Eric Jacobsen Blog

SEPTEMBER 22, 2023

They explain that: " Leaders need to facilitate connections with their teams. Two parallel tracks are operating: the work track and the personal track. Today's great leadership advice comes from the recently released book, Thrive With A Hybrid Workplace , by Felice B. Ekelman, JD and Julie P. Kantor, PhD.

Tips 78

Tips Facilitation Track Advice 78

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. Being aware of these common pitfalls is crucial for maintaining the integrity of your financial reporting and in turn, the trust of your supporters.

Activities 78

Activities Active Activism Comparison 78

Candid

APRIL 25, 2023

As equity emerges as the lynchpin of decades of investment for generations of impact, Environmental Grantmakers Association (EGA) is clear on its role to facilitate the shift from discussion to tangible action and offers deep data to affect the course of racial equity as a relevant lens for environmental philanthropy.

Effective 104

Effective Demographics Philanthropy United States 104

Bloomerang

APRIL 11, 2023

Your volunteer management system can facilitate more streamlined volunteer engagement and communication. Run volunteer hours reports for easy tracking and exports. VolunteerMark Volunteer Mark offers comprehensive volunteer management software that includes scheduling, communication, and reporting.

Volunteer 78

Volunteer Software Management Track 78

Greater Giving

MARCH 26, 2024

Auction Powerhouse: Greater Giving’s software facilitated both silent and live auctions, allowing the EAF to accept bids from remote participants and maximize their fundraising potential.

Charity 52

Charity Software Alaska Registration 52

.orgSource

SEPTEMBER 25, 2023

Use ChatGPT as a virtual event host to welcome attendees, guide them through the schedule, answer queries, and facilitate networking during virtual conferences. Leverage ChatGPT to generate reports, articles, and newsletters. Put the Bot to Work Remember the news story about the Bing chatbot and New York Times reporter Kevin Roose?

Las Vegas 221

Las Vegas Language Interaction Associations 221

Bloomerang

FEBRUARY 23, 2024

A nonprofit CRM system generally provides features such as donor tracking, communication history, email management, event coordination, and comprehensive reporting. This enables organizations to maintain an integrated view of their interactions with each individual, facilitating personalized outreach efforts.

Education 82

Education Fundraising Integration Nonprofit 82

sgEngage

APRIL 1, 2024

Inspired by more than 40 years of collaboration with private school leaders, Blackbaud has created a track of sessions for ATLIS 2024 , the Association of Technology Leaders in Independent Schools’ annual conference. But how do you unlock this power without knowing how to write code? Where do you start?

Blackbaud 84

Blackbaud API Empowerment Nevada 84

Whole Whale

SEPTEMBER 26, 2023

Microsoft Clarity offers a compelling solution by providing real-time analytics that facilitate data-driven decision-making. Organizations need to sign up for an account and install a tracking code on their website. It offers a wide range of features and reports, but it can be more complex to learn and use than Microsoft Clarity.

Analytics 52

Analytics Google Analysis Case Study 52

Bloomerang

NOVEMBER 29, 2023

These tools help keep track of all the people who support the organization, like donors and volunteers. A nonprofit CRM tracks donors, manages email and communication history, and provides comprehensive reporting. Nonprofit CRMs and fundraising tools are key technologies for charities and similar groups.

Community 86

Community Organization Fundraising Integration 86

sgEngage

JULY 15, 2023

Understanding the ebbs and flows of donor relations by tracking your organization’s interactions with donors and prospects is necessary to support long-term growth. Ultimately, every donor values and appreciates streamlined and consistent communication, often facilitated through monthly newsletters or periodic reports.

Management 52

Management Donor Blackbaud Retention 52

The MatrixFiles

FEBRUARY 23, 2024

Members report having to work doubly and triply hard to shore up their credibility. Track trends in your industry. A few execs said their industries are not affected, including tourism and agriculture. How is declining trust affecting your association? Declining trust is leading members to leave the profession.

Associations 130

Associations Industry Government Education 130

Bloomerang

AUGUST 28, 2023

When it comes to donor data, there’s a lot to keep track of. A nonprofit CRM (also referred to as a donor management system ) is a software platform that allows nonprofits to store, update, and report on supporter data. Accounting software like QuickBooks to record and track all financial transactions. What is a nonprofit CRM?

Profile 94

Profile Software Nonprofit Donor 94

The Modern Nonprofit

AUGUST 29, 2023

Long hours spent manually entering data, reconciling amounts, tracking campaigns, and acknowledging donations can be laborious and fraught with the possibility of errors. Simple mistakes can result in miscommunication, a poorly-targeted fundraiser, inaccurate reporting, or even damage to your organization’s reputation.

Software 52

Software Fundraising Synchronous Nonprofit 52

Beth's Blog: How Nonprofits Can Use Social Media

AUGUST 17, 2021

The hybrid workplace will have a huge impact on the way we design and facilitate meetings, the primary method of how many organizations get stuff done. Our new normal will most likely be more complex to design and facilitate. Here are some considerations for designing and facilitating pandemic-era hybrid meetings.

Facilitation 180

Facilitation Tips Camera Nonprofit 180

Greater Giving

MARCH 23, 2023

Make it easy to donate One of the key features of Greater Giving’s software is its ability to facilitate easy and secure online donations. The software also allows you to track donations and donor information in real-time. You can also track the success of each fundraising page and make adjustments as needed.

Software 40

Software Fundraising Registration Track 40

Qgiv

JANUARY 3, 2024

Some key features of Qgiv’s text fundraising platform include: Customizable campaign options Real-time donation tracking Integration with Qgiv’s other fundraising solutions These key features provide you with an end-to-end fundraising solution through one platform, rather than needing to use different platforms for different types of fundraisers.

Platform 59

Platform Giving Plugin Pledge 59

Candid

JANUARY 10, 2023

Confirm that everyone is on the same page by restating the meeting’s purpose, expected outcomes, agenda items, and the roles that individuals will play (such as facilitator or note-taker). Specifying who will do what, who they will report it to (or where they’ll document it), and by when.

Campaign 98

Campaign Structure Phase Review 98

Nimble AMS

FEBRUARY 17, 2022

If an association were to use an AMS with the Contacts/Accounts data model, reporting would be a major challenge. For example, it would be nearly impossible to track engagement as a member changes jobs, or as companies acquire one another. . It facilitates more unified reporting.

Personal 129

Personal Model Associations Contact 129

sgEngage

JUNE 9, 2023

Grant management is the comprehensive process of overseeing all activities related to grants: from identifying recipients, to awarding funds, to reporting on outcomes all while maintaining compliance with regulatory requirements. They manage the disbursement of funds and monitor the financial aspects of grantee reports.

Grant 52

Grant Management Award Evaluation 52

Bloomerang

NOVEMBER 29, 2023

A nonprofit CRM system typically includes functionalities like donor tracking, communication history and email management, event management, and detailed reporting, making it possible for organizations to maintain a holistic view of their interactions with each individual.

Fundraising 91

Fundraising Relationship System Integration 91

Nonprofits Source

OCTOBER 4, 2023

CSR software is a technology solution designed to help businesses manage, measure, and report on their CSR and sustainability initiatives. These platforms serve as centralized platforms to streamline the collection, analysis, and reporting of data related to a company’s social, environmental, and ethical performance.

Software 52

Software Business Guide Companies 52

Bloomerang

AUGUST 16, 2021

Mastering personalized, customer-centered philanthropy facilitation, especially mid-level and major donors, to increase donor lifetime value. Luckily, there are a number of great reports available to help you set a benchmark against industry averages. Track your own data. Mastering online user experience and messaging.

Analytics 122

Analytics Strategy Fundraising Benchmark 122

Network for Good

MAY 17, 2021

But while many nonprofit organizations are attracted to promises of free licenses and a seemingly endless library of widgets, even more find themselves hopelessly tangled in fields of data and needlessly complex reporting mechanisms. The place for prospecting and tracking donations, grants, memberships, and volunteering.

San Francisco 64

San Francisco License Nonprofit Database 64

The Modern Nonprofit

OCTOBER 17, 2023

Our campaign tools let you conjure up visually appealing pages in a flash, and we’ve got your back with interface and report handling for all kinds of donations and fundraisers. By keeping your donation page design neat and clean, you can reduce load times and keep donors on track. Rest easy, your donors.

Donation 105

Donation Giving Badge Headline 105

The Modern Nonprofit

SEPTEMBER 12, 2023

Optimizing Channels of Communication Each communication medium—be it Email, Social media, Direct mail—has a unique potential to engage your audience and facilitate fundraising. Setting Up Tracking and Metrics What’s measured gets managed. A good story creates a connection, and it’s this connection that fuels generosity.

Fundraising 59

Fundraising Synchronous Platform Campaign 59

sgEngage

NOVEMBER 19, 2023

Freewill’s 2023 Planned Giving Report found that 15% of their users who created estate plans will arrange a planned gift in their will, even if their estate is worth less than $350,000. Realistic Revenue Goals: A well-run planned giving program can facilitate long-term growth.

Giving 52

Giving Blackbaud Gift Policy 52

DNL OmniMedia

MARCH 13, 2023

A traditional for-profit business might track the purchases its customers make through its app to create personalized, targeted ads. Data analytics allow your organization to track and quantify the impact it has on clients or the progress you’ve made toward your goals. Audit and update your database regularly.

Data 52

Data Management Database Software 52

Saleforce Nonprofit

JULY 28, 2021

It can streamline tracking and reporting processes, enhance communication with donors and constituents, and consolidate necessary information. Planning Ahead and Outlining Goals Facilitates Long-Term Success. Salesforce is a platform that can transform the way an organization conducts business.

Tips 127

Tips Consultant Platform Training 127

Get Fully Funded

AUGUST 15, 2022

Bloomerang is a powerful donor-tracking software and offers an online giving option, too. It lets you choose from Stripe or Moolah to facilitate online transactions, monthly gifts, or EFT donations. Kindful is another powerful donor-tracking software that facilitates online giving as a built-in feature.

Tools 75

Tools Online Giving Tips 75

Network for Good

MAY 17, 2021

But while many nonprofit organizations are attracted to promises of free licenses and a seemingly endless library of widgets, even more find themselves hopelessly tangled in fields of data and needlessly complex reporting mechanisms. The place for prospecting and tracking donations, grants, memberships, and volunteering.

San Francisco 52

San Francisco License Nonprofit Database 52

sgEngage

AUGUST 19, 2022

Do you need to pull reports and CSV files from several different systems to get a holistic view of your income streams and expenses? It’s also helpful to identify your reporting capabilities so you know how you want to present the budget when it’s complete. Ensure the budget is presentable : You have worked hard on the budget.

Process 91

Process Create Review Stream 91

TechImpact

SEPTEMBER 13, 2013

While each organization varies in size, locales, and causes, technology can help facilitate workflow. Nonprofit Technology News reports on the top 4 tech characteristics to consider when collaborating through technology. Collaborative meetings and deadlines can be easily tracked with a shared calendar.

Collaboration 137

Collaboration Tech Calendar Laptop 137

Beth's Blog: How Nonprofits Can Use Social Media

MAY 7, 2019

Here is her report. (For The event’s technical host, MCI Canada , used a unique setup that facilitated being able to hear many more speakers, tracks, and sessions in two days than a traditional conference could allow. The event was hosted by the Blockchain Research Institute. pic.twitter.com/840Qdb5svo.

Global 107

Global Impact Cleveland Lithium 107

Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 8, 2014

Last week I facilitated the “ Impact Leadership Track ” at the NTEN Leading Change Summit with John Kenyon, Elissa Perry, and Londell Jackson. Our track was one of three tracks for participants to dive deep into a topic and learn from peers through dialogue. Here’s what I learned: Facilitation Teams.

Reflection 124

Reflection NTEN Change Facilitation 124

Nimble AMS

SEPTEMBER 24, 2021

Roll-up reports that offer insights into the health of chapters to facilitate more data-driven strategic decisions. Member engagement tracking that offers greater ability to analyze programs and identify new opportunities . . Online community functionality that empowers members to network, connect, and collaborate year-round.

Chapter 78

Chapter Collaboration National Local 78

Bloomerang

MARCH 30, 2023

Make sure team members know what their responsibilities are and when they will be asked to share data or reports relevant to their roles. A scheduling tool that allows you to track attendance and send shift confirmations and notifications. End-to-end reporting that syncs with your CRM to provide a comprehensive view of your volunteers.

Volunteer 91

Volunteer Program Roles Training 91