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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

Data 79
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Information: The Better Half of IT

sgEngage

As a Database Administrator, my world revolves around helping users make sense of the information they receive, from voice-of-the-customer anecdotes and impressions to polished Key Performance Indicator (KPI) graphs, charts, and dashboards. Why pay attention to data? Data is valuable! Data fuels most activities in a nonprofit.

Chart 87
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How to Prepare Donor Data Reports for Your Board Members

Bloomerang

A major part of connecting with these individuals and optimizing the giving experience is utilizing the data you collect about their giving trends to inform your future fundraising decisions. . But what role does your board play in donor management, exactly? Donor data to exclude from your report. Great question!

Report 124
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Where are the 2019 (and 2020) 990s? On filling the gaps in Candid’s grants data

Candid

There’s no universal date for filing 990s; instead, the end of an organization’s fiscal year determines when its 990 is due at the IRS. This gap is notable because IRS 990 filings are a substantial source of data about nonprofits and foundation grantmaking in the U.S. To be sure, Candid doesn’t depend exclusively on IRS data.

Grant 133
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Debunking 3 Myths About Digital Transformation

Saleforce Nonprofit

Technology is a key enabler for RMU, helping the university understand and serve the needs of its community. As RMU President Dr. Chris Howard puts it, technology is one of the key enablers that pushes the university toward its goals: “[We want to be] the most agile, professionally career-focused university in the country.

Digital 122
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A Helpful (Unofficial) Digital Training Guide for New AmeriCorps Members

Whole Whale

Whole Whale has over a decade of experience as a nonprofit-focused digital marketing agency and has developed a robust digital training program through WholeWhale.com/university. When a volunteer or new employee jumps into a new role that requests digital expertise, there is a natural learning curve that must be climbed.

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The Better FAFSA: What Colleges Need to Know Right Now

sgEngage

Many colleges and universities also use it to help determine a student’s eligibility for their own need-based financial aid programs. It also takes federal tax information directly from the IRS and transfers it into the form, rather than asking students and families to manually enter certain data.

Student 89