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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. This enables the vendor to account for everything and map your history to a new and optimized chart of accounts. Determine the non-financial metrics you want to track.

Fund 90
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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.

Fund 90
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If a Metric Changes on a Spreadsheet and No One Notices, Does it Show Impact?

Amy Sample Ward

Give me an interactive map, a pivot table, even a plain old pie chart and I’m happy. Establishing regular meetings or processes for metrics review helps position us to learn from the data we’re collecting and be better positioned to identify opportunities to improve. —– I love data as much as the next person.

Metrics 158
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Salesforce Winter ’22 Release: What You Need to Know

Cloud 4 Good

Dynamic Gauge Charts in Dashboards (Beta). For those of you who have set up dynamic dashboards to track your organization’s KPIs, you have cause for celebration with this new feature! The dynamic gauge chart is now available to use report metrics and field values to respond dynamically to the displayed business metrics.

Chart 101
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5 Metrics Fundraisers Need to Know to Retain Their Donors

Connection Cafe

That’s why we put together a list of the five essential metrics you need to know, as a fundraiser, to achieve higher retention rates. 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. Donor Level Moves.

Metrics 42
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Crafting a Winning Fundraising Plan for Your Next Charity Event

Greater Giving

Charting the Course: Tactics and Strategies Tactics Identify engaging fundraising tactics aligned with your mission and goals. You can also keep track of revenue and expenses within the Greater Giving System. Monitor progress, track key metrics, and be prepared to adapt your strategies as needed.

Charity 40
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Top 2021 Fundraising Strategies: Mastering an Analytical Approach to Strategy and Planning

Bloomerang

Track your own data. Here are some of the questions you might ask in order to understand what metrics to track: . What kind of Gift Chart represents your current distribution of donors, and how many donors do you need at each level to meet your goals? . After tracking your actions, track your donors’ resulting behavior.

Analytics 122