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[ASK AN EXPERT] How To Document Legacy Gift Intent

Bloomerang

Today’s question comes from a nonprofit employee who wants advice on how to talk to legacy givers as you document their legacy gift intent. . How do you go about asking for amounts and documenting it? For example, we want to document that he is a legacy giver, and we’d love to enter the amount as a pledge.

Gift 102
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How BoardSite Can Help Your Nonprofit Board Be More Productive

Nonprofit Tech for Good

Sponsored by BoardSite — a board of directors management platform that centralizes key administrative tasks like meeting scheduling, document management, and online voting in a secure digital platform. BoardSite’s features are designed specifically with nonprofits in mind.

Product 264
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5 tips to prepare for a successful AMS implementation

Nimble AMS

Share your existing process documents Before you begin your AMS search , start by document ing all your vital organizational processes. Take time to document your processes to put your team on track for a successful AMS implementation. As you attend discovery sessions, approach the meetings with an open mind.

Tips 121
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Is Your Remote Team Getting the TLC They Deserve? An Audit Delivers Answers

.orgSource

Don’t let “out of sight” become “out of mind.” If performance issues have been a problem, keep an open mind. But do begin with clear documentation that is available to everyone. Document and distribute the findings for all participants to see. Set Goals Determining what you want to accomplish is the first step.

Team 221
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Ranking above the rest: The top 10 most-read Candid blogs in 2023

Candid

It also offers a glimpse into what was top of mind for Google’s online community that year. Four common grant proposal documents (free samples included) by Melissa Pulis of Candid Next up, a familiar theme reemerges. Her blog also describes what each document is, when they’re commonly used, and the elements that each should include.

Proposal 105
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5 Tips for Community Health Centers to Transition to New Fund Accounting Software

sgEngage

The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system. From the start, you want the system tracking the grants that fund multiple programs and to enjoy the ease of having all grant documentation in one electronic source.

Fund 90
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Are Marketing and Membership at Opposite Poles? Take the Journey to Collaboration

.orgSource

They will reward you by crafting messages that move the hearts and minds of your most important audiences and reinforce brand identity. I’m a big believer in documentation. They can alert membership to emerging issues. Include your teams in strategy sessions and provide them with the tech tools they need to keep pace.