Whole Whale

MAY 2, 2024

Social media analytics report Have your intern review the past year of posts and data from your major platforms. Have the intern map the steps involved so your team can review at a bird’s eye view. Index and put these photos in a system like Google Photos or Flickr for the organization to use in the future.

International 98

International Program Ideas Data 98

Candid

JUNE 5, 2023

Every year, Candid processes data on nearly two million organizations and more than three million grants. All this work would be significantly more difficult if it weren’t for Candid’s taxonomy, the Philanthropy Classification System (or PCS). A taxonomy is simply a system of classification, or a way of organizing things.

Taxonomy 92

Taxonomy Proposal Comment Change 92

sgEngage

APRIL 26, 2024

Audit firms have now, however, transitioned to long-term partners, particularly for nonprofits contemplating transformative system or operational changes. Nonprofits would sometimes modify or overhaul their systems and controls without engaging their auditors. This was something that the organization had not done previously.

Relationship 101

Relationship Practice Build Evaluation 101

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. Review your strategic plan so everyone is familiar with the organization’s larger goals. Update your documentation each time you review your budgeting process.

Process 95

Process Create Review Stream 95

sgEngage

APRIL 2, 2024

Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members. Provide “Goldilocks” Security Access Of course, when someone leaves your organization, you have a process to make sure they no longer have access to your system. Likely no.

Data 80

Data Blackbaud Policy Database 80

sgEngage

MARCH 7, 2024

The Financial Accounting Standards Board (FASB) introduces guidelines on how nonprofits should handle grants and contracts, and these updates help nonprofits report their finances accurately and in a standard manner. How to Avoid: Organizations should consider adopting the Unified Chart of Accounts for Nonprofits (UCOA).

Activities 84

Activities Active Activism Comparison 84

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. Tip 1: Categorize your revenue types, such as fundraising, grants, and earned income.

Foundation 85

Foundation Build Fund Review 85

CauseVox

JANUARY 31, 2023

They are securing more donors and creating new methods for obtaining grants, individual and corporate contributions. We believe that this is an incredible opportunity for charities and nonprofits in Canada to receive grants to build up their people, process, and systems with no strings attached. The minimum ask is $10,000.

Fund 96

Fund Service Guide Community 96

sgEngage

APRIL 12, 2023

These check-ins are a great place to share updates happening with your organization—such as new grants or an unusual donation—and for them to share changes they are watching in legislation and regulations that might affect you. Especially with remote audits, you want an auditor who is willing to work within your systems and controls.

Review 72

Review Fund Software Nonprofit 72

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. Tip 1: Categorize your revenue types, such as fundraising, grants, and earned income.

Foundation 52

Foundation Build Fund Review 52

Bloomerang

JULY 6, 2023

One study found that 86 percent of respondents believed that having a strategic plan positively impacted revenue generation through grants, donors, events, and other avenues. A good strategic plan ensures you have charted the necessary pathways to meet (and hopefully exceed) your organization’s goals. Seems reasonable, right?

Examples 122

Examples Guide Model Nonprofit 122

sgEngage

SEPTEMBER 15, 2022

While these statements provide an organized promise of future success, each element is rife with uncertainty and assumptions while the whole process is embedded in complex systems, dynamics, and interactions. When organizations craft grant applications, they are expected to spell out specifically how their plan will work.

Collaboration 76

Collaboration Impact Test Grant 76

Neon CRM

JUNE 22, 2023

With a good constituent relationship management system (CRM), you can personalize your volunteer outreach, show your appreciation, and understand what it takes to engage someone with your organization. They spend a lot of time transferring that data between systems, which means they’re only able to collect the bare minimum.

Volunteer 52

Volunteer Practice Management Nonprofit 52

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. Perform a little bit of GNU/Linux system administration.

Analysis 150

Analysis Statistics Chart Language 150

Tech Soup

APRIL 30, 2014

Grant-making foundations can get a year of access for an unlimited number of users at a discount of 25 percent. PhilanTrack for Foundations is an online grants management system that helps foundations manage all grant-related information in a centralized online location. Is It Right for My Organization? How Does It Work?

Foundation 36

Foundation Proposal Grant Application 36

Bloomerang

DECEMBER 19, 2023

67% of nonprofits use a constituent relationship management system (CRM) to track donations and manage supporter communications. Even with the consultant’s help, they had to endure a lengthy implementation period; it was months before the system was set up. Top feature: Analyze your data using charts that are updated in real-time.

Software 90

Software Free Tools Adobe 90

Bloomerang

FEBRUARY 1, 2023

Trello is a project management system that helps provide a visual representation of each stage of the project’s process. Review your members’ dues and charges, and alert them when they have overdue payments. It was established in 2002 to create a faster and easier process for organizations to obtain these grants. Everyone wins!

Org 83

Org Raise Tools Help 83

sgEngage

JANUARY 24, 2024

The dashboards on your grant management system give you a similar snapshot of your grantmaking programs. What Are Dashboards in Your Grant Management System? The dashboards act as the welcome screen in your grant management system. Are you going too fast? Is there enough air in your tires?

Tips 94

Tips Chart Grant Blackbaud 94

sgEngage

APRIL 7, 2023

The person who coined the term “cat herding” may have been a grants manager. From applications to reviews to reporting, there are a lot of moving parts to a funding program. Here are five ways grants management software can help you save time and better manage your funding programs.

Grant 77

Grant Software Management Application 77

sgEngage

OCTOBER 19, 2022

You have data on your grantees flowing into your grant management system (GMS) through applications and their updates. Your own historical data on grants awarded accumulates with every grant cycle. Using Lists in Your Grant Reporting. Using Charts in Your Grant Reporting.

Chart 79

Chart Report Data Grant 79

Tech Soup

JUNE 13, 2016

Discover how to identify, enter, group, and present information in your accounting system. Read more › Step 2: Setting Up the Chart of Accounts. Find helpful suggestions on building a practical chart of accounts and download a sample chart designed just for nonprofit organizations. Read more › 8.

Adobe 36

Adobe Tech Chart Files 36

ASU Lodestar Center

JUNE 19, 2017

Educating the Board of Directors and Reviewing Internal Policies (internal): By reviewing internal policies to make sure they are up-to-date with societal trends, the organization can be sure they accurately reflect their work in the current landscape of social issues. Stanford Social Innovation Review, (Fall 2009), 49-53.

Build 49

Build Arizona America Iowa 49

Have Fun - Do Good

MARCH 14, 2008

I've never worked for a foundation, but I've witnessed the time-consuming grant application process, tortuously long wait to hear if you've been funded, and the equally time-consuming report writing that needs to be done after the grant is received. million in fax grants to teachers, social workers and other youth workers. #3

Philanthropy 41

Philanthropy Grant Indiana Foundation 41

Classy

APRIL 29, 2021

Brings a strategic focus on addressing the policies and systems that perpetuate global poverty . Stanford Social Innovation Review. Abby Maxman. Oxfam America.

Award 57

Award Leadership Cleveland Hunger 57

Bloomerang

OCTOBER 22, 2021

will focus on donor cultivation, an essential step to getting the grant. We are here to talk about how to get more grants, specifically through donor cultivation. So if you have to leave early, maybe you just want to review the content, don’t worry. You can even do grant tracking, which we love as well.

Grant 103

Grant Video Donor Foundation 103

The Modern Nonprofit

JUNE 6, 2024

Rolling out a well-thought-out business plan is like charting a course through treacherous yet conquerable terrains. This may include securing office space, equipment, and supplies, as well as implementing systems for communication, data management, and record-keeping.

Profit 59

Profit Guide Build Metrics 59

Bloomerang

SEPTEMBER 18, 2021

So if you have to leave early or maybe you get interrupted, or you just want to review the content later on, maybe share it with a friend or a colleague you’ll be able to do that because I’m going to send you the recording also going to send out the slides. We wanted to beef up the hot water system.

Campaign 94

Campaign Video Project Process 94

Bloomerang

NOVEMBER 20, 2021

So if you have to leave early or maybe get interrupted or you just want to review the awesome content you’re about to hear, don’t worry. When you match our first half million,” notice the language there, “we will make another grant of a half million.” So you want to create a system to know your supporters.

Video 95

Video Fundraising Louisiana Minnesota 95

Bloomerang

OCTOBER 2, 2021

Even if Bloomerang isn’t the one being recommended, that’s okay because we know there’s a lot of good systems out there. So the thing I want you to remember is you can change a lot about your experience of your systems without moving, without moving. So system does X. We can set alarm systems in our houses.

Technology 106

Technology Video Nonprofit System 106

Saleforce Nonprofit

AUGUST 17, 2022

Since moving its systems to Salesforce, the team has been able to stay lean by cutting out hours of what used to be manual data entry and management of disparate spreadsheets and applications. 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

Connection Cafe

OCTOBER 23, 2020

Many are founded on solving long- standing issues and they get into a cycle of awarding grants to the same organizations year after year. The chart below from Candid.org, shows that disaster relief is not new, but often times the organizations that focus on disaster relief can rally quickly.

Design 27

Design Technology Disaster Grant 27

Bloomerang

NOVEMBER 26, 2021

Some people are really focused on grants that they’re not ready for, and they’re just kind of on this grant starvation cycle like, “We’re just hoping that that next one is going to save us.” Like, “If I just get this next grant, we’ll be saved.” ” Anybody been in that?

Video 95

Video Goal Method Impact 95

Bloomerang

APRIL 9, 2021

” You’re going to review the annual, you know, commitment form and have that discussion because you have to remember that board members are busy. And so they had an Excel chart that was presented quarterly. The other thing that you’re going to do to facilitate that conversation is you’re going to.

Roles 123

Roles Resource Develop Video 123

Bloomerang

DECEMBER 10, 2021

So if you have to leave early, or maybe you get interrupted, or you just want to review the content, don’t worry, we will get all that in your hands later on today. And I want to say this, the money we spend on administrative costs is our financial accounting system. It allows us to use your money carefully.

Money 110

Money Question Raise Video 110

Tech Soup

DECEMBER 9, 2013

She also writes for the Stanford Social Innovation Review and she also has one of the most read personal blogs in NPTech. Full disclosure, she also manages Simplify , a new partnership between TAG and GuideStar, which is a new approach to applying for grants. John Merritt. John Merritt is the CIO of the YMCA of San Diego County.

Celebrate 90

Celebrate News Technology Nonprofit 90