Bloomerang

APRIL 12, 2022

In this guide, we’ll cover how nonprofits can leverage their donor management software as well as how your organization can find the best solution to solve your most pressing needs. Pull reports highlighting opportunities for improvement. Your donor management system is the centerpiece of your nonprofit’s tech stack and strategy.

Software 105

Software Management Donor Guide 105

Bloomerang

FEBRUARY 16, 2024

Understanding where your donations come from can also guide your outreach strategies for upcoming months. By creating an accessible and organized system to track fundraising and donation data, you and your team can easily understand how each task affects your organization’s finances.

Effective 102

Effective Donation Management Guide 102

The Modern Nonprofit

JANUARY 2, 2024

Estimated Reading Time: 6 minutes From Stories to Support: The Nonprofit’s Guide to Acquiring and Using Testimonials Imagine harnessing the power of authentic stories to attract new supporters, boost credibility, and inspire people to rally behind your nonprofit’s cause.

Story 104

Story Guide Support Analysis 104

Nonprofit Tech for Good

JULY 4, 2023

A supplemental post to 101 Digital Marketing & Fundraising Best Practices for Nonprofits , the website statistics listed below can guide your nonprofit in creating and maintaining a website that maximizes the user experience and fundraising success. 2023 Nonprofit Tech for Good Report ] 28% use email subscribe popups on their website.

Statistics 245

Statistics Websites Benchmark Drupal 245

Bloomerang

JULY 6, 2023

Whether you’re crafting an emergency plan to react to unexpected external circumstances or creating your strategy for the next two to five years, this guide will help your nonprofit get the most out of its strategic plan. You assign several team members to assess the extent of the attack and summarize their findings into a clear report.

Examples 122

Examples Guide Model Nonprofit 122

sgEngage

AUGUST 29, 2022

Implementing a robust and modern fund accounting system can save your team time, make reporting faster, and give you more opportunity to focus on impactful work. But introducing a new fund accounting system can be a sizable undertaking—even when you know it will be worth it. Mindset matters. Understanding the Timeline.

System 76

System Fund Practice Free 76

sgEngage

JUNE 14, 2022

Tracy Dodge is the director of student information and registrar at Washington International School, where she oversees the student information system, learning management system, and other integrated solutions. Shop Talk: Blackbaud Student Information System. This is an excellent event for administrators and data lovers alike.

Conference 88

Conference Guide Blackbaud Student 88

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 64

Report Effective Fundraising Template 64

Neon CRM

SEPTEMBER 1, 2023

That way, you will know what decisions your board is making and can provide them with the data that will guide them to the right ones. Mission statement: Clear statement of the nonprofit’s purpose, future aspirations, and guiding principles. Reports covering this could show them these loftier goals are attainable.

Guide 52

Guide Business Support Metrics 52

Nonprofit Tech for Good

OCTOBER 17, 2021

By Emily Rose Patz , Senior Copywriter at DonorPerfect – a top-rated donor management system and fundraising platform for nonprofits. To find it, keep your unique goals in mind as you explore this guide to determine what’s possible. Goals can include: Gain insight into donor data through reporting and data analytics.

Software 295

Software Fundraising Training Train 295

Whole Whale

FEBRUARY 2, 2023

This guide will tackle the nonprofit RFP process from start to finish. Finally: A simple guide to the nonprofit RFP process. Technical Requirements : Integrations with existing databases, systems, and CRMs. Ability to manage the platform ( content management system ). The 4 Stages of a Nonprofit RFP Process Great!

Guide 59

Guide Proposal PDF Hints 59

Bloomerang

NOVEMBER 10, 2023

In this guide, we’ll cover the need-to-know information and steps of creating a major gift fundraising strategy, including: What is a major gift? Use your CRM to develop a report template to measure your program’s impact. Use the tips in this guide to find more prospective major donors. Check out this buyer’s guide.

Gift 102

Gift Raise Guide Relationship 102

DNL OmniMedia

APRIL 23, 2024

In this guide, we’ll explore the Blackbaud resources your organization has at its disposal. Customized and detailed reporting. They can also guide you through data migration, system deployment, and provide continuous technical support and training. Navigating a new software solution can be overwhelming.

Blackbaud 52

Blackbaud Support Guide Help 52

EveryAction

MARCH 8, 2023

Ask if they’re capturing and maintaining data in places such as spreadsheets or email inboxes to make sure you migrate all necessary information into your new software system. Review your data tables, queries, reports, and exports. Provide them with user names and passwords for system and program access. Do a data clean-up.

Software 226

Software Tips Phase Policy 226

Nonprofits Source

OCTOBER 4, 2023

This ultimate buyer’s guide will cover the essentials of selecting a platform that elevates your initiatives, including: The Fundamentals of CSR Software The Benefits of Leveraging A CSR Platform The Challenges of Using CSR Software What Are Common CSR Software Features? What is Corporate Social Responsibility Software?

Software 52

Software Business Guide Companies 52

.orgSource

APRIL 29, 2024

Most of those instructions are dedicated to understanding what you type and translating it into a format the system can process. Current uses range from member intelligence and hyper-personalization, transcription, notetaking, reporting and analytics, creating images, generating ideas, forecasting, and other strategic activities.

Learning 221

Learning Brain Associations Training 221

Robert Weiner

APRIL 28, 2009

Our friends at Idealware and NTEN have released their Consumers Guide to Low Cost Donor Management Systems. The guide presents detailed comparisons of 33 donor databases that cost less than $4,250 in the first year. Full disclosure — I contributed to the report and am one of the consultants listed.). read more.

System 100

System Guide Comparison Management 100

Neon CRM

MAY 9, 2023

Here are a few different types of donor management software that nonprofits use to handle their relationships: CRM: A constituent relationship management system is a comprehensive tool for tracking donor data and interactions. With a CRM, you can connect all of your tools, like your email clients, fundraising software, and pay portals.

Software 52

Software Management Donor Guide 52

Bloomerang

MAY 19, 2021

If not, is it compatible with 3 rd party syncing tools like Zapier that you can use to get both systems to talk to each other and sync actions or data? . How easy is it to see and run reports? . Twitter | LinkedIn | The post The Busy Fundraisers Guide to Picking a Nonprofit Email Provider appeared first on Bloomerang.

email 125

email Business Guide Fundraising 125

sgEngage

JUNE 4, 2024

We conduct equivalency determinations and set up expenditure responsibility reporting. Upgrading and updating technology systems to keep up with the digital world are necessary evils. What Is a System Migration? It can involve moving data or software from one system to another, or from one operating environment to another.

Impact 79

Impact Technology Articulate Grant 79

Whole Whale

MAY 2, 2024

This is an excerpt from Whole Whale’s book – The Simple Guide to Building an Awesome Internship Program , now available on Amazon. Social media analytics report Have your intern review the past year of posts and data from your major platforms. In order to really avoid the ‘what do I do next?’ Visit Campus 15.

International 98

International Program Ideas Data 98

Bloomerang

JANUARY 16, 2024

Learn their systems and subscriptions Familiarize yourself with the tools and platforms your organization utilizes for fundraising. Understanding the systems early on will streamline your work and boost your efficiency. Write them down and create a quick reference guide to avoid any confusion as you navigate through your daily tasks.

Roles 110

Roles Tips Fundraising Brain 110

Pamela Grow

MAY 2, 2024

In this guide, we’ll discuss what each of these financial management systems looks like in practice, their respective benefits and drawbacks, and how to determine which method is right for your organization. How It Works In a cash accounting system, your nonprofit records revenue when it’s received and expenses when they’re paid.

Method 59

Method Pledge Nonprofit Track 59

NTEN

JUNE 23, 2011

We're excited to announce the updated Consumers Guide to Low Cost Donor Management Systems , written by Idealware in partnership with NTEN. The systems reviewed cost no more than $4000 for the first year of use. Recommendations for systems based on particular needs. Comparison Matrix of the Top 10 Systems.

System 59

System Report Guide Management 59

Candid

JANUARY 2, 2024

This vast library contains more than 34,000 freely available philanthropic resources authored by organizations in our sector—including reports, case studies, surveys, toolkits, and more. The Philanthropy Transformation Initiative Report , by WINGS  This report reminds us that the original meaning of “philanthropy” is a love of humanity.

Resource 112

Resource Mississippi Participatory New York 112

sgEngage

APRIL 2, 2024

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

Data 80

Data Blackbaud Policy Database 80

sgEngage

SEPTEMBER 13, 2023

When your nonprofit is looking to change its financial system, it would be nice to have a crystal ball. How does your system manage restricted funds? A true fund accounting system simplifies restricted funds, making it easier to track and report on government grants, endowments, and specific donor requests.

Fund 89

Fund Question System Integration 89

Association Analytics

SEPTEMBER 27, 2023

Especially in associations, analytics can provide invaluable insights, guiding strategies and shaping outcomes. The apprehension to adopt a new system or modify a current one is real. The event team might be eyeing a better registration system, while marketing focuses on a new email tool.

Analytics 169

Analytics Analysis ROI Associations 169

Nonprofit Tech for Good

MARCH 3, 2024

Suddenly, tasks like applying for grants, keeping track of budgets, and reporting became simpler and more efficient. These tools usually have ready-made templates and step-by-step guides to walk you through the application process. Instead of spending time gathering and sorting data for reports, these tools do it for you.

Grant 204

Grant Software Trend Fund 204

Qgiv

MARCH 5, 2024

To qualify for tax-exemption, your nonprofit must adhere to your section’s guidelines and file annual reports ( Form 990 ). Types of nonprofits Under the IRS’s system, there are many types of tax-exempt organizations. Your mission statement guides your organization’s activities and helps distinguish your nonprofit from others!

Guide 52

Guide Nonprofit Associations Files 52

sgEngage

MAY 28, 2024

The process behind automated payments is similar to what finance teams follow today, but some of the steps are done by the system—reducing time for processing and resulting in faster payments. Invoices are paid, with a clear trail in the system for tracking. Most automated payments systems can match up to 60% of expected invoices.

Process 78

Process Fund Nonprofit System 78

Bloomerang

NOVEMBER 16, 2023

According to the M+R Benchmarks 2023 report , 62% of nonprofits used text messaging for fundraising purposes in 2022. This guide will explain how the process works and ways to optimize your campaigns to raise more from this channel. Use this guide to plan an engaging online campaign.

Mobile 59

Mobile Guide Giving Fundraising 59

sgEngage

SEPTEMBER 25, 2023

While grant funding may not require the continual stewardship efforts and nurturing of traditional donor-led funding, it often presents its own challenges: extensive reporting mandates, a list of requirements to qualify for funding, and the possibility of mission creep to meet those requirements. Adopt a robust fund accounting system.

Grant 100

Grant Process Management Tips 100

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 85

Activities Active Activism Comparison 85

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. To help you work through these decisions, and what to do about the maybes, check out our conversation guide, Aligning on a Revenue-Wise Strategy.

Foundation 88

Foundation Build Grant Fund 88

Double the Donation

OCTOBER 25, 2021

Issuing reports on campaign progress. If the answer is yes, the caller begins the donation process with the new donor and helps guide them through the experience. Luckily, providing a scalable system for your fundraising ambassadors and callers is an easy and effective way to organize your donor data. Tracking call results.

Guide 98

Guide Script Tips Gift 98

Nimble AMS

OCTOBER 20, 2022

IBM reports the average cost of a data breach was $4.35 With the two-step process in MFA, your system security is greatly increased, and cybercriminals must work harder to hack into your records. Report phishing attempts. Offer clear examples so employees know the signs of phishing and how to report it when an attempt occurs.

Awareness 115

Awareness Celebrate Associations Data 115