Remove Document Remove Retention Remove Review
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Good Data Governance Equals Great Member Experiences

.orgSource

Review Systematically How do you evaluate whether your organization’s data is pristine, polluted, or somewhere in the murky in-between? Assessing the status of your data involves reviewing activity across several areas of competence. If any of the following issues sound familiar, it may be time for an intervention.

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What Is the Employee Retention Credit (ERC) and Is Your Nonprofit Eligible?

Blue Fox

​The Employee Retention Credit (ERC) is a big deal. We've already started helping our current clients determine their eligibility and submit the appropriate documentation to the IRS. Upon completion of the questionnaire, our team will review your response. ​Nonprofits, please pay attention! Are You Eligible?

professionals

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Why your code of ethics is a top-ranking member benefit

Nimble AMS

When was the last time you reviewed your association’s Code of Ethics? 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. The Code of Ethics offers compliance standards.

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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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The One Tool/Strategy Nonprofits Wish They Implemented Sooner

Blue Avocado

These systems increased our efficiency with reviewing, approving, and paying bills. Bill.com is a great resource for document retention, especially during our annual audit. . — Anita Smart from Natic Esperanza Streamlining Bill Pay and Boosting Audit Readiness QuickBooks ® Online and Bill.com.

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Employee Recruitment and Retention: 4 Engagement Tips

Forj

Did you know that 47% of HR professionals have said that retention is the top talent management challenge they face, closely followed by recruitment at 36%? In the broadest sense, employee retention depends on a combination of factors, including work-life balance, benefits, compensation, development and learning opportunities , and more.

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How to Tackle Content Migration with Ease

Forum One

What’s the review and approval process? What’s your content retention policy? It is better to finish content preparation early and have time at the end for proofing and finessing content, rather than facing a mad scramble to write and review content at the end that may delay the quality assurance process or website launch date.

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