article thumbnail

End-of-Year Wrap-Up: Three Things to Take Into Your 2024 Email Campaigns

M+R

Email fundraising has become increasingly difficult, but many of the organizations in our sample of 24 nonprofits saw strong results this December. Keep these trends and tactics in mind as you start to pencil in plans for the coming end of year (and no, it is never too early to start).

email 111
article thumbnail

Configuring QuickBooks for Use in a Nonprofit: Setting Up the Chart of Accounts

Tech Soup

See [link] for a sample implementation questionnaire that you can use for this purpose. Some of the main goals of the implementation meeting are to produce a consensus on the definition of: The chart of accounts. Building Your Chart of Accounts. So What Exactly Is a Chart of Accounts? See [link] for a similar definition.)

Chart 45
professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Configuring QuickBooks for Use in a Nonprofit: Planning and Implementation

Tech Soup

"Begin with the end in mind" when implementing a new accounting system. "Begin with the end in mind" is based on the principle that all things are created twice. Bring samples of these reports. What does the nonprofit's chart of accounts currently look like? Is it sufficient? Bring a copy.

Chart 53
article thumbnail

2011 NTC Preview: 6 Steps to Refocus Your Small Org Tech Strategy

NTEN

The hardware and software that are top of mind, that you use everyday, are your core technologies. This chart is only a sample, and is not complete.) Categorize that core Tech Now add one more column to your chart: commodity or value. This should be a simple one page document.

Org 84
article thumbnail

Run a Productive, Fun Nonprofit Board Meeting

Get Fully Funded

When you hear the words “Nonprofit Board Meeting,” what comes to mind? You might even kick off this conversation at your meeting by going around the room asking everyone to share their idea and writing it on a white board or flip chart. How do you feel? I’m willing to bet I know the answer. In one word, “UGH.” Invite a guest speaker.

Fun 98
article thumbnail

Community-Driven Social Impact: Presentation, Case Studies, and Workshop

Amy Sample Ward

CDSI is not something that you thought up inside your organization, even if you thought it up with your community in mind or at heart. Whether it seems important in the moment or not, it’s really valuable to make a list or chart or picture, whatever you want, of all the information you have about your community. Case Studies.

article thumbnail

Securing Your Patients’ Next Gifts with Donor Welcome Kits

Connection Cafe

Possible questions include the following (*also see the end of this article for a sample survey): a. We developed the following chart to help our organization track and evaluate the donor kits’ impact on giving: . Sample survey: . What prompted the first gift? What areas of the foundation’s mission most interest the donor?

Gift 22