Whole Whale

SEPTEMBER 13, 2023

On August 30th Meta announced a new partnership with Paypal to cover the donation processing of Facebook Fundraisers. This isn’t just a backend shift, nonprofits will need to agree to new terms and now acknowledge that donation processing fees will be now be deducted. Review emails from Meta and Help Center for full details.

Process 52

Process Facebook Paypal Free 52

Nimble AMS

MAY 27, 2022

To thrive as a modern association, leaders must be willing to embrace the change management process and accept the powerful role of innovative technology in advancing organizational goals. When it comes to adopting innovative technology to advance your organization’s goals, it’s crucial to understand your role in the process.

Change Management 116

Change Management Goal Change Management 116

sgEngage

FEBRUARY 23, 2022

It’s a perfect chance to review your fundraising portfolios and adjust as needed. . Does your portfolio have enough short-term potential to meet this year’s goal? What are your organization’s long-term strategic goals and how does philanthropy support those? . With this limited number, each one needs to count. .

Review 85

Review Fundraising Proposal Gift 85

ASU Lodestar Center

FEBRUARY 16, 2022

From financial concerns to personnel decisions to crisis response, the strategic plan should not be reserved only for long-range goal setting. There is no benefit to discounting any individual or group from participating in the planning process. Allow the goals to develop out of the data. Review often.

Process 98

Process Effective Wyoming Arizona 98

Association Analytics

MARCH 13, 2024

For larger associations, you may want to consider divvying up roles accordingly: Analytics – This person reports on any trends and delivers insights based on their review of the data. Next, discuss how often your association will review your engagement analytics data and improve audience targeting. Set a member engagement goal.

Analytics 169

Analytics Associations Model Metrics 169

Nonprofits Source

MAY 25, 2023

4 Tips to Increase Patient Acquisition and Hit Growth Goals Patient acquisition is vital to your organization’s growth. Doing so will garner more positive reviews and solidify your organization as a leader in value-based care. Keep a Pulse on Reviews Reviews matter. Here’s how you can do it: Solicit reviews.

Goal 52

Goal Tips Review Map 52

Nonprofit Tech for Good

NOVEMBER 19, 2022

With so much demand on cash, it’s time to offer donors a fresh opportunity at meeting their philanthropic goals by allowing them to donate from their larger holdings of non-cash assets. . The Stock Gifting Donation Process. The donor reviews the steps in the donation process and what happens once the gift is initiated.

Donation 349

Donation Websites Gift Review 349

Nonprofit Tech for Good

DECEMBER 23, 2023

These innovative tools are revolutionising tasks by saving hundreds of hours of manual work through aiding in campaign creation, categorising and drafting email responses, assisting with content creation, and even automating donation processes to personalise and enhance the donor experience.

Policy 334

Policy Analysis Language Nonprofit 334

.orgSource

OCTOBER 17, 2023

That’s probably why more organizations don’t have a process for evaluating the board of directors, or if they do, that assessment is not continuous. BoardSource found that non-profit boards that conduct self-assessments are more likely to have a clear mission and vision, and they are more likely to be effective in achieving their goals.

Evaluation 251

Evaluation Government Director Facilitation 251

.orgSource

APRIL 1, 2024

Harvard Business Review Analytic Services recently released a report that illustrates the gap between knowing and doing. Instructions, such as a style guide and taxonomies, are part of this process. Everyone on your team should have a deep understanding of the strategic goals and how they relate to departmental operations.

Trend 221

Trend Influence Taxonomy Associations 221

.orgSource

JUNE 25, 2023

Set Goals Determining what you want to accomplish is the first step. Policing remote workers should not be included in your goals. Policing remote workers should not be one of your goals. Review your organization’s strategic goals, team KPIs, and performance evaluations.

Team 221

Team Evaluation Attitude Interview 221

Nonprofit Tech for Good

OCTOBER 17, 2023

Tools like Canva and Adobe Spark offer free templates and editing options to make this process easier. Here is how to do it: Set Clear Goals : Establish specific, measurable, and achievable goals for your social media campaigns. Invest in creating visually appealing graphics and videos that showcase your work.

Social Media 330

Social Media Media Social Influence 330

.orgSource

MAY 23, 2023

Allow plenty of time on the agenda for the financial staff to explain when and how statements will be available, review banking, investment, and auditing arrangements, and answer questions. Invite the auditor to present to the group as preparation for the audit review. Be sure to review important policies and procedures.

Raise 419

Raise Law Associations Director 419

Neon CRM

AUGUST 23, 2023

In this article, we’ll cover the ins and outs of credit card processing for nonprofits, what you should look for in a payment solution, and how to set one up. Second, your nonprofit should have processes around handling cash donations to ensure that those gifts remain secure. What Payment Types Require a Processor?

Process 52

Process Guide Paypal Method 52

.orgSource

FEBRUARY 5, 2024

Sig VanDamme, the Founder of NimbleUser, GoJectory, and VA2A, offered this advice to bring the board along on those speculative ventures: Preparing a board to manage risk is a sales process. Preparing a board to tolerate risk, is a sales process. He developed several programs, which are interactive and fun, to achieve those goals.

Associations 221

Associations Jordan Environment Model 221

Volunteer Hub

MAY 21, 2021

Deploying a contactless check-in process can help your organization protect volunteers, streamline operations, and prepare for the future. 2020 and 2021 have changed the way many nonprofits manage volunteers, host events, and reach goals. Here are 4 strategic benefits of deploying a contactless volunteer check-in strategy.

Process 62

Process Benefit Volunteer Virtual 62

Nimble AMS

JUNE 2, 2023

Perhaps you are working with an outside consultant to help you through the process. Regardless of your AMS research process , as you begin preparing for your RFP , you’ll want to consider your new AMS vendor. Read reviews. Both positive and negative reviews can share insights into leadership and culture.

Associations 129

Associations Software Management Case Study 129

Twenty Hats

NOVEMBER 16, 2020

Together, they reviewed the commonalities and crafted an even better persona. When you invite others into the dreaming process, you naturally create the buy-in that you seek. When you envision a shared future, though, you can reach the same goal with less tension and more energy. The upshot?

Fun 79

Fun Process Volunteer Museum 79

sgEngage

MARCH 19, 2024

It’s about making sure that your questions align with your organizational values and your goals for the grantmaking program. Reviewing and amending your questions can also help you get better and more consistent answers, which can make your review process easier and more effective.

Application 74

Application Review Evaluation Reflection 74

Association Analytics

APRIL 11, 2023

Making technology or process changes in the workplace is hard work. User adoption is the experience employees go through when using new technology or following new processes with existing technology. It might also be helpful to hold annual workshops to review the most frequently used terms in the dictionary. It takes time.

Adopt 321

Adopt Associations Analytics Data 321

sgEngage

JANUARY 17, 2024

If it’s time for you to start looking for a new grant management system, use this opportunity to evaluate your processes, figure out what needs to change, and find a solution that can growth with your organization. Here are five tips to help you make the best decision for your grantmaking processes.

Grant 74

Grant System Foundation Management 74

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).

Project 89

Project Fund Software Help 89

Eric Jacobsen Blog

SEPTEMBER 19, 2018

If you've had a lapse in maintaining your New Year's resolutions for this year, it may be time to set a new goal for yourself. Here are seven tips for goal setting from two-time U.S. Set intermediate goals that complement a long-term goal. Set intermediate goals that complement a long-term goal.

Goal 40

Goal Tips Review Issue 40

Candid

NOVEMBER 7, 2023

At a recent webinar hosted by Grantmakers for Effective Organizations, Jennifer Chheang of The California Endowment (TCE) and Allie VanHeast of the Kalamazoo Community Foundation (KCF) shared how they are using Demographics via Candid in practice to better understand alignment with institutional goals and measure their progress.

Demographics 116

Demographics Lesson Action Data 116

sgEngage

DECEMBER 20, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Tip 2: Bring both your program and finance teams into the grant application and award process.

Foundation 80

Foundation Build Grant Fund 80

Eric Jacobsen Blog

MAY 30, 2014

Awhile back, I wrote about goals and the importance of having a plan in place to reach your goals. Today, I remembered reading these additional goal-setting tips from two-time U.S. Set intermediate goals that complement a long-term goal. Write your goals down. Review your goals periodically.

Goal 74

Goal Tips Review Leadership 74

The Fundraising Authority

SEPTEMBER 22, 2022

Your nonprofit’s fundraising plan lays out the overall strategy for your fundraising activities, while your fundraising systems are the step-by-step process you follow each week, month and year to carry out that plan and meet your goals. First, wherever possible, automate your processes by taking people out of the equation.

System 354

System Create Fundraising Nonprofit 354

Eric Jacobsen Blog

SEPTEMBER 6, 2014

Some of the best advice I''ve ever found about goal-setting are from two-time U.S. Here are his seven tips for setting goals , whether are your workplace or away-from-work goals: Be clear and specific about what it is you are trying to accomplish. Set intermediate goals that complement a long-term goal.

Goal 66

Goal Tips Advice Review 66

Nonprofit Tech for Good

OCTOBER 17, 2021

To find it, keep your unique goals in mind as you explore this guide to determine what’s possible. To begin, ask yourself how can fundraising software help you achieve your organization’s goals? Goals can include: Gain insight into donor data through reporting and data analytics. How long is the onboarding process?

Software 313

Software Fundraising Training Train 313

Candid

DECEMBER 20, 2023

As you follow this process, always remember to align your budget with your organization’s general goals and plans for future growth. Set financial goals for your organization Before creating your operating budget, check in with your strategic plan. This effort isn’t a one-and-done event but rather an ongoing process.

Build 108

Build Nonprofit Fund Goal 108

Nonprofit Tech for Good

FEBRUARY 6, 2022

How are Nonprofit’s Financial Goals Different? It’s a common misconception that nonprofits don’t focus on financial goals since they’re not generating a profit. In fact, most nonprofits require a minimum level of fundraising each year to reach their mission goals. Streamline processes.

Software 309

Software Guide Award Grant 309

Nimble AMS

SEPTEMBER 14, 2022

Investing in analytics can also give your association revenue a boost, helping you meet and exceed your strategic goals. Cleaning your data can also improve its accuracy, helping to inform your decision-making process. This is why the process of data hygiene is crucial for your organization.

Associations 136

Associations Data Benefit Practice 136

Eric Jacobsen Blog

MARCH 5, 2024

If you need another resolution to tackle this year or haven't yet selected one, now is a good time to review this list below.

Mentoring 96

Mentoring Policy Review Technique 96

sgEngage

MARCH 7, 2024

Ensuring compliance and accuracy in your financial reporting involves several key actions: Regularly review the latest guidelines and summaries provided by authoritative bodies on revenue recognition of grants and contracts. How to Avoid: Implement a routine process for comparing financial figures across months.

Activities 77

Activities Active Activism Comparison 77

Nimble AMS

JANUARY 25, 2024

With the Salesforce AppExchange. Discover three reasons why the Salesforce AppExchange is redefining association management software, helping you exceed your goals and enhance the member experience. What is the Salesforce AppExchange ? All apps go through a hardcore review and testing process before being added to the store.

Associations 119

Associations Software Management System 119

sgEngage

FEBRUARY 6, 2024

Whether your graduate program is at a big university or a small college, there are four fundamental steps to reimagine your recruitment process. Most have centralized undergraduate recruiting with team members from admissions, recruitment, and marketing coordinating communications, technology, and processes.

Student 86

Student Tips University Application 86

Bloomerang

MARCH 26, 2024

The way you set up your dashboards and reports will depend on multiple factors, including your data analysis goals and what data you need to inform your analysis. So, be sure to focus only on metrics that are most relevant to your campaign goals. Were there any process bottlenecks that could be improved?

Campaign 83

Campaign Tips Online Fundraising 83