sgEngage

DECEMBER 20, 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. But they often come with many strings attached—such as detailed reporting requirements. So many nonprofits found 2023 to be particularly stressful.

Foundation 80

Foundation Build Grant Fund 80

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 73

Action Report Practice Fundraising 73

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

Cloud 4 Good

MAY 11, 2021

For example, if “Flow” is entered in the search bar, all Flow-related items for the Summer ’21 release would be on display for you to sort through. Easily Track Active Licenses. Auditing your Salesforce License usage has never been easier, as System Administrators can now track active licenses with the new Active Licenses tab.

License 110

License Chart Childhood Activities 110

Blue Fox

SEPTEMBER 14, 2021

Here's a class tracking overview with more details and instructions on how to set up classes and get started. (If Here's how we describe it: In the for-profit world, classes are often used for cost center or location-based tracking of revenue and expenses. Easy example: a retailer with more than 1 store.

Classes 78

Classes Grant Chart Tips 78

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. For example, the insights from the CRM can guide the design, messaging, and targeting of fundraising efforts.

Community 82

Community Organization Fundraising Integration 82

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

sgEngage

SEPTEMBER 4, 2023

Blackbaud University’s Henry Wiencek and Chrissy Haskell will do a quick overview of the different chart types, including how you can use them, and they will even build a few from scratch. Trends in Impact and Outcomes Reporting in Grantmaking Measuring the impact of your grantmaking can be difficult and time-consuming.

Blackbaud 89

Blackbaud Denver Demographics Case Study 89

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

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

Bloomerang

AUGUST 16, 2021

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. . Track your own data. The same is true for ongoing vs. first-time donors.

Analytics 122

Analytics Strategy Fundraising Benchmark 122

Candid

JANUARY 29, 2024

Casey Foundation ’s 2024 Race for Results report suggests that continued efforts are needed to address persistent disparities in child well-being. The Race for Results report series tracks how children across racial and ethnic groups are faring at the state and national levels on key education, health, and economic milestones.

South Dakota 59

South Dakota Program Alaska Build 59

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

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

Neon CRM

DECEMBER 6, 2023

The Donor Retention Rate Formula If donor retention is a priority for you, it’s important to know how to calculate and track your donor retention rate. Keep this formula handy—you’ll want to periodically calculate your donor retention rate to make sure you’re on track. This year, 114 of them gave again.

Donor 98

Donor Retention Template Widget 98

Neon CRM

JUNE 22, 2023

For example, say someone from an animal advocacy organization meets a retired veterinarian named Bob during a gala. All this information is “chart-able.” For example, the organization holding a midweek veterinary clinic would know which volunteers to reach out to based on the availability field.

Volunteer 52

Volunteer Practice Management Nonprofit 52

Bloomerang

NOVEMBER 10, 2023

For example, if your largest donations tend to be between $25,000 and $50,000, you might designate that range as your major gift range. Create a gift range chart. A gift range chart helps determine how many gifts you’ll need to acquire at each giving level to meet your campaign or annual giving goals.

Gift 97

Gift Raise Guide Relationship 97

sgEngage

APRIL 2, 2024

Queries and reporting tools will provide an efficient means of building a list of relevant activities. This effective guide will be a comprehensive blueprint to working at your organization, including links to relevant resources, steps for data entry, and flow charts outlining who is responsible for which tasks. Likely no.

Data 74

Data Blackbaud Policy Database 74

Tech Soup

FEBRUARY 25, 2013

Some of the main goals of the implementation meeting are to produce a consensus on the definition of: The chart of accounts. Funding sources (who funds your organization and what are their reporting requirements?). Building Your Chart of Accounts. So What Exactly Is a Chart of Accounts?

Chart 45

Chart Sample Method Classes 45

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. Let’s take Salesforce, for example.

Software 84

Software Free Tools Adobe 84

Whole Whale

MARCH 27, 2023

For example, if your team is only interested in questions like “what was the total views/users for March of last year?”, Keeping track of your data over time helps you identify trends in user behavior and make informed decisions about how to optimize your analytics strategies. Fortunately, there are several ways to do this.

University 52

University Analytics Data API 52

Amy Sample Ward

SEPTEMBER 20, 2013

Give me an interactive map, a pivot table, even a plain old pie chart and I’m happy. Why are you measuring or tracking something that you can’t (or don’t want to) impact? A common example of this that I hear often is with volunteer engagement. —– I love data as much as the next person. data nten'

Metrics 158

Metrics Impact Change NTEN 158

Bloomerang

JANUARY 13, 2023

Both fundraising and finance staff need to be using the same chart of accounts structure for the fund designations to align. For example, Heifer International gives people the choice of goats, chicks, pigs or heifers, stating “ Choose an Animal. A wise practice is to sit down with finance department staff before your appeal goes out.

Gift 80

Gift Lesson Skills Training 80

Achieve

JUNE 1, 2023

For example, here are a few times of the year when donors may be compelled to give: Giving Tuesday. For example, a change in legislation or a natural disaster could motivate concerned supporters to take action. For example, you might use A/B testing to determine the best layout for your online donation page.

Donation 52

Donation Donor Giving Demographics 52

DNL OmniMedia

AUGUST 1, 2023

With this in mind, we’ll highlight four digital healthcare technology trends that your organization may benefit from tracking: Artificial Intelligence Cloud Integration Enhanced Data Privacy Security Personalized Healthcare Before discussing each trend in detail, it’s important to acknowledge the role of these technologies.

Trend 52

Trend Technology Analytics Integration 52

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

Bloomerang

FEBRUARY 1, 2023

For example, a donor might use a mobile bidding app at your annual gala auction to bid on your nonprofit’s best prizes. The task manager allows you to assign, manage, and track the progress of action items. The member directory helps you keep track of every board, committee, and staff member so that you can nurture relationships.

Org 80

Org Raise Tools Help 80

Beth's Blog: How Nonprofits Can Use Social Media

MAY 31, 2013

On a call last month, participants shared examples of their measurement tools and spreadsheets. Slideshare how do i say it with charts from Beth Kanter. The spreadsheet above is from the Community Foundation of Santa Cruz County for an action learning project that focused on measuring the results of the recently launched blog.

Social Media 112

Social Media Metrics Media Measure 112

Beth's Blog: How Nonprofits Can Use Social Media

AUGUST 23, 2011

Describe the Twitter Charts: What are you showing? Any advice about setting up systems to track Twitter. Did you use any “real time” tracking of your tweets and make any adjustments along the way? The Twitter chart looks at the impact of a “tweetathon” we decided to hold on June 13; one week before World Refugee Day (June 20).

Analytics 99

Analytics Interview Story Phase 99

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

Qgiv

AUGUST 29, 2022

For example, if a participant has a pledge from a family member that they’ll donate $10 for every 50 pages that they read, the participant will log how many pages they read at the conclusion of the fundraiser and collect their donations based on that amount. You can create these visuals and display them on your peer-to-peer campaign website.

Hosting 52

Hosting Fundraising Badge Pledge 52

sgEngage

MAY 19, 2023

Your financial team is experienced at doing piles of work in a short amount of time to get books closed and reports out the door while the information is still actionable. And high-level overviews in an annual report won’t cut it for many of your engaged audiences. The more steps in the process, the more chances for a mistake.

Chart 70

Chart Fund Grant Integration 70

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

CauseVox

MAY 16, 2022

For example, you could host a peer-to-peer fundraising campaign and celebrate your success with an in-person ticketed gala. For example, Parkinson’s Nebraska exceeded their fundraising goal by asking their supporters to participate in a fun and engaging challenge to walk the total distance of Nebraska. Register for an event?

Fundraising 73

Fundraising Nebraska Template Virtual 73

3rd Sector Labs

OCTOBER 5, 2015

Too many sources of donor data to keep track of. To fulfill their CSR missions, to report to their stakeholders, companies need data. Here is just one example – a great example – of a corporate social responsibility report , just released by Allstate. The result? Charities are more frustrated than ever.

Problem 100

Problem Data Giving Charity 100

Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 12, 2013

Learning Analytics comes from a report about the impact of emerging technologies for practitioners in a field. That sounds like the title of a report that NTEN might produce that surveys the technology landscape and nonprofit usage and provides an overview of what technologies nonprofits should be looking at in the next 1-5 years.

Analytics 97

Analytics Teach Training Train 97

Connection Cafe

NOVEMBER 29, 2018

Tracking these metrics will help you keep a pulse on the current engagement of your donors so you know which efforts are working and which ones need to be increased or modified. By tracking attrition rate by level, you can see which levels and which efforts have been most successful. Count of Constituents Who Had a Gift Last Year].

Metrics 42

Metrics Donor Fundraising Retention 42