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. Create Personalized Reports and Dashboards Having a way to quickly and clearly see your financial numbers helps you make better data-driven decisions.

Foundation 78

Foundation Build Fund Review 78

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

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

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. Do you need to pull reports and CSV files from several different systems to get a holistic view of your income streams and expenses?

Process 90

Process Create Review Stream 90

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. One nonprofit we worked with was struggling to meet its financial reporting deadlines and its audit would unfortunately lag behind the agreed upon timelines.

Relationship 70

Relationship Practice Build Evaluation 70

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. A CRM system becomes invaluable, documenting every interaction, preference, and donation.

Community 82

Community Organization Fundraising Integration 82

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

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. Create Personalized Reports and Dashboards Having a way to quickly and clearly see your financial numbers helps you make better data-driven decisions.

Foundation 52

Foundation Build Fund Review 52

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.

Software 84

Software Free Tools Adobe 84

Bloomerang

JULY 6, 2023

A good strategic plan ensures you have charted the necessary pathways to meet (and hopefully exceed) your organization’s goals. This nonprofit strategic planning model helps organizations get back on track if they have strayed from the path to success. Decide how to address each of those elements to get your organization back on track.

Examples 117

Examples Guide Model Nonprofit 117

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. You need a process for tracking volunteer hours, as this information is useful to funders, and you might want to build in incentives for volunteers who volunteer a certain number of hours.

Volunteer 119

Volunteer Create Policy Roles 119

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. Track ROI of a given ad campaign over time, and pull custom, robust reports to measure success. #16.

Advocacy 88

Advocacy Offline Gartner Nonprofit 88

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.

Team 77

Team Nonprofit Profit Fund 77

Connection Cafe

NOVEMBER 7, 2014

But before we get too far into the report details, let’s start with a simple definition. Let’s take a look at a few of the key findings from the second nonprofit content marketing benchmark report – produced by Content Marketing Institute and Blackbaud – Nonprofit Content Marketing 2015: Benchmarks, Budgets, and Trends—North America.

Content 45

Content Storytelling Marketing Chart 45

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. Finance Director Major Gift Contributions KEEP COSTS LOW Optimize major gift engagement efficiently with Neon CRM’s donor tracking and relationship management​​. What does that mean?

Analysis 52

Analysis Project Donor Retention 52

Qgiv

JUNE 23, 2021

Data-driven fundraising strategies are always the smartest move, so make sure you have the necessary constituent relationship management software (CRM) integrations and reporting tools. By using a CRM’s fundraising reporting tools, you can compile effective reports that help you understand and document your research into your donor base.

Campaign 98

Campaign Effective Fundraising Nonprofit 98

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. Defining Roles.

Reflection 124

Reflection NTEN Change Facilitation 124

Tech Soup

MARCH 27, 2013

Microsoft : If you’re solely using Microsoft products to create written documents and presentations, then you’re just scratching the surface of what’s possible with Microsoft. You can also use Visio 2013 to make dynamic diagrams and charts for your story. So pick your tools and get started!

Digital 55

Digital Story Adobe Tools 55

Tech Soup

MARCH 29, 2017

The Louisiana Bucket Brigade (LABB), for instance, has used Ushahidi to document the impacts of oil spills and other petrochemical pollution on human health and the environment. Since then, it has since logged, mapped, and tracked more than 14,000 reports of petrochemical pollution. New Ushahidi Services for Nonprofits.

Benefit 36

Benefit Public Develop Tools 36

Tech Soup

JANUARY 26, 2015

Managers can create reports using pre-built templates or customize their own to get detailed insight on their organization's data. CiviCRM even has some basic HR management tools to help nonprofits keep track of their volunteers, new jobs, and related documents. Human Resources Management (HRM).

Open Source 36

Open Source Open Program Images 36

Tech Soup

NOVEMBER 17, 2014

We've got malware, invasive tracking cookies, and a report on not-so-secure messaging apps — not exactly good things. Sure, it might sound like some sort of extraordinarily tasty treat, but it's actually an invasive tracking program. Mobile for Good is a bit of a misnomer for this month's column.

Mobile 44

Mobile News China Colorado 44

Tech Soup

NOVEMBER 17, 2014

We've got malware, invasive tracking cookies, and a report on not-so-secure messaging apps — not exactly good things. Sure, it might sound like some sort of extraordinarily tasty treat, but it's actually an invasive tracking program. Mobile for Good is a bit of a misnomer for this month's column.

Mobile 41

Mobile News China Colorado 41

Achieve

MAY 10, 2021

Following up on any loose ends, reporting on your success, and thanking each and every donor and volunteer. Breaking your prospecting goals down into a gift range chart is an effective way to keep your efforts focused from the very beginning of the quiet phase. The Public Phase. Post-Campaign Activities. donor research tools.

Audience 83

Audience Campaign Phase Virtual 83

Tech Soup

APRIL 25, 2014

To be able to telework, people usually need five things: a computer or tablet, broadband Internet, access to work email, access to work documents, and a phone. Working with documents is very nearly the last frontier in which computers are still superior to mobile devices. It is free for a version that just views documents.

Phone 67

Phone NSF PowerPoint Mobile 67

Beth's Blog: How Nonprofits Can Use Social Media

AUGUST 4, 2011

Many organizations want to use social media media measurement to help pave the way for organizational adoption and document the value of social media to reach stated objectives. The chart above is a small example of how GRIST tracked its results on a campaign against staff investment.

Measure 98

Measure Social Media Media Social 98

Tech Soup

DECEMBER 19, 2016

Over 90 percent of businesses report using cloud solutions now, and many software companies are in the process of moving to it or already have. We must track and communicate well with our donors, members, and volunteers — really anyone who interacts with our organizations, including press and partner organizations.

Adobe 36

Adobe Application Charity Sharepoint 36

Beth's Blog: How Nonprofits Can Use Social Media

FEBRUARY 21, 2009

It is a flow chart that calculates business performance taking into account not only whether the company had a profit, but whether that profit was good enough relative to the assets it took to generate it. Over those 80 years, the chart has been polished, refined and so deeply embedded in business thinking. Document on the fly.

ROI 50

ROI Social Media Slides NTEN 50

NTEN

JANUARY 27, 2010

"Citizen journalists" throughout the country collaborated to collect information about this violence; they received incident reports from thousands of citizens via web and mobile phone, collated the data, and displayed it on a Google Maps mashup. In 2008, post-election violence erupted in Kenya.

Tools 73

Tools Map Disaster Oregon 73

sgEngage

APRIL 7, 2023

From applications to reviews to reporting, there are a lot of moving parts to a funding program. Whether your grantmaking organization is managing one funding program or a dozen, the right grants management software can save you time and improve compliance through streamlined processes, intuitive reporting, and built-in due diligence.

Grant 71

Grant Software Management Application 71

NTEN

JANUARY 27, 2010

"Citizen journalists" throughout the country collaborated to collect information about this violence; they received incident reports from thousands of citizens via web and mobile phone, collated the data, and displayed it on a Google Maps mashup. In 2008, post-election violence erupted in Kenya.

Tools 59

Tools Map Disaster Oregon 59

sgEngage

APRIL 11, 2023

Fund accounting software provides government agencies with the organization they need to track hundreds of funds while also establishing the internal controls and transparency required when stewarding constituent money. Fund accounting software is an accounting system designed to make managing restricted funds streamlined and easy to track.

Government 69

Government Fund Software Grant 69

Connection Cafe

AUGUST 2, 2018

Welcome Letter: The purpose of this document is to correct the transactional nature of the first gift. We developed the following chart to help our organization track and evaluate the donor kits’ impact on giving: . My name listed in Foundation publications (like Annual Report or newsletter) . It typically contains:

Gift 22

Gift Donor Foundation Rate 22

sgEngage

FEBRUARY 20, 2024

Is our board on track for the public phase? By now, you should have a defined gift range chart to demonstrate the impact of various giving levels. You can even track who’s reading updates to get a handle on engagement at each stage. Did we set appropriate capital campaign goals with our board? Investing in software?

Campaign 57

Campaign Tools Phase Accessibility 57

Qgiv

APRIL 2, 2024

A grant proposal is a structured document that outlines the need for funding, your nonprofit’s objectives, the proposed project’s scope, and the budget you need to accomplish your project. Funders may request financial statements or annual reports, as well as other documentation on your nonprofit to be submitted with your proposal.

Proposal 52

Proposal Grant Template Guide 52

Bloomerang

NOVEMBER 20, 2021

Give us the weather report. Do you track the results of making personal connections with your donors? . And you track the results. So there are three charts that I recommend you create on a regular basis, and now is a really good time to create these charts and then notice what the names are that make up those charts.

Video 89

Video Fundraising Louisiana Minnesota 89

Saleforce Nonprofit

AUGUST 17, 2022

It also uses the NPSP as its CRM (constituent relationship management system) tracking interactions with donors, contractors, grantmakers, advisors, board members, volunteers, customers, and students. Salesforce Einstein and dashboards surface valuable member information in easy-to-view charts for steering growth. Destiny Rescue.

Asia 98

Asia Dominican Republic Cambodia Children 98

Tech Soup

FEBRUARY 23, 2015

One of the major benefits of cloud-based programs is that you can work on projects or documents from anywhere at any time. With many programs, multiple staff members can work on a document or a project simultaneously. You can easily work on documents, presentations, spreadsheets, and more. Productivity and Collaboration.

Product 36

Product Service Guide Database 36