sgEngage

DECEMBER 14, 2023

You want applications from organizations that align to your mission, but the frequency of the requests can easily bog down your processes if you aren’t careful. To avoid overwhelming your team, standardize how you receive and process grant applications at your organization. Track your communications via activity records.

Grant 97

Grant Process Management Technology 97

Bloomerang

NOVEMBER 28, 2023

Nonprofit credit card processing solutions are tools nonprofit organizations use to complete credit and debit card transactions securely and quickly. Leveraging a secure payment solution throughout the donation process strengthens donor trust and allows them to use a convenient payment method. per transaction. per transaction.

Process 85

Process Paypal Method Nonprofit 85

DNL OmniMedia

APRIL 1, 2024

Nonprofits collect and generate vast amounts of data, ranging from individual donors’ contact information to program outcomes, but they often struggle with organizing and utilizing the information effectively. This is why data warehouses can have such a significant impact on nonprofits. What is a Nonprofit Data Warehouse?

Data 52

Data Guide Proposal Nonprofit 52

sgEngage

AUGUST 9, 2023

With careful planning, agile processes, and responsiveness in your grantmaking process of giving can help you react in a more thoughtful way. By following these five best practices, you’ll create a more efficient healthcare grantmaking process where you can anticipate evolving community needs and be more agile in your funding.

Effective 70

Effective Tips Grant API 70

sgEngage

APRIL 2, 2024

As a grantmaking organization focused on the success of your grantees, it is essential to have a process in place to manage personnel changes—for both you and your grantees—so everyone stays informed and on schedule. This document will help new team members absorb your unique grantmaking process and keep everyone on the same page.

Data 76

Data Blackbaud Policy Database 76

sgEngage

NOVEMBER 14, 2023

Many nonprofits struggle to maximize their data usage. In fact, when surveyed, 97% of nonprofit professionals expressed an interest in learning how to use their data more effectively, and only 5% reported using data in every decision they make. So, how do healthcare organizations overcome these data silos?

Integration 79

Integration Data Nonprofit Platform 79

Saleforce Nonprofit

SEPTEMBER 2, 2021

Start with a simple self-assessment to understand where you and your organization fall along the impact maturity scale: what tools and processes do you already have in place? These metrics should measure what really matters rather than simply what is possible or easy to track. Data access. . What works and what doesn’t?

Practice 73

Practice Impact Data Effective 73

Candid

APRIL 24, 2024

PEAK Grantmaking’s “Reimagining Philanthropy” conference in March exploring these themes was a fitting setting for a session Candid organized about advancing systems change via data collaboration at scale. As a grantmaking public charity, United Way of Massachusetts Bay is both a fundraiser and a grantmaker with a place-based focus.

Collaboration 52

Collaboration Data Demographics Massachusetts 52

sgEngage

MAY 27, 2022

Process automation can be scary for nonprofits because it can feel like you are giving up some control. But implementing automated processes can help you ensure consistent controls and set your organization up for growth. Manual processes can lead to errors in your data. The average U.S. Someone opens the mail.

Process 72

Process API San Diego Nonprofit 72

Bloomerang

MARCH 4, 2024

Picture this: your donor data and fundraising trends reports are due, but instead of the usual stress, you’re calm, prepared, and even proud of what you’re about to submit. Make better strategic decisions: Take advantage of data-driven insights for informed planning and execution. Sounds ideal, right?

Report 61

Report Effective Fundraising Template 61

sgEngage

JANUARY 16, 2024

No matter your role, the following 10 simple fundraising tips are guaranteed to improve your effectiveness. Cast a Wider Net For individual fundraisers participating in a peer-to-peer (P2P) event, high-volume outreach is the most effective approach. Person-to-person matchmaking, though, is just the beginning.

Effective 74

Effective Tips Fundraising Blackbaud 74

Association Analytics

FEBRUARY 20, 2024

Getting in front of target buyers and communicating value happen to be two of the main principles of the common sales process. The key is being deliberate about the types of prospects you’re trying to reach and processes you’re using to try to convert them into new members. Plan ahead, so you’ll know what data to track.

Create 169

Create Strategy Associations Registration 169

Candid

FEBRUARY 6, 2024

Based on Candid data processed as of October 2023, approximately 78,133 grants valued at $16.8 My many years of experience collecting and analyzing data as an evaluator naturally lead me to ask: What has been the measurable impact of this important shift? billion have been awarded to advance racial equity since 2020.

Data 59

Data Support Demographics Evaluation 59

Greater Giving

JULY 18, 2023

Donor Data Management How To Supercharge Relationships You’ve spent weeks, months, or even years collecting every bit of data your donors produce. Your donor data may include phone numbers, emails, birthdays, donation history, and even meal preferences. Here’s what you can expect in this guide: Gather relevant donor data.

Data 98

Data Donor History Demographics 98

.orgSource

MARCH 4, 2024

Actually, the process is based on three decades of research conducted by authors Chan Kim and Renée Mauborgne. The SWOT analysis, which typically begins a planning process, makes you a prisoner of that crowded environment. The process centers around those hallmarks of the digital marketplace, innovation and value.”

Strategy 221

Strategy Marketing Detroit Associations 221

Get Fully Funded

MAY 9, 2024

In this guide, we’ll explore how marketing can level up your major gift strategy and some of the most effective strategies to use. Marketing comes into play during multiple stages of the moves management process. It can boost productivity and help your team allocate its resources effectively. Let’s get started!

Gift 52

Gift Marketing Data Strategy 52

sgEngage

FEBRUARY 12, 2024

The recent hype is driven in part by how accessible AI has become: You no longer need to be a data scientist to use AI. Responsible, effective, and trustworthy AI requires human oversight. For those of us who are not data scientists, are we clear about what AI really is and what it does? What outcome are you trying to predict?

Action 81

Action Effective Model Hype 81

Association Analytics

OCTOBER 10, 2022

Fortunately, with data, we can better understand members’ behavior and which marketing channel is most effective to reach our members. Do you know what your most effective marketing channel is? How are you tracking success? This is how you organize and describe your data. Understanding this process is key.

Analytics 169

Analytics Marketing Taxonomy Module 169

Neon CRM

JUNE 20, 2023

However, with the right tools and strategies for tracking in-kind donations for nonprofits, your organization can benefit from them while avoiding potential pitfalls. The nonprofit can use the standard hourly rate for such a professional and then track the time they spend volunteering for the benefit of the organization.

Track 52

Track Donation Guide Laptop 52

DNL OmniMedia

OCTOBER 13, 2020

Each step you take with a prospect, from the first communication to receiving a gift, needs to be carefully tracked and planned for. In the nonprofit world, this tracking process is referred to as moves management. One critical element of this area involves refining the nonprofit’s tech stack for more effective moves management.

Effective 98

Effective Management Guide Fundraising 98

The Nerdy NonProfit

NOVEMBER 13, 2020

The truth is, there are a ton of elements that go into effective nonprofit e-learning, and in order to make sure your e-learning is exactly what your team needs, you have to take some strategies into consideration. Technical aspects such as web accessibility and mobile-friendliness are crucial for an effective course.

Effective 162

Effective Learning Strategy Course 162

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

fusionSpan

JUNE 10, 2022

Business Process Automation (BPA) is the application of technology to replace recurring, manual tasks, allowing organizations to focus on more strategic initiatives. This can include automating email communications, membership renewals, payment processes, hiring and onboarding as well as many other functions of an organization.

Application 52

Application Process Benefit Business 52

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. A CRM is the backbone of effective communication, engagement , and fundraising strategies. That’s where customer relationship management (CRM) comes in.

Training 52

Training Train Team Data 52

Association Analytics

SEPTEMBER 13, 2023

In the fast-paced world of online education, understanding the effectiveness and impact of learning programs is crucial for associations. By harnessing the power of learning analytics, decision-makers can gain valuable insights into learner behavior, course effectiveness, and overall program success.

Analytics 169

Analytics Education Program Impact 169

Neon CRM

AUGUST 23, 2023

In this article, we’ll cover the ins and outs of credit card processing for nonprofits, what you should look for in a payment solution, and how to set one up. Second, your nonprofit should have processes around handling cash donations to ensure that those gifts remain secure. What Payment Types Require a Processor?

Process 52

Process Guide Paypal Method 52

Bloomerang

MAY 13, 2024

These platforms seamlessly combine donor management and prospecting, volunteer management, mobile capabilities, and payment processing to streamline operations. The ability to access real-time data on donors and volunteers and automate fundraising progress has improved the organization’s agility and efficiency.

Platform 90

Platform Giving Kentucky Integration 90

sgEngage

MAY 15, 2024

The goal was to become better grantmakers by completing a review of our practices, processes and forms. This was a year-long project that required CDP to closely examine our processes and have bold conversations about how we wanted our grantmaking to look. We incorporated learnings and feedback from grantee partners.

Change Management 97

Change Management Disaster Change Management 97

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. ChatGPT is a powerful online tool that uses artificial intelligence and machine learning to process and respond to user queries.

Tools 360

Tools Fundraising Analytics Analysis 360

Candid

AUGUST 25, 2021

The David and Lucile Packard Foundation is making a bold and public move to use Candid’s GuideStar profile and demographic survey to track data from grant applicants and recipients. I’d like to start by hearing why the Packard Foundation felt it needed to make a change in how it gathers data. Also, why do this now?

Data 105

Data Conversation Demographics Profile 105

EveryAction

MARCH 8, 2023

Here are seven simple, effective ways to prepare your organization for an upcoming 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. Review your data tables, queries, reports, and exports.

Software 226

Software Tips Phase Policy 226

Candid

JULY 27, 2022

As the largest source of data on philanthropic and nonprofit organizations, Candid fields many of these questions. . It takes more than two years to collect comprehensive data about U.S. To help the sector understand the emerging funding picture, Candid prioritizes collecting current, “real-time” data. foundations’ giving.

Data 98

Data Ukraine Pledge Grant 98

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

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. The Grant Proposal section allows users to specify the Grant Type (i.e.

Grant 100

Grant Track Gift Management 100

Get Fully Funded

SEPTEMBER 16, 2021

For newer nonprofits, making informed decisions about how to get set up with donation processing can be especially difficult, and for good reason. It’s a complicated process. That’s exactly why we’ve compiled a few essentials about the donation system implementation process: Invest in a secure online payment processor.

Process 59

Process Donation Tips Retention 59

Kindful

MARCH 25, 2021

No matter the strategy, the best way to optimize your donor communication processes is to leverage donor data. Your donor data should play a key role in your communication strategy, helping you create targeted content and personal experiences for recipients. You’ll be exploring: What type of donor data should you collect?

Communication 98

Communication Donor Data Guide 98

Forum One

AUGUST 16, 2023

As you get started on sifting through your data reports and action items completed this year, keep an eye toward how your internal and external reports can blend data-driven stories of impact. Start with the goals you set yourself Before searching for data, start with your Key Performance Indicators (KPIs).

Story 59

Story Report Data Blended 59