fund.

Goal 300

Goal Fundraising Pledge ROI 300

Nonprofit Tech for Good

JUNE 13, 2013

For those of you who have read Social Media for Social Good and have taken my webinar on how to launch a social and mobile media strategy for your nonprofi t, you know that the core of the strategy that I advocate for is tracking and proving your success. Download Spreadsheet Template ]. Website Unique Visitors. Online Donations.

Track 186

Track Mobile Media Fundraising 186

Cloud 4 Good

DECEMBER 2, 2021

With this release, Salesforce.org is introducing the Elevate Power of Us Edition to expand the opportunity for nonprofits to hit the ground running with online fundraising and feature enhancements such as tracking undeliverable addresses and soft credit donations. You can read more about what these changes mean for you in this blog.

Template 59

Template Mail Gift Track 59

Bonterra

APRIL 10, 2024

Make data collection even simpler with our library of common assessments, intervention record templates, and pre-configured forms tailored to common compliance standards. They are updated any time there is a change in regulations or policy. to track and measure the impact of your programs. How does your solution measure impact?

Tools 52

Tools Management Los Angeles Demonstration 52

Nonprofit Tech for Good

APRIL 2, 2023

This could include fundraising email templates, motivational copy for peer-to-peer fundraising pages, and social media posts centered around your cause. Major donors are vital to any nonprofit fundraising strategy and it’s critical to keep track of major donor information so you can identify the right people for the right campaigns.

Tools 361

Tools Fundraising Analytics Analysis 361

Association Analytics

JANUARY 8, 2024

As 2024 kicks off and the world of data and AI continues to rapidly evolve, associations need to adapt to meet the ever-changing needs of members and stakeholders. While these changes may feel overwhelming, there are easy things you can do with your current staff and set of resources that will help position your association to thrive in 2024.

Impact 169

Impact Strategy Associations Data 169

Amy Sample Ward

FEBRUARY 26, 2012

If the numbers you are tracking don’t give you an action, how valuable are they? If the numbers you are tracking don’t give you an action, how valuable are they? For example, if you track just how many people come to your website, it doesn’t give you much action. What do you think?

Metrics 227

Metrics Social Media Media Social 227

sgEngage

DECEMBER 14, 2023

Look for tools in your grant management system that provide customizable templates admins can configure, allowing users to save PDF reports detailing critical information about requests and the organizations making those requests. Use templates when possible so that the message is standardized and ready for each grant cycle.

Grant 95

Grant Process Management Technology 95

sgEngage

APRIL 2, 2024

As a grantmaking organization focused on the success of your grantees, it is essential to have a process in place to manage personnel changes—for both you and your grantees—so everyone stays informed and on schedule. Consider reporting access, administration rights, ability to edit communication templates, or handling applications.

Data 74

Data Blackbaud Policy Database 74

Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 8, 2014

Last week I facilitated the “ Impact Leadership Track ” at the NTEN Leading Change Summit with John Kenyon, Elissa Perry, and Londell Jackson. Our track was one of three tracks for participants to dive deep into a topic and learn from peers through dialogue. Photo by Trav Williams. Orienting the Group.

Reflection 124

Reflection NTEN Change Facilitation 124

sgEngage

MARCH 7, 2024

How to Avoid: Accounting standards are always changing. These resources can offer timely insights into changes in accounting standards and how they affect your organization. How to Avoid: To avoid this mistake, organizations must develop robust systems for tracking and reporting on restricted versus unrestricted funds.

Activities 77

Activities Active Activism Comparison 77

Nonprofits Source

JULY 24, 2023

When a recurring donor who gives to a nonprofit without self-service tools wants to make a change to their donation cadence, they need to call or email a member of your team to make the change. Plus, supporters know when certain changes must be made to their donor profile. Reporting templates. Automatic alerts.

Benefit 52

Benefit Technology Nonprofit Template 52

Cloud 4 Good

MAY 5, 2022

Some of our clients utilize the Interest Object in Salesforce to track which topics their prospects are interested in. Here’s how: Step 1: Create your layout template. You can choose to edit the “Standard” layout template or create a new layout template from scratch. Change the font color, size, etc.

email 82

email Marketing Communication Template 82

Amy Sample Ward

JANUARY 20, 2011

We covered how to do Community Mapping (identifying the segments and goals of the community), Content Mapping (creating a plan for which content goes where, and why), and Data Tracking (pulling all the numbers together). >> Get this template! >> Get this template! Metrics Tracking. >> Presentation.

Metrics 219

Metrics Community Map Template 219

DNL OmniMedia

OCTOBER 13, 2020

Each step you take with a prospect, from the first communication to receiving a gift, needs to be carefully tracked and planned for. In the nonprofit world, this tracking process is referred to as moves management. A Moves Management Template For Your Strategy. A Moves Management Template for Your Strategy.

Effective 98

Effective Management Guide Fundraising 98

CauseVox

JULY 18, 2023

Together, we’ll unlock the potential of using your plan to thrive in changing circumstances. To make it easy, download a copy of our fundraising plan template for guidance. Take a look at your fundraising totals for the year so far, along with any changes in your organization’s budget that need to be accounted for.

Develop 76

Develop Fundraising Pledge Track 76

Bloomerang

AUGUST 30, 2023

Donor management solutions Donor management systems , also known as nonprofit CRMs , are software solutions that allow nonprofits to track donor interactions and giving histories, create donor segments, and develop communications campaigns. Save your most-used reports as templates to reuse in future data analysis. Donation page design.

Software 87

Software Guide Fundraising Platform 87

Bloomerang

DECEMBER 19, 2023

67% of nonprofits use a constituent relationship management system (CRM) to track donations and manage supporter communications. You may not want to change how you currently manage donors, which means you’d like to invest as little as possible in a different solution or approach to donor management. Is it worth it to spend the money?

Software 84

Software Free Tools Adobe 84

Candid

APRIL 24, 2024

PEAK Grantmaking’s “Reimagining Philanthropy” conference in March exploring these themes was a fitting setting for a session Candid organized about advancing systems change via data collaboration at scale.

Collaboration 52

Collaboration Data Demographics Massachusetts 52

Bloomerang

AUGUST 23, 2023

Luckily, this is super easy using Bloomerang’s saved report templates. How to find this in Bloomerang: Reports → New → Start from a template → Newest donors Why this report is helpful: These folks are a very important audience! Can you send them a fun, short video showing them how they’re helping to change the world?

Report 85

Report Donor Database Template 85

Qgiv

MAY 3, 2023

Planning ahead ensures you’ll stay organized and keeps you on track with your goals. Create practical goals for your organization to complete within the year and track the success of each campaign you roll out with your fundraising calendar. Fundraising calendars help set your nonprofit up for success for the entire year.

Calendar 64

Calendar Create Fundraising Evaluation 64

Cloud 4 Good

AUGUST 4, 2022

Founded in 1863 as a land-grant university, the University of Massachusetts Amherst (UMass Amherst) has remained unwavering in its commitment to social change and creating a better world. These programs help track current and prospective students engaging with the UMass brand through mass emails. Understanding Engagement + Preferences.

Massachusetts 90

Massachusetts University Communication Marketing 90

Nonprofits Source

OCTOBER 25, 2023

Technology is increasingly changing the future of nonprofit marketing , which is why your organization must leverage its software to keep up. Automating emails through your CRM solution will also allow you to: Create email templates. It’s no mystery that nonprofits must promote their missions to raise awareness for their causes.

Marketing 52

Marketing Support Demographics Nonprofit 52

Amy Sample Ward

MAY 4, 2011

You can also use these links to get the templates: Community Mapping template. Content Mapping template! Metrics Tracking template! During the class, we talked about the importance of tracking and the possibilities that exist for tracking usage beyond just your organization’s website.

Lecture 137

Lecture Storytelling Data Strategy 137

CauseVox

MARCH 30, 2022

It’s so easy to make changes.” For each campaign, she builds her CauseVox campaign site, creates a template, and then clones it for all of the fundraisers involved, all in just a few minutes! Benefit: Track Event Activities. We love this, because raising money for a good cause should absolutely be fun! 5 minutes each.

Tips 78

Tips Fundraising Pledge Template 78

Nonprofit Tech for Good

FEBRUARY 13, 2016

Social and mobile m 100 5451 0 5451 0 0 431 0 --:--:-- 0:00:12 --:--:-- 1111edia change so quickly that detailed, long-term strategic plans too often overcomplicate the process and become outdated within a year’s time. Template 1] Your Online Communications and Fundraising Audit. Template 3] Your Social Media Fundraising Budget.

Social Media 100

Social Media Media Strategy Fundraising 100

Bloomerang

JUNE 17, 2022

One way to track those is by setting up a grant calendar. At Grantli , I’ve created a Grant Tracking Template that will easily keep all of your grant deadlines in one place. Organizations must also be community centered, working to enact long-term sustainable change at the community level and focused on social justice actions.

Grant 121

Grant Fund Vermont New York City 121

Whole Whale

APRIL 13, 2022

RFP Resources and Templates. See our ultimate nonprofit RFP guide with examples and templates. Use a spreadsheet to track and rate the vendor proposals that you get. Here is a template: [link]. What is their background or experience in Google Analytics and web tracking for impact? Considering a Rebrand?

Process 52

Process Question Proposal PDF 52

Get Fully Funded

JANUARY 17, 2022

Or the search for the perfect template. So, take the time to track your data this year and you’ll be all set for this step next year! But seriously, 100% retention is unrealistic because life is fluid and peoples’ situations change. Staying on track Review your plan at the beginning of each month. Or enough data.

Fundraising 134

Fundraising Activities Active Activism 134

Saleforce Nonprofit

MARCH 4, 2024

Here are the top three grantmaking tools to use in place of foundationConnect: Track, manage, and deliver funding programs — all in one place Nonprofit Cloud for Grantmaking is designed to maximize your impact. This solution includes a template, which will save organizations time and effort when setting up online portals.

Nonprofit 52

Nonprofit Application Integration Grant 52

Judi Sohn

JULY 21, 2013

Right around the time I started at KELL Partners last year, I helped our team implement Smartsheet as our main tool for keeping track of timelines, requirements and deliverables with clients and internal projects. Templates – Any sheet can be saved as a template. Durations, start and finish dates roll up to the parent.

Project 203

Project Management Doc Online 203