Bloomerang

NOVEMBER 24, 2021

Reviewing the findings. Uncovering a narrative structure gives sign posts to some of the broader conclusions. For example, if you set out with preconceptions that the new branding is great or the fundraising event was a fantastic idea, then confirmation bias will be waiting in the wings to imperceptibly warp your impartiality.

Group 84

Group Action Process Audio 84

Bloomerang

MARCH 26, 2024

Reviewing your campaign daily, weekly, and monthly allows you to adjust the campaign for optimal results. For example, suppose your campaign is an online peer-to-peer fundraising campaign, and you see that the number of registered participants is down one week compared with the same point in your previous campaign. Your messaging?

Campaign 85

Campaign Tips Online Fundraising 85

fusionSpan

MAY 19, 2024

It’s a matter of making sure your teams have the best tools and processes at their disposal, your members get the best experience possible, and you can deliver on your mission. Process challenges to digital transformation When you go through digital transformation, processes change.

Digital 52

Digital Nonprofit Process Goal 52

sgEngage

SEPTEMBER 13, 2022

In this kind of grantmaking, we often see people who are historically excluded from philanthropic decisions joining the process. Kelly Buhles outlines some of the ways to structure participation in her article, “A Primer for Participatory Grantmaking,” and divides them into two main groupings: participatory committees and collective groups.

Participatory 128

Participatory Model Grant Fund 128

sgEngage

APRIL 2, 2024

As a grantmaking organization focused on the success of your grantees, it is essential to have a process in place to manage personnel changes—for both you and your grantees—so everyone stays informed and on schedule. This document will help new team members absorb your unique grantmaking process and keep everyone on the same page.

Data 74

Data Blackbaud Policy Database 74

Candid

APRIL 1, 2024

For example, to protect confidentiality and prevent misinformation, our policy prohibits the use of sensitive information for inputs and requires reviews of outputs for accuracy prior to use. A clear AI policy not only highlights potential risks to staff, but also defines steps to address any challenges that may arise.

Policy 105

Policy Organization Guidelines Adopt 105

Candid

NOVEMBER 15, 2023

Once Candid collects data from these sources, we clean, code, structure, and enhance the data to make it more accessible and useful. For example, we correct errors in addresses, add geographic coding, and map pieces of information into a standardized format. Myth 2: Candid’s newer data is 100% web-scraped and auto-coded.

Grant 111

Grant Data Pledge Foundation 111

Volunteer Hub

MARCH 1, 2023

Do not underestimate the importance of a good onboarding process for volunteers. According to reports, 69% of people are more likely to commit time to an organization with a structured onboarding program. Organizations with a standard onboarding process experience 50% greater new-hire productivity.

Training 85

Training Train Volunteer Tips 85

EveryAction

JULY 3, 2023

This is particularly important when it comes to your online donation process, where lengthy forms and poorly designed interfaces can lead to page abandonment—the phenomenon where donors begin to fill out your donation form, but give up before they finish and click the ‘submit’ button. Think about why supporters visit your website.

Virtual 190

Virtual Site Support Fundraising 190

Candid

NOVEMBER 17, 2021

Recent evidence from the Technology Association of Grantmakers (TAG) indicates that grantmakers are asking the same questions with slight differences across funders, wasting a significant amount of a nonprofit's time during the application process. Corporate Delegation and Oversight, Organizational Structure (5 percent).

Grant 111

Grant Analysis Application Contact 111

Bloomerang

JANUARY 22, 2024

It can take several months to a full year to complete each step of the startup process, which we’ll cover in the next section. For example, perhaps your idea for creating a nonprofit focused on raising funds for children fighting cancer started with one family’s need for support in a challenging time. The answer could be “both.”

Nonprofit 81

Nonprofit Files Policy Software 81

Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 7, 2012

Business plans are not difficult to measure and the process is a discipline process of asking questions. What’s more important though, notes David, is the process. Structure: How will they estimate, describe and test the operational structure? Did the organization make decisions? Is this new and unique?

Review 106

Review Business Nonprofit Measure 106

Beth's Blog: How Nonprofits Can Use Social Media

AUGUST 1, 2017

A reflective process, whether it is a structured process for individuals or groups, can give us insights about what worked and what could be improved. Many organizations skip reflection processes or only do it after a major event because it does not feel like checking something off your to do list or moving forward.

Reflection 94

Reflection Structure Journal Technique 94

Get Fully Funded

FEBRUARY 22, 2023

Writing job descriptions is essential to building your nonprofit’s organizational structure and ensuring that employees understand their responsibilities. The job description defines the job, expectations of the role, and where within the organizational structure an employee falls. Why is the role necessary?

Job 59

Job Roles Skills Nonprofit 59

sgEngage

APRIL 19, 2022

With grant-giving in the billions of dollars annually , grant disbursements warrant oversight and review. Here is a list of key information private foundations should, at a minimum, obtain when completing the due diligence process: Board List. One way to do this is to review the Board package from two to three recent Board meetings.

Practice 70

Practice Review Foundation Grant 70

Get Fully Funded

JANUARY 17, 2022

The process of writing your annual fundraising plan will be transformational and freeing. Start the planning process by looking at what you have already done. Review your activities and numbers from the last year. As you review each activity from last year, ask yourself: Should we keep doing it? Don’t put it off.

Fundraising 134

Fundraising Activities Active Activism 134

Neon CRM

JANUARY 19, 2024

7 Things Your Association Strategy Should Include Mapping out a strategy for your membership association isn’t a one-time process. Get all of your nonprofit’s stakeholders involved in this process. Operations & Leadership How To Write A Nonprofit Mission Statement in 7 Steps (Plus 10 Great Examples) 17 min read Read Now 2.

Associations 52

Associations Practice Strategy Leadership 52

NTEN

SEPTEMBER 14, 2011

Through continual improvement of your organizational processes, you can harness the technology to be more productive, even in the face of functionality flaws in your systems. What is Technology Process Improvement? When you're working in Excel, and go looking for a function to do a three-step process in one step, you are doing TPI.

Process 92

Process Technology Raise Fund 92

Wild Apricot

DECEMBER 21, 2017

Sales operations refers to the unit, role, activities and processes within a sales organization that support, enable, and drive front line sales teams to sell better, faster, and more efficiently. Sales Operations Process. Process and Performance. Optimization and Implementation of Sales Process. What is Sales Operations?

Synchronous 145

Synchronous Structure Metrics Knowledge Base 145

Bloomerang

AUGUST 30, 2023

Your online giving platform should be backed by a reliable, secure payment processing system. For example, Bloomerang’s platform provides an engagement meter based on past donor interactions, such as volunteer experiences or marketing engagement. The system should have anti-fraud measures in place and be PCI-compliant.

Software 89

Software Guide Fundraising Platform 89

Greater Giving

FEBRUARY 22, 2022

Remember, the most effective nonprofit websites prioritize donors’ preferences and motivations in their design and structure. Facilitate this information-gathering process by enhancing your site’s user experience (UX). Simplify the donation process. Inspiring calls to action. Mobile-friendly formatting. Let’s dive in!

Websites 97

Websites Donation Images Mobile 97

sgEngage

DECEMBER 18, 2023

From the urban demonstration projects of the historic foundations (Kellogg, Ford, Carnegie) to the contemporary emphasis on indicators and evaluation work, the sector has increasingly embraced systematic and intentional research processes for advancing social change goals. Fast forward to today…. We live in an information society.

Knowledge 67

Knowledge Philanthropy Change Work 67

Connection Cafe

MAY 15, 2014

I recently published the last post in my series about the nonprofit web design process and thought it would be helpful to have a final summary for the entire series. Stakeholder Discovery : How we structure stakeholder meetings, what topics we discuss and some tips for leading discovery conversations. User Research.

Summary 37

Summary Process Design Web 37

sgEngage

JANUARY 13, 2023

By leveraging technology and streamlining processes, your organization can adapt to rising demands with the financial flexibility to thrive. Inadequate Processes. For many nonprofits, outdated and manual processes place a further burden on staff’s time. Prepare for Changes with Documented Processes.

Philanthropy 83

Philanthropy Community Time Blackbaud 83

Qgiv

DECEMBER 7, 2022

Strengthen Transparency and Communication: Documenting moves management within your donor database and reviewing the plans regularly can strengthen transparency and communication with fundraising staff. The moves management structure may vary depending on your goals and priorities. Getting Started.

Database 52

Database Track Donor Management 52

Bloomerang

NOVEMBER 15, 2023

Ground Rules “It is easier to tone down a wild idea than to think up a new one.” — Alex Osborn, How to Think Up , 1942 seminal book on concept off brainstorming The process of getting a group to generate and build on others’ ideas depends on how you facilitate openness in the group. Here you can review a comparison of virtual tools.

Generation 94

Generation Ideas Arts Share 94

Get Fully Funded

JANUARY 4, 2023

The software your nonprofit uses to complete everyday tasks determines how well your team can function, from performing tasks efficiently to avoiding wasting resources on unoptimized processes. For example, DNL OmniMedia’s guide to the Salesforce Nonprofit Success Pack (NPSP) highlights the platform’s scalability. Implementation.

Organization 64

Organization Consultant Application Integration 64

EveryAction

JUNE 8, 2023

For example, an action alert message to legislators doesn’t have to be about a specific piece of legislation—it could be educating them or sharing a resource. Share the videos with advocates to bring them close to the lawmaking process. This can be done through education as well as action.

Advocacy 143

Advocacy Local Audience Poll 143

3rd Sector Labs

APRIL 28, 2014

Keep in mind, however, that all CRMs and donor databases are different – each has its own database structure, definitions of key terms, and attributes for handling certain data types. First, export this data into a spreadsheet and review it. We aren’t advocating one software platform over another.

Data 178

Data Donor Database Map 178

Blue Fox

DECEMBER 1, 2019

Is your capital position and structure strong enough to withstand the ebbs and flows of our economic system? If so, when is the last time your leadership team reviewed the policy? The very first step in the process. Is your nonprofit ready? Is your financial house in order? First off: do you have an operating reserves policy?

Policy 78

Policy Sample Nonprofit Review 78

Neon CRM

DECEMBER 14, 2023

At this stage of the process, just getting a baseline understanding of expected costs will suffice. It is unrealistic for a nonprofit to expect 100% of their donors to give year over year, which is why reviewing which programs have the highest return on investment is a great initial step to take in putting your vision into action.

Analysis 52

Analysis Project Donor Retention 52

Classy

AUGUST 4, 2021

We’ll outline the role each area of a nonprofit’s organizational structure plays in a successful fundraising strategy and the value that each user from different areas of your nonprofit can gain by getting involved. Breaking Down Your Nonprofit Staff Structure for Fundraising Success. Development and Fundraising. Marketing and Design.

Fundraising 95

Fundraising Metrics Database Nonprofit 95

Forum One

APRIL 23, 2024

Data connectors can consolidate data from many different platforms, not just UA and GA4, significantly streamlining the data aggregation process and providing a more comprehensive view of your organization’s data. Repeat: Follow the same process to archive all the metrics and dimensions you may want for future reference.

Analytics 50

Analytics University Data API 50

The Storytelling Non-profit

MAY 3, 2022

Whether the fundraising campaign has a $5,000 or a $5 million goal, or if it’s a seasonal campaign, what really matters is managing the whole process from start to finish, getting yourself organized and really strategically poised to execute the campaign. Identify all the steps to follow during the whole campaign process. Don’t be shy.

Campaign 90

Campaign Fundraising Channel Mail 90

sgEngage

AUGUST 29, 2023

Examine your operations, structure, and team. For example, you might find that your major gifts team is excelling at cultivating and ste wardin g supporters. Consider the current economic and political climate, for example. Or, you may see that one of your programs is so effective that it’s always in high demand.

Tips 62

Tips Consultant Nonprofit Goal 62

Forum One

MARCH 23, 2021

Designing a desktop menu is one way; it’s one aspect of navigation that informs a website’s overall structure. Interviews, usability testing, card sorting, and reviewing analytics can give you a better understanding of your audience’s needs and behaviors. Navigation is what people do.” Content: What content (e.g.,

Audience 46

Audience Design Help Structure 46

sgEngage

JANUARY 13, 2023

By leveraging technology and streamlining processes, your organization can adapt to rising demands with the financial flexibility to thrive. Inadequate Processes For many nonprofits, outdated and manual processes place a further burden on staff’s time.

Philanthropy 52

Philanthropy Community Time Blackbaud 52