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.

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Report Effective Fundraising Template 60

Whole Whale

JUNE 21, 2023

Lead tracking software is common in the business-to-business (B2B) world where sales teams need to know the when/where/who of companies checking out their online resources. Company-level Lead Tracking These tools leverage the IP, cookies and network information of visitors to your website to show a top-level view of company activity.

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Track Software Donor API 52

Neon CRM

JUNE 20, 2023

However, with the right tools and strategies for tracking in-kind donations for nonprofits, your organization can benefit from them while avoiding potential pitfalls. There are a few different ways that organizations go about handling this, from simple self-reporting to detailed appraisals.

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Track Donation Guide Laptop 52

sgEngage

APRIL 8, 2024

All in unrestricted funds with no reporting necessary. While nonprofits will hopefully see an increase in unrestricted funds—and a decrease in burdensome reporting requirements—as part of this and other movements, good nonprofit accounting principles still apply. They don’t come with any direction or reporting requirements.

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Fund Chart Grant Report 90

Nonprofit Tech for Good

FEBRUARY 6, 2022

Nonprofits have assets but instead of owners having equity in the balance sheet, net assets are tracked for a nonprofit. Almost all organizations produce some sort of annual financial reporting, but it’s may not always be public information. How is Accounting Different for Nonprofits?

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Software Guide Award Grant 311

.orgSource

MAY 23, 2023

Reading a report about the bells and whistles in the new website is a lot more interesting to most of us than combing through columns of figures in the audit or IRS form 990. So how do you make the financial report a bingeable presentation? This includes the laws relating to financial reporting and fundraising. Online courses.

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Raise Law Associations Director 419

Media Cause

NOVEMBER 15, 2022

UTMs, or urchin tracking modules, are tags that allow you to better understand where your web traffic is coming from and how supporters get to your site. Why is UTM Tracking so important, and what are the benefits? How does UTM Tracking Work? UTM Tracking Best Practices. How does UTM tracking work? Key Parameters.

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Guidelines Track Practice Analytics 52

Bloomerang

OCTOBER 1, 2021

A major part of connecting with these individuals and optimizing the giving experience is utilizing the data you collect about their giving trends to inform your future fundraising decisions. . A big part of this is understanding and leveraging data to inform any changes they make to the donor experience.

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Report Data Donor Metrics 123

Nonprofit Tech for Good

DECEMBER 4, 2023

Visit GoToWebinar’s Attendee System Check for information on how to join and attend this webinar. If you can not attend the webinar live, you will be sent a link to the recording within 24 hours after the webinar is over. There are no refunds.

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Social Media Strategy Media Social 213

EveryAction

JUNE 19, 2017

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. For more information about Grants Management, email our team here !

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Nonprofit Tech for Good

AUGUST 24, 2021

Use impact tracking and data reports to effectively gain and retain new donors. See GoToWebinar’s FAQ for information on how to join and attend this webinar. In this webinar , we’ll discuss: The latest virtual fundraising tools needed to effectively plan and manage online fundraising campaigns. There are no refunds.

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Virtual Free Fundraising FAQ 363

Qgiv

DECEMBER 7, 2022

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program.

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Database Track Donor Management 52

Nonprofit Tech for Good

MAY 19, 2022

This free webinar will highlight how nonprofits can reap huge rewards by implementing a CRM system with tools to track revenue and expenses, manage donor relationships, and manage data across your organization. Track all sources of revenue like grants which require detailed reporting.

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Adopt System Free FAQ 216

sgEngage

FEBRUARY 9, 2024

You need data collection and data structure skills, not just a data entry person—someone who knows how your organization operates and the best ways for information to be delivered. 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.

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Fund Software Community Tips 90

Nonprofit Tech for Good

APRIL 8, 2021

Hear insights on how and why they decided it was crucial to start measuring, tracking, and reporting on the efficacy of their partnerships and how they will use this information to accelerate their entire corporate partnership strategy moving forward. Overview of data and metrics you need to start tracking now!

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Free FAQ Metrics Track 271

VisionLink

SEPTEMBER 28, 2022

Currently focused on Flo rida’s Gulf Coast, Hurricane Ian’s particular track, combined with the shape of the bay, means that significant storm surges may inundate the Tampa Bay region. This simple, yet powerful tool allows affected households to self-report damage from their smartphone or tablet in less than three minutes.

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Hurricane Activities Active Activism 246

The Science Behind Engaging your Supporters

FEBRUARY 13, 2019

While almost all nonprofit professionals recognize the importance of running data-driven programs, most fundraising and digital staff of all levels don’t feel like they have access to the data they need for informing strategic decisions. Then read about one of our highlighted reports below! Long Term Donor Value Report.

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Report Track Donor Channel 45

Bloomerang

AUGUST 21, 2023

This post describes actions you can take to implement the findings of Bloomerang’s 2023 Fundraising Planning and Climate Report. General guidance for fundraisers Here is general guidance on actions fundraisers can take based on fundraising trends and best practices drawn from the report.

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Whole Whale

MAY 10, 2021

Donor Reports present a great opportunity to share organizational wins and losses throughout the year. Annual nonprofit reports are great for the big picture impact of the organization, however they only come once a year. These reports can be an efficient way to communicate transparency with supporters and show appreciation.

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Forum One

AUGUST 16, 2023

Though annual reports can come at any time, a key component of finishing the calendar year off strong is to ensure that you are reporting on what you’ve achieved and identifying where there is room to grow. What have you been tracking, and where do you stand on those goals?

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Story Report Data Blended 59

sgEngage

FEBRUARY 12, 2024

If all your Ts aren’t crossed and your Is aren’t dotted on your grant reporting, your chances of repeat funding from that entity are low. When your accounting system is not built to handle restricted funding , each report can feel like a fire drill. It’s not just the end-of-grant reporting that can cause problems.

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System Grant Chart Fund 72

Nonprofit Tech for Good

MAY 5, 2022

In addition to general business practices, your nonprofit must also be able to accurately track the effects any increases or decreases in fundraising expenses might have on the overall financial picture. . Why Reporting Matters to Board Members.

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ROI Demonstration Metrics Analysis 343

Bonterra

APRIL 13, 2024

Learn more Measure program outcomes in real time Built-in reporting Bonterra’s native reporting tool empowers grants administrators to measure program outcomes, not just outputs. With access to turn-key dashboards, automated reports, and support from our team of experts, reporting impact becomes easier than ever.

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Grant Software Management Analytics 52

Greater Giving

JULY 24, 2023

In this guide, we’ll review three ways your fundraising software can help your nonprofit maintain compliance: Activity data Donation tracking Volunteer tools Fundraising events of all types require careful data tracking, but donations made at an auction are especially complex to manage and record.

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Software Fundraising Files Nonprofit 97

DipJar

MAY 24, 2022

The first report covers 2021 and Q1 2022 and includes detailed regional giving patterns for nonprofits across the United States. This data will be tracked quarterly to provide insights into developing trends and patterns. We’ll continue to look at these numbers every quarter and will report interesting trends and developments.

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Trend Report Giving Florida 52

Nonprofit Tech for Good

MAY 30, 2022

How to create an editorial calendar and track and report success. See GoToWebinar’s FAQ for information on how to join and attend this webinar. How to create a consistent brand across social media platforms. Best practices for creating and sharing website, photo, and video content. There are no refunds.

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Social Media Create Media Strategy 202

Nonprofit Tech for Good

AUGUST 29, 2022

Some nonprofits may only require basic contact and background information, while others may require extensive background checks due to sensitive work. Learning this type of information about your volunteers can help your organization best utilize each volunteer to further your mission and even extend your internal team’s work.

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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. Knowing that information will help you identify the amount you need to keep in reserve. So many nonprofits found 2023 to be particularly stressful.

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Foundation Build Grant Fund 82

Nonprofit Tech for Good

DECEMBER 12, 2019

Inform them about the real-life changes you are making with their support. You can use your Donor Management System to keep track of grants from donor-advised funds along with the recommending donor with these helpful features: Soft Credits for Charitable Sponsors . Reports can include: Major Gifts Follow Up Report.

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Relationship Donor Management Sponsor 246

Nonprofit Tech for Good

MAY 13, 2022

Data should inform and optimise your fundraising strategy , and attribution is a simple technique you can use to really help you get it right. Once you know where your donors come from, what should you do with that information? UTM s stands for Urchin Tracking Module (nothing to do with sea creatures ). What are UTM s?

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John Kenyon

SEPTEMBER 5, 2018

Your nonprofit’s best online strategies are the ones informed by your data. You don’t have to be a data expert to have great data-informed online strategies! A content report doesn’t have to take more than 30 minutes a month to create. KPIs are the numbers you are going to track regularly.

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Data Strategy Online Social Media 52

Bonterra

APRIL 11, 2024

Public Sector & Nonprofit Case Management Software Improve Impact Drive stronger outcomes with a solution that empowers your staff, enables more data-informed decision making, and provides expert guidance and best practices. What is government case management?

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Public Software Management Los Angeles 52

Charity Village

OCTOBER 7, 2021

With the 2021 report, the Toronto Foundation has just released their 18th Vital Signs Report. Their most in depth and broadly cited report yet, it tracks 10 quality of life issue areas and amplifies the voices of sector leaders.

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Report Analysis Voice Track 52

Achieve

JANUARY 12, 2022

Very few people enter the nonprofit sector to put together financial reports. Their financial habits, like accurately reporting on their earnings and expenses, are a crucial part of attaining that success. . Nonprofits, however, develop a slightly different set of financial reports and statements than for-profit organizations do.

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Report Nonprofit Profit Activities 59

sgEngage

MARCH 7, 2024

Preparing your statement requires accurate, up-to-date financial information. 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. How to Avoid: Accounting standards are always changing.

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Activities Active Activism Comparison 80

NetWits

MAY 26, 2011

fact that I can often be found laying in bed at 6am and digging through client web reports. No wonder than, I am commonly asked; “What are the top web analytics reports and tools every nonprofit should know?&#. So with that, here is my sugggested list of 5 web reports every non profit should know, what for and why.

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Report Web Analytics Comparison 251

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. Focus on the why.

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Grant Process Management Tips 93