Nimble AMS

MAY 20, 2024

Review your records to make sure you need your data. The Phi Kappa Phi implementation team sought to future-proof its system and went through multiple levels of scanning and segmenting its data. Reviewing your implementation process is the best way to look back on what you’ve accomplished and consider what lessons you’ve learned.

Practice 141

Practice Adopt Associations Software 141

VisionLink

AUGUST 31, 2023

Our Community Operating System™ is used by large and small nonprofits, 211’s, elder care agencies, state, county, and federal agencies, disaster relief organizations, and many others. These multi-partner, multi-program initiatives leverage the power of coordinated care to make a difference that matters. Learn more and apply on Indeed.

Team 130

Team Colorado Disaster Evaluation 130

Bloomerang

JANUARY 16, 2024

Learn their systems and subscriptions Familiarize yourself with the tools and platforms your organization utilizes for fundraising. Understanding the systems early on will streamline your work and boost your efficiency. Review email marketing content Request access to review email marketing content.

Roles 108

Roles Tips Fundraising Brain 108

Association Analytics

APRIL 1, 2024

Most associations don’t have an easy way to measure member engagement across all their different systems and touch points. Step 2: Explore – In addition to reviewing the data in their dashboard, IAEE asked members in its annual member survey and in post webinar surveys about topics they’d like to learn more about.

Data 210

Data Strategy Associations Survey 210

Nonprofit Tech for Good

SEPTEMBER 16, 2021

2) Review Your Goals. Review your end-of-year fundraising goals, but think deeper. Rather than creating something completely different, use your brand values, personality, and key messages as a guide first, allowing donors to better understand and recognize you amid the crowded end-of-year fundraising space. Hint: they should!)

Communication 283

Communication Fundraising Test Hints 283

sgEngage

MAY 15, 2024

In early 2022, the Center for Disaster Philanthropy began an organization-wide grants change management review. The goal was to become better grantmakers by completing a review of our practices, processes and forms. We incorporated learnings and feedback from grantee partners.

Change Management 97

Change Management Disaster Change Management 97

Whole Whale

MAY 2, 2024

Social media analytics report Have your intern review the past year of posts and data from your major platforms. Have the intern map the steps involved so your team can review at a bird’s eye view. Index and put these photos in a system like Google Photos or Flickr for the organization to use in the future.

International 98

International Program Ideas Data 98

sgEngage

DECEMBER 20, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Tip 1: Carve out 30 minutes to review the dashboards and customized reports in your fund accounting system.

Foundation 83

Foundation Build Grant Fund 83

VisionLink

JANUARY 18, 2023

We’ve been reviewing the recently released National Preparedness Report from 2022 and a few sections really stand-out. We’ve always been particularly focused on partnership-building solutions where different agencies can work in their own specific ways— yet in concert with other agencies for collaborative outcomes for clients.

National 130

National Report Disaster Government 130

Association Analytics

APRIL 11, 2023

It might also be helpful to hold annual workshops to review the most frequently used terms in the dictionary. You’d be surprised how common it is for different departments in the same association to calculate member retention differently.

Adopt 321

Adopt Associations Analytics Data 321

Classy

JUNE 2, 2021

That’s why we sought to uncover trends among successful nonprofits on the platform and what they do differently early on. Reviewing their activity wall of donations to personally thank donors. Reviewing new donations that have the potential to become recurring gifts. Our findings are now your roadmap.

Action 52

Action Difference Fundraising Nonprofit 52

sgEngage

MAY 2, 2024

For example, if a student is awarded 10 different scholarships, they get 10 different emails they must open, read, and click to accept their awards. Modern award management software consolidates all awards in one system and facilitates communication by enabling both text and email.

Student 72

Student Process Communication Award 72

sgEngage

APRIL 2, 2024

Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members. Provide “Goldilocks” Security Access Of course, when someone leaves your organization, you have a process to make sure they no longer have access to your system. Likely no.

Data 76

Data Blackbaud Policy Database 76

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?

Software 291

Software Guide Award Grant 291

Top Nonprofits

JULY 1, 2022

Since your website is such a vital component of your online outreach strategy, you’ll need to choose the right content management system (CMS) to build and manage it. You may be considering revamping your website by migrating it to a new system or creating a brand new site from scratch. Compare top platforms.

Drupal 101

Drupal Tips WordPress Module 101

sgEngage

MARCH 7, 2024

Ensuring compliance and accuracy in your financial reporting involves several key actions: Regularly review the latest guidelines and summaries provided by authoritative bodies on revenue recognition of grants and contracts. Broadly grouped expenses or revenues can obscure the allocation of funds across different programs.

Activities 80

Activities Active Activism Comparison 80

Bonterra

APRIL 13, 2024

Having alternate approvers within the workflow has also made such a difference for our team. Our grant management system centralizes grant information, automating tasks, and tracking progress. The best way to track grants effectively is to utilize a grant management system or software specifically designed for grant tracking.

Grant 52

Grant Software Management Analytics 52

sgEngage

JANUARY 15, 2024

But it never hurts to review what information you’re asking for and whether it can be shortened or be collected in a different way. Also review your formatting guidelines and templates. They are typically pulling information from different parts of the organization and trying to chase down information from other busy people.

Application 91

Application Grant Help Blackbaud 91

Whole Whale

MARCH 22, 2022

This volatility may become a huge difference from traditional fiat giving trends that show that Q4 is when most donors choose to give and lock in profits/losses in equity markets. Different Terminology . Potentially counter-cyclical giving due to tax implications. Crypto markets are more volatile than Henry Winkler in a swarm of bees.

Donor 52

Donor Difference Ukraine Podcast 52

Bloomerang

NOVEMBER 28, 2023

In this guide, we’ll review the top nine credit card processing solutions for nonprofits and best practices for choosing the right platform. One of the greatest benefits of the Bloomerang Payments system is fraud management and protection. Fraud management is included in the system, so nonprofits aren’t charged extra for this service.

Process 86

Process Paypal Method Nonprofit 86

sgEngage

JUNE 9, 2023

While configurable solutions and customized solutions are often used interchangeably, there are significant differences that you should understand before you make a new software investment. What is the Difference Between Customized and Configured Software? A customized system is developed specifically and only for one customer.

Software 89

Software System Grant Industry 89

Qgiv

JANUARY 6, 2022

New fundraising dashboards will be released to help fundraisers better understand their fundraising results and discover donor insights within the Qgiv system. We’re looking forward to another year of helping nonprofits fulfill their passion to make a difference in the world! 2021 Year in Review Press Release.

Fundraising 98

Fundraising Award Registration Badge 98

Candid

SEPTEMBER 21, 2023

Finally, because the Foundation 1000 represents a much smaller subset of grant data, it is possible to review the data more thoroughly. We also conduct manual review of the largest grants by dollar amount to ensure that they’ve been coded accurately (see more on this below.)

Analysis 116

Analysis Foundation Trend Course 116

Association Analytics

JUNE 21, 2023

It can be a challenge to get everyone on board with one language when things have been done differently in the past. Provide training opportunities for employees and review your taxonomy from time to time to update any new processes. Focus on one challenge at a time, and break the work out into different stages.

Associations 319

Associations Challenge Data Taxonomy 319

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Tip 2: Prepare your fund accounting system for the audit.

Foundation 81

Foundation Build Fund Review 81

sgEngage

APRIL 23, 2024

Do you have tiered approvals for different amounts? As a grantmaker, be sure to review all your grant terms and conditions to ensure any additional policies that you require are in writing and easily accessible by your grantees. Regularly review and update your policy to ensure its effectiveness.

Grant 95

Grant Policy International Application 95

sgEngage

AUGUST 19, 2022

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. Review your strategic plan so everyone is familiar with the organization’s larger goals. Update your documentation each time you review your budgeting process.

Process 93

Process Create Review Stream 93

Nonprofit Tech for Good

JUNE 22, 2021

That’s why we sought to uncover trends among successful nonprofits on the platform and what they do differently early on. Reviewing their activity wall of donations to personally thank donors. Reviewing new donations that have the potential to become recurring gifts. Our findings are now your roadmap.

Action 283

Action Fundraising Nonprofit Gift 283

Bloomerang

AUGUST 30, 2023

An all-in-one fundraising solution, like Bloomerang , will give your nonprofit the flexibility and scalability it needs to manage fundraising campaigns without having to invest in a ton of different solutions. Your online giving platform should be backed by a reliable, secure payment processing system.

Software 90

Software Guide Fundraising Platform 90

Saleforce Nonprofit

SEPTEMBER 3, 2021

We believe that technology systems intended to be used in fragile environments must be “protective by design,” and seek from the outset to minimize the risk of harm. The first step is to clearly understand why the system, application, or data collection ought to exist in the first place. Learn more. Note: This uses “Event Monitoring”.

Practice 120

Practice Data Afghanistan Environment 120

Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 7, 2012

” David gave an overview about the difference between a nonprofit strategic plan and business plan: A strategic plan describes goals, strategy, and actions. Do you have a measurement system to help you track impact along the way and improve what you’re doing? Kathy Reich, Packard Foundation and Author David La Piana.

Review 106

Review Business Nonprofit Measure 106

Beth's Blog: How Nonprofits Can Use Social Media

OCTOBER 23, 2014

The book points out that a generative social impact network is different than a coalition or alliance – where the agenda and actions are controlled. And they are also different from large scale social movements where large numbers of people become aligned around a cause — take the ALS Ice Bucket Challenge as an example.

Review 106

Review Change Cleveland Generation 106

Nonprofit Tech for Good

SEPTEMBER 6, 2018

For the more technically advanced, you can build branches to create new functionality, do code reviews, get outside help, and merge fixes back into the original code. Finally, it’s worth noting that GitHub is also compatible with many different project management systems, such as Basecamp , Zapier , Slack , and Trello.

Convio 203

Convio Files Org Guidelines 203

sgEngage

MARCH 6, 2024

This is a story about acknowledging how there isn’t one piece of software that can solve all your problems, which is why the extensibility of your systems is so important. You just signed a multi-year contract for a new student information and learning management system (SIS/LMS) that does everything you want it to do.

API 94

API Script Calendar Blackbaud 94

Zen and the Art of Nonprofit Technology

OCTOBER 21, 2007

Home About Me Subscribe Zen and the Art of Nonprofit Technology Thoughtful and sometimes snarky perspectives on nonprofit technology Book Reviews October 21, 2007 I read three books recently that I thought would be worth reviewing here. A very different context than I, or most people reading this work in, for sure.

Review 100

Review Open Source Consultant Profit 100

Nimble AMS

AUGUST 8, 2022

Without proper care for your data, your system can fall prey to data inconsistencies, causing major problems across your organization. Data could be listed differently in member, education, or accounting systems presenting integration issues and data integrity damage to your records.

Policy 117

Policy Government Adopt Associations 117

Nonprofit Tech for Good

JULY 31, 2020

By Christy Smaglio , Instructional Writer at Donor Perfect – a top-rated donor management system and fundraising platform for nonprofits. If you raised 15% more in January 2019 compared to January 2020, take a look at the difference in your fundraising strategies between these two time periods.

Goal 299

Goal Fundraising Pledge ROI 299