sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Review your naming conventions so each journal entry is easily identifiable.

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. How to Avoid: Organizations should consider adopting the Unified Chart of Accounts for Nonprofits (UCOA). Use financial management software with analytical tools.

Activities 77

Activities Active Activism Comparison 77

Greater Giving

MARCH 12, 2024

” Charting the Course: Tactics and Strategies Tactics Identify engaging fundraising tactics aligned with your mission and goals. 1 month before: Meet with your volunteer committee to review list of those volunteering on event night. Review the event night timeline and script in detail at your program rehearsal.

Charity 40

Charity Fundraising Literacy Photography 40

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Review your naming conventions so each journal entry is easily identifiable.

Foundation 52

Foundation Build Fund Review 52

The Storytelling Non-profit

MAY 3, 2022

Here’s an example of the chart that I created: Tasks Start Date Completion Date Who is Responsible? But don’t worry, planning ahead of time will prepare you for any contingency Step #5: Document your fundraising campaign plan to succeed The best way to learn is by reflecting on experience. And then what actually happened? Don’t be shy.

Campaign 90

Campaign Fundraising Channel Mail 90

Get Fully Funded

JUNE 5, 2023

A simple report with a pie chart can easily show you that. On top of the day-to-day bookkeeping needs, you should also work with a Certified Professional Accountant (CPA) to review your financials and do your tax filings (a separate person than the one doing your bookkeeping). So set up your Chart of Accounts right from the get-go.

System 98

System Help Nonprofit Track 98

Beth's Blog: How Nonprofits Can Use Social Media

JUNE 27, 2018

It isn’t just about writing it down, it is also reviewing what your captured with your team in an “ After Action Review.” Use a google document (or create a Slack channel or What’s App group) so your team can capture during the event. Review it together in a meeting and summarize. The Process Steps in Detail.

Practice 105

Practice Thailand Asia Reflection 105

Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 29, 2014

Mine includes markers , sticky notes , index cards, and flip chart paper. A few months ago, I listened in on a Google Hangout with Eugene Kim and Dave Gray where they discussed the question “Is documentation learning?” Post-It Note Facilitation of A Network Map - 2012 Pakistan NGOs. But wait, paper???

Facilitation 139

Facilitation Arts Pakistan Exercise 139

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. What does that mean? It means that where your organization puts its time, energy, and resources is a direct expression of the things it values. Historically, it costs $1.25

Analysis 52

Analysis Project Donor Retention 52

Bloomerang

JULY 6, 2023

A good strategic plan ensures you have charted the necessary pathways to meet (and hopefully exceed) your organization’s goals. Generally, strategic planning forms look similar to this: This template outlines all of the essential planning steps that we’ll review in the next section.

Examples 117

Examples Guide Model Nonprofit 117

NetWits

DECEMBER 16, 2010

Original sentence: To get a chart of heart-healthy activities, click here. Rewrite: Review our chart of heart-healthy activities. It’s well documented that website users scan rather than read pages. As you’re editing, replace instances of “click here” with a description of what you will get when you click on the link.

Web 160

Web Chart Websites Search 160

Beth's Blog: How Nonprofits Can Use Social Media

MARCH 13, 2018

The ideas can be captured on a flip chart or participants can write them down on sticky notes and post them on a wall. Write them on a flip chart, white board, or slide so everyone can see it. Write the initial topic on a flip chart, whiteboard or slide where everyone can see it. Say the ground rules for brainstorming.

Facilitation 106

Facilitation Work Chart Technique 106

Classy

APRIL 9, 2021

Keep Commonly Asked-For Documents Organized. In addition to specific grant questions, many applications will ask for other documents related to your nonprofit. Organizational chart. Make sure to have at least one other person on your team review drafts before they’re sent. Download Now: The Digital Marketing Checklist.

Proposal 83

Proposal Grant Effective Language 83

Beneblog: Technology Meets Society

MARCH 18, 2012

Design and implement data visualizations, including everything from simple static charts and maps to custom interactive visualizations on the web. Familiarity with python, R, and JavaScript libraries for charting, mapping, and vis is helpful. Automate generation of publications based on data using LaTeX and Sweave.

Analysis 150

Analysis Statistics Chart Language 150

NonProfit Hub

JUNE 29, 2021

I once sat in a boardroom reviewing a forecasted profit and loss statement for an organization I was leading. Keep in mind that 990s are considered to be public documents. Basically, this is a way for your board or accountant to review all checks issued during a given period. But, for now it’s still a thing.

Team 77

Team Nonprofit Profit Fund 77

Tech Soup

AUGUST 5, 2015

Threaded comments: Multiple users can comment and reply to comments to have a conversation in the document. Task pane: A new pane simplifies common tasks like formatting chart images and building formulas. Recommended charts: Get help choosing the best chart for your data. New Features in Excel.

PowerPoint 36

PowerPoint Sharepoint Chart Calendar 36

Bloomerang

AUGUST 21, 2023

Your own careful review of the report is encouraged. Diversify fundraising channel s: The report documents shifts in donor behavior and preferences. It’s important to answer these questions for yourself and chart your course of action accordingly. Do you have a case for support tailored to younger donors?

Action 73

Action Report Practice Fundraising 73

Bloomerang

DECEMBER 19, 2023

Monday.com Platform overview: Monday.com enables workflows based on your organization’s needs, including views like Gantt charts, Kanban, and more. You can centralize your team’s documents, images, videos, and other resources into one accessible location. Dropbox Sign enables organizations to prepare, send, sign, and track documents.

Software 84

Software Free Tools Adobe 84

Tech Soup

APRIL 30, 2014

You can also view all history associated with a grantee, including which grants have been awarded, whether proposals have been reviewed, and how many progress reports have been received. The data stored in PhilanTrack can be easily displayed in customizable reports, including summaries, graphs, and charts. Accept Applications Online.

Foundation 36

Foundation Proposal Grant Application 36

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 17, 2013

The framework also works well as a benchmarking tool so a group of similar organizations working together as a movement can learn from one another. This makes easier to embrace a key principle of movement building “sharing and documenting practices” that Rachel Weidinger shared during her session at NTC last week.

Measure 103

Measure Learning Metrics Social Media 103

Tech Soup

JANUARY 17, 2012

Early in December, Matthew Miller of ZDnet did a good comprehensive piece comparing some major office apps, including DataViz’s Documents To Go , Kingsoft Office , OfficeSuite Pro , Polaris Office comes from Infraware , Quickoffice Pro , and ThinkFree Office. Impressive as Documents To Go is, I was also interested to see what the $0.99

PowerPoint 50

PowerPoint Doc Files PDF 50

NTEN

JANUARY 28, 2011

This should be a simple one page document. This chart is only a sample, and is not complete.) Review each of the items for how much money, support time, and planning time spent on them (monthly and/or annually). Categorize that core Tech Now add one more column to your chart: commodity or value.

Org 84

Org Tech San Diego NTC 84

The Science Behind Engaging your Supporters

SEPTEMBER 24, 2018

With customizable analytics dashboards , nonprofits can build beautiful charts and graphs of their digital, fundraising, advocacy, and organizing data to paint a better picture of their work. #9. Click here to read EveryAction's Capterra reviews. #28. Visualize your data like never before. Have easy access to the voter file.

Advocacy 88

Advocacy Offline Gartner Nonprofit 88

Beth's Blog: How Nonprofits Can Use Social Media

JULY 25, 2017

I answered yes to all, but more importantly I think these two methods helped me the most: Carve out time for reflection after each training and do an after-action review with yourself. Others have also documented and used the technique or taught others how to do it. Did you read books, take classes, or have a coach?

Participatory 76

Participatory Facilitation Technique Asia 76

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. It can display data with maps, lists, charts, timelines, and other visual reports. For example, during a severe snowstorm on the East Coast of the U.S.,

Benefit 36

Benefit Public Develop Tools 36

Tech Soup

JANUARY 26, 2015

CiviCRM even has some basic HR management tools to help nonprofits keep track of their volunteers, new jobs, and related documents. Read product reviews and case studies, watch software tutorials, and try to demo the actual product. Vancouver-based Art for Impact is a nonprofit that celebrates the power of art for social change.

Open Source 36

Open Source Open Program Images 36

Tech Soup

OCTOBER 26, 2012

Most people are familiar with PDF documents, and if you don't use Acrobat, you've probably at least used the free Adobe Reader to view a PDF that someone else created. Acrobat's most notable feature is that it allows you to create PDF documents from a variety of source files, but there are a lot of other uses too.

Adobe 36

Adobe PDF Files PowerPoint 36

Tech Soup

OCTOBER 19, 2012

Most people are familiar with PDF documents, and if you don't use Acrobat, you've probably at least used the free Adobe Reader to view a PDF that someone else created. Acrobat's most notable feature is that it allows you to create PDF documents from a variety of source files, but there are a lot of other uses too.

Adobe 36

Adobe PDF Files PowerPoint 36

Tech Soup

SEPTEMBER 15, 2011

project leaders and team members with the tools they need, from Gantt charts to web conferencing, to coordinate the various pieces of the puzzle. It integrates across Google Apps , a nice bonus for users who are already using Google Mail, Documents. The software allows for document sharing, project workflows, and Gantt.

Project 50

Project Tools Management Online 50

Beth's Blog: How Nonprofits Can Use Social Media

AUGUST 4, 2011

This prompted a question from Alison Carlson (Global Giving’s “Un Marketing Manager&# ) – Should you tie results to job performance review if staff person is using their personal account? 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

Connection Cafe

AUGUST 7, 2013

Read the documents you are given. Understanding the strategic plan and the course it is charting for the organization’s future. Strategic plans ARE NOT static documents. Review the goals set in place by the board and the CEO working together. If you are going to ask, then you have to listen to what follows.

Government 39

Government Metrics Chart Review 39

Qgiv

JUNE 23, 2021

A good CRM will help you track your donors’ giving history, document their engagement with your organization, and help you identify opportunities to build strong donor relationships that will last for years. Gift range chart. Base this on your documented research, and follow it carefully! . Budget for expenses.

Campaign 98

Campaign Effective Fundraising Nonprofit 98

Beth's Blog: How Nonprofits Can Use Social Media

JANUARY 21, 2010

I also always review Bloom's Taxonomy and have found this diagram really useful. Because I'm mostly teaching workshops about social media, if the participants have a social media presence, I can easily find it, review before the workshop, and even incorporate a screencapture or two into the materials. Audience Research.

Social Media 93

Social Media Share Media Instruction 93

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. It serves as your voice when grant funders are reviewing proposals, and it can decide whether you secure the grant or not. Double check your work.

Proposal 52

Proposal Grant Template Guide 52

Bloomerang

JUNE 13, 2023

When you answer (and document) the following four questions, you will save the team valuable onboarding time and set your organization up for success tomorrow. A fundraising plan is a way to document your goals into actionable steps that your development team can execute to achieve fundraising success. What’s our fundraising strategy?

Fundraising 88

Fundraising Contact Team Nonprofit 88

Tech Soup

NOVEMBER 1, 2016

Ottawa, Ontario: Review Progress on Data Analysis Projects. Kitchener, Ontario: Documenting Things. Ottawa, Ontario: Review Progress on Data Analysis Projects. Genève, Switzerland: Atelier de Co-construction/Com­pilation d'Une Charte Éthique Numérique. Monday, November 7, 2016.

Netsquared 36

Netsquared Benin San Francisco United Kingdom 36

Beth's Blog: How Nonprofits Can Use Social Media

MAY 29, 2009

Since I couldn't use my computer to get on the wifi, I took out my session workbook to review my notes on the module about "Understanding Your Network" which included the basics of social network analysis and mapping. Network maps are "talking documents" or prompts for reflection and strategizing. The Micro-Sociology of Networks.

Analysis 95

Analysis Social Network America Network 95