sgEngage

MAY 27, 2022

Process automation can be scary for nonprofits because it can feel like you are giving up some control. But implementing automated processes can help you ensure consistent controls and set your organization up for growth. But for organizations already doing more with less, documenting those results often takes time they don’t have.

Process 70

Process API San Diego Nonprofit 70

sgEngage

JANUARY 17, 2024

If it’s time for you to start looking for a new grant management system, use this opportunity to evaluate your processes, figure out what needs to change, and find a solution that can growth with your organization. Here are five tips to help you make the best decision for your grantmaking processes.

Grant 75

Grant System Foundation Management 75

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. In addition to the grantmaking team, consult a representative from each department early in the process.

Change Management 89

Change Management Disaster Change Management 89

Nonprofit Tech for Good

FEBRUARY 6, 2022

Instead of generating a profit that can be disbursed to shareholders or reinvested in the business, nonprofits funnel their revenue into things like research funding, program expenses, outreach, and work that directly impacts their mission. Others receive grant funding from governmental agencies, private foundations, and community funds.

Software 300

Software Guide Award Grant 300

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. E-checks: Electronic checks provide a secure way to transfer funds from bank accounts. The funds have been transferred. What Payment Types Require a Processor?

Process 52

Process Guide Paypal Method 52

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. Like an emergency fund for your organization, an operating reserve allows you time to make data-driven decisions instead of having to react immediately.

Foundation 80

Foundation Build Grant Fund 80

sgEngage

SEPTEMBER 8, 2021

The growth in Employee Relief Funds (ERFs) exploded in the spring of 2020 as Covid-19 began to affect companies and their employees around the globe. This blog is based on LBG Associates’ and LBG Research Institute’s latest landmark study called Secrets to Building an Effective and Sustainable Employee Relief Fund.

Fund 67

Fund Challenge Disaster Companies 67

sgEngage

APRIL 12, 2023

By taking these steps early in your audit process, you can make your remote audit seamless and almost painless. It’s important to find an auditor who is engaged in the process, and that you enjoy working with. Having an auditor whose calls you aren’t tempted to send to voicemail will make the entire process more enjoyable.

Review 67

Review Fund Software Nonprofit 67

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. Like an emergency fund for your organization, an operating reserve allows you time to make data-driven decisions instead of having to react immediately.

Foundation 78

Foundation Build Fund Review 78

sgEngage

APRIL 26, 2024

Audit teams would then be caught off guard, unaware of either newly implemented accounting systems, new chart of accounts, or changes in processes and management roles. The executive director and audit partner discussed what could be done to improve the process. This type of collaboration should be happening throughout the year.

Relationship 93

Relationship Practice Build Evaluation 93

sgEngage

MARCH 7, 2024

Without that, the SOA can misrepresent the financial health of the organization and lead to future funding issues. As a CPA working with nonprofits of all sizes, I’ve encountered numerous errors in Board of Directors’ financial reports and Statements of Activities documents.

Activities 78

Activities Active Activism Comparison 78

sgEngage

AUGUST 30, 2021

Relief funds offer a vehicle to provide much-needed financial assistance to individuals during unforeseen disasters and personal hardships. In fact, research shows that many self-administered relief funds are inadvertently in violation of regulatory requirements and/or are operating with inefficient practices. and/or non-U.S.

Disaster 91

Disaster Fund Guide Classes 91

Bloomerang

FEBRUARY 27, 2023

For those familiar with the process, developing an application for any type of financial support (grants, corporate sponsorship , contract, etc.) For some, it might seem more like an art than a science, as there is confusion about the process. Review the criteria for an award.

Proposal 97

Proposal Award Application Grant 97

Candid

DECEMBER 20, 2023

After all, the only way you can fulfill your organization’s mission is if you can bring in the funding you need to support your programs and initiatives. You should also have a plan for how to effectively manage your funding, which is where your financial strategy comes into play.

Build 108

Build Nonprofit Fund Goal 108

sgEngage

JANUARY 15, 2024

Grant writers are often the unsung heroes of the application process. They parse the grant documentation to understand if their organization is a good fit, they gather information from throughout the organization, and they mold it into an engaging story about the important work the organization is doing.

Application 87

Application Grant Help Blackbaud 87

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. Like an emergency fund for your organization, an operating reserve allows you time to make data-driven decisions instead of having to react immediately.

Foundation 52

Foundation Build Fund Review 52

sgEngage

JUNE 15, 2023

The annual financial audit is a great time to review your statements through a risk lens and search the corners of your financial statements for long-forgotten issues that could contaminate an entire balance sheet. As part of your regular discussion with your auditor, preferably at the start of your fiscal year, review your internal controls.

International 83

International Nonprofit Review Process 83

Candid

NOVEMBER 29, 2023

But before receiving funds, you need to show you’re legally registered, governed by a board, and have solid financial management policies. On top of that, there’s a lengthy contract to review and sign. Once you’ve created your policies and documentation, be sure to share them, so they get used! At Candid, we can relate.

Culture 105

Culture Build Policy Nonprofit 105

Get Fully Funded

JUNE 20, 2022

Start by reviewing your bylaws. When you do change the bylaws, there’s more to it than simply updating a document. There is a formal process to follow to change bylaws for nonprofit organizations. The process is not difficult and when you finish you will feel great knowing your bylaws are current and serving their purpose.

Government 122

Government Nonprofit Review Language 122

sgEngage

SEPTEMBER 26, 2022

Operating reserve funds used to be a tricky concept for many nonprofit organizations. With an understandable and accessible operating reserves policy, your team, Board, and donors know the specific reasons you would use your operating reserves and the exact amount that needs to always be in the fund. Don’t be afraid to be general here.

Policy 69

Policy Create Guide Fund 69

sgEngage

JUNE 9, 2023

Grant management is the comprehensive process of overseeing all activities related to grants: from identifying recipients, to awarding funds, to reporting on outcomes all while maintaining compliance with regulatory requirements. In order to ensure compliance, these documents are often reviewed by legal professionals before signature.

Grant 52

Grant Management Award Evaluation 52

NonProfit Hub

JUNE 24, 2021

However, grant funding is an exercise in patience. There is a myth that as soon as you receive 501c3 status, your organization will immediately qualify for grant funding and that grants will be the perfect way to get your organization off the ground. Applications often require that these be submitted directly to the grantor for review.

Grant 48

Grant Fund Proposal Exercise 48

sgEngage

OCTOBER 17, 2022

You’ve read about participatory grantmaking—and maybe even heard about other organizations using this model to distribute control of their funding strategy and grants decisions to the communities they serve. Think about your foundation’s grantee community, as well as the ultimate beneficiaries of the funding.

Participatory 112

Participatory Model Leadership Application 112

sgEngage

APRIL 19, 2022

With grant-giving in the billions of dollars annually , grant disbursements warrant oversight and review. Here is a list of key information private foundations should, at a minimum, obtain when completing the due diligence process: Board List. One way to do this is to review the Board package from two to three recent Board meetings.

Practice 70

Practice Review Foundation Grant 70

.orgSource

FEBRUARY 13, 2023

In a Harvard Business Review Article , authors Robert S. Conflict of interest Finances Sexual harassment Diversity, equity, and inclusion Whistleblower processes Employee behavior and performance Recruiting, onboarding, and background checking Cybersecurity Mission and values Internal risk should be managed on a daily basis.

Conversation 221

Conversation Challenge Evaluation Associations 221

sgEngage

JANUARY 13, 2023

To meet demand, the foundation launched two rapid response funds for public health and social justice initiatives within a month of each other. The foundation needed to mobilize the funds and turn them into grants that would tangibly change the lives of Headwaters’ communities in real time. Inadequate Processes.

Philanthropy 83

Philanthropy Community Time Blackbaud 83

Nimble AMS

JULY 27, 2021

When you begin talking about ways to make further process improvements and refine your AMS solution, be sure to identify and document your priorities. Ideally, you will continue to review your use of the AMS system and continue to evolve how you use it. Don't start your next AMS selection process without this guide.

System 148

System Associations Management Tips 148

sgEngage

DECEMBER 1, 2022

The application process is an organization’s first real look at how you work with grantees. A 10-page application doesn’t make sense—for the applicant or the reviewer—but you need enough information to know if you are making a good decision. A detailed budget enables you to be a good steward of your foundation’s grant funds.

Proposal 81

Proposal Evaluation Grant Application 81

NonProfit Hub

SEPTEMBER 30, 2021

Now more than ever, it’s vital for nonprofits to diversify their funding sources. If your nonprofit doesn’t have a diversified funding strategy, you leave yourself vulnerable when a major source of funding dries up. . This is because grants are useful for a variety of funding opportunities. Let’s dig in!

Grant 78

Grant Guide Proposal Nonprofit 78

Achieve

JULY 21, 2022

that is essential to the nonprofit tax reporting process: Form 990. In this guide, we’ll dive deeper into the different kinds of Form 990 your nonprofit needs to consider, as well as insights and best practices to ensure that your nonprofit is able to breeze through the tedious tax filing process. In particular, there’s a specific.

Difference 52

Difference Learning Files Nonprofit 52

NonProfit Hub

SEPTEMBER 30, 2021

Now more than ever, it’s vital for nonprofits to diversify their funding sources. If your nonprofit doesn’t have a diversified funding strategy, you leave yourself vulnerable when a major source of funding dries up. . This is because grants are useful for a variety of funding opportunities. Let’s dig in!

Grant 78

Grant Guide Proposal Nonprofit 78

sgEngage

SEPTEMBER 16, 2022

While most nonprofits aren’t gathering sticks to build a fire, survival does often depend on the small, unglamourous tasks of research, communication, and reporting to keep your funding streams alive. Risk Management starts before funding. Not so much. Grant management systems are here for the long haul.

Grant 76

Grant Management Award International 76

sgEngage

APRIL 4, 2022

Rather than audits ensuring you pay taxes, they’re used to ensure your organization is using your funding responsibly to advance your mission. . We’ll review the following topics: . Timeline for the Auditing Process . This financial transparency is highly valuable for supporters who entrust their funds to your nonprofit.

Nonprofit 64

Nonprofit Process Grant Government 64

Qgiv

JULY 19, 2023

While there are many types of grants your organization can apply for, there are three main sources of funding for these grants: the government, corporations, and foundations. These funding sources offer different options for different types of organizations and have distinct requirements you must fulfill to qualify for the grant.

Grant 52

Grant Resource Guide Tips 52

Get Fully Funded

JUNE 5, 2023

When set up right, your nonprofit accounting system will help you manage your nonprofit and streamline processes like budgeting, projecting cash flow, and even hiring. Not only is it a mess to get accurate financial reports, you can’t get the data you need for grants which can wipe out your chances of getting grant funding.

System 98

System Help Nonprofit Track 98

sgEngage

DECEMBER 5, 2022

Yet, at most foundations, rarely does anyone with a communications background ever review the story this critical document shares with the outside world. Largely considered a document prepared for tax compliance, its important role as a principal vehicle of communication is overlooked. Open Data Defined.

Communication 84

Communication Oregon Grant Portland 84

sgEngage

JANUARY 13, 2023

To meet demand, the foundation launched two rapid response funds for public health and social justice initiatives within a month of each other. The foundation needed to mobilize the funds and turn them into grants that would tangibly change the lives of Headwaters’ communities in real time. But that also presented a challenge.

Philanthropy 52

Philanthropy Community Time Blackbaud 52