Document Ratio Train Trend 
sgEngage
MARCH 7, 2024
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. Regular training for staff on the nuances of fund accounting can also help prevent misunderstandings and ensure compliance.
Candid
NOVEMBER 21, 2023
Contrary to popular assumption, these indicators can give you a fuller picture of an organization’s performance than just focusing on what percentage of its budget is dedicated to overhead costs (also known as overhead ratio). Additionally, you can visit a nonprofit’s website and read its annual report to find this information.
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ASU Lodestar Center
MAY 30, 2012
Training for members without financial expertise is essential for any effective Board of Directors. What is the trend of revenue, expense and other activities? How do these trends compare to expectations? Focus Attention on Critical Factors by Using Ratios, Dashboards and Other Strategies. Learn More.
Double the Donation
OCTOBER 25, 2021
Train callers on matching gifts. Keep an eye on trends in employer information. Having a team of well-trained callers is the secret to any successful phonathon campaign. We suggest that you: Identify any knowledge gaps and situations where additional training is needed. Train callers on matching gifts.
Get Fully Funded
FEBRUARY 22, 2022
The training. Fundraising training. A bookkeeper can help you set up the right documentation and tracking procedures so you categorize everything consistently and are not stuck trying to figure it all out come tax time. Obviously, donors want as much of their donation as possible to go to your programs, to help change lives.
Beth's Blog: How Nonprofits Can Use Social Media
MARCH 21, 2017
A quick glance at your calendar shows that you spent hours in meetings, answering emails, or working on shared documents but you can’t remember why. Clearly define workflow for online collaboration platforms and training. Take a trend-line view. Is the ratio of team/solo time adequate? Sound familiar?
ASU Lodestar Center
JANUARY 11, 2013
the number of individuals receiving the services, number of trainings provided, number of animals rescued, etc.). Given this trend, individual donors may soon demand information on a nonprofit’s outcomes before investing in it. There are different approaches to evaluating a program. Can you teach a watchdog new tricks? Get another!
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