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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

Data 76
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4 Ways to Take the Stress Out of Your Nonprofit Remote Audit

sgEngage

Have a Plan to Review Your Policies and Documentation It’s easy for your documentation to get outdated throughout the year, so reviewing important documents prior to your audit can save you time and headache. Your auditors will want to see your organizational chart, which is sometimes difficult to keep current.

Review 68
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Nonprofit Strategic Planning: Ultimate Guide + 7 Examples

Bloomerang

A good strategic plan ensures you have charted the necessary pathways to meet (and hopefully exceed) your organization’s goals. Generally, strategic planning forms look similar to this: This template outlines all of the essential planning steps that we’ll review in the next section.

Examples 117
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Run a Productive, Fun Nonprofit Board Meeting

Get Fully Funded

And they probably don’t know what their role is in leading the nonprofit. If your by-laws do NOT include these things, you and your Board need to make this a priority to create these policies and amend your by-laws as soon as possible. Ask Susan to take the lead role and guide the meeting through the agenda.

Fun 98
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The Accounting Basics Every Nonprofit Team Member Should Know

NonProfit Hub

I’m guessing you were drawn to your current role because of the mission and impact, not the business model or financial challenges. . I once sat in a boardroom reviewing a forecasted profit and loss statement for an organization I was leading. Think of this in terms of a pie chart, not a donor list. The Treasurer.

Team 77
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Introducing the 2021 Classy Awards Leadership Council

Classy

Brings a strategic focus on addressing the policies and systems that perpetuate global poverty . Nonprofit Leaders. Abby Maxman. President and CEO. Oxfam America.

Award 57
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[VIDEO] The Board’s Role in Fundraising & Resource Development

Bloomerang

We are here to talk about the board’s role in fundraising and resource development, one of my favorite topics, and we got one of my favorite people also here to talk about it. So, again, it’s board roles and fundraising and resource development. This is not a trick at all and you all are really in for a treat.

Roles 118