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What is a Donor Management System?

Saleforce Nonprofit

If this sounds like you, maybe it’s time you implement a donor management system, or DMS. I know what you’re thinking – what is a donor management system? A donor management system is like a really big filing cabinet that lives in the cloud and tracks everything about your organization.

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Don’t Make These Common Mistakes When Filing Your Form 990

sgEngage

Your tax-exempt status may keep you from having to file traditional tax returns, but maintaining the designation comes with its own labyrinth of forms, requirements, and deadlines. And if used appropriately, it can help you build trust with your community and your donors. This includes years when you don’t have any activity.

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Form 990: What You Need to Know About Filing for Your Nonprofit

sgEngage

The Form 990 Series is a specifically designed tax form that most nonprofit organizations will need to file annually. Beyond the fact that it’s a requirement, however, there are a number of other benefits to filing as well—such as increased credibility in the eyes of donors and volunteers. Which 990 Form(s) Should I File?

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7 Ways Nonprofits Can Automate Donor Retention

Nonprofit Tech for Good

By Christy Smaglio , Instructional Writer at Donor Perfect – a top-rated donor management system and fundraising platform for nonprofits. Donor retention is a crucial aspect of a productive fundraising strategy. Here are seven excellent methods of increasing donor retention and how to automate them.

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How to Set Up Your Nonprofit Accounting System RIGHT So it Helps You Grow

Get Fully Funded

When set up right, your nonprofit accounting system will help you manage your nonprofit and streamline processes like budgeting, projecting cash flow, and even hiring. The problem is that if you’re like most, you haven’t paid a lot of attention to your accounting system. FACT: Donor Management is NOT the same as Accounting.

System 98
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6 Qualities A Nonprofit Database Management System Should Have

TechImpact

Nonprofits use databases to handle volunteers, donors, staff, and more. For smaller nonprofits, a database may be nothing more than an Excel file. When it comes to database management, Graham finds that nonprofits are not necessarily looking for more staff, but better tools to manage their growing donor lists. Authorization.

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Don’t Get Lost in Translation: What Finance Needs from the Development System

sgEngage

But in a fundraising organization, Finance is heavily dependent on Development systems to furnish accurate, unambiguous fundraising data to the general ledger, so that correct annual and monthly financial reporting can be produced. Donor-Imposed Restrictions. funds or property donated).

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