Remove Document Remove Fund Remove Organization Remove Phase
article thumbnail

Best Practices for a Stress-Free Fund Accounting System Implementation

sgEngage

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.

System 74
article thumbnail

7 Database Goals for Your Independent School’s Capital Campaign

sgEngage

Work closely with administrators to identify reports that need to be run and the metrics to track during the campaign, which will inform your fund setup and gift entry process. Fine-tune your fund setup. It is also directly related to the fund cash flow reports your finance office depends on. Add wealth screening services.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Change Management for Grantmakers: The Center for Disaster Philanthropy’s Journey to Better Grantmaking

sgEngage

In early 2022, the Center for Disaster Philanthropy began an organization-wide grants change management review. These were the top three things we implemented based on our findings: Simplified our application: We cut down on the number of questions we asked by eliminating redundant ones and stuck to only what was needed for funding decisions.

article thumbnail

Where to Find Grants for your Nonprofit Organization

NonProfit Hub

Finding grants for your nonprofit organization is a lot like shopping for a pair of jeans. Plenty of resources exist to find that perfect grant for your organization that has the style, flexibility and price tag you need – or maybe that’s the jeans. Award Phase. That helps give you a leg up in the funding world.

Grant 58
article thumbnail

The enduring value of lessons learned

Candid

Issue Lab is where Candid collects, preserves, and shares research reports, whitepapers, evaluations, case studies, issue briefs, and more, published and/or funded by social sector organizations. Anyone can freely search the collection and access full-text documents. . Looking to create a new funding strategy or program area?

Lesson 52
article thumbnail

How to Streamline Your Grant Management Process with Technology

sgEngage

Receiving requests for funding can be both a crucial and frustrating part of being a grantmaking organization. You want applications from organizations that align to your mission, but the frequency of the requests can easily bog down your processes if you aren’t careful. And what is the workflow once an application is received?

Grant 101
article thumbnail

The Audiences of a Capital Campaign: Who to Target and When

Achieve

Traditionally, capital campaigns are broken down into seven phases: Pre-Campaign Planning. The Quiet Phase. The Public Phase. At each of these phases, understanding exactly who your audience is and how you should connect with them will be essential, especially after a year of pandemic challenges and distractions.