Whole Whale

JUNE 21, 2023

Lead tracking software is common in the business-to-business (B2B) world where sales teams need to know the when/where/who of companies checking out their online resources. The ability of these tools to connect web behavior, third-party data, and CRM integrations ensure these tools pay for themselves when used correctly.

Track 52

Track Software Donor API 52

Nucleus

AUGUST 17, 2021

With the number of data collection tools available on the internet for little or no cost, it’s tempting to inundate members with surveys about everything from the color of the annual meeting theme to crucial issues like dues increases or social issues. Does some or all of our desired data already exist anywhere within the organization?

Survey 130

Survey Data Analytics Associations 130

Nonprofit Tech for Good

FEBRUARY 6, 2022

Nonprofits have assets but instead of owners having equity in the balance sheet, net assets are tracked for a nonprofit. Almost all organizations produce some sort of annual financial reporting, but it’s may not always be public information. How is Accounting Different for Nonprofits? has a different meaning?in At a university,?a

Software 312

Software Guide Award Grant 312

sgEngage

FEBRUARY 9, 2024

You need data collection and data structure skills, not just a data entry person—someone who knows how your organization operates and the best ways for information to be delivered. This person shouldn’t be the clerical or data entry person. Determine the non-financial metrics you want to track.

Fund 90

Fund Software Community Tips 90

Association Analytics

FEBRUARY 20, 2024

Not surprisingly, a 2020 report from Wild Apricot showed that 68% of organizations have difficulty growing membership. Step 1: Build the top of your funnel SImply put, building the top of the funnel means participating in activities designed to create awareness about your association. Plan ahead, so you’ll know what data to track.

Create 169

Create Strategy Associations Registration 169

EveryAction

MARCH 8, 2023

Designate a point person for your new software implementation. Locate your data. Check in with all staff members at your organization to make sure you know where all data resides. Do a data clean-up. Even the best new software won’t work optimally with duplicate, incorrect, or outdated data.

Software 226

Software Tips Phase Policy 226

Greater Giving

DECEMBER 12, 2023

In the rapidly evolving landscape of nonprofit organizations, the ability to harness data for informed decision-making is more critical than ever. Whether you’re implementing a new CRM or looking to refamiliarize your staff with an existing system, these insights will help you pursue your data-driven endeavors.

Training 52

Training Train Team Data 52

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

Saleforce Nonprofit

MAY 26, 2021

They saw the need for something different than a food bank, which is designed to provide short-term emergency support, and launched the Your Local Pantry scheme. Being able to report on this data in an easy-to-read format was very important, as was having robust induction and training resources for the volunteers who run the pantries.

Community 108

Community Support Data Local 108

EveryAction

JUNE 19, 2017

Organizations need a structured and effective way of following their grants throughout the grant's lifecycle so they can easily manage this very important revenue stream and track these funds in the same place as major gifts and other sources of revenue.

Grant 100

Grant Track Gift Management 100

Qgiv

DECEMBER 7, 2022

Few things are as important to successful fundraising teams as clean data around your prospect portfolio and moves management. However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Data Mapping: Prepare for implementation.

Database 52

Database Track Donor Management 52

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

Whole Whale

MAY 10, 2021

Donor Reports present a great opportunity to share organizational wins and losses throughout the year. Annual nonprofit reports are great for the big picture impact of the organization, however they only come once a year. These reports can be an efficient way to communicate transparency with supporters and show appreciation.

Report 59

Report Impact Donor Summary 59

Forum One

AUGUST 3, 2022

Digital strategy runs on data. Without robust data and analytics, any organization’s strategy is just a series of guesses. While it’s easier than ever to access data—every digital action, from website clicks to member signups produces a trackable trail—knowing how to use the data is a different story. How reliable is it?

Analytics 67

Analytics Team Data Skills 67

sgEngage

FEBRUARY 12, 2024

If all your Ts aren’t crossed and your Is aren’t dotted on your grant reporting, your chances of repeat funding from that entity are low. When your accounting system is not built to handle restricted funding , each report can feel like a fire drill. It’s not just the end-of-grant reporting that can cause problems.

System 71

System Grant Chart Fund 71

sgEngage

OCTOBER 28, 2021

The first iteration tracks disclosure of 22 data points across six specific dimensions of racial equity: (1) Pay Equity, (2) Racial/Ethnic Diversity Data, (3) Education and Training Programs, (4) Response to Mass Incarceration, (5) Community Investments, and (6) Anti-Discrimination Policies.

Data 90

Data America Policy Companies 90

Bloomerang

AUGUST 21, 2023

This post describes actions you can take to implement the findings of Bloomerang’s 2023 Fundraising Planning and Climate Report. These action steps are designed to correspond with the developmental stage of your fundraising program. Your own careful review of the report is encouraged.

Action 74

Action Report Practice Fundraising 74

Nimble AMS

MARCH 10, 2024

Security By using a private online community, you’ll have increased security for your member data. Data If you leverage an online community platform, you will gain valuable member insights. The data you’ll receive when using an online community will better help you understand your members and create a personalized experience.

Community 116

Community Platform Benefit Online 116

Nonprofit Tech for Good

DECEMBER 8, 2021

The webinar was designed as a supplemental course to the webinar series required to earn a Certificate in Digital Marketing & Fundraising. 2) Write and distribute quarterly Impact Reports. . Why Quarterly Impact Reports? They focus your nonprofit on tracking and reporting impact which is essential for fundraising success.

Trend 326

Trend Digital Marketing Fundraising 326

Bloomerang

AUGUST 28, 2023

When it comes to donor data, there’s a lot to keep track of. A nonprofit CRM (also referred to as a donor management system ) is a software platform that allows nonprofits to store, update, and report on supporter data. are specifically designed to help nonprofits retain more donors. What is a nonprofit CRM?

Profile 92

Profile Software Nonprofit Donor 92

Nonprofit Tech for Good

JUNE 13, 2013

It’s a strategy that I have been using, testing, and adapting since @NonprofitOrgs first launched on Myspace in 2006 and now there’s an ever-increasing flow of data being released that proves that social and mobile media are, in fact, powerful fundraising tools. Track the number of monthly donations and the total given.

Track 237

Track Mobile Media Fundraising 237

Beth's Blog: How Nonprofits Can Use Social Media

JULY 18, 2014

” How Human-Centered Design Methods Can Help You Design A Better Dashboard. Dashboard design is more than simply clarifying outcomes and key metrics. Dashboard design should also inspire buy-in and continuous improvement by using “ human centered design ” methods. Tracking for Impact and Learning.

Design 99

Design Marketing Metrics Measure 99

Greater Giving

NOVEMBER 30, 2022

The tools included in fundraising software designed for nonprofits make fundraising simpler, less expensive, and well worth the effort. Here at Greater Giving, we’ve worked with thousands of nonprofits to design fundraising solutions that fit into your team’s everyday task list. The best part of tracking all your data in one place?

Software 97

Software Team Fundraising Registration 97

sgEngage

MARCH 7, 2024

As a CPA working with nonprofits of all sizes, I’ve encountered numerous errors in Board of Directors’ financial reports and Statements of Activities documents. Being aware of these common pitfalls is crucial for maintaining the integrity of your financial reporting and in turn, the trust of your supporters.

Activities 79

Activities Active Activism Comparison 79

Bloomerang

NOVEMBER 29, 2023

These tools help keep track of all the people who support the organization, like donors and volunteers. A nonprofit CRM tracks donors, manages email and communication history, and provides comprehensive reporting. Enter Bloomerang, a CRM solution specifically designed for nonprofits.

Community 83

Community Organization Fundraising Integration 83

Tech Soup

FEBRUARY 23, 2017

That's where time tracking comes into play. Rather than simply tracking time for compliance or "because someone told you to," successful nonprofits take advantage of the incredible data created by tracking employee time. Reporting to Funders and Grantors. Program Management. Overall Productivity.

Track 54

Track Time Nonprofit Team 54

Nonprofit Tech for Good

APRIL 2, 2023

By Meredith Gray , Head of Marketing at Keela – a complete software solution for nonprofits looking to grow revenue, centralize and manage data, and deepen donor engagement. The tool can draft stewardship emails, create impactful copy for annual reports, and even generate speeches for stewardship events.

Tools 361

Tools Fundraising Analytics Analysis 361

Nimble AMS

FEBRUARY 17, 2022

The data model used by your association management software (AMS) matters. . take a look at these 10 reasons Nimble AMS clients love the Person Accounts data model. Data model” might seem like a techy concept that only your IT team needs to know about. The difference between Contacts/Accounts and Person Accounts data models.

Personal 129

Personal Model Associations Contact 129

Nonprofit Tech for Good

AUGUST 29, 2022

Before heading out to an event, quickly pull a report of your volunteer t-shirt sizes to prevent your volunteers from wearing a t-shirt two sizes too big! Supervise Volunteers: Every volunteer management plan must also include designating a point person in charge of volunteer events and communicating information to volunteers.

Volunteer 276

Volunteer Management Tips Application 276

The Modern Nonprofit

AUGUST 29, 2023

Welcome to the transformative world of fundraising software designed for nonprofits. Increased Efficiency and Reduced Errors For nonprofit organizations, administrative tasks like managing and organizing donor data are vital yet time-consuming. Minimized Errors When entering and managing data manually, human errors are inevitable.

Software 52

Software Fundraising Synchronous Nonprofit 52

Nonprofit Tech for Good

NOVEMBER 15, 2019

The ability to track and monitor those relationships should be the #1 priority for organizations seeking to expand their donor base or increase their revenue. Kindful places a heavy focus on data, giving the user access to donors’ giving history, wealth details, and rating for likelihood to give. 6) DonorPerfect :: donorperfect.com.

Relationship 231

Relationship Software Management Pledge 231

Nonprofit Tech for Good

JUNE 13, 2013

It’s a strategy that I have been using, testing, and adapting since @NonprofitOrgs first launched on Myspace in 2006 and now there’s an ever-increasing flow of data being released that proves that social and mobile media are, in fact, powerful fundraising tools. Track the number of monthly donations and the total given.

Track 186

Track Mobile Media Fundraising 186

EveryAction

AUGUST 3, 2023

1,000 – $4,999) Recognition in annual report or website Invitation to exclusive events Subscription to a donor impact newsletter Silver level (e.g., Specifically, it allows fundraisers to assess an individual’s capacity to make major gifts⁠—and their inclination to support the organization’s purpose.

Strategy 177

Strategy Giving Fundraising Gift 177

M+R

DECEMBER 9, 2022

We hope you like acronyms, because Google is making some big changes — and that means nonprofits will need to understand some important technical details in order to effectively reach, track, and mobilize supporters. GA4 has been built to provide cross-platform data, so user activity can be tracked across web and app access.

Analytics 90

Analytics Google Track Data 90

Candid

MARCH 21, 2024

At first glance, it would be easy to put a gloomy headline on the Council on Foundations ’ most recent CF Insights field survey tracking trends in community foundations’ 2022 asset growth, giving, and the activity of donor-advised funds (DAFs). About half of all respondents reported some level of year-over-year decrease in gifts received.

Foundation 52

Foundation Community Time Montana 52

Neon CRM

MAY 11, 2023

Others are designed for simpler, more basic contact management. Nonprofit Donor Management Software Comparison A good donor management system will help you store and organize your supporters’ data, track your campaigns’ progress, and engage with your community more effectively. Choosing the right tool can be tough!

Comparison 52

Comparison Software Oracle Management 52

Bloomerang

NOVEMBER 29, 2023

Nonprofit CRMs and fundraising tools are software solutions designed specifically for the unique needs of nonprofit organizations. Nonprofits use this data to personalize outreach and engagement efforts. It’s not just about storing donor data; it’s about unlocking the potential of that data to drive fundraising strategies.

Fundraising 89

Fundraising Relationship System Integration 89