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5 Tips for Community Health Centers to Transition to New Fund Accounting Software

sgEngage

They’ll work together to ensure the system is configured to automate board reporting and UDS data so that you have more free time for other priorities. The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system. Determine the non-financial metrics you want to track.

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Identify, Track, and Analyze Gifts with New Grants Management on EveryAction

EveryAction

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. Keep in mind that the Grant Period End Date must be after the Start Date.

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Build a Marketing Dream Team—Welcome AI

.orgSource

Keyword research—Find relevant keywords and track their performance over time. One that comes immediately to mind is the SWOT analysis,” Jane said. Your website is a great source of information about your company, including its products or services, its mission and vision, and its history. Industry reports. Social media.

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How to Use UTMs to Leverage Donor Acquisition for Your Nonprofit

Nonprofit Tech for Good

UTM s stands for Urchin Tracking Module (nothing to do with sea creatures ). UTM s are an extremely effective way to both track fundraising campaigns and measure their success. They are universal, so many tools track them or support adding them automatically. How can we track marketing initiatives using UTMs?

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Engagement Analytics 101: Setting Your Association Up for Success

Association Analytics

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. Be mindful not to overweigh activities that have limited opportunities for participation (i.e. Let’s get started!

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Which Customer Relationship Management (CRM) Software is Best for Your Nonprofit?

Nonprofit Tech for Good

The ability to track and monitor those relationships should be the #1 priority for organizations seeking to expand their donor base or increase their revenue. Kindful places a heavy focus on data, giving the user access to donors’ giving history, wealth details, and rating for likelihood to give.

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The 9 Best Nonprofit CRM Solutions (Updated for 2023)

Bloomerang

When it comes to donor data, there’s a lot to keep track of. Giving histories, gift amounts, and frequencies can reveal a lot about future willingness to give. 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.

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