Double the Donation

DECEMBER 7, 2021

Launching multi-channel outreach: Thanks to a Twilio integration, we’ve rolled out multi-channel donor outreach?! Here’s what a few of our newest clients have to say: CityTeam: “Talk about seamless integration! The set-up for connecting DTD with our CRM system AND our email platform literally happened in just a few clicks.

Review 52

Review New York City Gift Integration 52

sgEngage

JUNE 4, 2024

We review wire transfer forms for the global distribution of financial resources. Upgrading and updating technology systems to keep up with the digital world are necessary evils. What Is a System Migration? It can involve moving data or software from one system to another, or from one operating environment to another.

Impact 79

Impact Technology Articulate Grant 79

fusionSpan

NOVEMBER 21, 2023

Tech stack integration Salesforce isn’t a tool that is used in isolation – it’s the central hub of an entire ecosystem. We’ll deploy proven AppExchange products to extend the scope of your Salesforce platform, as well as integrating existing components of your tech stack to create one holistic system.

Service 52

Service Platform Integration Tech 52

DNL OmniMedia

NOVEMBER 14, 2023

Through the Salesforce AppExchange , nonprofits can access a vast ecosystem of pre-built applications and integrations that extend the functionality of their CRM. For access to those features, you’ll need to integrate the NPSP with additional products and apps from the Salesforce AppExchange.

Consultant 52

Consultant Nonprofit Integration Review 52

sgEngage

APRIL 8, 2024

Transparency is as important for internal decision-making as it is for external trust-building. That starts with a fund accounting system built for nonprofit organizations. View-Only Access Transparency starts with your internal stakeholders. Changes in your community and demand show up in your numbers.

Fund 96

Fund Chart Grant Report 96

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Tip 2: Prepare your fund accounting system for the audit. Do they give you the information you need?

Foundation 85

Foundation Build Fund Review 85

sgEngage

MARCH 21, 2024

For example, you will be reviewing your expense management processes as part of this project, but any fundraising management topics will be reserved for a later initiative. You’ll want your IT team to be aware of the project so they can review any data security requirements or integrations that need to be established, for example.

Project 97

Project Fund Software Help 97

Connection Cafe

SEPTEMBER 16, 2020

FINANCE DIRECTOR : Fiscal year-end numbers have not been fully reviewed yet, but recognized revenue from fundraising will be close to $7 million’. You can change the scenario (including the dramatic little scene above) by effectively integrating data from your fundraising CRM and your accounting system. EXECUTIVE DIRECTOR : Ugh.

Integration 48

Integration Fundraising Pledge Files 48

Bloomerang

AUGUST 30, 2023

Your online giving platform should be backed by a reliable, secure payment processing system. The system should have anti-fraud measures in place and be PCI-compliant. Your donor management system should provide data about who your most engaged supporters are. Information about donors’ engagement levels and giving potential.

Software 92

Software Guide Fundraising Platform 92

sgEngage

SEPTEMBER 16, 2022

Successful grant management for your nonprofit, foundation, or federal grant recipient depends on doing the small tasks well, such as internal controls and risk management, while also understanding what opportunities (and threats) are ahead. Internal controls are not just for finance people anymore. Not so much.

Grant 83

Grant Management Award International 83

VQ Strategies

FEBRUARY 28, 2024

Denver International Airport. Upon reviewing my list of notes, I found that ideas from our table and others fell into a few key categories, shared below (apologies to the many I missed or edited out for length): SWAG Certificates Organizational t-shirts or sweatshirts Pins (including Airline Pins – from guess who?!)

Denver 98

Denver Badge Museum Colorado 98

DNL OmniMedia

APRIL 1, 2024

It’s designed to consolidate and integrate data from various sources, including CRM systems, fundraising software, financial databases, program management tools, and more. For instance, one CRM system may be a better fit for small organizations while another is built for enterprise-level needs.

Data 52

Data Guide Proposal Nonprofit 52

Saleforce Nonprofit

MARCH 4, 2024

With the trust of a secure and scalable system being most important, we made the difficult decision to sunset foundationConnect on a high note. The ongoing success of this option relies heavily on Salesforce expertise to maintain your system — either internally or with the help of outsourced IT professionals.

Nonprofit 52

Nonprofit Application Integration Grant 52

.orgSource

FEBRUARY 5, 2024

I’ve summarized advice from our contributors to offer practical ideas for beginning to integrate the Association 4.0 Joanna Pineda, founder, CEO, and Chief Troublemaker at Matrix Group International, Inc. Companies with between five and 250 employees are the target market for this system. “Association 4.0:

Associations 221

Associations Jordan Environment Model 221

Nonprofits Source

JUNE 5, 2023

Salesforce is a CRM (customer relationship management) system provider. This allows nonprofits, whether specializing in human rights, environmental concerns, arts and culture, and more, to customize their system to their exact specifications. Salesforce is a comprehensive system with an extensive array of apps.

Grant 52

Grant Nonprofit Integration Platform 52

sgEngage

MAY 27, 2022

By automating a workflow, you use technology to replace manual processes with a system that completes tasks with minimal human oversight. It can also ensure funds are used as donors intended by establishing automated internal controls. Within an automated process, the condition tells the system which process to take.

Process 75

Process API San Diego Nonprofit 75

Forum One

APRIL 11, 2023

For example, the Chicago Public Library system created new children’s spaces in their libraries based on extensive visitor research and observed how families and children move through the new spaces and then iterate based on what they find. Your internal processes aren’t efficient. Save time and money. User journeys aren’t clear.

Design 72

Design Service Social Chicago 72

Cloud 4 Good

JUNE 21, 2022

This role is responsible for executive quality review of our clients’ Salesforce implementations. The Senior Cloud Consultant – QA will be an instrumental member of the project team testing Salesforce software features as part of a collaborative team and assisting with support requests.

Canada 45

Canada Consultant Test Script 45

fusionSpan

FEBRUARY 6, 2024

From ensuring you have the right degree of system administration support to the role database administration plays in cybersecurity, here’s everything you need to know about database management for nonprofits. fusionSpan worked to update antiquated data systems with a new nonprofit Salesforce implementation.

Database 52

Database Management Nonprofit System 52

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Tip 2: Prepare your fund accounting system for the audit. Do they give you the information you need?

Foundation 52

Foundation Build Fund Review 52

Nimble AMS

MAY 27, 2022

What are your organizational priorities and what capabilities do you need in your new system? Consider requirements like integration, shared data, seamless upgrades, and dependable application architecture. . Ensure all details are shared across groups synchronously, whether it’s through an all-hands meeting or internal emails.

Change Management 115

Change Management Goal Change Management 115

The Modern Nonprofit

JANUARY 2, 2024

Integrate Across Communication Channels Use testimonials in a variety of your communication channels. Setting Up a System for Collection and Management: Establish a system for collecting, storing, and managing testimonials. This might involve setting up a database or a designated section on your organization’s internal server.

Story 104

Story Guide Support Analysis 104

Bloomerang

AUGUST 28, 2023

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. Marketing tools Your nonprofit CRM should include several marketing solutions (or integrations with top marketing platforms). What is a nonprofit CRM?

Profile 92

Profile Software Nonprofit Donor 92

Volunteer Hub

MARCH 21, 2023

For example, VolunteerHub offers several exclusive features such as True integration with Blackbaud’s suite of CRM solutions, Salesforce integration, Virtual Kiosk , and additional automation via Zapier. We offer True CRM integration to seamlessly make a connection. Watch a short video to see how VolunteerHub works.

Volunteer 82

Volunteer Management Software Database 82

Association Analytics

JUNE 21, 2023

Provide training opportunities for employees and review your taxonomy from time to time to update any new processes. In this scenario, the data is there, it’s more likely a matter of internal culture and possibly budget. There are all sorts of issues that can arise from lack of integration and siloed data.

Associations 319

Associations Challenge Data Taxonomy 319

Nonprofit Tech for Good

FEBRUARY 6, 2022

For international organizations, you may face additional complexity such as handling multiple currencies and multiple languages. The financial manager, in conjunction with the organization’s audit committee, should be continually reviewing the impacts of external pressures. Integrated allocation and budgeting processes.

Software 293

Software Guide Award Grant 293

sgEngage

JANUARY 13, 2023

After cleaning and integrating its database, the nonprofit better understood the constituent journey, which proved to be key for generating additional donations. Build Integrations. The increased need brought high levels of urgency, so it was essential to get funds in the system and back out through grants quickly but thoughtfully.

Philanthropy 89

Philanthropy Community Time Blackbaud 89

The Modern Nonprofit

OCTOBER 31, 2023

Just as you wouldn’t want trick-or-treaters taking more than their share of candy, you wouldn’t want cyber threats jeopardizing the safety and integrity of your generous donors. Remember, it only takes one click on a malicious link to invite unwanted guests into your systems. Schedule regular checks to avoid missing out.

Giving 59

Giving Tips Data Platform 59

Forum One

NOVEMBER 21, 2022

That internal focus has been intentional and deliberate. DEIA principles need to be baked into how we approach the sites we build, the research we do, and the plans we make in a way that is systemized, documented, and repeatable. A staff-wide survey last year revealed some key priorities, including: An equity review of compensation.

Survey 57

Survey Evaluation Accessibility Practice 57

sgEngage

DECEMBER 21, 2022

Technology can streamline operations when systems are integrated and configured to improve communication among cross-functional teams and provide everyone with the information they need to get their job done. A good award management system benefits both students and administrators. What does this mean for scholarships?

Student 52

Student Award Create Application 52

Bloomerang

JUNE 5, 2024

The majority of your planning committee will likely be comprised of internal staff members from your nonprofit’s fundraising team. Establish open communication with your team using an instant messaging system or email cadence to keep everyone on the same page. Does the system integrate with your CRM of choice ?

Hosting 92

Hosting Sponsor Software Stream 92

Forum One

APRIL 18, 2023

While the customer is researching salons, the salon owner is executing an SEO strategy, cultivating positive reviews on Google and Yelp, and ensuring their business’s social media presence is up to date. Finally, when the customer pays for the service, salon staff will likely use a point-of-sale system to complete the transaction.

Map 71

Map Service Design Digital 71

sgEngage

JANUARY 13, 2023

After cleaning and integrating its database, the nonprofit better understood the constituent journey, which proved to be key for generating additional donations. Build Integrations When Headwaters mobilized its rapid response funds in 2020, technology made all the difference. million constituents.

Philanthropy 52

Philanthropy Community Time Blackbaud 52

DNL OmniMedia

FEBRUARY 1, 2023

Nonprofit technology consultants can help you complete a technology assessment, develop a new technical strategy, implement new systems, and provide reliable ongoing support. To find a consultant whose services and methods align with your nonprofit’s needs, follow these steps: Review your needs. Review their proposals.

Consultant 52

Consultant Technology Phase Nonprofit 52

Nimble AMS

NOVEMBER 2, 2018

We all hear a lot about data security these days — from state, federal, and international data privacy and protection laws to consumer demands for privacy. At the same time, as you collect more data and use more technology systems, performance becomes more important than ever. Also, your AMS system should not hold your data hostage.

Associations 60

Associations Data Disaster System 60

DNL OmniMedia

MAY 21, 2023

Blackbaud partners familiar with Raiser’s Edge NXT can help nonprofits configure their platform, receive comprehensive training , and develop custom software and integrations. The data strategy they develop will most likely involve a cleanup process as well to ensure your system is as streamlined as possible. Develop your RFP.

Consultant 52

Consultant Blackbaud Proposal Project 52

sgEngage

APRIL 14, 2022

Even when nonprofits balance their desire to do good works with a realistic view of the level of effort required to accomplish those goals, funding may still be elusive if there are not strong internal controls in place. How are trust and internal controls intertwined? The Case for Internal Controls for Nonprofits .

International 95

International Build Environment Nonprofit 95