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5 Tips for Community Health Centers to Transition to New Fund Accounting Software

sgEngage

You need data collection and data structure skills, not just a data entry person—someone who knows how your organization operates and the best ways for information to be delivered. They’ll work together to ensure the system is configured to automate board reporting and UDS data so that you have more free time for other priorities.

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Supercharge Your Intern Program: 18 Proven Assignment Ideas Across Marketing, Data, & More

Whole Whale

Index and put these photos in a system like Google Photos or Flickr for the organization to use in the future. This grant is a use-it-or-lose-it system making the risk low that an intern will “waste” money. Update and benchmark the organization chart It’s amazing how quickly this can fall out of date.

professionals

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Blackbaud Discontinued Crystal Reports – Now What?

Cloud 4 Good

Tableau is known for taking data from almost every system your organization is using and turning it into actionable insights – including Raiser’s Edge NXT. Some options for visualization include classic bar, line, and pie charts, as well as spatial maps, density or scatter plots, Gantt charts, bubble charts, and treemaps.

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Five myths and misconceptions about Candid’s grant data

Candid

Once Candid collects data from these sources, we clean, code, structure, and enhance the data to make it more accessible and useful. The chart below shows how the percentage of our data sources shift as more 990 data comes in. We also link grants from different funders to the same recipient to visualize the broader funding ecosystem.

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The One Record Myth in K–12 School Software

sgEngage

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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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members. Provide “Goldilocks” Security Access Of course, when someone leaves your organization, you have a process to make sure they no longer have access to your system.

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QuickBooks for Nonprofits PRO TIP:  How to Use Classes for Painless Grant Writing

Blue Fox

"Getting actionable financial data for grant writing all comes down to the setup of your financial systems." Getting data you need for a grant request all comes down to the setup of your financial systems. As a general rule, class labels and categories should be DIFFERENT from line items in your Chart of Accounts.

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