Saleforce Nonprofit

MAY 26, 2021

YLP came to our team at Economic Change CIC in 2019 because they needed a system that could be easily accessed by individual pantries to record memberships and visits on a day-to-day basis. YLP wanted to know which members of the community are benefitting from the service and how many families and children are being supported.

Community 108

Community Support Data Local 108

sgEngage

APRIL 8, 2024

All in unrestricted funds with no reporting necessary. While nonprofits will hopefully see an increase in unrestricted funds—and a decrease in burdensome reporting requirements—as part of this and other movements, good nonprofit accounting principles still apply. They don’t come with any direction or reporting requirements.

Fund 96

Fund Chart Grant Report 96

Bloomerang

MARCH 4, 2024

Fundraisers often have a love/hate relationship with fundraising CRM reports. Picture this: your donor data and fundraising trends reports are due, but instead of the usual stress, you’re calm, prepared, and even proud of what you’re about to submit. Let’s find out how to achieve that level of reporting Zen consistently.

Report 64

Report Effective Fundraising Template 64

Nonprofit Tech for Good

FEBRUARY 6, 2022

However, nonprofits are guided by a mission- like providing education in under-served areas, supporting research to find cures to diseases, creating community among a specific group of people, and more. Others receive grant funding from governmental agencies, private foundations, and community funds. Many receive a combination of both.

Software 288

Software Guide Award Grant 288

Candid

JUNE 9, 2021

This more just and equitable approach to philanthropy has been practiced for decades and the ethos it is based in—that those closest to the problem are the closest to the solutions—has deep roots in community organizing, deliberative democracy, and even in philanthropy itself. . and “How should we iterate?”

Problem 119

Problem Community Participatory Philanthropy 119

sgEngage

MAY 28, 2024

The process behind automated payments is similar to what finance teams follow today, but some of the steps are done by the system—reducing time for processing and resulting in faster payments. Invoices are paid, with a clear trail in the system for tracking.

Process 78

Process Fund Nonprofit System 78

sgEngage

AUGUST 19, 2021

In today’s episode, you’ll hear from Stacy Fitzsimmons and learn more about budgeting for Community Health Centers when grants are part of the picture. Having policies and procedures that support how you use your system. Using budgeting and expense tracking to tie into performance measures.

Podcast 79

Podcast Community Grant eBook 79

sgEngage

SEPTEMBER 13, 2023

When your nonprofit is looking to change its financial system, it would be nice to have a crystal ball. You’d see that the software tracks restricted funds the way you need it to. How does your system manage restricted funds? You want a system that was built specifically for the needs of tax-exempt organizations.

Fund 89

Fund Question System Integration 89

sgEngage

DECEMBER 20, 2023

Even though inflation made dollars not stretch as far, world events and climate disasters increased need across many communities. From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store.

Foundation 88

Foundation Build Grant Fund 88

Bonterra

APRIL 13, 2024

Learn more Measure program outcomes in real time Built-in reporting Bonterra’s native reporting tool empowers grants administrators to measure program outcomes, not just outputs. With access to turn-key dashboards, automated reports, and support from our team of experts, reporting impact becomes easier than ever.

Grant 52

Grant Software Management Analytics 52

Pamela Grow

MAY 2, 2024

Of the data your nonprofit collects , financial information is one of the most useful types—and one of the most complex to track. To keep your financial data organized, you can use either of two primary tracking methods: cash accounting and accrual accounting. Essentially, it tracks cash flow in and out of your nonprofit.

Method 59

Method Pledge Nonprofit Track 59

Candid

MAY 13, 2024

Measuring and learning at the intersection of donors, grantees, and systems Let’s look at how philanthropic collaboratives can equitably and effectively measure, evaluate, and learn in the pursuit of greater impact. Tracking feedback across the portfolio to improve grantee support. Tracking common outcome metrics across grantees.

Measure 59

Measure Collaboration Effective Impact 59

Saleforce Nonprofit

NOVEMBER 9, 2021

That’s why the organisation is revolutionising its most critical systems and processes, from caseload management to supporter engagement and communications with the public. Through its new supporter relationship management system, the RSPCA has gained deeper insight into supporters’ interests, giving history, and preferences.

System 76

System Benefit Management Celebrate 76

sgEngage

SEPTEMBER 25, 2023

While grant funding may not require the continual stewardship efforts and nurturing of traditional donor-led funding, it often presents its own challenges: extensive reporting mandates, a list of requirements to qualify for funding, and the possibility of mission creep to meet those requirements. Adopt a robust fund accounting system.

Grant 100

Grant Process Management Tips 100

Bonterra

APRIL 10, 2024

Case Management Tools Measure impact A unified solution to help you collect actionable program data, develop comprehensive reports, and share how you’re impacting your community. Advanced features enable you to compare program impact, conduct in-depth analysis, and automate report delivery to stakeholders.

Tools 52

Tools Management Los Angeles Demonstration 52

EveryAction

APRIL 5, 2023

As you use these questions to engage in dialogue with your board, it helps to remember that board members may have opinions and learned experience about what tools and systems are best. They may even have used similar systems in past roles or managed a large tech implementation at some point in their career. Try one (or both!)

Technology 186

Technology Change Analysis Tech 186

Nimble AMS

JULY 9, 2023

Fíonta’s proven track record in delivering exceptional Salesforce solutions and their deep understanding of associations make them an ideal partner,” said Jeffrey Golembiewski, VP, Business Solutions & Partnerships at Nimble AMS. What does Fíonta like about Nimble AMS and Community Brands?

Associations 122

Associations Adopt DC Washington 122

EveryAction

AUGUST 30, 2023

Welcome to another installment of Thursday Thoughts, a dedicated space for our friends in nonprofit sector leadership to reflect on reports, statistics, and other trends—because when our community shares knowledge, we can all do more good.  Check out our last installment here ! These four are key: 1.

Donor 179

Donor Gift History Virtual 179

Bloomerang

MAY 13, 2024

From legacy CRM to all-in-one nonprofit solutions “Next generation” is more than just an update; it represents a strategic shift from traditional donor databases to robust, integrated systems that meet the complex needs of modern nonprofits.

Platform 94

Platform Giving Kentucky Integration 94

Bloomerang

NOVEMBER 28, 2023

Your vibrant community of faith is committed to fostering spiritual growth and outreach. Bloomerang addresses the need for efficient donor management and personalized communication, crucial for sustaining and growing a faith community. The system has exceeded our expectations.” “We The outcome?

Management 83

Management Donor Organization Charlotte 83

Bonterra

APRIL 11, 2024

Request a demo Explore pricing cameron.patter… Thu, 04/11/2024 - 10:11 Impact-driven solutions informed by industry-leading best practices Bonterra’s purpose-built solution was developed with years of nonprofit and public sector expertise to help you improve programming, secure more funding, and boost community impact.

Public 52

Public Software Management Los Angeles 52

Bloomerang

JUNE 5, 2024

Imagine having all donor and membership information centralized in one secure system. With an integrated platform, organizations can efficiently track donations, manage memberships, and analyze trends—all in real time. By fully leveraging these platforms, nonprofits can drive positive change in their communities.

Management 81

Management Donor Integration Platform 81

sgEngage

APRIL 1, 2024

Inspired by more than 40 years of collaboration with private school leaders, Blackbaud has created a track of sessions for ATLIS 2024 , the Association of Technology Leaders in Independent Schools’ annual conference. But how do you unlock this power without knowing how to write code? Where do you start?

Blackbaud 91

Blackbaud API Empowerment Nevada 91

Nimble AMS

FEBRUARY 3, 2022

Member management: Track user data, including dues requirements and membership status, and view it on a centralized dashboard. Member portals: Allow members to manage their membership online, track certificates, event registrations and more. Data Analytics and Reporting Tools. An AMS might include the following.

Associations 140

Associations Professional Software Tools 140

Nimble AMS

AUGUST 25, 2021

It’s the leading AMS system built on the Salesforce CRM platform, which means you get a powerful set of membership management features, plus modern capabilities, including artificial intelligence and process automation, and a detailed view of your members that supports data-based decision making and targeted member marketing and engagement.

Associations 123

Associations Industry Studies Benchmark 123

Nimble AMS

JANUARY 13, 2023

The Community Brands Association Trends Study solidifies the imperative for digital transformation, reporting that 63% of members and 65% of association professionals agree—their organization needs to transform technologically within the next few years or risk not surviving. . If not, it’s likely time to upgrade your system. .

Associations 89

Associations Software Retention Tech 89

Bonterra

APRIL 11, 2024

Bonterra’s Jumpstart Program Helping grantmakers build nonprofit capacity Interested in helping jumpstart the capacity of your nonprofit community? Request a demo Go beyond the check Empower your grantees to sustain grant funds, diversify revenue, and build a broader base of community support.

Program 52

Program Measure Demonstration Analysis 52

Nimble AMS

MAY 6, 2022

An association management software (AMS) system built on a customer relationship management (CRM) platform offers associations unmatched functionality. . system provides the specific tools, templates, and capabilities associations need to manage their organizations. Business intelligence + reporting/dashboards? .

Associations 128

Associations Template Classes Platform 128

Saleforce Nonprofit

AUGUST 19, 2022

In May 2022, Twilio published the State of Nonprofit Digital Engagement Report on how digital engagement is reshaping the way nonprofit organizations deliver services. In fact, 89% of nonprofits report that digital communications are critical to achieving their organization’s mission.

Digital 59

Digital Report San Francisco Children 59

Nimble AMS

MARCH 7, 2022

These apps help staff in ways both small and large, automating tasks, consolidating information and systems, and more closely integrating systems with Nimble AMS and Salesforce. Nimble Communities . Create, send, sign, track and file agreements quickly & securely right in Salesforce. . Aircall CTI .

Adobe 104

Adobe Survey Integration Associations 104

Nonprofit Tech for Good

APRIL 23, 2019

Nonprofits use CRMs to manage their donor relationships, to segment supporters by interest areas, streamline donor communication, automate fundraising, and report on outcomes to the board, donors, and community. It is important to look at the platform the CRM system is built on. Is the technology popular in the market?

Metrics 261

Metrics Nonprofit Profile Platform 261

sgEngage

JANUARY 19, 2023

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. If a government regulation changed or community preferences shifted, would you have time to react? Tip 2: Review your scheduled reports.

Foundation 85

Foundation Build Fund Review 85

Whole Whale

AUGUST 20, 2022

Time Counts offers solid volunteer management tools, including email communication, scheduling, and tracking. InIt Live is a volunteer management and communication tool that’s focused on events. Volgistics looks pretty basic, but it allows organizations to register, schedule, manage, and communicate with volunteers.

Volunteer 98

Volunteer Tools Software Management 98

sgEngage

AUGUST 9, 2023

The health needs of your community could change in an instant. Widespread layoffs could keep community members from being able to afford quality care. The work you’re funding isn’t just providing 15 free health screenings a month—it’s decreasing your community’s complications from high-blood pressure by 5%.

Effective 74

Effective Tips Grant API 74

Non Profit Quarterly

MAY 13, 2019

Recognizing that good health depends more on an individual’s access to housing, good nutrition, education, and a safe neighborhood than on their medical care, Kaiser Permanente is rolling out Thrive Local , a digital care coordination platform that makes it easier for its medical providers to connect patients to community-based social services.

Resource 52

Resource Community Technology Help 52

Connection Cafe

OCTOBER 13, 2020

As they develop community benefit programs to address health disparities and elevate community well-being, co-investment with like-minded partners helps drive greater impact. Community benefit managers and C-suite leaders alike struggle with questions: Where do we start? See how technology makes reporting easier.

Community 49

Community Effective Create New Jersey 49

Amy Sample Ward

JULY 29, 2011

I recently had the opportunity to present a webinar for the National Center for Media Engagement , focused on community-driven engagement, and present a session at the Public Media Development and Marketing Conference , talking about building a social media strategy. Defining Community. Engaging Community.

Social Media 178

Social Media Public Media Community 178