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Raise the Board’s Financial IQ

.orgSource

But it should be reinforced in person during the orientation for new members and in the documentation they receive. Allow plenty of time on the agenda for the financial staff to explain when and how statements will be available, review banking, investment, and auditing arrangements, and answer questions. Presentations from experts.

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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. Make sure to document exactly what your project will be focused on (i.e., Goals and Metrics What does success look like? What is a Project Charter? out of scope).

Project 97
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Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

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.

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4 Ways to Take the Stress Out of Your Nonprofit Remote Audit

sgEngage

Have a Plan to Review Your Policies and Documentation It’s easy for your documentation to get outdated throughout the year, so reviewing important documents prior to your audit can save you time and headache.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.

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7 Database Goals for Your Independent School’s Capital Campaign

sgEngage

Review reporting. 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. only), Address Accelerator, Online Data Review Tool, and DeceasedRecordFinder data hygiene tools from Blackbaud. Add data health tools.

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Facebook Fundraisers No Longer Provide Free Processing

Whole Whale

Nonprofits must review and accept updated Charitable Donation Terms and switch to PPGF before October 31 to avoid losing access to some fundraising tools. Meta will provide limited transaction reports but no longer issue tax documentation. Review emails from Meta and Help Center for full details. Nonprofits rely on this funding.

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Advice for Starting A New Fundraising Job

Bloomerang

Performance metrics should be both quantitative and qualitative. Review progress on these goals and objectives at least quarterly. Your organization will have official documents, but put those sentiments into your own words, and as much as possible relate them to your personal experiences and background.

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