Eric Jacobsen Blog

AUGUST 26, 2019

When writing important memos, policies, instructions and/or global communications, ask a co-worker or fellow manager to read your document before you distribute it. Sometimes, she (or he) can help you tweak the tone to better fit your document's audience. It likely won't take much time for your co-worker to review your document.

Instruction 40

Instruction Instructional Audience Policy 40

Confessions of a Non-Profit Executive Director

SEPTEMBER 15, 2018

Today’s world is full of hackers and notorious individuals who may try to proliferate into your business if you do not protect your business documents properly. You may use a different password for different business documents and need to remember those. Store any document. Not requirement to remember a password.

Business 45

Business Software Accessibility Data 45

VisionLink

MARCH 20, 2009

VisionLink releases a new document storage report--and this makes for a great reminder about the Document Manager and Fax to File components. Can you or your agency partners make use of document management? Any electronic file can be uploaded and attached to a specific client records quickly and easier.

Report 100

Report PDF Module Files 100

NonProfit PRO

NOVEMBER 8, 2022

Powered by AI technology, AccuFund Smart Capture automates the creation of AP Bills from scanned PDF documents. AccuFund announced the release of its new Smart Capture module to automate bill pay functions.

Module 203

Module PDF Technology Stats 203

fusionSpan

OCTOBER 25, 2013

However these annoyances pale in comparison, to process documentation, a task the mention of which we all cringe. Now we have to document it as well?”. You do not understand the value of documentation. The most important reason for process documentation is to eliminate confusion and ambiguity. So why is it important?

Process 52

Process Associations Comparison Consultant 52

.orgSource

MAY 4, 2021

Often this document had more in common with a laundry list than strategy. Once every three years, you gathered the board and staff in a conference room with baked goods, a lot of caffeine, and a facilitator. They produced what was euphemistically called a strategic plan. I hope that total […].

Facilitation 294

Facilitation Conference Strategy 294

NonProfit PRO

MARCH 10, 2022

It pulls together a bunch of other studies into one easy-to-read document, with lots of graphs, charts and insights from fundraisers and thought leaders in the industry. When I heard about a wonderful new study from Neon One, called “Donors: Understanding the Future of Individual Giving,” I was so excited.

Donor 245

Donor Fundraising Chart Studies 245

Nonprofit Tech for Good

DECEMBER 28, 2020

2) Online Document Sharing & Management. There has never been a better time to make document management and collaboration a priority. However, when it comes to document management and collaboration, Google Drive stands alone as the best option for nonprofits. 4) Internal Communications Tools. 5 Online Calendar.

Nonprofit 308

Nonprofit Product Software Effective 308

Nonprofit Tech for Good

DECEMBER 13, 2021

A comprehensive web content inventory lists pages, images, documents, and applications on a spreadsheet. An effective scoping document clearly and succinctly communicates your needs to prospective vendors. The document should start with some information about your organization and your overall goals and objectives for the redesign.

Websites 267

Websites Nonprofit Analytics Web 267

NTEN

FEBRUARY 22, 2013

A look at the basics of NTEN's own continually evolving Google Drive Policies and Document Management System. Karl Hedstrom. IT Director.

NTEN 93

NTEN Case Study System Google 93

Nimble AMS

MARCH 27, 2023

Do m embers sometimes miss a meeting and want to catch up on the minutes , asking staff to send out relevant documents? Rather than task an employee with more work , your organizati on can l eve rage innovative association management software (AMS) with its online community platform to streamline board management. Create communities.

Community 96

Community Platform Online Management 96

EveryAction

FEBRUARY 22, 2023

Because there are usually lots of unknowns at this stage, documenting these things can raise more questions than answers, and it’s common to feel like you don’t have enough concrete information to do a good job of writing it all up. Take your time and do a thorough internal assessment of your needs before assembling your RFP document.

Nonprofit 186

Nonprofit Process Proposal Software 186

Nonprofit Tech for Good

MARCH 22, 2020

Each of these roles has one thing in common – documents. Every board member should have easy access to committee reports, strategic plans, fundraising goals, and any other document that will help them make the best possible decisions about the nonprofit. Setting up Google Drive is a simple way to share all this information.

Google 254

Google Nonprofit Conservancy Fundraising 254

Nimble AMS

JULY 15, 2022

It might be time to revisit this crucial organizational document. Oftentimes, a Code of Ethics document will define the best practices within one’s field and offers a set of rules that all members must follow. Within the industry, the Code of Ethics document guides members, acting as a “watchdog” for the profession.

Benefit 117

Benefit Social Media Retention Associations 117

The Sponsorship Collective

APRIL 17, 2023

When it comes to documents that sponsorship seekers spend the most time on, do you think it’s their assets or case studies or even post-event reports? In most cases, they get caught up on the sponsorship proposal.

Proposal 105

Proposal Case Study Studies Report 105

Wild Apricot

MARCH 2, 2010

Do we really need another free online document-collaboration tool? Very possibly, yes — if it’s lightweight, easy for non-techies to use, designed specifically for reviewer annotation, and allows an unlimited number of users to give feedback on a document.( read more ).

Nptech 60

Nptech Review Free PowerPoint 60

sgEngage

APRIL 12, 2023

Have a Plan to Review Your Policies and Documentation It’s easy for your documentation to get outdated throughout the year, so reviewing important documents prior to your audit can save you time and headache. Many organizations leave your internal controls documentation on autopilot until there is an issue.

Nonprofit 74

Nonprofit Fund Blackbaud Review 74

Blue Avocado

MAY 8, 2023

This article discusses how nonprofits can document and communicate their ESG impact and provides five steps to get started. By expanding ESG efforts and communicating them effectively, nonprofits can engage new audiences and achieve greater impact.

Nonprofit 75

Nonprofit Benefit Practice Audience 75

Nonprofit Tech for Good

MAY 22, 2022

Once you have your typefaces selected, document how to use these in your brand guidelines. After you have compiled all of your content, you will build the documentation for your brand guidelines. The entire document should follow your own brand, use the correct fonts, colors, and assets from your design library.

Guidelines 283

Guidelines Photography Library Nonprofit 283

Forum One

DECEMBER 1, 2022

There are billions of historical documents housed in archives, museums, and libraries around the world. The vast majority of these documents do not have full-text transcriptions or indexed data, making them difficult to search and largely inaccessible to historians, students, scholars, and the general public.

Search 73

Search Online Build Museum 73

NonProfit PRO

NOVEMBER 19, 2021

With 2022 just around the corner, it is the perfect time to look ahead and document what your organization will be promoting, when you’ll be featuring it, and how you’ll be distributing it. A content calendar is a powerful reminder of where your nonprofit team’s attention and focus needs to be.

Calendar 130

Calendar Nonprofit Content Create 130

Donorbox

APRIL 5, 2023

They will quickly see this number’s importance when they start their organization and file crucial financial and tax documents. When starting a nonprofit, organizations must immediately register with the Internal Revenue Service (IRS) for an employee identification number (EIN).

FAQ 84

FAQ Nonprofit Guide Files 84

Nimble AMS

APRIL 19, 2023

Provide a one-sheet document on the impact of your members’ volunteer work and thank each volunteer. Ensure you share the document with your entire organization, to recognize your volunteers. Send impact reports. Show your volunteers what they are accomplishing in your association’s volunteer program. Offer volunteer perks.

Volunteer 106

Volunteer Celebrate Associations National 106

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. Documented Processes : Your annual budgeting process should be documented with tasks, responsibility assignments, and clearly stated deadlines.

Process 96

Process Create Nonprofit Stream 96

.orgSource

JANUARY 9, 2023

Preparing this document is a learning experience. These are a few of the documents that can be included in online welcome handbooks: Bylaws. The categories that are represented should reflect qualities that directors bring to the board as well as characteristics that will enhance the organization’s growth and development.

Mentoring 221

Mentoring Volunteer Director Associations 221

Charity Village

DECEMBER 8, 2022

Additionally, the comprehensive document highlights the […]. The tool provides an overview of the impact that fundraisers have on the sector, and offers insights into the growing demand for fundraising professionals.

Fundraising 98

Fundraising Associations Professional Resource 98

Get Fully Funded

MAY 1, 2023

Because this section of your nonprofit business plan is a summary of the facts contained throughout the whole document, it is often written last. This section provides detailed descriptions and documentation of how you meet needs in your community. Make the document unreadably long. Do Make the document easy to read.

Nonprofit 100

Nonprofit Business Donor Homeless 100

Museum 2.0

MARCH 7, 2012

Pinterest allows us--requires us, really--to document a part of our creative process openly on the web. Loosely formatted blogs to document progress. I'm curious how other organizations are publicly documenting and sharing creative process. Project coordination on wikis.

Process 51

Process Museum Aggregator Case Study 51

The Fundraising Authority

DECEMBER 18, 2020

In this part, we’re going to look at the statement itself… including what concepts should go into your case for support as well as the actual process of writing the document. We also looked at which non-profits need written case statements and how they are used. Writing Is More Fun With A Robot. Use your opening to pack an emotional punch.

Profit 130

Profit Support Donor History 130

sgEngage

MARCH 10, 2022

A Document Management System . Plus, you’ll gain access to all of the resources and tools in your board management system, such as key documents and the task delegation tool for assigning follow-up items. . Feature #3) A Document Management System . Nonprofit boards handle a massive amount of documents throughout the year.

Nonprofit 81

Nonprofit Software Management Poll 81

Charity Village

MARCH 20, 2023

Community Legal Education Ontario (CLEO) is conducting a survey to learn how nonprofits leverage common legal documents and tools to support their mission. The results will help identify needs and gaps – to identify where there are opportunities for nonprofits to use “the law” to support a mission.

Nonprofit 75

Nonprofit Survey Law Community 75

Blue Fox

JULY 10, 2022

The documents you find on your account at caweb.sba.gov will show you the daily interest accruing. At the least pay the accruing interest on a regular basis. ​ HERE'S WHY: Although loan payments are deferred for 30 months as of March 2022, interest is still accruing daily.

Organization 145

Organization Disaster Mail Consultant 145

EveryAction

NOVEMBER 9, 2022

An RFP, or a request for proposals, is a process disguised as a document. While an RFP may look like a regular document with a list of things to do and brainstorm, an effective one breaks down a project (usually a big one) into parts and set out dates and milestones to get that project done.

Nonprofit 191

Nonprofit Action Proposal Listserv 191

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 8, 2020

See the small group exercises timing charts in this document ). If participants are working through an exercise or set of discussion questions, create a google document with your prompts and include space for taking notes. You’ll need to make sure you drop the google document link into the chat before you put people into small groups.

Hosting 177

Hosting Exercise Reflection Google 177

Qgiv

DECEMBER 7, 2022

Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program. Proper documentation and tracking of moves management can impact your fundraising in many ways. Step 2: Define and Document Your Procedures.

Donor 52

Donor Database Track Guide 52

Donorbox

JULY 28, 2022

From adding e-signatures to sharing documents, images, and videos with anyone, Dropbox is an easy and secure option for organizations and individuals alike. Dropbox is an online file-sharing service.

Nonprofit 98

Nonprofit Benefit Volunteer Files 98

Bloomerang

AUGUST 2, 2022

The nonprofit world swims in an ocean of written documents. Most people will forgive an occasional grammar or spelling error, but writing letter after letter and document after document littered with spelling errors, grammatical mistakes, and choppy sentence flow will dilute the credibility of a writer—and a nonprofit.

Nonprofit 97

Nonprofit Tips Donor Volunteer 97