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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

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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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7 Ways Your Nonprofit Can Build a Strong Financial Foundation in 2024

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Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Update the policy based on your current and future needs. Do they give you the information you need?

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The One Record Myth in K–12 School Software

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We knew that there was information in one part of the system that could be very useful for another team. Our Connected Experience Because we chose Blackbaud’s Total School Solution , I can now toggle back and forth from a family record in our student information system to that same family in our fundraising software.

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7 Ways Your Nonprofit Can Build a Strong Financial Foundation in 2023

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Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Update the policy based on your current and future needs. Do they give you the information you need?

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7 Ways Your Nonprofit Can Build a Strong Financial Foundation in 2023

sgEngage

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Update the policy based on your current and future needs. Do they give you the information you need?

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

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Especially with remote audits, you want an auditor who is willing to work within your systems and controls. They will use the view-only access you provide to your fund accounting system, and it’s even better if they are already familiar with your system and know where to find specific reports.

Review 69
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Integration: The Ultimate Solution for Nonprofit Data Silos

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Healthcare Data Silos Healthcare data silos, or divisions within the healthcare data system, are due to hundreds of applications running at once. Additionally, if your organization decides to partner with a vendor, identify their areas of expertise, security policies, and training or customer support programs before making the final call.