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5 Tips for Community Health Centers to Transition to New Fund Accounting Software

sgEngage

It will help you envision the ease of an optimized structure for your chart of accounts and the business rules that will be most beneficial. The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system. Determine the non-financial metrics you want to track.

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Your Unrestricted Funds Need Stewardship, Too

sgEngage

Even though unrestricted funds don’t have mandates on how they should be spent, tracking and reporting on them is still important for both your donors and for your organization’s financial decision-making. Creating a culture of transparency starts with clear tracking by individual program, fund, or project.

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Cultivating Community Growth: The Synergy Of CRM And Fundraising In Nonprofit Organizations

Bloomerang

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. Nonprofit CRMs and fundraising tools are key technologies for charities and similar groups.

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Mastering Major Gifts: The Ultimate Guide to Raise More

Bloomerang

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. Look at each supporter’s giving history and identify trends. Use your CRM to: Track supporter interactions and giving history.

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How To Track Everyone Who's Anyone To You: Is A Single Database Right for Your Org?

NTEN

By Laura Quinn, Idealware Since most organizations don’t track just one type of constituent, the idea of a single database for all of them—donors, volunteers, clients, email subscribers, advocates and everyone else—is something of a holy grail. These are the people you need to track. Include them all. Might they move between them?

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Nonprofit Best Practices for Managing Volunteers

Neon CRM

All this information is “chart-able.” Multiple projects with different committees can make it hard to keep track of which volunteer is doing what and when they’re doing it. Asking volunteers to self-report their hours makes it easier to keep track of volunteer time, but it’s also the easiest way for logging errors.

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How to Retain Your Year-End Donors

Neon CRM

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. Let’s take a look.

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