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. For example, we tapped resources from all parts of Candid—from facilities to product managers—to collect and develop necessary materials and documentation. At Candid, we can relate.

Culture 105

Culture Build Policy Nonprofit 105

NCE Social Media

NOVEMBER 19, 2010

I was fortunate enough to serve on a committee of AFP International that brought together some social media gurus to hash out guidelines that nonprofit organizations can use to craft their own social media policies. I highly recommend reviewing the document to see how it can benefit your agency. It’s just good common sense.

Guidelines 117

Guidelines Policy Social Media Media 117

.orgSource

JUNE 25, 2023

Your audit might explore any, or all of, these seven areas: Technology systems Policies and procedures Security Productivity Communication Culture Professional development How you present this initiative to your employees is critical. But do begin with clear documentation that is available to everyone. Every organization is different.

Team 221

Team Evaluation Attitude Interview 221

NTEN

FEBRUARY 22, 2013

A look at the basics of NTEN's own continually evolving Google Drive Policies and Document Management System. Karl Hedstrom. IT Director.

Case Study 93

Case Study NTEN System Google 93

Nimble AMS

MARCH 31, 2023

The group a lso worked to gather support for various economic development policies. Advocacy is an integral part of the work of any association. Provide updates on ongoing policies and details on how members can volunteer with your advocacy program. Enhance your website. Boost member communications.

Advocacy 142

Advocacy Associations Celebrate Strategy 142

Get Fully Funded

JANUARY 16, 2024

Budgeting Your nonprofit’s annual budget is a key financial planning document that guides your organization’s spending and fundraising efforts. Fiscal Policies and Procedures Along with your budget, your fiscal policies and procedures provide guidance for how your team should handle your organization’s funds day to day.

Files 52

Files Policy Nonprofit Profit 52

Donor Search

SEPTEMBER 14, 2016

To launch a successful fundraising program, an organization should have created a number of documents, including the Case for Support, Gift Acceptance Policies and Procedures, and a Donor Recognition Policy.

Policy 40

Policy Donor Gift Raise 40

.orgSource

MAY 29, 2023

Writing this document can be a co-creative activity for staff and leadership. In responding to the needs of those we serve—medical students, physicians, and their patients—the AMA relies on the diverse expertise, ideas, and strength of our workforce to promote and advocate for equity and justice in our policies, products, and services.

Associations 221

Associations Reflection Leadership Training 221

Nimble AMS

APRIL 21, 2023

Within the subgroup, encourage your members to discuss current policies or share important documents to increase member engagement. Highlight any upcoming policies your advocates are working on. Consider creating another group in your online community to post updates about your advocacy program efforts.

Advocacy 118

Advocacy Online Guidelines Social Media 118

sgEngage

SEPTEMBER 7, 2023

We will explore starting a school-wide data management program by asking the right questions, identifying, cleaning, and organizing data, managing data access, and documenting data policies. We’ll also discuss how to incorporate existing and 3rd party tools to help with data management and problem-solving.

Data 77

Data Management Denver Policy 77

Nimble AMS

JULY 15, 2022

It might be time to revisit this crucial organizational document. Oftentimes, a Code of Ethics document will define the best practices within one’s field and offers a set of rules that all members must follow. Within the industry, the Code of Ethics document guides members, acting as a “watchdog” for the profession.

Benefit 123

Benefit Retention Associations Social Media 123

Get Fully Funded

MAY 4, 2021

If your organization relies on volunteers, even just a little, you need a volunteer handbook that spells out expectations, policies, and procedures. Volunteer policies and procedures: It is critical that you have policies and procedures in place that minimize potential problems that could arise.

Volunteer 119

Volunteer Create Policy Roles 119

.orgSource

AUGUST 28, 2023

Document both employee and volunteer responsibilities. Review expense policies, conflict of interest, or any other relevant policies or ethical issues. Treat this relationship like a formal engagement. Have a point person on staff ready to help with logistics. This is critical.

YouTube 221

YouTube Industry Leadership Podcast 221

.orgSource

FEBRUARY 13, 2023

They are activities that are frequently governed and controlled by policies and procedures, such as: Evaluating where the blind spots lie in your organization is one way to begin conversations about risk. Both directors and employees should know which policies the organization has in place and how they are enforced.

Conversation 221

Conversation Challenge Evaluation Associations 221

ASU Lodestar Center

JUNE 22, 2012

It is not often that public policy intended for the publicly traded-corporate world directly impacts the nonprofit corporate world. These require policies covering whistle-blower protections and document preservation. Conflict of interest policy. Whistle-blower protection policy*. Whistle-blower protection policy*.

Policy 71

Policy Public Adopt University 71

Non Profit Quarterly

APRIL 20, 2023

Meta—the parent company of Facebook and Instagram—has been under fire in the past few years over its lax policies on news content, data privacy, and misinformation. This has led to situations where BIPOC and/or LGBTQ+ users are disproportionately affected by policies meant to address “bad” behaviors.

Social Media 92

Social Media Media Strategy Social 92

Candid

MARCH 26, 2024

Forward-looking nonprofit organizations know that leveraging data is key to determining where a community’s unmet needs are, securing resources to address those needs, and advocating for more effective policies. Rather than competing for limited resources, we are collaborating to secure funding and bring about policy change.

Resource 59

Resource Data Community Aggregator 59

Whole Whale

SEPTEMBER 13, 2023

After October 31, PPGF will receive and grant donated funds to nonprofits according to their policies and timelines. Meta will provide limited transaction reports but no longer issue tax documentation. The loss of recurring donations and tax documentation from Meta could impact donor relationships and retention.

Process 52

Process Facebook Paypal Free 52

sgEngage

APRIL 12, 2023

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.

Review 68

Review Fund Software Nonprofit 68

Beneblog: Technology Meets Society

OCTOBER 29, 2018

Connected Civil Society: Applying machine learning and computer vision to document human rights violations and promote accountability in Syria in collaboration with the UN. Data for Inclusion: Enabling people with disabilities to provide firsthand reports on the issues they face to inform policy at the local, national, and global level.

News 189

News Syria Conservancy eBook 189

Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 14, 2010

During the part 1, there was an interesting discussion and insights shared by a participant from the City of Palo Alto as their process of developing a social media policy. The process of developing a social media policy includes not only the written policy, but also the discussion. Go read it for a good laugh.

Policy 94

Policy Social Media Fund Reflection 94

Blue Avocado

JANUARY 23, 2024

2 Say you’re a nonprofit working in the area of houselessness and want to put together an advisory committee of people with legislative and policy development experience to advance systemic changes in your community. This document might include: Membership Information—How many members is optimal for the committee?

Voice 88

Voice Community Structure Nonprofit 88

Candid

MAY 13, 2021

You need to document your internal controls that separate the receipt of income from the payment of expenses. Make it hard to enforce expense policies You need to ensure expenses are appropriate, documented correctly, approved by the correct people, and charged to the right accounts. Project-based allocation and policy .

Software 111

Software Management Policy Track 111

Qgiv

APRIL 15, 2024

A gift of life insurance is when a donor names an organization as the beneficiary of an insurance policy or transfers ownership of the policy to the charity. Keeping detailed records ensures that you can follow up with donors, provide necessary documentation, and properly allocate gifts according to their designations.

Guide 52

Guide Giving Gift Donor 52

Bloomerang

JULY 21, 2021

Establish initial governing documents and policies. . You’ll need to create Bylaws and Conflict of Interest documents and policies because both are needed for your IRS application. . Here are a few things you can do while waiting to hear back from the IRS about the documents you’ve submitted for starting a nonprofit. .

Organization 128

Organization Files Nonprofit Grant 128

sgEngage

MAY 6, 2021

Documenting the budget process. Questions to ask yourself to get your policy documented. Causes of budget variance. The legal obligations that organizations have for using donations. Education about restricted and endowment funds. Listen Now: Resources: Mary Aquino.

Podcast 89

Podcast Blackbaud Stream University 89

sgEngage

AUGUST 19, 2021

Documentation back-up. Having policies and procedures that support how you use your system. If you have documentation that supports that expense entry, upload it with your entry so that documentation is right there.” The joint responsibility for budgeting. Planning the budgeting cycles for different scenarios.

Podcast 74

Podcast Community Grant eBook 74

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. Tip 1: If you have an operating reserve, review your policy. Update the policy based on your current and future needs.

Foundation 81

Foundation Build Grant Fund 81

NTEN

MAY 14, 2013

distributed staff Infrastructure nptech Organizational Culture Policy technology planning IT Staff' "Going forward we kept looking for those solutions because, with our size and capacity, the Cloud always managed to be the better option," Hedstrom said.

Case Study 70

Case Study NTEN Portland Management 70

The MatrixFiles

DECEMBER 15, 2022

A great example of this is ERISA Industry Committee’s Policy Priorities document that they turned into a web page, while still making the PDF available. See ERIC’s Policy Priorities web page here.

PDF 130

PDF Analytics Search Template 130

Forum One

AUGUST 9, 2023

Some key things to consider early on include establishing your content goals and policies: What content will be most impactful on your new website? What’s your content retention policy? What’s the review and approval process? Build Your Content Team Creating and migrating content to your new website is a team effort.

Content 76

Content Phase Review Structure 76

AccelEvents

JULY 16, 2021

So we drilled down and developed policies and procedures addressing things like our disaster recovery plans, how we perform data classification and incident response, our software development lifecycle, access management across the organization, and so much more. Set up policies and procedures for data classification and data access.

Organization 98

Organization Structure Guidelines Evaluation 98

Qgiv

NOVEMBER 29, 2023

Nonprofit endowments 101 How endowments work Nonprofit endowment fund rules and policies Benefits of nonprofit endowments How to start an endowment fund Nonprofit endowments 101 Exactly what is an endowment fund? Investment policy For your investment policy, you need to decide what your organization can invest the endowment into.

Nonprofit 52

Nonprofit Policy Fund Gift 52

sgEngage

JUNE 12, 2023

The documentation of these details is essential for an organization to move forward with goals and maintain existing relationships with supporters. Only focusing on these once in a while isn’t going to do the trick, they should be treated as commitments and influence your organization’s policies.

System 86

System Search Evaluation Policy 86

Qgiv

DECEMBER 7, 2022

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.

Database 52

Database Track Donor Management 52

Association Analytics

JANUARY 8, 2024

There are massive benefits to using AI, but a policy that shapes how your team uses it is an important starting point. These will likely be senior level people in your organization who will be responsible for crafting policy and encouraging participation. documentation will come in handy. With all these uses (and more!)

Impact 169

Impact Strategy Associations Data 169

sgEngage

APRIL 2, 2024

So how can you minimize these errors and create data entry policies for your users? Having a fund accounting solution built for nonprofits will allow you to document these grant spending rules to help you later calculate reimbursements. Tracking: Cut Out the Spreadsheets!

Grant 91

Grant Fund Report Software 91