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Raise the Board’s Financial IQ

.orgSource

A healthy balance sheet is the source of innovation, impact, and engagement. Allow plenty of time on the agenda for the financial staff to explain when and how statements will be available, review banking, investment, and auditing arrangements, and answer questions. Offering online dashboards that make financial trends easy to spot.

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A crash course on trends analysis using Candid’s Foundation 1000 data set 

Candid

One of the most common reasons people analyze Candid’s grant data is to understand year-over-year giving trends in the sector. So, you may be surprised to learn that when we do trends analyses at Candid, we often don’t start with our full data set. Instead, we rely on a data set called the Foundation 1000. What is the Foundation 1000?

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Statement of Activities: Common Mistakes and How to Avoid Them

sgEngage

Ensuring compliance and accuracy in your financial reporting involves several key actions: Regularly review the latest guidelines and summaries provided by authoritative bodies on revenue recognition of grants and contracts. It automates and facilitates these comparisons, allowing for more efficient monitoring and decision-making.

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Top Lessons from GivingTuesday 2023

Neon CRM

Let’s take a look at the impact of what we call the “Generosity Experience”—the overall trust that a supporter has when interacting with a nonprofit’s marketing, revenue, or impact activities. As we’ll outline below, the time of day our clients sent emails on GivingTuesday did not have a direct impact on when donors made gifts.

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Here’s How Each Member of Your Nonprofit Staff Fuels Fundraising Success

Classy

Members of this team review fundraising metrics , such as: Which recurring donors have upcoming credit card expirations, in order to stay ahead of lapsed recurring gifts. The metrics that matter to these team members are those related to the direct impact of your mission, such as: How many people were served this year.

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Matching Gift Resources by Provider | A Competitive Review

Nonprofits Source

These include the following: Double the Donation Affinaquest’s HEPdata Amply In this guide, our team will review the matching gift resources offered by each provider⁠—including a scorecard analyzing the extent of the available materials. In the years since, however, they’ve rebranded themselves under the “Amply” title.

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Seven Ways to Improve Engagement With Your Nonprofit Financial Reports

BoardAssist

As New York’s leading personalized nonprofit board matching service, high impact New Yorkers approach BoardAssist daily looking for ways to find a board where they can engage. Analyze the numbers for them and summarize trends with a brief narrative or visual, dashboard-style presentation. Provide a basis for comparison.

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