Cloud 4 Good

OCTOBER 6, 2021

Admins and Developers will be particularly interested in the many updates to Einstein Search, inline editing from reports now being generally released, and even more functionality added to Flow Builder. Dynamic Gauge Charts in Dashboards (Beta). For example, the gauge chart can display a subtotal of a subsidiary (i.e.,

Chart 101

Chart gMail Singapore Vermont 101

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

Get Fully Funded

MAY 4, 2021

Staff: Provide an organizational chart with photos and enough information about each person’s role so volunteers can find the person they are looking for. Work with your Board, attorney, and an HR professional to create and adopt the policies you need to ensure a safe, quality Volunteer Program. Is there a media release?

Volunteer 119

Volunteer Create Policy Roles 119

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. Create Dynamic Actions Bar on Lightning Page (Pilot). Enhancements to Reports & Dashboards. Even More Flow Builder Updates!

License 110

License Chart Childhood Activities 110

sgEngage

JANUARY 19, 2023

Working with a lean budget means even the slightest unexpected expense can create a stressful situation. 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.

Foundation 78

Foundation Build Fund Review 78

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

Get Fully Funded

JUNE 5, 2023

Not only is it a mess to get accurate financial reports, you can’t get the data you need for grants which can wipe out your chances of getting grant funding. The sole purpose of a Donor Management system is to track donors, track your communication with donors, and track donation information.

System 98

System Help Nonprofit Track 98

sgEngage

SEPTEMBER 4, 2023

Using their own experience as a case study, they will show their process for collecting and managing the information, including how they created and distributed the survey through Blackbaud Grantmaking. 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

Everyaction

JANUARY 16, 2018

If you’re a nonprofit professional you know what it’s like to drown in excel spreadsheets tracking your supporters, donations, major gifts prospects, and almost anything else. From your board members requesting the latest donor stats to your digital director asking for email conversion rates, tracking your data can be hard.

Report 56

Report Data Tools Stats 56

Greater Giving

NOVEMBER 30, 2022

Creating attendee spreadsheets, guest lists, and table assignments by hand? 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! One of the best parts?

Software 97

Software Team Fundraising Registration 97

Bloomerang

NOVEMBER 29, 2023

These tools help keep track of all the people who support the organization, like donors and volunteers. A nonprofit CRM tracks donors, manages email and communication history, and provides comprehensive reporting. Nonprofit CRMs and fundraising tools are key technologies for charities and similar groups.

Community 82

Community Organization Fundraising Integration 82

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. Tip 1: Carve out 30 minutes to review the dashboards and customized reports in your fund accounting system.

Foundation 52

Foundation Build Fund Review 52

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.

Donor 98

Donor Retention Template Widget 98

Bloomerang

JULY 6, 2023

Whether you’re crafting an emergency plan to react to unexpected external circumstances or creating your strategy for the next two to five years, this guide will help your nonprofit get the most out of its strategic plan. Create a clear plan to reach short-term goals, including who is responsible for each goal’s success.

Examples 117

Examples Guide Model Nonprofit 117

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. Data inconsistencies: Data silos updated independently create more room for data entry errors and compromise the data’s usability.

Integration 76

Integration Data Nonprofit Platform 76

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. transaction fee.

Software 84

Software Free Tools Adobe 84

Tech Soup

FEBRUARY 25, 2013

Some of the main goals of the implementation meeting are to produce a consensus on the definition of: The chart of accounts. Funding sources (who funds your organization and what are their reporting requirements?). Building Your Chart of Accounts. So What Exactly Is a Chart of Accounts?

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. Create Clear Channels of Communication Effective communication is the foundation of any successful relationship.

Relationship 70

Relationship Practice Build Evaluation 70

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

Neon CRM

JUNE 22, 2023

All this information is “chart-able.” Volunteer Name Occupation Employment Status Interests Availability Event Preferences Bob Veterinarian Retired Working with animals Weekdays Low-key, behind the scenes All the information categorized about Bob and other volunteers can be used to create segmented appeals for volunteers.

Volunteer 52

Volunteer Practice Management Nonprofit 52

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. you can essentially create a custom design for your site that speaks directly to their needs and wants.

WordPress 100

WordPress Analytics Audience Google 100

VisionLink

JANUARY 29, 2015

Due to the potentially historic damage of this storm, VisionLink successfully created a unique geo-tagged map to chart--in real-time--the damage reports from those in the storm''s path. How does it work?

Map 100

Map New Jersey Time News 100

Bloomerang

NOVEMBER 10, 2023

In this guide, we’ll cover the need-to-know information and steps of creating a major gift fundraising strategy, including: What is a major gift? Creating a major gift program or fundraising strategy is essential because these gifts will not just appear out of thin air. Create a gift range chart.

Gift 97

Gift Raise Guide Relationship 97

sgEngage

SEPTEMBER 15, 2022

Traditionally, we think of impact as, “For X cost, the organization will serve Y number of people in Z amount of time to create A, B, C outcomes using D, E, F strategies.” What if they learn that another solution will actually be more helpful or the solution they thought made the most sense is not creating the most benefit?

Collaboration 70

Collaboration Impact Test Grant 70

Amy Sample Ward

SEPTEMBER 20, 2013

Give me an interactive map, a pivot table, even a plain old pie chart and I’m happy. If we don’t set goals and then create regular opportunities to review the data, does it matter that we capture it? Why are you measuring or tracking something that you can’t (or don’t want to) impact? data nten'

Metrics 158

Metrics Impact Change NTEN 158

Whole Whale

MARCH 27, 2023

Keeping track of your data over time helps you identify trends in user behavior and make informed decisions about how to optimize your analytics strategies. If you’re looking to create a historical record of your Google Analytics data, you’ll need to export the data from Universal Analytics.

University 52

University Analytics Data API 52

The Science Behind Engaging your Supporters

MARCH 5, 2019

According to the 2 018 Fundraising Effectiveness Survey Report , the average donor retention rate was 45.5% Track your retention rates. By automating the process, you'll save staff time and create a more timely and seamless experience for your donors. in 2017, slightly lower than the rates in 2014–2016.

Retention 74

Retention Donor Rate Chart 74

Get Fully Funded

JULY 16, 2023

If you are like most nonprofit leaders, the thought of a Board meeting creates feelings of dread, the blahs, the “let’s get it over withs”, the “I don’t have time for this” mindset, or the “I don’t know why we even bothers”. By creating by-laws, you’re setting a standard for how your Board must function. How do you feel?

Fun 98

Fun Product Law Nonprofit 98

The Science Behind Engaging your Supporters

SEPTEMBER 24, 2018

Pull detailed, customizable reports. Custom reports offer a real-time picture of your supporters across all channels. Choose your data points, and use Report Builder to easily arrange and interpret your data. #6. Create custom target segments in EveryAction, then push them to Facebook for precisely targeted ad buys.

Advocacy 88

Advocacy Offline Gartner Nonprofit 88

Bloomerang

FEBRUARY 1, 2023

The task manager allows you to assign, manage, and track the progress of action items. The member directory helps you keep track of every board, committee, and staff member so that you can nurture relationships. The modern format of this technology creates an attractive and easy-to-use form that is accessible on any device.

Org 80

Org Raise Tools Help 80

Beth's Blog: How Nonprofits Can Use Social Media

MAY 31, 2013

Another participant, Compass,also working on measuring their blog , shared their spreadsheet for tracking similar indicators. This inspired the team over at the Community Foundation of Santa Cruz County – even though their organizations are vastly different. Slideshare how do i say it with charts from Beth Kanter. See above).

Social Media 112

Social Media Metrics Media Measure 112

Beth's Blog: How Nonprofits Can Use Social Media

AUGUST 23, 2011

USA for UNHCR created the Blue Key campaign as a way to drive awareness of this global issue in the US. 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? What tool did you use?

Analytics 99

Analytics Interview Story Phase 99

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. Created by gaming expert Jane McGonigal when she needed to recover from a concussion, it gamifies the process of creating good wellbeing habits.

Product 73

Product Lebanon Calendar gMail 73

Everyaction

JANUARY 31, 2018

FALL Build Beautiful Charts & Graphs with Data Visualization on EveryAction Whether it's for a board meeting or a conference, nonprofit professionals often spend hours of time trying to figure out ways to present their data. Often, this means settling for (pretty ugly) charts with data estimates made in Excel or Powerpoint, but no more!

Tools 43

Tools Chart Grant PowerPoint 43

Achieve

JUNE 1, 2023

Let’s review three strategies for analyzing your donor giving patterns to create a data-driven fundraising and marketing strategy: Identify popular times of the year for giving. Consider creating a strategic marketing campaign to spread awareness during an affinity month and raise funds. Review your donor demographics.

Donation 52

Donation Donor Giving Demographics 52

Connection Cafe

NOVEMBER 7, 2014

In fact, sixty-six percent of nonprofits are focused on becoming better storytellers and sixty-three percent are working on creating better visual content. Sixty-one percent are using content marketing and sixty-nine percent are creating more content than they did one year ago. Make sure to download the full report.

Content 45

Content Storytelling Marketing Chart 45

NonProfit Hub

JUNE 29, 2021

While most undergraduate programs cover the basics of accounting, the practices of a nonprofit bring a new level of complexity to the art of numbers and reporting. Unless the designation is lifted by the giver, these funds need to be tracked separately to ensure they are used for their intended purpose. Which programs are self-funding?

Team 77

Team Nonprofit Profit Fund 77