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Raise the Board’s Financial IQ

.orgSource

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. Invite the auditor to present to the group as preparation for the audit review. Be sure to review important policies and procedures.

Raise 419
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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. Invest in professional development for yourself and your accounting team.

professionals

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How to Decide Which Fundraising Software Your Nonprofit Should Use

Nonprofit Tech for Good

Though recommendations from third parties may help you narrow down the wide selection of nonprofit CRMs available, only you and your team know what’s best for your organization. Which tasks are slowing your team down the most? Whether they’re remote or all under one roof, your team should be able to get help fast when they need it.

Software 314
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A crash course on trends analysis using Candid’s Foundation 1000 data set 

Candid

In comparison, our Foundation 1000 data set is limited to grants of $10,000 or more awarded by a set of 1,000 of the largest U.S. Finally, because the Foundation 1000 represents a much smaller subset of grant data, it is possible to review the data more thoroughly. Please reach out to our team at research@candid.org.

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Why Event Vendor Partnerships Matter

Greater Giving

Request references and reviews to gauge their reliability and the quality of their services. Selecting the Right Event Vendors Crafting your dream team involves a systematic approach to vendor selection. This allows for a comprehensive comparison.

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A Roadmap to Salesforce for Nonprofits Implementation

DNL OmniMedia

Here is the process that Team DNL follows when working with clients to implement Salesforce for Nonprofits: Stage 1: Discovery Roughly 4-8 weeks During the discovery stage of any technology project, it’s important to outline some key guidelines that will inform everything else going forward.

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Nonprofit CRM: Comparing the Top Solutions for Nonprofits

DNL OmniMedia

We’ve created this guide to nonprofit CRM options, through which you’ll review the basics of CRM software and a side-by-side comparison of the top solutions through the following points: Overview of CRM for Nonprofits. Nonprofit CRM Comparison: Top 7 Solutions. Choosing the Best Nonprofit CRM for Your Organization.