Amy Sample Ward

JANUARY 20, 2011

We covered how to do Community Mapping (identifying the segments and goals of the community), Content Mapping (creating a plan for which content goes where, and why), and Data Tracking (pulling all the numbers together). DIY Community Engagement Metrics. Step 2: Define the goals that match each group. Step 2: Goals.

Metrics 219

Metrics Community Map Template 219

.orgSource

MAY 23, 2023

Reading a report about the bells and whistles in the new website is a lot more interesting to most of us than combing through columns of figures in the audit or IRS form 990. So how do you make the financial report a bingeable presentation? This includes the laws relating to financial reporting and fundraising. Online courses.

Raise 419

Raise Law Associations Director 419

Association Analytics

MARCH 13, 2024

This blog provides an overview of how to establish your scoring model, establish a team of data champions, and adopt a regular reporting routine so that your association is set up for success. Choose what works best for your association and its overarching mission and goals. Set a member engagement goal. Let’s get started!

Analytics 169

Analytics Associations Model Metrics 169

Bloomerang

MARCH 26, 2024

It can be helpful to set up dashboards that give you a daily overview of key performance metrics and trends for each of your campaigns. Also, be sure to set up more detailed reports for deeper analysis. A good place to start is to think about the metrics that are most important to each campaign. Analyze during the campaign.

Campaign 83

Campaign Tips Online Fundraising 83

Qgiv

DECEMBER 7, 2022

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program.

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Database Track Donor Management 52

Bloomerang

OCTOBER 1, 2021

As a fundraising coordinator who prepares these reports, you work with this data every day. However, most board members aren’t familiar with various fundraising metrics and won’t be able to draw effective conclusions when they’re presented with data without an explanation of what the data shows. . Additional information to share.

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Report Data Donor Metrics 121

DonorPerfect

APRIL 12, 2021

Sometimes, in the day-to-day activities of fundraising, you can lose sight of your overall fundraising goals. Using DonorPerfect’s fundraising metrics Dashboard, available in Reports > Dashboard, you can quickly determine how effectively your organization is achieving your goals at a Read More ».

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Track Trend Time Fundraising 59

Bloomerang

MARCH 4, 2024

Fundraisers often have a love/hate relationship with fundraising CRM reports. Picture this: your donor data and fundraising trends reports are due, but instead of the usual stress, you’re calm, prepared, and even proud of what you’re about to submit. Let’s find out how to achieve that level of reporting Zen consistently.

Report 60

Report Effective Fundraising Template 60

Forum One

AUGUST 16, 2023

Though annual reports can come at any time, a key component of finishing the calendar year off strong is to ensure that you are reporting on what you’ve achieved and identifying where there is room to grow. Start with the goals you set yourself Before searching for data, start with your Key Performance Indicators (KPIs).

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Story Report Data Blended 60

sgEngage

APRIL 8, 2024

All in unrestricted funds with no reporting necessary. While nonprofits will hopefully see an increase in unrestricted funds—and a decrease in burdensome reporting requirements—as part of this and other movements, good nonprofit accounting principles still apply. They don’t come with any direction or reporting requirements.

Fund 87

Fund Chart Grant Report 87

DNL OmniMedia

NOVEMBER 12, 2020

At DNL OmniMedia, we work with nonprofits just like yours to position their nonprofit tech solutions for effective fundraising data tracking. Using that knowledge, we’ve created this guide to help your team understand major gift KPIs, the metrics you should be tracking, and the top tips to do so successfully.

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Metrics Gift Track Tech 52

Nonprofit Tech for Good

JUNE 13, 2013

For those of you who have read Social Media for Social Good and have taken my webinar on how to launch a social and mobile media strategy for your nonprofi t, you know that the core of the strategy that I advocate for is tracking and proving your success. That said, below is selection of metrics to track and a brief explanation as to why.

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Track Mobile Media Fundraising 234

sgEngage

MARCH 21, 2024

Have you ever been pulled into a meandering project with no clear direction or goals? Any major project—such as implementing new fund accounting software—needs a well-developed charter to keep stakeholders focused on the goals and desired outcome. How does this project fit within your mission, values, and goals? out of scope).

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Project Fund Software Help 89

Nonprofits Source

MAY 25, 2023

4 Tips to Increase Patient Acquisition and Hit Growth Goals Patient acquisition is vital to your organization’s growth. Additionally, analytic reporting tools like Arcadia’s healthcare dashboards can help you visualize your organization’s quality performance and determine its efficiency per patient type.

Goal 52

Goal Tips Review Map 52

Nimble AMS

MARCH 25, 2022

Goals and success metrics. Be sure to define your organization’s goals for the online community so that your entire organization knows what you’re trying to accomplish. For example, at the highest level, your goals might be to: Grow your existing online community . TIP: These are examples of high-level goals.

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Community Online Strategy Guidelines 134

Amy Sample Ward

SEPTEMBER 20, 2013

If we don’t set goals and then create regular opportunities to review the data, does it matter that we capture it? Establishing regular meetings or processes for metrics review helps position us to learn from the data we’re collecting and be better positioned to identify opportunities to improve. data nten'

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Metrics Impact Change NTEN 158

Nonprofit Tech for Good

JUNE 13, 2013

For those of you who have read Social Media for Social Good and have taken my webinar on how to launch a social and mobile media strategy for your nonprofi t, you know that the core of the strategy that I advocate for is tracking and proving your success. That said, below is selection of metrics to track and a brief explanation as to why.

Track 186

Track Mobile Media Fundraising 186

Nonprofit Tech for Good

JANUARY 16, 2022

Imagine what your organization could accomplish in 2022 if you began each initiative with clean, streamlined donor records that record donations from your online forms and update automatically , an arsenal of canned reports to track key metrics, and a solid plan to prioritize each donor segment individually. Winter 2022-2023.

Strategy 274

Strategy Fundraising Social Media Nonprofit 274

Zen and the Art of Nonprofit Technology

APRIL 29, 2010

The overall goals are to find, attract, and win new clients, nurture and retain those the company already has, entice former clients back into the fold, and reduce the costs of marketing and client service. You should definitely read the report I mentioned in my earlier post. And I welcome any comments.

Metrics 154

Metrics Social Synchronous Wikipedia 154

Association Analytics

FEBRUARY 14, 2022

These will support your business case by aligning with your goals: Consistent, trusted data with standard interactive reports using a common language that employees throughout your organization easily understand – all in a secure data warehouse. This will align the organization by having clear success metrics and KPIs.

Analytics 169

Analytics Language Associations Case Study 169

Allegiance Group

FEBRUARY 27, 2024

It’s critical to actively track and measure your website traffic against your goals. Making the switch is vital — if you’re still using the old version, your data is no longer being tracked. Event-Based Tracking: Where the previous version was session-based, GA4 is event-based. leads) it’s bringing in.

Analytics 52

Analytics Google Fundraising Track 52

Bloomerang

AUGUST 16, 2021

Luckily, there are a number of great reports available to help you set a benchmark against industry averages. These are some places to begin: M+R Benchmarks ; Fundraising Effectiveness Project Reports ; Fundraising Report Card Benchmarks. . Track your own data. Let’s say you’re a food bank. How many donors do you have? .

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Analytics Strategy Fundraising Benchmark 122

EveryAction

APRIL 5, 2023

By asking the right questions , clearly advocating for your organization’s needs, and building a clear roadmap , you can make sure your board understands your situation and supports your ultimate goal of helping your teams work more efficiently and effectively through technology. Let’s dive in. Focus on improving your operations.

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Technology Change Analysis Tech 186

EveryAction

AUGUST 30, 2023

Welcome to another installment of Thursday Thoughts, a dedicated space for our friends in nonprofit sector leadership to reflect on reports, statistics, and other trends—because when our community shares knowledge, we can all do more good.  Check out our last installment here ! These four are key: 1. Andrea Bastiani Archibald, Ph.D. ,

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Donor Gift History Virtual 179

Nimble AMS

SEPTEMBER 14, 2022

Investing in analytics can also give your association revenue a boost, helping you meet and exceed your strategic goals. At best, including irrelevant data is going to provide data that doesn’t drive your goals, making it difficult to interpret your dashboard. Still have questions about the importance of data hygiene?

Associations 136

Associations Data Benefit Practice 136

sgEngage

DECEMBER 20, 2023

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. But they often come with many strings attached—such as detailed reporting requirements. Make adjustments based on your goals for the new year.

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Foundation Build Grant Fund 80

Get Fully Funded

MARCH 2, 2023

Understanding Program Management Statistics Whether you’re assessing future needs or composing an annual report to share with donors, funders, and community members, conducting impact assessment is crucial for tracking progress and driving continued on-the-ground impact. Project your future needs and allocate resources accordingly.

Statistics 52

Statistics Stats Program Management 52

Neon CRM

SEPTEMBER 1, 2023

To make it easier, we’ve organized the components of a nonprofit business plan into three categories based on your responsibilities: Board Support and Guidance Vision and Values Alignment Financial and Resource Planning Executive Summary: A brief overview of the nonprofit’s mission, goals, and strategies.

Guide 52

Guide Business Support Metrics 52

Nimble AMS

NOVEMBER 21, 2022

Because of the high – profile nature of #GivingTuesday, m ember donors are more likely to give to causes on the day. Ensure your association celebrates GivingTuesday 2022 and meets your fundraising goals too. Share why their gifts are important, what goals your organization is trying to reach, and include any donation metrics.

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Celebrate Associations United States Social Media 129

Connection Cafe

NOVEMBER 29, 2018

Donor retention is undeniably critical to meet your nonprofit’s revenue goals , but it can be tough to know which efforts result in higher retention levels or upward movement of donors. That’s why we put together a list of the five essential metrics you need to know, as a fundraiser, to achieve higher retention rates. Portfolio Status.

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Metrics Donor Fundraising Retention 42

sgEngage

APRIL 4, 2024

Instead of assigning a random percentage to your programs, ask your employees to start tracking how they spend their time so that the organization can make more accurate allocations. A dashboard is a snapshot of the organization’s progress towards its major financial, fundraising, and mission impact goals.

Build 93

Build Strategy Fund ROI 93

ASU Lodestar Center

JANUARY 8, 2014

dollars raised) are the most commonly used metric for evaluating fundraising staff, but they are not the only metrics that we as managers should track. This level of relationship building does not happen by sitting in an office filling out reports, or by dutifully answering the deluge of internal email we all receive.

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Metrics Fundraising Evaluation Measure 68

Beth's Blog: How Nonprofits Can Use Social Media

NOVEMBER 8, 2011

I’ve been reading Social Media Metrics Secrets by John Lovett who is a senior partner at Web Analytics Demystified where Eric T. One point that he keeps making over and over: Metrics must have meaning or else they’re just numbers. The information is also reported with a link to organizational results.

Metrics 101

Metrics Social Media Media Social 101

Get Fully Funded

JANUARY 5, 2024

With Giving Tuesday and the end-of-year giving season fast approaching, your nonprofit is likely ramping up efforts to reach its annual fundraising goals. Keep an eye on your metrics. Keep an eye on your metrics. Segment your list of contacts. Write tailored messages for every occasion. Encourage supporters to respond directly.

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Practice Puerto Rico Fundraising Metrics 59

Qgiv

OCTOBER 21, 2021

When she’s not working to exceed development goals, you can find her hanging out with her cat, spending time outdoors, or going to the gym. . These same metrics are important to track during crises to effectively determine which indicators can signal alarm. What can data help your nonprofit achieve?

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Data Metrics Nonprofit Analysis 69

sgEngage

NOVEMBER 10, 2023

Clear Goals: Every recurring donation program should start by identifying the goals of the campaign. Communicate the importance of those goals to existing and prospective donors, and highlight the benefits of recurring donations (over one-time donation) to both the donor and to your organization’s goals.

Donation 52

Donation Blackbaud Retention Gift 52

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.

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Giving Blackbaud Gift Policy 52