Remove Data Remove Pledge Remove Policy Remove Report
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What counts as racial equity funding?  

Candid

We focused on two main goals in making this expanded data and information on Candid’s racial equity page freely available. In 2018, Candid created a website to track racial equity funding, news, and research reports. We began tracking grants and pledges based on press releases and public announcements to tell a real-time story. .

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Supporting a Nonprofit Business Plan: A Leader’s Guide to Guiding Your Board

Neon CRM

That way, you will know what decisions your board is making and can provide them with the data that will guide them to the right ones. Defend Your Programs and Services with Data Board members may have varying opinions on which programs and services should be prioritized or expanded.

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100+ Fundraising Tasks for Your Nonprofit’s Board

Nonprofit Tech for Good

A CTA is an invitation to take action, such as donating, volunteering, signing up for something, signing a petition, pledging to do something, etc. Be familiar with the organization’s case for support, annual reports, theory of change, and other collateral materials. Help edit or review grant proposals and grant reports.

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Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

Few things are as important to successful fundraising teams as clean data around your prospect portfolio and moves management. Is a pledge paid over a period of time acceptable? Responsibilities : Who will be responsible for updating and maintaining the policies? Data Cleanup : What cleanup might be needed within your database?

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Phonathons: The Fundraiser’s Ultimate Guide & 15+ Top Tips

Double the Donation

Non-pledge close: For those calls that don’t end in success, it’s important to help close the conversation gracefully to maintain the relationship with the donor. Automating pledge verification via email. Issuing reports on campaign progress. Append employer data and phone numbers to either your entire file or best prospects.

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Foundation Transparency – Foundation Center’s Surprising Glass Pockets Website

Tech Soup

I found out about how big a deal Glasspockets is when I attended a local Foundation Technology Affinity Group (TAG) meeting of Northern California foundation techies who kept talking about Glasspockets projects like the hGrant Online Reporting Project , and the Transparency Talk blog. Governance Policies & Information.

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Integrating Development and Finance through Technology and Best Practices

Connection Cafe

This can lead to what appears to be discord but really is a natural push and pull of departments sharing data to different ends.? . Create policies together. A great change management technique, build (or re-engineer) your policies in a collaborative way.? Establish who owns (and uses) what data . to a donor.?