EveryAction

MARCH 8, 2023

from our friend Mark Becker, Founding Partner, Cathexis Partners Moving to new software can be exciting for nonprofits. 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

Get Fully Funded

JUNE 5, 2023

When set up right, your nonprofit accounting system will help you manage your nonprofit and streamline processes like budgeting, projecting cash flow, and even hiring. The problem is that if you’re like most, you haven’t paid a lot of attention to your accounting system. Maybe that’s you! I promise you will.

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System Help Nonprofit Track 98

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. Making the Case for Automation in Nonprofit Organizations. The average U.S. Automation.

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Process API San Diego Nonprofit 75

NonProfit PRO

MAY 8, 2024

Streamlining processes and understanding your data is key to success. If you’re still using spreadsheets and manual processes to piece together and track program data, you're missing out on key benefits that a streamlined system can offer.

Free 228

Free Track Guide Data 228

sgEngage

APRIL 2, 2024

Working in the nonprofit sector is hard. And salaries in many nonprofit organizations can’t compete with the for-profit sector. According to The Council of Nonprofits 2023 Nonprofit Workforce Survey , almost three quarters of nonprofits that completed the survey have current openings at their organization.

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Data Blackbaud Policy Database 78

Bloomerang

APRIL 17, 2024

Fortunately, data can help you make good decisions during uncertain times. Why data should drive your decisions Many key industries, including retailers, manufacturers, and healthcare organizations, use data to inform decisions. To be successful despite uncertainty, you must let data drive your decisions.

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Data Metrics Measure Goal 104

Candid

NOVEMBER 15, 2023

In service of this, in this blog, we’re highlighting five things we’ve heard about our grants data that aren’t quite accurate. Myth 1: “Candid grants data” is the same as “990 data.” tax exempt nonprofit organizations must file various Forms 990 with the Internal Revenue Service (IRS) each year. Many of the largest U.S.

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Grant Data Pledge Foundation 111

Saleforce Nonprofit

AUGUST 11, 2022

Picture this: you’re the executive director of a small but fast-growing arts and culture nonprofit organization. In order to create calm out of chaos, your nonprofit organization needs a fundraising solution to keep growing. If this sounds like you, maybe it’s time you implement a donor management system, or DMS.

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System Management Donor Track 104

Nonprofit Tech for Good

SEPTEMBER 5, 2023

By Elizabeth (Liz) Ngonzi, CFRE , Founder and CEO at The International Social Impact Institute and Adjunct Assistant Professor at New York University In the rapidly evolving landscape of nonprofit organizations, adapting to the digital realm has become a pivotal challenge. Among the innovative tools that have garnered attention is ChatGPT.

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Digital Strategy Guide Create 295

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.

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Training Train Team Data 52

Candid

APRIL 24, 2024

Imagine a world in which philanthropy professionals are focused on improving their practices to transform philanthropy through centering communities, lightening the burden on nonprofit organizations, and holding themselves accountable to their values. Candid helps us to be transparent and accountable to our community,” Dickenson said.

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Collaboration Data Demographics Massachusetts 52

Nonprofit Tech for Good

OCTOBER 17, 2021

By Emily Rose Patz , Senior Copywriter at DonorPerfect – a top-rated donor management system and fundraising platform for nonprofits. 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.

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Software Fundraising Training Train 303

sgEngage

AUGUST 19, 2022

It tells your nonprofit where you want to go and how you plan to get there. That includes both the budget and the process for creating it. In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your process for creating that document.

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Process Create Review Stream 95

Saleforce Nonprofit

JULY 21, 2021

The concept of ‘data-driven’ nonprofits is still as valid as ever. The challenge that nonprofits in 2021 are facing is that while data is great and all, there is just so much of it and it all comes at you, nonstop, from so many places. The 3 Cs of Nonprofit Data Integrity. You Want Your Data Current.

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Integration System Los Angeles Picture 120

EveryAction

APRIL 5, 2023

from our friends at ParsonsTKO Selecting technology for a nonprofit or social good organization can take significant time and effort. As you use these questions to engage in dialogue with your board, it helps to remember that board members may have opinions and learned experience about what tools and systems are best.

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Technology Change Analysis Tech 186

Nonprofit Tech for Good

FEBRUARY 6, 2022

Although the most popular accounting software products- like QuickBooks and SAP- handle the needs of businesses in many industries, nonprofits have a unique business model and accounting standards and require different features and functionality from accounting software. How are Nonprofit’s Financial Goals Different?

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Software Guide Award Grant 299

Candid

SEPTEMBER 26, 2023

Now with over 100 partners , and nearly 60,000 organizations sharing data, the Demographics via Candid campaign is going strong. As the movement has grown, we’ve responded to nonprofit learning needs along the way. For this reason, it is helpful and reassuring for people to know how your organization will use their data.

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Demographics Course Data Survey 105

Bloomerang

MAY 20, 2024

In the dynamic world of nonprofits, managing supporters effectively often feels like juggling too many tasks at once. Imagine harnessing the power of unified data to streamline operations, boost engagement, and drive retention. See what’s happening across your nonprofit using an intuitive all-in-one dashboard.

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Management Profile Analytics Track 113

Get Fully Funded

SEPTEMBER 16, 2021

Setting up an online donation system might seem like an easy next step in your nonprofit’s journey. However, ensuring the security, efficiency, and usability of your system takes care and attention. It’s a complicated process. Transfer current data to your new donation processing tool.

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Process Donation Tips Retention 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.

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Data Donor History Demographics 98

sgEngage

AUGUST 29, 2022

Implementing a robust and modern fund accounting system can save your team time, make reporting faster, and give you more opportunity to focus on impactful work. But introducing a new fund accounting system can be a sizable undertaking—even when you know it will be worth it. Mindset: A Critical Tool in Your Implementation Toolbox.

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System Fund Practice Free 76

Candid

JULY 11, 2023

The sector’s overreliance on burdensome, transactional systems was inhibiting funders’ ability to be responsive and nimble—especially among organizations on the frontlines. Moreover, it became more apparent that these very systems were perpetuating a history of distrust, underinvestment, and disinvestment in BIPOC-led organizations.

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Demographics Data Philanthropy Relationship 75

Whole Whale

SEPTEMBER 13, 2023

On August 30th Meta announced a new partnership with Paypal to cover the donation processing of Facebook Fundraisers. This isn’t just a backend shift, nonprofits will need to agree to new terms and now acknowledge that donation processing fees will be now be deducted. Nonprofits rely on this funding.

Process 52

Process Facebook Paypal Free 52

Volunteer Hub

APRIL 21, 2022

Without cybersecurity policies and protocols in place, your nonprofit is more vulnerable to data breaches. It is crucial to protect your data and the constituents that provide it. Many nonprofits store crucial data including information about clients, donors, volunteers, staff, and corporate partners that needs to be protected.

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Data Policy Method Cisco 90

Candid

FEBRUARY 6, 2024

This shift was marked by commitments of increased funding, greater flexibility in grantmaking practices, and a focus on social and economic systems transformation. Based on Candid data processed as of October 2023, approximately 78,133 grants valued at $16.8 billion have been awarded to advance racial equity since 2020.

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Data Support Demographics Evaluation 59

Saleforce Nonprofit

NOVEMBER 2, 2021

Established in Yorkshire in 1986 by a group of parents concerned about what the future might hold for their children, Autism Plus has since grown into one of the region’s leading nonprofits for young people with autism, learning disabilities, and other neurodiverse conditions. Improving Processes for Better Experiences.

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Process Personal Support Service 120

Nonprofit Tech for Good

DECEMBER 8, 2021

Plain Language Resources: Big Duck’s Plain Language for Nonprofits. They focus your nonprofit on tracking and reporting impact which is essential for fundraising success. Resource: How to Write a Nonprofit Impact Report. For every 1,000 fundraising messages sent, nonprofits raised $78. The Center for Plain Language.

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Trend Digital Marketing Fundraising 316

sgEngage

SEPTEMBER 7, 2023

Data is everywhere—in every filing cabinet and software system—making it more critical than ever for schools and nonprofits to manage it properly and use that data to make more informed decisions. How are you collecting, storing, and accessing that data? What data does our school need? Where is it stored?

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Data Management Denver Policy 82

Bloomerang

FEBRUARY 23, 2024

Educational nonprofits today are navigating a complex environment where integrating donor management and fundraising strategies is essential. A nonprofit CRM system generally provides features such as donor tracking, communication history, email management, event coordination, and comprehensive reporting.

Education 81

Education Fundraising Integration Nonprofit 81

Pamela Grow

OCTOBER 30, 2023

To take advantage of this trend toward recurring giving, your nonprofit will need to look inward at its donor data. Your data can reveal hints about donors’ giving preferences, giving capacity, willingness to give, and the reasons why they support your cause. Monitor data and adjust your appeals. Engagement with content.

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Analytics Data Giving Metrics 52

Saleforce Nonprofit

APRIL 15, 2021

In a success-from-anywhere world, data is currency. But for mission-driven organizations, data is more than numbers; it is the story of their impact. For nonprofits and education institutions, data represents donors, grants, volunteers, students, faculty, staff, and the impact they are driving.

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Education Data Management Help 116

sgEngage

MAY 27, 2024

You want to document your process to save yourself valuable time next budget season. Effective budget documentation and management, copying and forecasting tools, efficient data entry, and enhanced budget checking, transforms your budget into a key diagnostic for your organization. But you want to make this year different.

Fund 52

Fund Software Comparison Grant 52

sgEngage

JUNE 12, 2023

What is your CRM System’s purpose? Organizations that use a Constituent Relationship Management (CRM) system will typically rely on it everyday. The health of the CRM system needs to be prioritized. A reliable CRM system can still be accomplished with proper steps. We have your 5 keys to a healthy CRM system here: 1.

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System Search Evaluation Policy 90

Bloomerang

MAY 13, 2024

In the digital era, adopting an all-in-one giving platform that integrates CRM, volunteer management, and fundraising tools isn’t just a tech upgrade; it’s a strategic necessity for nonprofits that want to thrive. This transformation exemplifies the Lexington Pride Center’s switch from fragmented systems to a unified platform.

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Platform Giving Kentucky Integration 91

sgEngage

APRIL 2, 2024

Fund accounting systems with grant management can help you from beginning to end if you are a grant-funded organization—or want to be. Here are three ways that your fund accounting system can support your grant management needs. The more manual data entry you do, the more errors can creep into your accounting system.

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Grant Fund Report Software 96

Achieve

MAY 7, 2024

Diversified revenue streams are necessary for financial fortitude, but categorizing them properly in your nonprofit’s books is equally crucial for effective financial management. Recording revenue is a key component of nonprofit bookkeeping, and categorizing your donations ensures that you keep your books in order.

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Gift Donation Organization Nashville 52

Bloomerang

NOVEMBER 29, 2023

Healthcare nonprofits today face a challenging landscape where balancing donor management and fundraising is critical—because the journey of nurturing relationships with donors is as critical as the healthcare services you provide. Nonprofits use this data to personalize outreach and engagement efforts.

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Fundraising Relationship System Integration 91