Neon CRM
DECEMBER 14, 2023
One of the most important lessons a nonprofit practitioner can learn in their career is that budgets are moral documents. This is especially true when it comes to budget projections that will help inform the strategy of your organization in the coming year. to project what your costs will be for the coming year. Let’s do it!”
sgEngage
FEBRUARY 12, 2024
With an accounting system designed to manage and track balances by fund and subfund across fiscal years and with supported documentation, you can minimize risk by making nonprofit compliance a streamlined process. Track restricted funds by project to manage funder requirements Restricted revenue is at the heart of nonprofit accounting.
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sgEngage
APRIL 2, 2024
Create a Policies and Procedures Manual Once a new employee joins your team, having a comprehensive document outlining standard procedures for data entry will make that transition much easier on both the individual and the staff members training them. Here is a document that outlines the different security roles available in the system.
Association Analytics
MARCH 1, 2023
You won’t get this time back when the economy is booming and sales are off the charts. How can you set up better collaboration and document sharing? Plus, your future self/team will thank you. Invest now and you’ll save your team time and effort in the long run A few questions to consider include: Where can you automate processes?
Whole Whale
MAY 2, 2024
Data hygiene projects This can range from cleaning and completing Salesforce, spreadsheet, CRM or other databases for stakeholders. Internal documentation and program FAQ Have your intern interview the major departments and create a master FAQ and document that explains the different acronyms and concepts that outsiders may not know.
sgEngage
APRIL 17, 2024
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. Data gives us context. How do I care for my data? That’s okay!
sgEngage
AUGUST 19, 2022
In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your process for creating that document. Documented Processes : Your annual budgeting process should be documented with tasks, responsibility assignments, and clearly stated deadlines.
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