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A New Way to Simplify Fundraising Seating Charts

Greater Giving

How to easily manage and assign seating at your fundraising event Seating charts at benefit auctions are not for the faint of heart. You don’t have to dread the seating chart with Greater Giving’s automated table seating tools.

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How to Craft a 1-Page Nonprofit Annual Report

Get Fully Funded

It’s that time of year – time to create your nonprofit annual report. An annual report is a great way to give both donors and the community an overview of what your nonprofit accomplished during the year. Let’s start with the purpose of your annual report.

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Back to Basics: How to Set Up Your Nonprofit Chart of Accounts

Blue Fox

Introducing the Chart of Accounts (COA) Are you ready to nerd out on nonprofit accounting? Introducing the Chart of Accounts (COA) - the foundational accounting tool every nonprofit leader needs to get right for maximum financial insight and awareness. What is a Chart of Accounts?

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Topping the charts in 2022: The 10 most-read Candid blogs 

Candid

Topping the charts of most-read Candid blogs of 2022: the overhead myth. An open grant report to MacKenzie Scott and Dan Jewett by Ann Mei Chang of Candid. The post Topping the charts in 2022: The 10 most-read Candid blogs appeared first on Candid Blog.

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Useful Tips & Resources for Your Nonprofit’s Annual Report

Nonprofit Tech for Good

Even though nonprofit organizations aren’t required by law to publish annual reports, most nonprofit leaders recognize the value annual reports can provide. Nonprofit managers working on annual reports most frequently ask these five questions. Do we Really Need an Annual Report?

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YMCA WorkWell report charts rise of burnout amongst Canadian workers

Charity Village

YMCA WorkWell has released their Insights to Impact Report, which aims to address questions such as: How has the pandemic impacted employee well-being in our communities? The post YMCA WorkWell report charts rise of burnout amongst Canadian workers appeared first on CharityVillage. Has employee well-being evolved since the start of COVID-19? Are employees’ needs changing? And what can leaders start doing today to better support employee well-being in their organizations?

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14+ Excellent Nonprofit Annual Reports

Whole Whale

Nonprofit annual reports play an important role as we head into the end of the fiscal year or the onset of giving season. Although they are not an IRS requirement, compelling annual reports can sway potential donors and show current donors how their money is helping your organization to make an impact. However, throwing a million charts and graphs together or writing a 10,000-word essay on why your nonprofit is the best isn’t going to be so effective (or worth anyone’s time).

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Blackbaud Discontinued Crystal Reports – Now What?

Cloud 4 Good

Blackbaud recently announced the end of support of a few applications hosted in their Citrix environments, including Crystal Reports (CT). Considering this potential, it is shocking that Blackbaud’s customers are still dependent on an outdated reporting solution from over two decades ago.

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Lovely Charts

Wild Apricot

If you’re looking for a way to jazz up your organization’s reports, newsletters, web pages and other publications, what about a chart? Not just the usual boxes and arrows with plain-Jane text labels, but something more of an eye-catching illustration: a lovely chart! read more ).

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Nonprofit Digital Reports: Showcasing Year-End Fundraising Efforts

Bloomerang

How can nonprofits showcase their year-end results in a digital report? What should you include in your year-end report? Where and how should nonprofits share their report? That’s where reporting comes in. How should nonprofits share year-end campaign results in a report?

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Build Beautiful Charts & Graphs with Data Visualization on EveryAction

EveryAction

or relying on (pretty ugly) charts with data estimates made in Excel or Powerpoint. With Data Visualization in EveryAction , users can build beautiful, customizable charts and graphs of their data within the software where it resides: Users are automatically equipped with several default 'Analytics Dashboards', which display pre-built charts and graphs for Advocacy delivery stats, Online Activity numbers, Organizing metrics, Contribution summaries, and Email Performance stats.

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Exploring the Reporting Advantages of Salesforce Over Blackbaud CRM (BBCRM)

Cloud 4 Good

One of the major differences between Salesforce and BBCRM is the capability and intuitive interface of native reporting. Let’s start with native reporting. Superior Reporting Flexibility. Now, a report is based on a report type.

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Salesforce Winter ’22 Release: What You Need to Know

Cloud 4 Good

Admins and Developers will be particularly interested in the many updates to Einstein Search, inline editing from reports now being generally released, and even more functionality added to Flow Builder. Dynamic Gauge Charts in Dashboards (Beta). Inline Editing of Fields in Reports.

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6 Tips For Creating Better Charts With Your Nonprofit’s Data

TechImpact

Beth’s blog shares Ann Emry’s tips for creating charts with your nonprofit’s data. Charts can turn plain text into a visually, expressive piece of information, which is great for persuading donors to donate or showing your supporters your organization’s impact. Chart diversity. There is a wide variety of charts. Don’t limit your organization to the same old pie chart used in every report. Image courtesy of CraigConnects.

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Nonprofit Chart of Accounts: 4 Steps To Setting It Up For Success

Neon CRM

Setting up your nonprofit’s chart of accounts from scratch can seem daunting. Here’s the good news: constructing a chart of accounts isn’t all that difficult. And as long as your initial set up is done correctly, your chart of accounts can be pretty simple to maintain.

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DipJar’s Giving Trend Reports: Q2 2022

DipJar

The results of these leading categories – as compared with Q1 2022 – are illustrated in the chart below. The post DipJar’s Giving Trend Reports: Q2 2022 appeared first on DipJar.

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Dashboards Chart Progress & Measure Performance On One Screen

Donor Search

A dashboard instantly communicates mission-critical information onscreen–saving your busy team from digging through reports and (possibly) drawing incorrect conclusions. More and more, nonprofits use data dashboards to drive effective progress toward their fundraising goals through visualization. What IS a (Fundraising) Dashboard? Dashboards present a lot of critical data upfront on one screen in visuals like…

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How Do I Say It With Charts?

Beth Kanter

Source: Juice Lab Chart Chooser. Last month, Stephanie Evergreen wrote an awesome guest post called “ Six Steps to Great Charts ” with lots of practical tips for using the Excel chart feature to visualize your social media measurement data. The six steps: Step 1: Which Chart is Best? And, can the process of selecting the right chart format help you better understand your data? Pie chart. Here’s more on how to use pie charts in excel.

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How to Prepare Donor Data Reports for Your Board Members

Bloomerang

As a fundraising coordinator who prepares these reports, you work with this data every day. The last thing you want to do is waste their time and bog their donor reports down with unnecessary metrics. . Donor data to exclude from your report.

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How To Fix Dismal Nonprofit Board Engagement With Financial Reports

Bloomerang

Do your nonprofit’s financial reports speak to the full board? If your financial reports don’t go beyond numbers on a page, then they exclude almost all your leaders. . Old, plain financial reports effectively exclude most of your leadership. .

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Take Control of Your Data: 3 Must-Have Reporting Tools Every Nonprofit Should Have

EveryAction

Here are some key tools your nonprofit should have to meet your reporting needs: Customizable reports that allow you to get roll up data and detailed data. Depending on your CRM, you might have fully customizable reports where you build them from scratch or canned reports with all the columns and form fields ready for you to run. Ideally, your perfect reporting tool combines the two. Purely canned reports are inflexible and won’t always fit your reporting needs.

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#datanerds: Six Steps to Great Graphs and Charts

Beth Kanter

Source: Gemma Correll – I Love Charts. Note from Beth: I just knew that I was going to start obsessing about charts and graphs after my Excel spreadsheet obsessions started. Step 1: Which Chart is Best? Excel provides all sorts of default chart types to choose from, but the truth is, keep it as simple as possible. If your data adds up to 100%, you might choose a pie chart. For more help, check out my favorite chart chooser tool.

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Nonprofit Digital Reports: Showcasing Year-End Fundraising Efforts

Bloomerang

How can nonprofits showcase their year-end results in a digital report? What should you include in your year-end report? Where and how should nonprofits share their report? That’s where reporting comes in. How should nonprofits share year-end campaign results in a report?

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How To Write Your Non Profit Annual Report

Eric Jacobsen Blog

Here are some tips for leaders responsible for writing an effective annual report for their non profit organization. Consider making these objectives for your report: To demonstrate accomplishments ( not activities ) ( results and how you did it). What will be our annual report's theme?

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Free and Cheap Charts for Nonprofits

Tech Soup Blog

Diagramming tools are great if you want to create a flow chart or map of your computer network, projects that are too complicated for Microsoft Paint but too simple for Photoshop. A closely related subject is charts: pie charts, line charts, scatter plots, Venn diagrams, and the like. We use these a lot in the nonprofit world, be it in fundraising letters, annual reports, or even in staff meetings.

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Nonprofits and Libraries: It's Time to Move Beyond the Pie Chart

Tech Soup Blog

That's why TechSoup has partnered with Tableau on a new blog series called "Beyond the Pie Chart." Tried to create a report and couldn't find a chart or graph that would clearly illustrate your point? Now think about making a chart comparing donation amounts for the past three years. Congratulations, that chart is a basic data visualization! Some charts or graphs are better at answering particular types of questions.

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Launching the Latest Nonprofit Trends Report: How We Designed a Global Study

Saleforce Nonprofit

Launching the Latest Nonprofit Trends Report: How We Designed a Global Study. The 5th edition of the Salesforce Nonprofit Trends Report is finally here. The intention behind the report? In previous reports, we’ve explored the idea of organizational “digital maturity.”

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

Tech Soup Blog

Some of the main goals of the implementation meeting are to produce a consensus on the definition of: The chart of accounts. Funding sources (who funds your organization and what are their reporting requirements?). This blog will provide some suggestions on building your chart of accounts in a manner that is practical and that will satisfy as many users of the financial statements as possible. Building Your Chart of Accounts. So What Exactly Is a Chart of Accounts?

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Dashboard Reports!

VisionLink

Dashboard reports: pre-built, real-time, graphical, and permission controlled. We''ve been hearing the need: deploy reports from pre-built data sets so users don''t have to work with the data from scratch. Then offer charts and other graphics to make the point. It''s a MAJOR upgrade. Show the world what you have been doing--release some Dashboards today. Okay, more than mild excitement here.

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

Tech Soup Blog

Some of the main goals of the implementation meeting are to produce a consensus on the definition of: The chart of accounts. Funding sources (who funds your organization and what are their reporting requirements?). This blog will provide some suggestions on building your chart of accounts in a manner that is practical and that will satisfy as many users of the financial statements as possible. Building Your Chart of Accounts.

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Top Ten Chart Secrets from A Nonprofit Data Nerd

Beth Kanter

Enjoy this post from my of many favorite nonprofit data nerds … Top Ten Chart Secrets from A Nonprofit Data Nerd. Charts can be one of your strongest communication tools. Better charts = better communication = better understanding = better decision making. Whether you’re engaging new supporters, updating your Board, or reporting to your funders, a picture is worth a thousand words. Line charts and histograms and scatter plots, oh my!

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Salesforce Charts Its Own Course in Tech Giving for Schools - The Chronicle of Philanthropy

AFP Blog

Salesforce Charts Its Own Course in Tech Giving for Schools - The Chronicle of Philanthropy : "Salesforce CEO Marc Benioff is taking a different philanthropic tack than other tech moguls in backing public education, TechCrunch and Business Insider write in reporting on the company's latest, $6-million donation to the San Francisco school district." 'via

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Remember Paint by Number? SAP Visual Intelligence: A Visual Treat for Reporting Data

Tech Soup Blog

Oftentimes with other applications, data needs to be prepped before it can be converted into visual form (such as a graph or chart), whether that means adding a column, combining data sets, inserting a new formula, or the like. The endless options and the stylish look might make you think these reports are difficult to achieve. data visualization data SAP tssap data viz tsresearchanalytics business intelligence charts Visual Intelligence graphs

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What to Expect from the Summer ’21 Release

Cloud 4 Good

The chart displays the User License by Profile, which will inform whether the organization will need to purchase additional licenses and/or if there may be users who are assigned licenses, permission set licenses, or feature licenses that they no longer need.

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How To Write Your Nonprofit's Annual Report

Eric Jacobson

Here are some tips for leaders responsible for writing an effective annual report for their nonprofit organization. Consider making these objectives for your report: To demonstrate accomplishments ( not activities ) ( results and how you did it). Are we gathering photos all year long so we have enough come time to prepare our report? What will be our annual report's theme? What time of year will we release our report?

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How To Write Your Nonprofit Annual Report

Eric Jacobson

Here are some tips for leaders responsible for writing an effective annual report for their nonprofit organization. Consider making these objectives for your report: To demonstrate accomplishments ( not activities ) ( results and how you did it). Are we gathering photos all year long so we have enough come time to prepare our report? What will be our annual report's theme? What time of year will we release our report?

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How To Write Your Nonprofit Annual Report

Eric Jacobson

Here are some tips for leaders responsible for writing an effective annual report for their nonprofit organization. Consider making these objectives for your report: To demonstrate accomplishments ( not activities ) ( results and how you did it). Are we gathering photos all year long so we have enough come time to prepare our report? What will be our annual report's theme? What time of year will we release our report?

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Nonprofit Impact Report: How to Visually Communicate Your Impact

NonProfit Hub

This is why nonprofit impact reporting is so important. Whether you’re keeping donors updated, presenting a case to internal stakeholders or creating an annual report design that speaks to stakeholders, demonstrating impact plays a key role in nonprofit communications. .

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Seven Ways to Improve Engagement With Your Nonprofit Financial Reports

BoardAssist

How can they get the rest of the team to focus and understand the critical financial reports their nonprofit is generating? Reading and understanding these reports can be difficult for many board members, but there is so much important information there that great board members must learn to understand them so they can be real agents of change on the boards they join. Seven Ways to Improve Engagement With Your Nonprofit Financial Reports.

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Nonprofit Content Marketing in 2015: Storytelling and Visual Content Top the Charts, But What Else Did We Learn?

Connection Cafe

But before we get too far into the report details, let’s start with a simple definition. Let’s take a look at a few of the key findings from the second nonprofit content marketing benchmark report – produced by Content Marketing Institute and Blackbaud – Nonprofit Content Marketing 2015: Benchmarks, Budgets, and Trends—North America. Key Findings from the 2015 Nonprofit Content Marketing Report. Make sure to download the full report.

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