sgEngage

DECEMBER 20, 2023

Tip 2: Bring both your program and finance teams into the grant application and award process. Instead of just asking for information, make sure everyone is aware of why you are applying for a grant, what the budget restraints are, and the process for tracking spend. Document any processes you don’t already have highlighted.

Foundation 83

Foundation Build Grant Fund 83

Bloomerang

JULY 6, 2023

Nonprofit strategic planning is the process of creating a blueprint that guides an organization for a specified time period and helps accomplish its goals. The strategic planning process involves reflecting on your mission to identify your most important goals and determining the strategies you’ll use to reach them.

Examples 119

Examples Guide Model Nonprofit 119

sgEngage

JANUARY 19, 2023

With a little preparation and proactive communication, your remote audit can be a smooth process that helps you start the year understanding where you are. Make sure your internal control documentation includes the naming conventions, so your audit team doesn’t have to slow down the process by asking what specific entries are.

Foundation 80

Foundation Build Fund Review 80

Greater Giving

NOVEMBER 30, 2022

This week, Greater Giving surpassed over $8 billion in processed donations since 2002. That’s $8 billion given to nonprofits delivered by our state-of-the-art credit card processing system directly to nonprofits’ to help further their causes. Are you processing donations manually? Automatically process donations.

Software 97

Software Team Fundraising Registration 97

Bloomerang

NOVEMBER 15, 2023

Ground Rules “It is easier to tone down a wild idea than to think up a new one.” — Alex Osborn, How to Think Up , 1942 seminal book on concept off brainstorming The process of getting a group to generate and build on others’ ideas depends on how you facilitate openness in the group. Even using charts and graphs can help a lot.

Generation 96

Generation Ideas Arts Share 96

Candid

JULY 27, 2023

Much like a developing human, our data collections have gotten bigger over time (see chart below), undergone developmental changes, and experienced the associated growing pains. Staff entered, cleaned, and coded this data using largely manual processes. And this year, it enters full-fledged adulthood!

Grant 98

Grant Data Pledge Analysis 98

Nonprofits Source

MAY 15, 2024

Market research is the process of gathering information about current and potential customers for your product or service, as well as general trends for your industry (e.g., This streamlines processes for your business and its customers. To make completing the process easy, you link to the half-completed form.

Map 52

Map Digital Business Marketing 52

Candid

MAY 12, 2021

Add in six-month filing extensions and IRS processing time, and it can be two years before we receive all the returns for a specific year. To date, there are still millions of returns from 2019 that have not yet been processed. As the charts below illustrate, we’re far from having comprehensive data for 2019, let alone 2020.

Grant 141

Grant Data Files Method 141

sgEngage

JANUARY 19, 2023

With a little preparation and proactive communication, your remote audit can be a smooth process that helps you start the year understanding where you are. Make sure your internal control documentation includes the naming conventions, so your audit team doesn’t have to slow down the process by asking what specific entries are.

Foundation 52

Foundation Build Fund Review 52

Whole Whale

MAY 17, 2023

Maybe it’s an article about AI-powered predictive analytics, creative tool, text generator or perhaps it’s a new tool that promises to completely automate your donor management process. Remember, you have a voice in this process. Your first thought might be, “Great, one more thing on my plate.”

Adopt 52

Adopt Generation Picture Reflection 52

sgEngage

MARCH 10, 2023

While it is important to have your data set be as complete as possible to give you a full picture of your impact, don’t pressure your grantee organizations. Understanding Your Data with Clear Reporting Now that you have an intentional process for collecting your data, take your impact story to the next level.

Story 69

Story Impact Trend Grant 69

Qgiv

AUGUST 5, 2021

We don’t estimate our fees or list our pricing based on the assumption that your donors will cover processing costs. In the charts below, we’ve combined Qgiv’s processing fee and merchant processing fee, so you have a clear picture of the total fee you’re charged per transaction. Fees Terminology.

Platform 52

Platform Mobile Process Data 52

Everyaction

JANUARY 16, 2018

But what about the roll up data for those big picture meetings? So picture this, you’re starting out at your brand new job as a major gifts officer at the nonprofit of your dreams. You might even have automated reports, and streamlined processes but how does it look? EveryAction makes that possible (and super easy!).

Report 56

Report Data Tools Stats 56

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 3, 2013

Data analysis is a process, not a one-time thing. There are several steps in the process. Data nerds know how to clean and recode data, look for patterns, calculate key statistics, and then show off the most important information in graphs and charts. Pictures are worth a thousand words.

Data 139

Data Tutorial Chart Statistics 139

fusionSpan

DECEMBER 8, 2021

You process lots of information, discuss, debate and brainstorm. You fill flip chart after flip chart with ideas. What if you had time to reflect, think and process between sessions? So the prospect of doing your whole strategic planning process online as well might fill you with dread. But What About Zoom Fatigue?

Online 52

Online Doc Group Chart 52

CauseVox

AUGUST 11, 2022

Picture this: you’ve read our post on running a capital campaign , you’re wildly psyched, and you’re ready to get started! Check out this great donation tier chart example from the Capital Campaign Toolkit. The purpose of this chart is to help you see how many gifts at each level you will need to hit your goal. Don’t despair.

Campaign 94

Campaign Build Pledge Phase 94

Connection Cafe

JULY 22, 2013

Note: This is the second in a series of posts about the Nonprofit Web Design Process. This post is about how we incorporate Google Analytics data into our Design Process. see the Traffic Sources pie chart on the right for an example of this data). See the end of this post for a linked index of other posts in the series.

Analytics 37

Analytics Design Research Process 37

Get Fully Funded

NOVEMBER 11, 2021

What you could be finding is that the organizational chart stayed largely the same, but now, not everyone fits where they were before. Yes, their manager likely has the big picture in mind, but who knows better how the changes in the last year transformed their world than the person doing it? Some grew and matured with the experience.

Training 105

Training Train Volunteer Effective 105

Connection Cafe

JANUARY 29, 2020

As you look ahead to your organization’s new year of growth and engagement, tech strategy updates should definitely be a part of the picture. Without a clear view of the bigger picture, you can easily find yourself swamped with ineffective, outdated, or redundant tools. Why would a nonprofit create one? Steps to Follow.

Tech 42

Tech Develop Strategy Guide 42

Beneblog: Technology Meets Society

JUNE 12, 2014

A federal district court ruled against the Authors Guild in October 2012, finding that HathiTrust’s process was fair use under U.S. These image files contain information, such as pictures, charts, diagrams, and the layout of the text on the printed page that cannot be converted to text or speech.

Accessibility 205

Accessibility Copyright Law Library 205

NonProfit Hub

JUNE 29, 2021

Whether you’re advancing from within an organization, assuming an executive director position, or starting a nonprofit, the budgeting process is the first step to grasping an organization’s financial health and future. Nonprofit Accounting Basic #4: Know the “Big Picture” of Your Organization’s Finances.

Team 77

Team Nonprofit Profit Fund 77

The Science Behind Engaging your Supporters

SEPTEMBER 24, 2018

Custom reports offer a real-time picture of your supporters across all channels. With customizable analytics dashboards , nonprofits can build beautiful charts and graphs of their digital, fundraising, advocacy, and organizing data to paint a better picture of their work. #9. Pull detailed, customizable reports.

Advocacy 88

Advocacy Offline Gartner Nonprofit 88

Candid

MAY 20, 2021

We’ve walked nonprofits of all sizes through the process of determining whether a capital campaign makes sense for them at this particular time. The process simply needs to be distilled down to its essentials and adapted from there. At the Capital Campaign Toolkit , we’ve also thought deeply about these questions over the past year.

Campaign 80

Campaign Time Articulate Gift 80

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 1, 2014

The sessions focused on how to combine various techniques together to achieve a specific goal and while there was a lot of “ facilitating with sticky notes ,” the overall process was larger than that. Here’s a some of what I learned about facilitating innovation and train the trainers design.

Facilitation 132

Facilitation Method Technique Exercise 132

Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 15, 2010

The Return on Investment financial process was created by DuPont and used by Alfred Sloan to help make General Motors manageable in the 1920s. Over those 80 years, the chart has been polished, refined and so deeply embedded in business thinking. May initially feel like “extra work” but should be embedded in your implementation process.

ROI 103

ROI Social Media Media Social 103

Achieve

JUNE 8, 2023

Here’s another problem you may encounter: Let’s say you can clearly define what you want to do with your campaign and why, so you jump into the planning process, skipping key steps like a feasibility study and prospect research and cultivation. This is why conducting a feasibility study is such a critical early step in the planning process.

Campaign 52

Campaign Phase Gift Studies 52

Beth's Blog: How Nonprofits Can Use Social Media

JANUARY 31, 2013

Pictured is: Eliza Straim (Communications Associate) and Katie Wang (Communications Director). Working on the 7 steps of measurement is still an ongoing process for us! Deciding what to measure is 90% of the process as the ACLU in NJ learned. How did your organization apply it to social media measurement? What prep did you do?

Measure 96

Measure Social Media Media Social 96

BoardAssist

OCTOBER 18, 2018

A dimensional chart of accounts structure creates a separate field in your database for each bit of expense information rather than cramming all the information into one account code field. Dimensions also enable your accounting software to run faster by streamlining the chart of accounts. Highlight key performance indicators.

Report 40

Report Ratio Comparison Chart 40

NTEN

MAY 1, 2013

nap and dusted the snow off, we want to share the huge outpouring of blog posts, videos, pictures, and other media from the NTEN community. 13NTC tweets during the conference: 3000 from 806 unique tweeters from over 128 locations (thanks, Chris Tuttle for these cool visual charts). 13NTC Flickr Group Pictures. Whew, what an NTC!

NTC 64

NTC NTEN Memphis Belgium 64

Amy Sample Ward

MARCH 2, 2009

Here are some steps that you can walk through either as an individual looking at this process, or as a team in a workshop setting. These 5 steps assume that your organization has already used a process to evaluate your audience and your goals and chosen tools and strategies that match the audience and organizational goals.

ROI 135

ROI Case Study Metrics Student 135

Get Fully Funded

JULY 16, 2023

and what the voting and decision-making process will be. Practical/tactical stuff like processes and systems is easy to fix. Your Board is responsible for big picture issues that have to do with governing the organization. By creating by-laws, you’re setting a standard for how your Board must function. Invite a guest speaker.

Fun 98

Fun Product Law Nonprofit 98

Greater Giving

JUNE 29, 2022

Start seeking sponsors early on in the event planning process, so you have plenty of time to take a potential sponsor from initial outreach to committed sponsorship long before event night. Tracking sponsorships throughout the solicitation process, from lead to completion. Assigning guests to tables and creating a seating chart.

Roles 40

Roles Fundraising Sponsor Registration 40

Neon CRM

NOVEMBER 29, 2023

CST represents pre-scheduled donations that were processed at that time. The chart above shows that 2023 saw higher overall volumes throughout the day, with a small spike at 9:00 a.m. Steady Hourly Volume: No, your donors probably aren’t making GivingTuesday donations in the early morning hours.

Lesson 52

Lesson North America New York Kentucky 52

Amy Sample Ward

FEBRUARY 5, 2009

I think this is a hard concept for many to agree with because of the process by which the social media tools are most often adopted in organizations: for example, Jane really likes taking pictures and usually posts them to Flickr (an online photo sharing website) as a way to store them, sort them, and share them.

Roles 100

Roles Review Change Social 100

NTEN

MAY 7, 2013

nap and dusted the snow off, we want to share the huge outpouring of blog posts, videos, pictures, and other media from the NTEN community. 13NTC tweets during the conference: 3000 from 806 unique tweeters from over 128 locations (thanks, Chris Tuttle for these cool visual charts). 13NTC Flickr Group Pictures. Whew, what an NTC!

NTC 50

NTC NTEN Memphis Belgium 50

Bloomerang

SEPTEMBER 18, 2021

For those not familiar with that term, program management includes representing the owner or the nonprofit at every step of the development process from, you know, land acquisition, going through due diligence, design, preconstruction, and the construction to move in phase. . And we provide program management services to other nonprofits.

Campaign 91

Campaign Video Project Process 91

Get Fully Funded

JULY 9, 2023

Otherwise, people may not understand the scope of the campaign, and they may make a smaller donation than they would if they saw the big picture and knew that you already had a substantial amount of support. So, get this group in place early in the process, and let them help identify key prospects.

Campaign 75

Campaign Phase Guide Gift 75