Bloomerang

MAY 13, 2021

It’s not wise to rush the discovery process. The goal of the first meeting is to open the relationship. Your goal is to find out what’s important to them, including: Their reasons and emotions for supporting your nonprofit. Do they want to make a difference? Understand their decision-making process.

Facilitation 108

Facilitation Donor Gift Sound 108

.orgSource

OCTOBER 17, 2023

That’s probably why more organizations don’t have a process for evaluating the board of directors, or if they do, that assessment is not continuous. BoardSource found that non-profit boards that conduct self-assessments are more likely to have a clear mission and vision, and they are more likely to be effective in achieving their goals.

Evaluation 251

Evaluation Government Director Facilitation 251

Beth's Blog: How Nonprofits Can Use Social Media

AUGUST 20, 2014

Over the last 25 years I’ve been doing training, I’ve learned different and applied different methods from either being a “student” in a training facilitated by someone using a method, being trained in the method, co-designing with others, and designing and facilitating my own sessions.

Facilitation 121

Facilitation Technique Chart Method 121

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 1, 2014

Last month I had the pleasure of taking the Luma Institute Train the Trainers workshop where I got a chance to immerse in practicing facilitation techniques based on human centered design principles. The workshop instructor Peter Maher is founder and CEO, of Luma Institute , and a Jedi Master. ” What is Human Centered Design?

Facilitation 132

Facilitation Method Technique Exercise 132

Nonprofit Tech for Good

MAY 13, 2023

The platform streamlines important processes like onboarding, voting, and creating agendas, so you’ll have more time to discuss the issues that really matter. Acknowledging these problems is the first step to improving your board’s operations and processes. BoardSite’s features are designed specifically with nonprofits in mind.

Product 253

Product Help Director Nonprofit 253

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

AccelEvents

OCTOBER 5, 2020

With physical events and social gatherings requiring attendance restrictions and physical distancing, many event organizers and planners are wondering how they can facilitate networking at their event while following the mandates and keeping attendees safe from the coronavirus. . You can organize attendees in a few different ways. .

Facilitation 52

Facilitation Network Social Registration 52

.orgSource

MAY 23, 2023

Meeting new colleagues is easier when someone facilitates introductions. Members join an association board because they want to make a difference for their profession and society. Your strategic plan and your budget are key components in this process. Introduce Key Players Introduce key financial players.

Raise 419

Raise Law Associations Director 419

.orgSource

AUGUST 21, 2023

Our goal was to help association professionals navigate a new technological era or Industry 4.0. Marc Benioff, Co-Founder and CEO of SalesForce, describes the goal like this, “A digital ecology is a network of interconnected digital systems that work together to create value. They sweep away old thinking and stimulate curiosity.

Leadership 170

Leadership Associations Skills Digital 170

Bloomerang

NOVEMBER 15, 2023

Ground Rules “It is easier to tone down a wild idea than to think up a new one.” — Alex Osborn, How to Think Up , 1942 seminal book on concept off brainstorming The process of getting a group to generate and build on others’ ideas depends on how you facilitate openness in the group. Today, Claire will be the facilitator.

Generation 94

Generation Ideas Arts Share 94

.orgSource

DECEMBER 26, 2022

Sharon Rice ,orgSource Managing Director of Business Strategy, is one of those insightful people who discovers hidden opportunities and helps leaders outline a path and a process to seize the moment. Teri Carden, Founder and CEO of 100 Reviews , facilitated a panel discussion on how to turn your next great idea into gold. Leadership.

Culture 221

Culture Technology Community Associations 221

.orgSource

MARCH 6, 2023

Our goal was to provide a great forum for networking and meaningful conversations. ENA brings objectivity to the process by using the net promoter score as a tool to measure success. The event, which was exclusive to.orgCommunity VIP members , took place on March 2 at the Rolling Green Country Club in Arlington Heights.

Associations 221

Associations Leadership Question Wisconsin 221

Beth's Blog: How Nonprofits Can Use Social Media

JANUARY 5, 2021

Rituals leverage our brains’ ability to run on autopilot, allowing us to reach our goals even when we are distracted by other things, such as potentially contracting a deadly disease. My journal is not only an annual planning and goal-setting tool but also supports daily reflection as the year progresses.

Journal 148

Journal Reflection Facilitation Technique 148

sgEngage

MAY 30, 2023

This complicates and prolongs the award process and contributes to a more significant issue: underutilized scholarship funds. Addressing this challenge is crucial for institutions to ensure deserving students receive the financial support they need to pursue their educational goals. Scholarship applications are redundant.

Application 75

Application Challenge Award Student 75

sgEngage

OCTOBER 17, 2022

But it is a different way of thinking for most grantmakers, so it can be difficult to know where to start. Your leadership may set some parameters or fixed criteria around grantmaking goals, grant use, or eligibility. There are different approaches to this conundrum of who decides. Make sure you understand any concerns.

Participatory 112

Participatory Model Leadership Application 112

Media Cause

APRIL 15, 2024

Map Your Current MarTech Stack After your nonprofit has taken stock of the tools you are already using and insights gathered from discussions, you can begin one of the most revealing steps in the process—mapping out how your current tools do or do not work together in a diagram, called a MarTech Ecosystem.

Build 59

Build Map Platform Integration 59

Volunteer Hub

SEPTEMBER 20, 2023

Choosing the best volunteer management software extends beyond functionalities and features; it’s also about the people and processes that come with it. It begins with a thorough qualification process during the sales phase, aimed at determining if the software is the best fit for your organization and your specific use case.

Software 85

Software Experiment Volunteer Management 85

Beth's Blog: How Nonprofits Can Use Social Media

AUGUST 30, 2013

We are so focused on getting things done, checking it off the to do list and the forward momentum that it requires, that we miss an important opportunity to hit the pause button, reflect, and improve process. Unlease Your Organizations Knowledge Sharing Processes – Guest Post by Kelcie Tacchi. Define your Call to Action.

Knowledge 100

Knowledge Process Share Organization 100

Top Nonprofits

JULY 1, 2022

Either way, you should start the CMS research process by defining your website needs. Security features , such as two-factor authentication, the ability to assign restricted permissions to different users, and automated security tests. Both processes require careful consideration and research before reaching a final decision.

Drupal 101

Drupal Tips WordPress Module 101

sgEngage

JULY 15, 2023

Donor relation management is the process by which organizations organize donor data and maintain donor relationships to support a long-term donor infrastructure. Sustainable Fundraising Understanding and engaging with donor trends allows organizations to implement a donor action plan that aligns with the network’s unique goals.

Management 52

Management Donor Blackbaud Retention 52

Candid

JANUARY 11, 2024

The best data There’s a lot of data about nonprofits and giving out there, so what makes Candid different? Our aim is to provide the most robust and current data possible to facilitate the social sector’s work on the vast problems we face as a society. We do this in three ways: Enhance 990s. Add real-time data.

Data 85

Data Profile Picture Accessibility 85

Bloomerang

FEBRUARY 28, 2023

To begin the tribute-giving process, the family of the deceased may reach out to your nonprofit to let you know that you will be receiving gifts in honor of their loved one. Keeping loved ones involved through every step of the memorial donation process helps create a positive experience and strong, long-lasting bonds.

Donation 106

Donation Management Tips Gift 106

sgEngage

OCTOBER 9, 2023

We all want to know whether our work makes a difference. All too frequently, the grantmaker alone is determining, leading, and benefiting from MEL processes with no input or collaboration from the people, organizations or community impacted. Indeed, if we commit to shifting power, we need to see and understand things differently.

Participatory 83

Participatory Evaluation Empowerment Grant 83

Forum One

AUGUST 16, 2023

How to format the results: Presenting data findings in a way that makes sense and allows stakeholders to take action is extremely difficult, especially when stakeholders differ in their focus and approach across an organization. What have you been tracking, and where do you stand on those goals? Goal setting matters a lot here.

Story 59

Story Report Data Blended 59

Media Cause

NOVEMBER 3, 2023

Communication is the most important tool a project manager and their team has to help clients achieve their goals, especially in the ever-changing landscape of the current workplace. From shifting project scopes to competing deadlines to ever-evolving to do lists, colleagues are inundated with different communication all day long.

Project 105

Project Communication Management Doc 105

Candid

JANUARY 10, 2023

Every meeting hosted as part of your capital campaign will look different depending on where you are at in the process, which specific committee is meeting, and what they’re aiming to accomplish. This builds a standard structure into the process from the start. 4 elements of a successful capital campaign meeting.

Campaign 98

Campaign Structure Phase Review 98

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 8, 2020

Participants can be placed into the rooms automatically (randomly) or you can manually assign people to different groups. As the facilitator or meeting host, you can also judge whether you have allowed for enough time by watching the note-taking process in the google document. There are two ways to do brainstorming.

Exercise 177

Exercise Reflection Structure Google 177

Forum One

APRIL 11, 2023

For example, it can result in improvements to a grant application process, which returns much stronger applications that ultimately create a bigger impact for your organization. Service design can facilitate internal innovation by working across previously siloed teams and spur new ideas and approaches. Save time and money.

Design 72

Design Service Social Chicago 72

.orgSource

MAY 1, 2023

It involves reinventing work processes, improving channels of communication, and asking your staff to imagine their roles and responsibilities differently. Here are several suggestions to help accomplish that goal. Strategists are visionaries, facilitators, and problem-solvers. It’s a choice.”

Collaboration 44

Collaboration Digital Build Organization 44

Blue Avocado

JANUARY 23, 2024

In this case, you might look towards people who have experience either with the legislative process or with advancing public policy through coalition building, for example. Notably, both of these advisory committees have different foci (that should absolutely be defined in advance). Time Commitment—How often will the committee meet?

Voice 92

Voice Community Structure Nonprofit 92

Nonprofits Source

APRIL 15, 2024

However, if no one knows that your event is taking place, you won’t be able to achieve a high turnout or meet your fundraising goals. This can promote your event to different groups of people, especially walkers and bikers, who would be interested in signing up for a charity event that also furthers their own goals.

Marketing 52

Marketing Fundraising Tips Registration 52

sgEngage

JANUARY 10, 2024

Building knowledge is a social process where we make meaning together. Data is part of the tracking and monitoring innate to grantmaking and can be part of intentional organizational learning processes. However, datamaking has added power because it can beused to deepen strategic social processes of foundation-funded change.

Data 96

Data Knowledge Philanthropy Policy 96

Bloomerang

MARCH 30, 2023

Set goals for your volunteer program. Once you’ve strategized each of these steps, you’ll be able to create a volunteer management process that allows you to continually recruit, engage, and retain effective volunteers. Let’s take a closer look at each step of the process. Set goals for your volunteer program.

Volunteer 89

Volunteer Program Roles Training 89

sgEngage

MARCH 7, 2024

Investing in a fund accounting software simplifies processes and reporting, making it easy to avoid potential pitfalls. Broadly grouped expenses or revenues can obscure the allocation of funds across different programs. How to Avoid: Implement a routine process for comparing financial figures across months.

Activities 78

Activities Active Activism Comparison 78

sgEngage

APRIL 23, 2021

We’ve had some turnover on our development team, and it seems like every person has used the system differently. All too often, I see folks rush in and merge those duplicates – only to realize six months later that their business processes are creating a lot of the mess. These aren’t about placing blame!

Database 109

Database San Francisco Fundraising Data 109

sgEngage

JANUARY 26, 2024

To kickstart your research process, you can ask your well-connected board members, staff, or volunteers for recommendations. For instance, you may have a board member who works at a reputable local company and is willing to facilitate an introduction to the business’s chief philanthropy officer. It’s a win-win situation!

Awareness 70

Awareness Campaign Business Collaboration 70

sgEngage

NOVEMBER 19, 2023

Planned giving, often called” legacy giving,” is the process by which a donor or prospective contributor produces a financial or estate plan to donate something of value to an organization at a later time. Realistic Revenue Goals: A well-run planned giving program can facilitate long-term growth.

Giving 52

Giving Blackbaud Gift Policy 52