sgEngage

APRIL 8, 2024

All in unrestricted funds with no reporting necessary. While nonprofits will hopefully see an increase in unrestricted funds—and a decrease in burdensome reporting requirements—as part of this and other movements, good nonprofit accounting principles still apply. They don’t come with any direction or reporting requirements.

Fund 95

Fund Chart Grant Report 95

Whole Whale

NOVEMBER 8, 2022

Nonprofit annual reports play an important role as we head into the end of the fiscal year or the onset of giving season. Although they are not an IRS requirement, compelling annual reports can sway potential donors and show current donors how their money is helping your organization to make an impact. DREAM (formerly Harlem RBI).

Report 85

Report Template Org Nonprofit 85

Candid

JANUARY 24, 2024

I’ll share what I’ve learned from the big-picture analytics, insights from my deep dive into content, and how they inform my approach to our social media plan (which you’re welcome to borrow for your nonprofit). You also love a nice chart. We get it, who doesn’t love data presented in a nice visual format?

Social Media 52

Social Media Data Strategy Media 52

Association Analytics

MARCH 1, 2023

The best part is that you already have access to a major part of the solution – your data! That’s why it’s also important to view behavioral data alongside survey data. One of our customers uncovered this insight after digging into their data. How can you set up better collaboration and document sharing?

Associations 320

Associations Product Virtual Survey 320

Everyaction

OCTOBER 11, 2017

Whether its for a board meeting or a conference, nonprofit professionals often spend hours of time trying to figure out ways to present their data in an easily understandable way. or relying on (pretty ugly) charts with data estimates made in Excel or Powerpoint. For many organizations, that's probably all they'll ever need.

Chart 40

Chart Data Build Stats 40

Saleforce Nonprofit

OCTOBER 27, 2022

Launching the Latest Nonprofit Trends Report: How We Designed a Global Study. The 5th edition of the Salesforce Nonprofit Trends Report is finally here. The intention behind the report? In previous reports, we’ve explored the idea of organizational “digital maturity.” Many of the findings are surprising.

Trend 73

Trend Global Studies Report 73

sgEngage

FEBRUARY 12, 2024

If all your Ts aren’t crossed and your Is aren’t dotted on your grant reporting, your chances of repeat funding from that entity are low. When your accounting system is not built to handle restricted funding , each report can feel like a fire drill. It’s not just the end-of-grant reporting that can cause problems.

System 75

System Grant Chart Fund 75

Whole Whale

MARCH 27, 2023

After it stops collecting data in July of 2023, it officially will be deleting account data at the end of 2023. As the clock runs out on the year, consider the types of requests you start getting for historical data from Universal Analytics. More details on this from Google: Export and share reports – Analytics Help.

University 52

University Analytics Data API 52

Candid

MAY 12, 2021

This gap is notable because IRS 990 filings are a substantial source of data about nonprofits and foundation grantmaking in the U.S. At Candid, grants data from 990s flows into tools such as Foundation Directory , public dashboards that provide insights into philanthropy in different regions across the U.S., A status update on filings.

Grant 133

Grant Data Files Method 133

sgEngage

NOVEMBER 1, 2023

The short answer is no, not if you want to use your data in meaningful ways. But what I’d bet you’re really after isn’t one record—it’s complete control over your data—and that IS possible. We still needed to create a consistent policy or practice for sharing data throughout the school. We took two steps: 1.

Software 96

Software API Miami Blackbaud 96

NTEN

JANUARY 8, 2013

Data sharing has become a critical part of collaboration and will continue to do so as we are able to access and create more data. There are many sites that allow you to upload data, as well as download other data, for free. The site hosts a wealth of data searchable by agency, category, topic, or geographically.

Site 76

Site Share Data Journal 76

M+R

APRIL 27, 2023

The maître d’ has called your name, the table is set, and the napkins are folded up like fancy little swans: it’s time to dig in to a year’s worth of M+R Benchmarks charts, findings, and insights at mrbenchmarks.com ! yes) The full feast of data and analysis is waiting for you at mrbenchmarks.com.

Benchmark 100

Benchmark Studies Social Media Chart 100

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 75

Action Report Practice Fundraising 75

3rd Sector Labs

OCTOBER 5, 2015

Nonprofits everywhere are struggling to get their hands on reliable, useful workplace giving data from corporate giving programs. Who remembers the days of charities arguing with local United Ways over the donor data? Too many sources of donor data to keep track of. The data generated by the workplace has changed.

Problem 100

Problem Data Giving Charity 100

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. Like an emergency fund for your organization, an operating reserve allows you time to make data-driven decisions instead of having to react immediately.

Foundation 85

Foundation Build Fund Review 85

sgEngage

SEPTEMBER 4, 2023

From gathering demographic data to understanding your grantees’ experiences, grantmaking organizations have been working through many multifaceted conundrums this year. Come prepared to get excited about dashboards and share your favorite dashboard tips.

Blackbaud 96

Blackbaud Denver Demographics Case Study 96

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 84

Activities Active Activism Comparison 84

fusionSpan

MARCH 30, 2022

Businesses deal with a lot of data, and analyzing it in its raw form is frequently difficult. The quality and accuracy of the datasets you’re working with increase when you present them in attractive graphs, charts, shapes, and plots. Tableau is the most extensively used data visualization application.

Chart 52

Chart Map Database Data 52

Tech Soup

APRIL 26, 2013

SAP Visual Intelligence software takes massive amounts of data and transforms it into colorful, easy-to-grasp visual displays. Users can input data in seconds with a couple of points and clicks. The endless options and the stylish look might make you think these reports are difficult to achieve. Share Your Visual Masterpiece.

Data 44

Data Chart Report Oracle 44

sgEngage

MARCH 10, 2023

So, when it comes to communicating your impact story, many foundations need to rely on the data in their form 990 to tell their story. Understanding your grantee data through clear data governance is an essential part of managing and communicating your foundation’s impact story. The key is to be intentional.

Story 72

Story Impact Trend Grant 72

Cloud 4 Good

MAY 11, 2021

The chart displays the User License by Profile, which will inform whether the organization will need to purchase additional licenses and/or if there may be users who are assigned licenses, permission set licenses, or feature licenses that they no longer need. Assess Sharing Access from a Record Page. Even More Flow Builder Updates!

License 110

License Chart Childhood Activities 110

Beth's Blog: How Nonprofits Can Use Social Media

NOVEMBER 18, 2014

We spent a fair amount of time framing and reframing the problem and ended up with a question that focused on data collection. One of the concepts that the group designed was a strategy for collecting data from low income individuals which was identified as a key challenge for some participants who work with homeless populations.

Data 107

Data Help Measure Analysis 107

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. And going back to retroactively enter data is a huge time-consuming headache. MYTH: Nobody has time to enter data into an Accounting program.

System 98

System Help Nonprofit Track 98

Amy Sample Ward

APRIL 27, 2011

—– I’ve recently shared a couple interviews exploring two case studies of really successful online fundraising campaigns: SXSW4Japan Raises Over $120,000 and $100,000 in Three Days with #TeamAutism. The data says we should move on. The data says we should move on. Getting Over Celebrities.

Celebrate 201

Celebrate Impact Fundraising Pakistan 201

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. Like an emergency fund for your organization, an operating reserve allows you time to make data-driven decisions instead of having to react immediately.

Foundation 52

Foundation Build Fund Review 52

Beth's Blog: How Nonprofits Can Use Social Media

FEBRUARY 7, 2013

I’m very excited to participate in one of the evening events, a curated discussion on Data, Transparency, and Impact with Jane Meseck (Microsoft), Paul Shoemaker (Social Venture Partners) and Eric Stowe (Splash) and moderated by: Erica Mills, Claxon Marketing.

Data 111

Data Measure Sample Seattle 111

Beth's Blog: How Nonprofits Can Use Social Media

NOVEMBER 29, 2012

Yesterday, KD Paine and I delivered an NTEN Webinar on measurement based on the ideas in our new book ” Measuring the Networked Nonprofit: Using Data to Change the World.” ” Well, here is are some ways to find some data nerds to help you with your measurement and analysis: 1. The skills are out there.

Data 109

Data Help Measure Analysis 109

sgEngage

APRIL 12, 2023

By proactively working with your auditor, having consistent workflows that keep your data updated, and establishing clear expectations with your staff, you can make remote audits just another project on your list, instead of something to dread. Those people probably enjoy visiting the dentist and find reasons to go to the DMV as well.

Review 72

Review Fund Software Nonprofit 72

Bloomerang

DECEMBER 19, 2023

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. Now let’s look at Excel , which a lot of nonprofits initially use to track their data. which will make it harder to organize and sync your data.

Software 90

Software Free Tools Adobe 90

Nimble AMS

JANUARY 20, 2022

While I don’t have a crystal ball, I do have some association trends data that can help. Personalization – The study shows that Pros with poor member retention in the past year tend to report worse member data. Get a handle on your member data by keeping it updated, de-duplicating, and managing it in one place.

Associations 78

Associations Studies Trend Data 78

sgEngage

AUGUST 19, 2022

At its most basic, a good budgeting workflow is a balance of the people who can make informed decisions, technology to manage the data, and documented processes for redundancy. Data and Technology : Understand the information you have available and where to find it. What Does a Nonprofit Budgeting Process Include?

Process 95

Process Create Review Stream 95

NTEN

FEBRUARY 5, 2014

I''m so excited to have these regular opportunities to report out from NTEN, share udpates about our work, and hear directly from all of you. Below is a full report from topics covered on the Town Hall call and questions raised from participants. Interally, we have a new organizational chart (if you can call it that!

Report 61

Report NTC NTEN Portland 61

Blue Fox

APRIL 11, 2022

These are some of the words our client shared with us. They just gained a financial thought partner and another set of hands to oversee accounting data entry, management, and reporting. The conversation was now all financials, processes, transfer of responsibility, data architecture, and high-level recommendations.

Mind 78

Mind Analysis Chart Data 78

Beth's Blog: How Nonprofits Can Use Social Media

MARCH 15, 2013

KD and I took frameworks from the book – the Data-Informed Nonprofit (Crawl, Walk, Run, Fly Assessment) and 7 Steps of Measurement and then had David and Carie share how they have applied these to their organization’s measurement. They shared the story of one of their YouTube videos getting 1.5

Measure 98

Measure Data Facilitation Teen 98

Bloomerang

AUGUST 16, 2021

Do you know what social media posts they like or share? Start with benchmark data. Luckily, there are a number of great reports available to help you set a benchmark against industry averages. These are some places to begin: M+R Benchmarks ; Fundraising Effectiveness Project Reports ; Fundraising Report Card Benchmarks. .

Analytics 126

Analytics Strategy Fundraising Benchmark 126

DNL OmniMedia

AUGUST 1, 2023

Data analytics and technology are revolutionizing the healthcare industry. With each new advancement, trends in healthcare technology promise to improve standard care coordination and data management for increased patient satisfaction. Not doing so, will result in data breaches of sensitive patient information.

Trend 52

Trend Technology Analytics Integration 52