Remove Integration Remove Knowledge Base Remove Report Remove Track
article thumbnail

Statement of Activities: Common Mistakes and How to Avoid Them

sgEngage

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. Being aware of these common pitfalls is crucial for maintaining the integrity of your financial reporting and in turn, the trust of your supporters.

Active 90
article thumbnail

Boost Your Fall Fundraising: Leveraging Campaign Management Tools

The Modern Nonprofit

The platform integrates with popular payment gateways, making the donation process as smooth and frictionless as possible. Additionally, Flipcause’s donation processing capabilities include robust reporting and analytics tools, allowing you to track and analyze donation data in real-time.

professionals

Sign Up for our Newsletter

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

article thumbnail

15 Top Donation Platforms for Nonprofits (Our Picks for 2024)

Whole Whale

This decision involves painstaking considerations, including fees and cost, maintenance, procedures, integrations, customization, scalability options, features, etc. Integration: Give Lively as a platform has very few integrations currently with other platforms. It allows users to integrate their services into the platform.

article thumbnail

What Nonprofits Should Know About Process Automation

sgEngage

Not only does automation give your staff more time to do more impactful and strategic work, but it can also give you more confidence that your impact tracking is accurate. Here are a few concepts to build your knowledge base around automation and how it can be used in a nonprofit organization. Automation.

Process 80
article thumbnail

Support and Maintenance of Your University’s Salesforce Org: Staffing Recommendations

Cloud 4 Good

Let’s dive into the difference between these two roles: BA: This role is responsible for identifying functional requirements, maintaining technical documentation, building reports, and training and supporting end-users of multiple systems, including Salesforce. . Build a Knowledge Repository.

Org 111
article thumbnail

Sales Operations Demystified: What It Is, Why It Matters, and How To Do It Right

Wild Apricot

Sales ops originally functioned as a small team of number crunchers who executed financial analyses, reporting, and sales forecasting. As the volume of business information exploded, sales ops has evolved into a more powerful data analysis and reporting unit that can provide critical insight on the following areas: Sales Process Optimization.

article thumbnail

How nonprofits can benefit from knowledge management

Socialbrite

This is making all that knowledge accessible to the people who need it. Knowledge can be presented in different formats and in different ways. This could come in the form of reports or training modules and presentations. After knowledge is gained through distribution and presentation, it is now time to apply what was learned.