.orgSource

APRIL 1, 2024

Harvard Business Review Analytic Services recently released a report that illustrates the gap between knowing and doing. You can build more collaborative teams. Involve the marketing team in strategic decision-making. Instructions, such as a style guide and taxonomies, are part of this process. We all know this, right?

Trend 221

Trend Influence Taxonomy Associations 221

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. Set Your Scoring Model Up for Success First, determine who will make up the team responsible for analyzing the resulting data.

Analytics 169

Analytics Associations Model Metrics 169

sgEngage

SEPTEMBER 25, 2023

Whether you are thinking about applying for your first grant or your organization manages several grants each year, it’s important to have clear processes to meet those mandates and avoid straying outside your mission. Your requests—and proof points—should evoke emotion and appeal to the funder’s goals and values.

Grant 91

Grant Process Management Tips 91

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

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

Nonprofits Source

MAY 25, 2023

4 Tips to Increase Patient Acquisition and Hit Growth Goals Patient acquisition is vital to your organization’s growth. It gives an inside look into your patient experience and can help your team identify potential areas to improve overall patient satisfaction rates. Keep a Pulse on Reviews Reviews matter.

Goal 52

Goal Tips Review Map 52

Nonprofit Tech for Good

NOVEMBER 19, 2022

As leadership and development teams lean in for a final push, donors are receiving countless requests for limited financial support. . 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. .

Donation 351

Donation Websites Gift Review 351

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

MARCH 29, 2023

Nonprofits rely on their finance teams to educate management and the board on all financial aspects related to the organization. These employees must provide the leadership team with the necessary financial information for planning, budgeting, and growth of the organization. It involves management and the board, as well.

Classes 80

Classes Team Foundation Create 80

.orgSource

FEBRUARY 5, 2024

Every great team needs a playbook—a blueprint that outlines the rules you live by and your strategies for peak performance. 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.

Associations 221

Associations Jordan Environment Model 221

.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

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

.orgSource

SEPTEMBER 25, 2023

But, Don Draper and the team at Mad Men probably would not approve. Streamline event registration and ticketing processes with an AI-powered chatbot. Eliza was a natural language processing program created to explore the dynamics of conversation between humans and machines. How hard is it to add a bot or two to your team?

Las Vegas 221

Las Vegas Language Interaction Associations 221

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

Nonprofit Tech for Good

OCTOBER 17, 2021

Though recommendations from third parties may help you narrow down the wide selection of nonprofit CRMs available, only you and your team know what’s best for your organization. To find it, keep your unique goals in mind as you explore this guide to determine what’s possible. Which tasks are slowing your team down the most?

Software 316

Software Fundraising Training Train 316

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

.orgSource

DECEMBER 26, 2022

Our Year in Review. The.orgSource and.orgCommunity teams send our best wishes to our clients and friends for a happy and productive 2023. Sharon Rice ,orgSource Managing Director of Business Strategy, is one of those insightful people who discovers hidden opportunities and helps leaders outline a path and a process to seize the moment.

Culture 221

Culture Technology Community Associations 221

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

APRIL 26, 2024

Audit teams would then be caught off guard, unaware of either newly implemented accounting systems, new chart of accounts, or changes in processes and management roles. It’s important that the nonprofit and audit team have these discussions throughout the year so there are no surprises during the audit.

Relationship 70

Relationship Practice Build Evaluation 70

Nonprofit Tech for Good

APRIL 2, 2023

We’ve done the legwork and compiled the top ways Chat GPT and AI can help your team save resources, perform tasks, and raise more funds. ChatGPT is a powerful online tool that uses artificial intelligence and machine learning to process and respond to user queries.

Tools 361

Tools Fundraising Analytics Analysis 361

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. Here are seven ways your team can make sure your nonprofit has a strong financial foundation this year.

Foundation 80

Foundation Build Grant Fund 80

.orgSource

APRIL 25, 2023

You learn a lot about consumer preferences by reading the reviews on Yelp. Each time you consider adding to your team, it’s a choice that has a critical impact on your organization’s future. Review the Data I asked Sarah how she advises employers to approach this challenging environment. Begin with the data,” Sarah responded.

Application 221

Application Statistics Culture Job 221

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

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

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

EveryAction

JULY 31, 2023

Needless to say, if you’re a fundraiser, meeting your organization’s fundraising goal is top of mind in the fall and winter. Upon establishing that they qualify for a match, they complete a brief (typically online) submission form to be reviewed by their employer. Maximize corporate philanthropy funding.

Gift 201

Gift Guide Calendar Philanthropy 201

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. Invest in professional development for yourself and your accounting team.

Activities 77

Activities Active Activism Comparison 77

Association Analytics

JUNE 21, 2023

If data is saved on a team member’s personal drive, or worse, doesn’t exist at all, your association’s data is not going to be accessible when you need it. You might use inconsistent content or course tagging, or team members might use a variety of names for one type of offering. Sound familiar? Unsure where to even begin?

Associations 319

Associations Challenge Data Taxonomy 319

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 312

Software Guide Award Grant 312

sgEngage

MARCH 15, 2024

There is no one-size-fits-all approach to measuring performance, but every successful fundraising team should have the ability to assess and refine its data. The goal is then to turn those data insights into actionable tasks. Your team can decide which data points and KPIs matter most to your strategy and your mission.

Measure 88

Measure Help Analysis Metrics 88

Forum One

AUGUST 9, 2023

Of the many tasks you will tackle in the course of launching a new website , one of the most important ones is content migration : the process of populating your new website with the content that is going to tell your story. What’s the review and approval process? What other teams will be impacted by the website content?

Content 76

Content Phase Review Structure 76

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.

Community 134

Community Online Strategy Guidelines 134

Bloomerang

JULY 6, 2023

Nonprofit strategic planning is the process of creating a blueprint that guides an organization for a specified time period and helps accomplish its goals. The strategic planning process involves reflecting on your mission to identify your most important goals and determining the strategies you’ll use to reach them.

Examples 117

Examples Guide Model Nonprofit 117

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

Double the Donation

DECEMBER 7, 2021

Let’s walk through a recap of what this year has brought to our team! We’ve made a lot of significant changes to the Double the Donation platform this year in order to provide increased functionality and streamline matching gift processes. We appreciate the prompt replies from every DTD team member. which is always the goal!

Review 52

Review New York City Gift Integration 52

sgEngage

JANUARY 19, 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. Here are seven ways your team can make sure your nonprofit has a strong financial foundation this year.

Foundation 78

Foundation Build Fund Review 78

Nonprofit Tech for Good

OCTOBER 30, 2021

The reality is that skipping or neglecting the discovery phase is the most common cause of budget and timeline overruns, low adoption and ROI, and misalignment to people and processes. Is a process or culture change also needed for the solution to work? Why is that? Here are our top 3 reasons: 1. Discoveries Lower Risk & Cost.

Tech 273

Tech Project Phase Adopt 273