EveryAction

JUNE 19, 2017

Organizations need a structured and effective way of following their grants throughout the grant's lifecycle so they can easily manage this very important revenue stream and track these funds in the same place as major gifts and other sources of revenue. For more information about Grants Management, email our team here !

Grant 100

Grant Track Gift Management 100

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.

Database 52

Database Track Donor Management 52

Bloomerang

AUGUST 23, 2023

These 5 reports will help us figure out who is in your database So to get started, log into your database and note the total number of people. If anyone needs a quick tutorial on the basics of running Bloomerang reports, this is a great place to start! Report #1: Total number of donors Let’s get started.

Report 88

Report Donor Database Template 88

Association Analytics

FEBRUARY 20, 2024

Not surprisingly, a 2020 report from Wild Apricot showed that 68% of organizations have difficulty growing membership. Target new audiences – We focus on member experience, satisfaction, and retention, but what about the more tangential groups we touch as an organization? Plan ahead, so you’ll know what data to track.

Create 169

Create Strategy Associations Registration 169

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. What have you been tracking, and where do you stand on those goals?

Story 60

Story Report Data Blended 60

Bloomerang

AUGUST 21, 2023

This post describes actions you can take to implement the findings of Bloomerang’s 2023 Fundraising Planning and Climate Report. Subsequent action steps are grouped according to your level of fundraising development: Getting Started, Advancement (somewhere further along), and Going from Good to Great.

Action 77

Action Report Practice Fundraising 77

DipJar

MAY 24, 2022

The first report covers 2021 and Q1 2022 and includes detailed regional giving patterns for nonprofits across the United States. This data will be tracked quarterly to provide insights into developing trends and patterns. We’ll continue to look at these numbers every quarter and will report interesting trends and developments.

Trend 52

Trend Report Giving Florida 52

Nonprofit Tech for Good

AUGUST 29, 2022

Once you have a core group of volunteers, word-of-mouth can be one of your best channels for finding new volunteers. Process Volunteers: Now that you have individuals or groups interested in volunteering with your organization, it’s time to get to know them. The best way to do this is to require volunteers to fill out an application.

Volunteer 278

Volunteer Management Tips Application 278

Association Analytics

JUNE 21, 2023

If you’re struggling to find someone to share your data woes with, we’re here to help you decipher the signs and get you back on track. Older models tended to be AMS-centric, leading to siloed data, static reports, and that trapped feeling. But when it comes to a troubling relationship with your data, can you turn to those same people?

Associations 319

Associations Challenge Data Taxonomy 319

Nonprofit Tech for Good

DECEMBER 28, 2020

By Alan Tyson , CEO of DATABASICS – a software product that enables nonprofits to report, approve, and track employee hours, activities, and spending from anywhere, something that is especially important in an increasingly decentralized environment. 3) Time Management & Expense Reporting. Recommendation ? Recommendation ?

Product 319

Product Software Effective Calendar 319

Nonprofit Tech for Good

MAY 13, 2022

UTM s stands for Urchin Tracking Module (nothing to do with sea creatures ). Whenever you see this juicy URL (in your case, filled with awesome information relating to your charity), the UTMs help your analytics tool identify and group this traffic. They are universal, so many tools track them or support adding them automatically.

Donor 292

Donor Track Campaign Facebook 292

Nimble AMS

MARCH 10, 2024

An online community is a group of people with a shared interest or purpose who choose to connect and communicate virtually. Some examples of online communities include a LinkedIn or Facebook group where industry professionals connect. Members also report a strong sense of community (52%) versus those who don’t (20%).

Community 116

Community Platform Benefit Online 116

Nonprofit Tech for Good

JULY 31, 2020

When reporting on these numbers try breaking it down into small digestible chunks of data that are easy to interpret. For example, reports that show side by side amounts for individual months from each year can help you pinpoint reasons for any discrepancies in donation amounts. this year for major donors.

Goal 304

Goal Fundraising Pledge ROI 304

Eric Jacobsen Blog

SEPTEMBER 22, 2023

Two parallel tracks are operating: the work track and the personal track. Therefore, they suggest you do the following to build your own interpersonal glue with your direct reports and the team at large : Create rituals at the beginning and the end of the day. Create special-interest groups. Kantor, PhD.

Tips 78

Tips Facilitation Track Advice 78

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.  Here’s what our friend Andrea Bastiani Archibald at Orr Group said. These four are key: 1.

Donor 179

Donor Gift History Virtual 179

Nonprofit Tech for Good

DECEMBER 12, 2019

You can use your Donor Management System to keep track of grants from donor-advised funds along with the recommending donor with these helpful features: Soft Credits for Charitable Sponsors . That way, these gift records are linked together for easy reference, tracking, and reporting. Major Gifts Identification Report.

Relationship 246

Relationship Donor Management Sponsor 246

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 81

Activities Active Activism Comparison 81

Whole Whale

AUGUST 20, 2022

Time Counts offers solid volunteer management tools, including email communication, scheduling, and tracking. Use InIt Live to send messages to specific volunteer roles or locations, individually message volunteers, and track volunteers throughout the event. Track It Forward. Timecounts. Pricing: starts at $300/event.

Volunteer 98

Volunteer Tools Software Management 98

Nonprofit Tech for Good

APRIL 17, 2021

During the discussion, use the following business principles to assist in your evaluation: Churn Rate: Churn rate in its broadest sense is a measure of the number of customers moving out of a collective group over a period of time. 3) Reporting Is Everything! Reporting doesn’t have to be extensive, just deliberate.

Help 271

Help Retention Tips Template 271

The Science Behind Engaging your Supporters

DECEMBER 6, 2018

Annual Reports are a staple of nonprofit life, but are they worth it? To avoid costly Annual Report mistakes and produce a valuable piece of collateral for your organization, take some cues from a few of 2018's stand-out annual reports, and download our comprehensive guide to creating a nonprofit annual report.

Report 57

Report America Picture Info 57

sgEngage

SEPTEMBER 13, 2023

You’d see that the software tracks restricted funds the way you need it to. A true fund accounting system simplifies restricted funds, making it easier to track and report on government grants, endowments, and specific donor requests. Can you walk me through the process for building a report and a dashboard?

Fund 86

Fund Question System Integration 86

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

Nimble AMS

MARCH 25, 2022

In addition to goals, establish a set of online community metrics to help you track progress toward your goals and find opportunities for improvement. For example, in the first goal above, growing the online community, you might track: Number of active online community members . Active committees and/or special interest groups .

Community 134

Community Online Strategy Guidelines 134

Candid

APRIL 25, 2023

EGA has a long-standing history that includes more than 10 years of data collaboration with Candid, to support their Tracking the Field (TTF) research program. EGA found only 21% of environmental grantees who reported have leadership that identifies as BIPOC—compared to 25% for nonprofits across all issue areas.

Effective 104

Effective Demographics Philanthropy United States 104

Everyaction

JANUARY 16, 2018

If you’re a nonprofit professional you know what it’s like to drown in excel spreadsheets tracking your supporters, donations, major gifts prospects, and almost anything else. From your board members requesting the latest donor stats to your digital director asking for email conversion rates, tracking your data can be hard.

Report 56

Report Data Tools Stats 56

Bloomerang

APRIL 11, 2023

You can maximize the potential of both groups, providing sustainable support for your fundraising and volunteer initiatives. 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

Nonprofit Tech for Good

MAY 16, 2011

They were also one of the first nonprofits to utilize Myspace back in 2005 and Facebook Groups in 2006. For example, and as much as I love Sea Shepherd and appreciate their effort to be an early adopter in group text messaging, so far all of their text alerts have linked to their desktop site. I’d love to know of others?

Mobile 203

Mobile Group Websites Conservancy 203

EveryAction

JANUARY 11, 2023

Meeting these three milestones before the end of the month will get your grassroots team back on track just in time to launch your 2023 campaigns. Report #1: took one to three actions in the past six months. Report #2: took four or more actions in the past six months. Rest assured: it’s not too late to catch up!

Advocacy 198

Advocacy Volunteer Analysis Action 198

Candid

JANUARY 29, 2024

Casey Foundation ’s 2024 Race for Results report suggests that continued efforts are needed to address persistent disparities in child well-being. The Race for Results report series tracks how children across racial and ethnic groups are faring at the state and national levels on key education, health, and economic milestones.

South Dakota 59

South Dakota Program Alaska Build 59

Bloomerang

NOVEMBER 16, 2023

New in her role, with two new staff persons reporting to her and an already-packed end-of-year schedule—including appeals, a holiday catalog, events, and concerts—Melissa felt torn. They segmented the donors by type and put them into two groups: one group that would get a (thank you) letter and another that didn’t.

Gift 92

Gift Volunteer Celebrate Culture 92

Cloud 4 Good

MAY 11, 2021

Easily Track Active Licenses. Auditing your Salesforce License usage has never been easier, as System Administrators can now track active licenses with the new Active Licenses tab. Profile, Ownership, Group, Sharing Rule), and the record access. Enhancements to Reports & Dashboards. Perform Mass Actions in Split View.

License 110

License Chart Childhood Activities 110

Nimble AMS

MARCH 8, 2023

If you want to offer real insights for your organization, look for an AMS that offers user-friendly reports and dashboards. Leveraging dashboards lets you measure key performance indicators (KPIs,) helping your association track its progress and take control of its future. Continuous upgrades.

Associations 117

Associations Experiment Tips ROI 117

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. Giving histories, gift amounts, and frequencies can reveal a lot about future willingness to give.

Profile 94

Profile Software Nonprofit Donor 94

Nonprofit Tech for Good

FEBRUARY 1, 2019

No flashlight app ever needs to track your location or your calendar. Others, like Ghostery and Privacy Badger , will block tracking cookies or web beacons that companies use to track your browsing habits. According to NTEN’s State of Cybersecurity Report, only one third of nonprofit respondents use a secure password manager.

Data 252

Data Plugin Internet Policy 252

NTEN

NOVEMBER 1, 2013

> Download the 2013 NTEN Community Survey Report In July 2013, we circulated the online survey link to the NTEN Community via direct email (sent to 38,354 contacts) and announcements in our community channels, including our blog, NTEN Discuss list, our Facebook page, our Twitter network, and our LinkedIn group. >

Survey 88

Survey NTEN Report Community 88

Bloomerang

JUNE 2, 2023

[NOTE: I’ve wondered about doing an experiment where you hire a dedicated staff member specifically to make these daily calls; then track results to see if the investment paid off in higher percentages of renewals and larger repeat gifts. The third group was called by a refugee with whom the IRC worked to resettle.

Donor 95

Donor Charity Gift Test 95

Bloomerang

NOVEMBER 29, 2023

Nonprofit CRMs and fundraising tools are key technologies for charities and similar groups. 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.

Community 86

Community Organization Fundraising Integration 86