Nimble AMS

MARCH 29, 2021

Can they make the system do what you need it to do? As a member of the Nimble AMS consultant team, I help our new clients implement their new association management software (AMS) system. The way we see it, the more we learn about how your business works, the better we can figure out how to best configure the system for you.

Associations 78

Associations Team Work Proposal 78

Saleforce Nonprofit

FEBRUARY 7, 2022

By: Kate O’Connor, Senior Analyst (Strategy), Innovation Consulting, Salesforce Ignite UK&I; Kevin Smeeing, Senior Analyst (Design), Innovation Consulting, Salesforce Ignite UK&I; Anna-Sophie Oertzen , Innovation Consulting Manager, Salesforce Ignite EMEA. Volunteer Alliance Projects. Adopt A Project.

Philanthropy 98

Philanthropy Impact Support Uganda 98

Robert Weiner

JULY 17, 2009

This is the third in a series of posts aimed at new consultants in the nonprofit sector. set up systems for tracking income, expenses, and invoices. develop templates for proposals and contracts (Nolo Press is a great resource for contracts). Will you charge less for big or ongoing projects? get a Federal Tax ID.

Consultant 100

Consultant Advice Listserv Associations 100

NonProfit Hub

SEPTEMBER 30, 2021

Many nonprofits also don’t have a system of steps they can use to get to the point of regularly submitting grants. They often resort to either tasking an ill-equipped staff member or intern to submit a grant proposal when that person has limited experience understanding the grantseeking process. Think of your programs in projects.

Grant 78

Grant Guide Proposal Nonprofit 78

NonProfit Hub

SEPTEMBER 30, 2021

Many nonprofits also don’t have a system of steps they can use to get to the point of regularly submitting grants. They often resort to either tasking an ill-equipped staff member or intern to submit a grant proposal when that person has limited experience understanding the grantseeking process. Think of your programs in projects.

Grant 78

Grant Guide Proposal Nonprofit 78

Bloomerang

JULY 19, 2023

Your work behind the scenes is to establish a structure—plans, systems and processes—by which the nonprofit may reach its advancement goals. If your organization relies on individual fundraising, you should understand your nonprofit CRM system and work it to its fullest. Your proposals serve to gain their interest and “buy-in.”

Professional 70

Professional Leadership Develop Proposal 70

Tech Soup

SEPTEMBER 16, 2013

A couple of years ago, outreach, training, and fundraising consultant, Stephanie Gerding , posted some great basic grantseeking information on TechSoup For Libraries. One tip I could have used early on was to plan and design the grant project before writing up a query letter or proposal. based on the types of projects they fund.

Grant 63

Grant Project Develop Proposal 63

Tech Soup

NOVEMBER 12, 2014

The Salesforce Data Management Assessment is a two-hour consultation service to determine whether an organization can benefit from a consolidated cloud database built on the Salesforce CRM platform. This interview is followed by a requirements gathering or implementation proposal, depending on your organizational needs. Testimonials.

Consultant 44

Consultant Strategy Proposal Interview 44

Pamela Grow

JANUARY 11, 2024

The latest numbers from the Fundraising Effectiveness Project (FEP), reveal the number of donors industrywide fell for the ninth straight quarter in Q3 2023. A good consultant can build your Ask+Thank+Report+Repeat systems, allowing your staff the time for stewardship and data. Decreasing Giving and Inflation.

Trend 59

Trend Storytelling Paypal Mail 59

Nimble AMS

APRIL 9, 2020

So how do you build a business case to get executive buy-in and board support for a new membership system? In fact, John Walker, an independent IT consultant with COTIQU Consulting in Australia, suggests associations should make two visits to the board: the first to present the business case and the second to discuss actual cost estimates.

Business 78

Business Software Build ROI 78

sgEngage

MAY 25, 2023

In grant proposals and pitches, they want you to predict the future and show how, with your eloquent promises and plans for impact, you can best provide them the assurance of certainty. For example, I was working with a small community foundation and they put out a call for “innovative proposals.” Their response in year two?

Problem 78

Problem Skills Proposal Grant 78

Bloomerang

MAY 6, 2022

Grant writing tip: While the task of writing a proposal often falls on the shoulders of a project manager or grant writer, anyone—even an outside consultant—with the proper skills could write the proposal. These are given on a no-strings-attached basis to people and groups working on “awesome projects.” .

Education 91

Education Grant Fund Resource 91

Twenty Hats

FEBRUARY 8, 2021

Mary Ann Schmook, a 55+ Volunteer Leadership Program participant, presents her project proposal to classmates. Three years ago I worked with a consultant and created a volunteer leadership development program for adults 55 and older. The result? The volunteers’ leadership program has challenged me in unexpected ways.

Volunteer 75

Volunteer Americorp Leadership Maryland 75

sgEngage

SEPTEMBER 20, 2022

These are strong starting points, but lack connection to a specific project. Set a timeline for this project, determine what steps you will need to take and who will be responsible for overseeing them, and partner with a technical consultant who is familiar with your new CRM. Developing a new website. Create a wireframe.

Digital 68

Digital Strategy Websites Test 68

Everyaction

FEBRUARY 16, 2018

So your nonprofit needs a new vendor or consultant. While creating a Request for Proposals can be labor-intensive, time consuming, and stressful, we've put together some tips to make the whole process go a little smoother. Do we need a consultant or just someone who can train our staff? You know what that means!

Template 81

Template Process Free Tips 81

3rd Sector Labs

APRIL 28, 2014

For example, one system may prefer that husband and wife are created as a joint account, while another may prefer that the two are individual donor accounts that are linked. The vendor services can be more expensive than, say, an independent consultant. If you are struggling with this, find a data consultant that can help you.

Data 178

Data Donor Database Map 178

The Science Behind Engaging your Supporters

OCTOBER 17, 2018

When your nonprofit needs a new vendor or consultant, the standard course of action is to send out a Request for Proposal (RFP) - indicating that your organization is interested in receiving information from vendors. Do we need a consultant or just someone who can train our staff? And if time is a factor (isn't it always?),

Template 41

Template Free Proposal Nonprofit 41

ASU Lodestar Center

NOVEMBER 1, 2017

This term refers to an engagement between a client and a service provider for the purpose of completing an internet based project. These engagements may include website builds, online marketing work, website integration projects and much more. An agency proposes that they manage your PPC ads. Make Sure the Budget Fits.

Web 40

Web Tips Articulate Project 40

Get Fully Funded

JUNE 15, 2021

Build your salary into your budget as an expense and be sure your revenue projections are certain enough that you can cover your new nonprofit salary. Hire a consultant if necessary. This might not seem like a big deal, but remember that the systems you put in place now are the systems the nonprofit will grow with.

Nonprofit 111

Nonprofit Director Money Rate 111

Get Fully Funded

FEBRUARY 22, 2022

For example, if you hire a fundraising consultant but that consultant does not succeed in helping your organization raise more money, you will end up overspending on fundraising. Fees paid to fundraising consultants or outsourced help like a grant writer. If you’re outside the U.S., Don’t worry about Charity Navigator.

Fundraising 132

Fundraising Charity Mail Nonprofit 132

Zen and the Art of Nonprofit Technology

JULY 10, 2008

My theory of practice is different than my consulting philosophy. The client is quite knowledgeable about their organization, mission, and goals for a project, but often not knowledgeable about technology. I think, actually, all technology consultants, whether they do what I do, or hack code, should do this exercise.

Practice 100

Practice Open Source Consultant Articulate 100

DNL OmniMedia

NOVEMBER 12, 2020

Site Visits Made: This refers to the number of prospects that make site visits to your facility (or project site in the instance of a capital campaign), which is a common interaction with major gift prospects. This should be a quantitative system for measuring each data point you’re tracking. How is the metric measured?

Metrics 52

Metrics Gift Track Tech 52

sgEngage

DECEMBER 18, 2023

Knowledge insights, grants and learning, information systems, data discovery, or relational analysis are just some of the terms showing up alongside the more familiar phrases of research and development and data analysis. However, there is still a lot of confusion about what knowledge work is, what it is for, and how to do it.

Knowledge 71

Knowledge Philanthropy Change Work 71

Tech Soup

APRIL 25, 2017

Get Multiple Proposals for Large New IT Purchases. It is highly recommended, regardless of whether or not you have an MSP, that you always get three proposals for any solution you require. Some of the common instances when you should work with other vendors are cybersecurity, phone systems, and wireless. What's the plan?

Service 50

Service Las Vegas Management Proposal 50

Judi Sohn

MARCH 12, 2011

At the 2008 conference, I attended a session presented by Farra Trompeter of Big Duck Consulting. It involves a blend of research, consulting, capacity-building, writing and design, coupled with variables that are unique to an organization (such as its culture, budget and staff). She really understood the organizations. She got it.

Cancer 226

Cancer Phase Research Change 226

NonProfit Hub

AUGUST 9, 2016

Foundations typically directed funding toward short-term projects—ones that could deliver measurable outcomes. But you probably know that project-based accounting often forces grantees to sacrifice long-term effectiveness. As in, “Wow, it sure is taking its sweet time!”. In a smart way. You never know what you’ll discover.

Foundation 28

Foundation Grant Proposal Fund 28

Zen and the Art of Nonprofit Technology

JANUARY 29, 2008

Soon, we’ll be updating the primer , releasing a report on our survey, starting a training and consulting program, doing a webinar series … phew! I like proposals that focus more on the project, and show clear understanding of the project. Lots happening! I love this work.

Open Source 100

Open Source RSS Education Consultant 100

NTEN

AUGUST 1, 2011

Priebatsch even proposed how school could be improved by adding better game mechanics than those that already exist: for example, having a points system that allows you to "level up" rather than our current grading-average system, and building in an honor system to eliminate cheating ( as Princeton has done , with huge success).

Game 100

Game Problem Fund Volunteer 100

Zen and the Art of Nonprofit Technology

SEPTEMBER 19, 2008

There are some fabulous sessions proposed for the 2009 NTC , running the whole gamut of nonprofit technology, from planning to Web 2.0, That’s an interesting model, and, if the software is decent, sounds like it could be a good option for some organizations. But, of course, as with anything, look (a lot) before you leap.

Open Source 120

Open Source Convio Oakland Blackbaud 120

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 20, 2007

VTVigils VT Vigils VTvigils.org is a project of a diverse group of national campaigns and organizations not affiliated with Virginia Tech. Netsquared Innovation Fund Netsquared Announces the 21 Featured Projects and solicits for feedback. So how do we propose to pay for it? The site was developed by Democracy in Action.

Netsquared 50

Netsquared Nptech Summary Project 50

Cloud 4 Good

NOVEMBER 4, 2021

Request for proposals, or RFPs, help define projects, set expectations, and ensure the right clients and/or vendors are selected to help businesses grow effectively and efficiently. An exception to this would be if any unique or problematic processes that are identified that may impact the system selection process.

Process 92

Process Interview Phase Map 92

Zen and the Art of Nonprofit Technology

NOVEMBER 16, 2006

At Omidyar Network there’s been an effort to write proposals for 9 $5,000 grants. Watching the collaboration of people across time zones developing these proposals has really been inspiring to me. I found it through Beth’s Blog. Peer production is amazing and wonderful. But peer production also scares people silly.

Chapter 100

Chapter Network Open Source Wikipedia 100

Judi Sohn

MARCH 12, 2011

It involves a blend of research, consulting, capacity-building, writing and design, coupled with variables that are unique to an organization (such as its culture, budget and staff). To make sure we were heading in the right direction, we also solicited proposals from two other fantastic companies for a more traditional identity/website redo.

Cancer 100

Cancer Phase Research Change 100

Connection Cafe

JULY 23, 2013

I’m often asked to help nonprofits define a technology roadmap – that is, figuring out how to migrate their business from a legacy system(s) to a new solution(s) and beyond. ” As with everything in the consulting profession, the answer is “maybe.” Custom reports or other information delivery mechanisms.

Build 32

Build API Evaluation Exercise 32

Bloomerang

NOVEMBER 13, 2021

If you all don’t know Marie, she is the lead consultant over at Funding for Good. one of my favorite things about our guests is she’s been in her shoes, right, she’s been an ED, she’s been not just a consultant but also has worked for and with nonprofits directly, which is great, over two decades.

Report 82

Report Measure Process Impact 82

Bloomerang

JUNE 11, 2021

I’m a social scientist by passion, but a fundraising consultant and executive by trade. ” And I felt like, you know, I’ve committed my entire life to this project, social justice. So Kathleen works with a foundation for a school system, or she works for a foundation in a school system. ” .

People 81

People Community Video Podcast 81

sgEngage

JUNE 23, 2022

Have you pulled a report from your constituent relationship management (CRM) system that lists all gifts over the last two years near or above your major donor threshold? Be intentional about earmarking the funds but do leave space to discuss donor passion projects. Has this donor made multiple gifts over the course of a year or two?

Gift 84

Gift Program Build Fundraising 84