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). listings in paid and free consultants directories. Tags: Consulting.

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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.”

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Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 7, 2012

This week I attended a session with David La Piana , author and long-time nonprofit consultant, hosted by the Foundation’s Organizational Effectiveness Program. David gave a talk about his new book, The Nonprofit Business Plan , and mini-workshop about what makes a good business plan from a funder’s point of view.

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Review Business Nonprofit Measure 106

Nonprofit Tech for Good

FEBRUARY 6, 2022

Requirements allow vendors to prepare better informed and more accurate proposals in response to your request. Most organizations seek business benefits from their award management system such as these: Improve decision-making with access to real-time information, expenses, subawards, and obligations, presented in easy-to-understand displays.

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sgEngage

SEPTEMBER 7, 2022

Set criteria for contacts, proposals, planning, and forecasting. For example, you may want to measure total visits, the number of proposals submitted, the dollars raised, and first-time or qualification visits. Schedule regular meetings to review data points with your officers to build accountability.

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Develop Management Gift Proposal 79

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? Building a business case starts well before the board reviews bottom line costs. The business case presents your proposal for change. This is where you outline the opportunity cost for staying with the system you have.

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sgEngage

SEPTEMBER 20, 2022

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. Nonprofits implementing solutions like Blackbaud CRM will need to partner with a developer to customize their system. Create a wireframe.

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Digital Strategy Websites Test 70

Blue Fox

SEPTEMBER 14, 2021

"Getting actionable financial data for grant writing all comes down to the setup of your financial systems." If you are a nonprofit executive director or a development professional who’s tasked with writing grant proposals, you’ve probably thought to yourself: there must be a better way. And you’re right.

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Classes Grant Chart Tips 78

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. First, export this data into a spreadsheet and review it.

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Data Donor Database Map 178

DNL OmniMedia

FEBRUARY 11, 2021

You can create systemic processes to overcome that challenge across your entire team. This includes notifications and reminders for proposals that need to be sent and key touchpoints coming up (ex: to follow up on gifts recently made, reach out for an upcoming birthday, etc.). Work with a tech consultant to set up the solution.

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Blackbaud Guide Management Fundraising 52

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. Great conversations, connections, energy, and laughter flowed through the room! Double ouch.

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Volunteer Americorp Leadership Maryland 75

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. From developing, distributing, and reviewing RFP’s - here are 8 strategies to help you out along the way.

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Template Process Free Tips 81

Blue Fox

DECEMBER 1, 2019

Is your capital position and structure strong enough to withstand the ebbs and flows of our economic system? If so, when is the last time your leadership team reviewed the policy? As you review the data, you’ll next want to back out/offset your expenses by any unusual expenditures that occurred within your report time period.

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Policy Sample Nonprofit Review 78

NTEN

MAY 23, 2014

If there''s a session you hope to see at the 2015 Nonprofit Technology Conference in Austin, TX—even if you don''t want to present it yourself—please read the Breakout Session Submission Guidelines and submit a proposal. Who will read and review the submissions? The form is open through June 22, 2014. Well, for starters, you can!

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Austin Michigan Atlanta Director 67

Tech Soup

FEBRUARY 21, 2014

Tech Impact’s managed services can improve the security of your systems by providing updates, patches, firewall management, and virus protection. A quick consultation with Tech Impact will evaluate whether your nonprofit or foundation can benefit from outsourcing its IT. IT Support and Consulting Services at TechSoup.

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Help Laptop Tech Consultant 62

DNL OmniMedia

NOVEMBER 12, 2020

Instead, evaluate your success with securing major gifts with the following KPIs: Asks Made: This is the total number of major gift proposals that your team shares with prospects. This should be a quantitative system for measuring each data point you’re tracking. Nonprofit tech consultants can: Integrate your software solutions.

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Metrics Gift Track Tech 52

Robert Weiner

MAY 4, 2010

I received the following email from Keith Heller , a database consultant who works with Raiser's Edge and Common Ground clients: We’ve been involved with responding to many RFPs over the years and I have a general inquiry that is in your bailiwick. In most cases I don't think nonprofits understand what they're asking of the vendors.

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Software Database Phase Proposal 112

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.

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Knowledge Philanthropy Change Work 72

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?

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Service Las Vegas Management Proposal 50

NonProfit Hub

MARCH 18, 2015

In 2014, Pamela was named one of the Top 40 Most Effective Fundraising Consultants. . _. “It This isn’t meant to say that writing foundation grant proposals doesn’t require thought, persuasive writing skills and attention to detail. And following these basics will guide you in establishing a foundation grants system: 1.

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Grant Foundation Proposal Guidelines 28

Tech Soup

JANUARY 24, 2012

According to an article written by John Kania & Mark Kramer and published in the Stanford Social Innovation Review (Winter 2011) “The scale and complexity of the U.S. public education system has thwarted attempted reforms for decades. Private Grantmakers Grow Support for Education-Focused Organizations.

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Education Grant Government Award 50

Beth's Blog: How Nonprofits Can Use Social Media

JANUARY 31, 2007

KM4D Journal) is an open access, peer-reviewed, community-based journal on knowledge management in development ??? Nancy White is an independent consultant from the United States and a KM4D Journal Editorial Board Member. Beth Kanter is an independent consultant from the United States. Proposed deadlines.

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Knowledge Collaboration Share Develop 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.

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Process Interview Phase Map 92

fusionSpan

MAY 10, 2024

On April 30th, Rose Palipalli, Director of Consulting at fusionSpan, and Nicole Adair, Principal Solution Engineer at Salesforce, provided an in-depth look at the current and future capabilities of Nonprofit Cloud. Webinar Replay What is Salesforce Nonprofit Cloud?

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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.” ” The answer is typically “yes.”

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Build API Evaluation Exercise 32

Bloomerang

OCTOBER 16, 2023

You’ll need to conduct a lot of research about your organization’s needs and the various systems available to decide which one is the right choice. 3 tips to make the most of your donor database After investing in a donor database system, you want to ensure you’re doing everything you can to make the most of the system and achieve a high ROI.

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Database Donor Guide Software 84

Neon CRM

MAY 25, 2023

All of a sudden you go from disconnected systems, spreadsheet databases, and time-consuming manual tasks to a streamlined, integrated platform that unlocks the power of your donor data and empowers your staff to create amazing generosity experiences for your supporters. Next, you should look at review sites like G2.com,

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Review Nonprofit Database Product 52

Bloomerang

NOVEMBER 13, 2021

So, if you have to leave early, you just want to review the content later on, share with a friend or a colleague, don’t worry, we will get all that good stuff in your hands later on today. If you all don’t know Marie, she is the lead consultant over at Funding for Good. You know, impact is always good for year end.

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Report Measure Process Impact 83

Bloomerang

JUNE 11, 2021

So if you have to leave or leave early, or maybe get interrupted or just want to review the content, don’t worry, we’ll get all that good stuff to you later today. . I’m a social scientist by passion, but a fundraising consultant and executive by trade. Just look for an email from me towards the end of the day.

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People Community Video Podcast 81

Qgiv

AUGUST 27, 2021

You can even automate this process with an integrated fundraising system. Use your fundraising system to automate your donors’ names from your CRM and address your emails to real people. This includes writing a proposal that helps you stand out from the crowd. Make your proposal memorable. Prioritize clarity.

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Donation Tips Donor Sponsor 52

Bloomerang

SEPTEMBER 12, 2022

iWave features a scoring system that helps rank donors according to their affinity and capacity to give. Proposal creation. Outsource certain aspects of the grant process and get consulting on your grant strategies from their experienced team. Grants Plus can also help you: Write grant proposals. iWave scores.

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Software Effective Grant Nonprofit 59

Cloud 4 Good

FEBRUARY 11, 2022

The Data Warehouse Architect will serve as the technical lead for implementation projects.

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Canada Data API Skills 40

Bloomerang

JULY 31, 2021

So if you have to leave early or just want to review the content, don’t worry, we’ll get all that good stuff in your hands. And I operate a grants and fundraising consulting business, and we support nonprofits all over the country, started off primarily with those in the DMV area but it’s expanded since then.

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Grant Build Video Strategy 119

Bloomerang

APRIL 16, 2021

But it’s quite possible that you can have freelancers or pro-bono consultants or other people help you by setting strategies, making plans, making calendars, writing or designing, even doing the analytics on your campaign. That what makes for a great partner is not necessarily understood in a proposal. I got a mortgage.

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Bloomerang

OCTOBER 8, 2021

We systematically review potential funders, identify well-aligned funders based on this systematic review, and ultimately develop a pipeline or a prioritized shortlist of funders. Now, my second pro tip is to aim for a manageable list size, because you’re going to have to review and evaluate each of the funders.

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Grant Lesson Tips Video 77

Bloomerang

OCTOBER 22, 2021

So if you have to leave early, maybe you just want to review the content, don’t worry. As Steve said, my name is Margit Brazda Poirier, and I’m owner and founder of Grants4Good, a grant consulting company that I started in 2009. I’ve also done a lot of reviewing for state and federal grants. No, no, no.

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Grant Video Donor Foundation 103

Museum 2.0

JANUARY 11, 2011

This post is my review of the book. The longer I consult with museums and cultural institutions, the more time I spend peering into people's eyes, wondering: do folks here feel able to innovate? CEOs of innovating organizations are not grandiose heroes; they are visionary structuralists.

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