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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.

Grant 100
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Elevate Your Membership Management

Bloomerang

Here’s how: Comprehensive constituent profiles: Track every member’s status, history, and involvement, gaining a holistic view of their journey to inform personalized engagement strategies. Tracking renewals, updating statuses, and maintaining accurate communications can quickly become overwhelming.

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

sgEngage

The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system. This enables the vendor to account for everything and map your history to a new and optimized chart of accounts. Determine the non-financial metrics you want to track.

Fund 96
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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?

Donor 276
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Bloomerang Expands Platform, Includes Member Management

The NonProfit Times

The platform upgrades include: Comprehensive constituent profiles: This is the ability to track every member’s status, history, and involvement, providing a holistic view of their journey that inform personalized engagement strategies. Dynamic membership groups: It allows users to s egment members based on level.

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Your Guide to Year-End Fundraising Best Practices

Nonprofit Tech for Good

Coordinating these channels cohesively – for example, telling one community member’s personal story over email, social media, and direct mail – promotes consistent messaging that reinforces the nonprofit’s brand in the supporter’s mind. Define your metrics of success. What do you want to get out of your year-end campaign?

Practice 235
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How to Build a Better Nonprofit Budget in Less Time and with Less Stress

sgEngage

Always Start with the Mission in Mind Any good budgeting process should start with your organization’s mission and strategic plan. Work with the heads of each department to analyze expense history, review contracts for any automatic expense increases, and evaluate the strategic plan for any additional expenses to include.

Build 99