article thumbnail

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.

article thumbnail

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.

Grant 100
professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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

sgEngage

Your point of contact understands the importance of monitoring patient traffic trends, developing economies of scale, and identifying grants that will shore up revenue streams. The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system.

Fund 94
article thumbnail

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.

article thumbnail

6 Generations of Giving: Who Gives the Most and How They Prefer to Give

Nonprofit Tech for Good

They often prefer to support traditional, well-established organizations with a proven track record of impact. This generation is more likely to participate in virtual events, such as online charity streams and challenges. Often referred to as the Activist Generation, Gen Z is just starting to make its mark on charitable giving.

article thumbnail

Your Unrestricted Funds Need Stewardship, Too

sgEngage

Even though unrestricted funds don’t have mandates on how they should be spent, tracking and reporting on them is still important for both your donors and for your organization’s financial decision-making. Creating a culture of transparency starts with clear tracking by individual program, fund, or project.

Fund 93
article thumbnail

10 Tips for Better Grant Management Processes

sgEngage

Learn the language and history. Support these policies with management tools that help you stay on track with requirements and deadlines throughout the entire grant lifecycle. Make sure your accounting system can accurately track grant revenue and expenses and has controls to prohibit out-of-budget spending.

Grant 97