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The Future of Funding: Nonprofit Grant Management Software Trends

Nonprofit Tech for Good

Organizations spent hours sorting through documents, filling out forms, and ensuring they followed all the grant requirements. It was a time-consuming process that was prone to mistakes, making it tough to stay organized and keep track of everything. Managing one grant application is a challenge.

Grant 221
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Raise the Board’s Financial IQ

.orgSource

Reading a report about the bells and whistles in the new website is a lot more interesting to most of us than combing through columns of figures in the audit or IRS form 990. So how do you make the financial report a bingeable presentation? This includes the laws relating to financial reporting and fundraising. Online courses.

Raise 419
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5 Tips for Community Health Centers to Transition to New Fund Accounting Software

sgEngage

They’ll work together to ensure the system is configured to automate board reporting and UDS data so that you have more free time for other priorities. The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system. Determine the non-financial metrics you want to track.

Fund 88
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Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program.

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DIY Community Engagement Metrics

Amy Sample Ward

We covered how to do Community Mapping (identifying the segments and goals of the community), Content Mapping (creating a plan for which content goes where, and why), and Data Tracking (pulling all the numbers together). DIY Community Engagement Metrics. Metrics Tracking. >> Presentation. Do-It-Yourself.

Metrics 219
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How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

sgEngage

A project charter is a brief, formal document that concisely articulates the essential details of the project, such as its purpose, scope, goals, and contributors. However, a clearly defined scope is critical to keeping a project on track throughout its life cycle. Goals and Metrics What does success look like? out of scope).

Project 89
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7 Ways Your Nonprofit Can Build a Strong Financial Foundation in 2024

sgEngage

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. But they often come with many strings attached—such as detailed reporting requirements. Tip 2: Review your scheduled reports.