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. Will this help you launch a program or expand your reach? Adopt a robust fund accounting system.

Grant 94

Grant Process Management Tips 94

sgEngage

FEBRUARY 12, 2024

When your accounting system is not built to handle restricted funding , each report can feel like a fire drill. If your organization receives at least some of its funding from grants, you need a fund accounting system with subfund accounting capabilities built to handle nonprofit accounting standards.

System 72

System Grant Chart Fund 72

sgEngage

NOVEMBER 9, 2023

Fundraising requires timely and efficient processing of donations, especially in the typical end-of-year rush of gifts. This season, give your team a little December stress relief by automating and streamlining gift processing, including recurring donations and installment payments.  Leverage batch processing.

Process 84

Process Gift Software Platform 84

Nonprofit Tech for Good

MARCH 3, 2024

However, managing grants efficiently and effectively can often be a daunting task, requiring meticulous attention to detail, rigorous compliance measures, and streamlined processes. It’s like a helpful program that makes managing grants easier. It helps with everything from applying for money to showing how you spent it.

Grant 212

Grant Software Trend Fund 212

sgEngage

MAY 27, 2022

Process automation can be scary for nonprofits because it can feel like you are giving up some control. But implementing automated processes can help you ensure consistent controls and set your organization up for growth. Manual processes can lead to errors in your data. The average U.S. Someone opens the mail.

Process 72

Process API San Diego Nonprofit 72

sgEngage

FEBRUARY 14, 2024

However, rather than treating these as disparate platforms, develop a cohesive marketing plan by integrating social media with your website. This powerful visual proof can help build trust and encourage new and returning supporters to further their involvement with your organization. Your website will always look fresh as a result!

Social Media 78

Social Media Integration Websites Media 78

Saleforce Nonprofit

JUNE 17, 2021

WordPress is the world’s most-used Content Management System (CMS), and Salesforce is the leading Customer Relationship Management (CRM) platform. Together they are a powerful set of tools for nonprofits, especially with integrations to automatically sync data between them. Solution: Content Management System Form Builders.

WordPress 113

WordPress Integration Plugin License 113

Saleforce Nonprofit

JANUARY 25, 2022

An integration between your customer relationship management (CRM) platform and online fundraising platform is a simple time-saving solution that can help you collect all of your donor data in one place. HOPE Atlanta did just that with the integration to create more time for donor stewardship. “As Eliminate the Risk of Error.

Integration 98

Integration Benefit Time Atlanta 98

Bloomerang

MAY 13, 2024

In the digital era, adopting an all-in-one giving platform that integrates CRM, volunteer management, and fundraising tools isn’t just a tech upgrade; it’s a strategic necessity for nonprofits that want to thrive. It’s helping us build a fuller picture of our interactions, which is invaluable.”

Platform 76

Platform Giving Kentucky Integration 76

The Modern Nonprofit

NOVEMBER 7, 2023

Estimated Reading Time: 4 minutes Amplify Your Impact: Integrating Tech for Peak Nonprofit Efficiency In a world where technology moves at lightning speed, nonprofits are often left grappling with the tailwinds of rapid change. The integration of automation into nonprofit operations can be a catalyst for change.

Integration 64

Integration Tech Impact Nonprofit 64

DNL OmniMedia

FEBRUARY 6, 2024

In this article, we’ll provide five tips that enable you to seamlessly integrate your nonprofit email and website marketing strategies. Using email to promote your website is a surefire way to integrate the two methods, but the reverse is also true. Use a CMS that allows you to integrate forms. Let’s get started!

Integration 52

Integration email Websites Strategy 52

sgEngage

MARCH 21, 2024

A well-developed project charter can help to keep stakeholders aligned from the onset, avoid common risks and pitfalls, and ensure that you’re making the most effective use of your resources. It should serve as a guiding document that will help to keep your stakeholders informed, team members focused, and initiative on track.

Project 91

Project Fund Software Help 91

CauseVox

AUGUST 23, 2022

Automations using Zapier can help your organization increase its fundraising efforts and outcomes by streamlining the flow of data between CauseVox and other apps your organization is using. Many organizations spend hours and valuable resources performing exports/imports to transfer data manually between apps.

Integration 76

Integration Consultant Adopt Model 76

Association Analytics

SEPTEMBER 27, 2023

The apprehension to adopt a new system or modify a current one is real. However, the trick is to shift the conversation from the process to the outcomes. If analytics could help pinpoint the reasons and lead to strategies that reduce this number to 10%, think of the increased revenue!

Analytics 169

Analytics Analysis ROI Associations 169

Association Analytics

JULY 20, 2021

Throughout the evaluation process, it’s important to keep your association’s unique goals and success metrics top-of-mind. The next step is to develop everything from scratch, including performing integrations with all of your other software platforms and building all the dashboards and visualizations for your performance metrics.

Software 321

Software Build Analytics Associations 321

Nimble AMS

FEBRUARY 15, 2024

Encourage employees and members to ask questions and offer feedback to gain valuable insights into your processes and workflows. Educating your employees on the importance of analytics and routinely updating records will eliminate errors and help you successfully leverage your data.

Associations 147

Associations Missouri Measure Culture 147

Get Fully Funded

SEPTEMBER 16, 2021

Setting up an online donation system might seem like an easy next step in your nonprofit’s journey. However, ensuring the security, efficiency, and usability of your system takes care and attention. It’s a complicated process. Transfer current data to your new donation processing tool.

Process 59

Process Donation Tips Retention 59

Nimble AMS

JANUARY 25, 2024

Choosing Nimble AMS and connecting to the Salesforce ecosystem helps you extend your system, ensuring you always have a solution for your next challenge. The Salesforce AppExchange offers myriad solutions to extend your current system. All apps go through a hardcore review and testing process before being added to the store.

Associations 119

Associations Software Management System 119

Nimble AMS

DECEMBER 6, 2021

That’s how modern AMS systems work. No-hassle reliability – If your AMS has multiple product versions out there, then there’s a good chance that any integrations or other customizations you have made with your AMS will break when you eventually upgrade to the next version of the software. That was impossible in our old system.

System 130

System Product Associations Missouri 130

Achieve

JULY 28, 2022

Features like contactless payments and in-app purchases make the donation process simple and convenient, which tech-savvy generations will appreciate. . To help acquire younger donors, we’ll guide you through the following payment processing essentials: ?. Integrated Technology. And to help you achieve this, the right.

Process 52

Process Donor Pledge Demographics 52

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: A Critical Tool in Your Implementation Toolbox.

System 72

System Fund Practice Free 72

Qgiv

MAY 24, 2021

We know you’ll love the new streamlined system! Integration users can now map total donation amounts without including Gift Assist. Integration users can now map total donation amounts without including Gift Assist. The eTapestry integration is no longer exporting duplicate entries. New forms users!

System 52

System Registration Summary Map 52

EveryAction

APRIL 5, 2023

They can help drive a culture of adoption , which allows leadership to focus on change management activities to ensure you succeed with significant tech shifts. What issue is the board keenly aware of that this new tool can help solve? Let’s dive in. Try one (or both!) Focus on improving your operations.

Technology 186

Technology Change Analysis Tech 186

Forum One

MAY 13, 2021

In this post, we focus on the processes and technology of migrating your government services to digital. Streamlining and improving your processes. One of the goals of modernization should be to streamline and improve processes. Improving your process will be critical to the perceived success of your modernization.

Government 51

Government Process Service Technology 51

VisionLink

AUGUST 31, 2023

Visionlink builds integrated software solutions, with expert consultation and implementation services, to transform people-serving organizations. Our Community Operating System™ is used by large and small nonprofits, 211’s, elder care agencies, state, county, and federal agencies, disaster relief organizations, and many others.

Team 130

Team Colorado Disaster Evaluation 130

Whole Whale

APRIL 13, 2022

Here is a helpful approach to getting vendors to bid. RFP decision spreadsheet matrix to help you rank proposals (Spreadsheet). What CRM systems (such as Convio, Democracy in Action) do their technologies integrate with? What CRM systems have they completed recent integration projects with?

Process 52

Process Question Proposal PDF 52

Nimble AMS

JULY 28, 2020

Determining how much your next association management software (AMS) system will cost you can be a tricky thing. It’s not uncommon these days for associations to invest in a new AMS system only to be hit with additional, unexpected costs during implementation. There are many factors that determine how much you will pay for an AMS.

Associations 78

Associations System Management Product 78

Nonprofit Tech for Good

SEPTEMBER 5, 2023

This article delves into the intricate process of crafting a nonprofit digital strategy, harnessing the capabilities of ChatGPT , while closely aligning with The International Social Impact Institute ® ‘s (The ISII) Digital Strategy Framework. With ChatGPT’s analytical prowess, the process can be augmented.

Digital 296

Digital Strategy Guide Create 296

Bloomerang

FEBRUARY 23, 2024

Educational nonprofits today are navigating a complex environment where integrating donor management and fundraising strategies is essential. A nonprofit CRM system generally provides features such as donor tracking, communication history, email management, event coordination, and comprehensive reporting.

Education 81

Education Fundraising Integration Nonprofit 81

Saleforce Nonprofit

AUGUST 30, 2021

There are three main components to integrating impact management practices in your organization: continuous evidence building, participant-centered program management, and integrated financial management. This post will help you understand all three components and how to integrate them into your organization.

Integration 69

Integration Impact Practice Management 69

sgEngage

SEPTEMBER 13, 2023

When your nonprofit is looking to change its financial system, it would be nice to have a crystal ball. Ask your fund accounting vendor these questions to help you get a full picture of their capabilities and whether they meet the needs of your organization, both now and in the future. How does your system manage restricted funds?

Fund 84

Fund Question System Integration 84

sgEngage

APRIL 26, 2024

Your auditor’s year-end work will remain critical to ensure the financial integrity of your nonprofit’s books and records and compliance with ever-changing regulations. Audit firms have now, however, transitioned to long-term partners, particularly for nonprofits contemplating transformative system or operational changes.

Relationship 96

Relationship Practice Build Evaluation 96

The Modern Nonprofit

SEPTEMBER 5, 2023

Understanding the upcoming changes Direct Donation Handling : Facebook is moving away from directly processing donations. This change means you’ll need to explore other avenues for processing donations. Processing Fees : Previously, Facebook covered the processing fees, meaning every penny of the donation went to the nonprofits.

Facebook 98

Facebook Tools Change Guide 98

Bloomerang

NOVEMBER 29, 2023

The pivotal systems you use—nonprofit Customer Relationship Management (CRM) systems and fundraising tools—are not mutually exclusive but complementary tools in your mission to acquire, retain, and grow your donor base. Nonprofits use this data to personalize outreach and engagement efforts.

Fundraising 91

Fundraising Relationship System Integration 91

Qgiv

APRIL 12, 2021

The widget also has a new filtering and search option to help your bidders find exactly what they want. We have a few enhancements you’ll The integration now supports creating gifts without a credit card type defined. Peer-to-peer participant emails now process as intended. eTapestry users!

System 52

System Widget Registration Gift 52

Nimble AMS

JANUARY 31, 2023

Learn how Nimble AMS empowers legacy AMS users to decrease low – value staff processes and elevate the member experience. Three ways Nimble AMS empowers legacy AMS users Three ways Nimble AMS empowers legacy AMS users Are you ready to leave behind your legacy system ? That was impossible in our old system.

Missouri 130

Missouri Illinois Associations Massachusetts 130

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. 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. 2) Training.

Software 304

Software Fundraising Training Train 304