Greater Giving

SEPTEMBER 12, 2023

However, implementing AI can be a daunting task, especially for teams without prior experience in the field. That’s why we’ve compiled three essential tips to help your team prepare for AI fundraising : 1. Predictive analysis, chatbots , and automation have the power to increase fundraising capacity. Conduct staff training.

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Team Tips Fundraising Training 98

Association Analytics

APRIL 1, 2024

You’ll come away with specific examples from the team at the International Association of Exhibitions and Events (IAEE) that you can use to inform your own strategy. Looking at their internal dashboard they could see that those individuals weren’t engaging with the association due to a lack of available content.

Data 210

Data Strategy Associations Survey 210

Association Analytics

MARCH 13, 2024

This blog provides an overview of how to establish your scoring model, establish a team of data champions, and adopt a regular reporting routine so that your association is set up for success. It’s important to note that engagement scoring should not act as a grading system for either your members or your internal departments.

Analytics 169

Analytics Associations Model Metrics 169

.orgSource

APRIL 1, 2024

Harvard Business Review Analytic Services recently released a report that illustrates the gap between knowing and doing. You can build more collaborative teams. Involve the marketing team in strategic decision-making. Instructions, such as a style guide and taxonomies, are part of this process. We all know this, right?

Trend 221

Trend Influence Taxonomy Associations 221

sgEngage

MARCH 29, 2023

Nonprofits rely on their finance teams to educate management and the board on all financial aspects related to the organization. These employees must provide the leadership team with the necessary financial information for planning, budgeting, and growth of the organization. It involves management and the board, as well.

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Classes Team Foundation Create 80

Nonprofit Tech for Good

DECEMBER 23, 2023

These innovative tools are revolutionising tasks by saving hundreds of hours of manual work through aiding in campaign creation, categorising and drafting email responses, assisting with content creation, and even automating donation processes to personalise and enhance the donor experience.

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Policy Analysis Language Nonprofit 334

sgEngage

MAY 27, 2022

Process automation can be scary for nonprofits because it can feel like you are giving up some control. But implementing automated processes can help you ensure consistent controls and set your organization up for growth. Manual processes can lead to errors in your data. The average U.S. Someone opens the mail.

Process 69

Process API San Diego Nonprofit 69

sgEngage

APRIL 26, 2024

Audit teams would then be caught off guard, unaware of either newly implemented accounting systems, new chart of accounts, or changes in processes and management roles. Or possibly the organization is updating their internal controls and wants to make sure their changes are sufficient and reasonable.

Relationship 70

Relationship Practice Build Evaluation 70

.orgSource

FEBRUARY 5, 2024

Every great team needs a playbook—a blueprint that outlines the rules you live by and your strategies for peak performance. Sig VanDamme, the Founder of NimbleUser, GoJectory, and VA2A, offered this advice to bring the board along on those speculative ventures: Preparing a board to manage risk is a sales process.

Associations 221

Associations Jordan Environment Model 221

sgEngage

APRIL 2, 2024

As a grantmaking organization focused on the success of your grantees, it is essential to have a process in place to manage personnel changes—for both you and your grantees—so everyone stays informed and on schedule. This document will help new team members absorb your unique grantmaking process and keep everyone on the same page.

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Data Blackbaud Policy Database 74

Bonterra

APRIL 13, 2024

Grants management software Unify giving and grantmaking Build strategic nonprofit partnerships that drive more social impact with less work for your teams. 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

Eric Jacobsen Blog

MARCH 5, 2024

If you need another resolution to tackle this year or haven't yet selected one, now is a good time to review this list below.

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Mentoring Policy Review Technique 96

.orgSource

OCTOBER 17, 2023

That’s probably why more organizations don’t have a process for evaluating the board of directors, or if they do, that assessment is not continuous. But for the evaluation process to be meaningful, the majority of directors should be enthusiastic participants. CITE folded the evaluation process into their ongoing activities.

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Evaluation Government Director Facilitation 251

sgEngage

MARCH 7, 2024

Ensuring compliance and accuracy in your financial reporting involves several key actions: Regularly review the latest guidelines and summaries provided by authoritative bodies on revenue recognition of grants and contracts. Invest in professional development for yourself and your accounting team.

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Activities Active Activism Comparison 77

Candid

NOVEMBER 29, 2023

On top of that, there’s a lengthy contract to review and sign. In 2023, Candid completed our first external SOC 2 audit, a collaborative effort across our administrative teams. Each team played a role, whether big or small, in supporting this work. It would have been easy for our core team to come up with policies ourselves.

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Culture Build Policy Nonprofit 105

sgEngage

JANUARY 17, 2024

If it’s time for you to start looking for a new grant management system, use this opportunity to evaluate your processes, figure out what needs to change, and find a solution that can growth with your organization. Here are five tips to help you make the best decision for your grantmaking processes.

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Grant System Foundation Management 74

Association Analytics

JUNE 21, 2023

If data is saved on a team member’s personal drive, or worse, doesn’t exist at all, your association’s data is not going to be accessible when you need it. You might use inconsistent content or course tagging, or team members might use a variety of names for one type of offering. Sound familiar? Unsure where to even begin?

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Associations Challenge Data Taxonomy 319

sgEngage

MARCH 21, 2024

Outlining these challenges in your project charter will keep your team focused on solutions that can alleviate these issues without getting pulled into new directions. 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.

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Project Fund Software Help 89

NTEN

JANUARY 25, 2022

2021 was an eventful year at NTEN as we continued to promote, work towards, and model equitable practices internally and externally. This evaluation process involves all three equity committees, including board, community, and staff. This evaluation process involves all three equity committees, including board, community, and staff.

Community 88

Community NTC Sponsor NTEN 88

Eric Jacobsen Blog

DECEMBER 13, 2023

Don't micromanage Don't be a bottleneck Focus on outcomes, not minutiae Build trust with your colleagues before a crisis comes Assess your company's strengths and weaknesses at all times Conduct annual risk reviews Be courageous, quick and fair Talk more about values more than rules Reward how a performance is achieved and not only the performance (..)

Mentoring 80

Mentoring Policy Technique News 80

Double the Donation

DECEMBER 7, 2021

Let’s walk through a recap of what this year has brought to our team! We’ve made a lot of significant changes to the Double the Donation platform this year in order to provide increased functionality and streamline matching gift processes. We appreciate the prompt replies from every DTD team member.

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Review New York City Gift Integration 52

sgEngage

JANUARY 15, 2024

Grant writers are often the unsung heroes of the application process. But it never hurts to review what information you’re asking for and whether it can be shortened or be collected in a different way. Also review your formatting guidelines and templates. Make Deadlines and Processes Transparent To be clear is to be kind.

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Application Grant Help Blackbaud 87

Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 6, 2023

” We ask our staff and team , aimed at strengthening connections and boosting performance. Therefore, we need to recognize and respect this dynamic as we lead and support our teams. Empathetic leadership isn’t just about being nice; it’s about forging deep bonds with our teams.

Leadership 118

Leadership Organization Culture Skills 118

Nimble AMS

JULY 13, 2022

You run the risk of losing staff who are fed up with slow technology and broken processes. Are you experiencing increased friction in staff processes or are you looking to elevate the member experience? Ask yourself if realistically drafting the RFP can be an internal project or if you should hire outside help. Learn more.

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Proposal Effective Associations Benchmark 129

sgEngage

JANUARY 19, 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. Here are seven ways your team can make sure your nonprofit has a strong financial foundation this year.

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Foundation Build Fund Review 78

Pamela Grow

DECEMBER 1, 2022

Jeff recommends: Stay vigilant with gift processing. Check gift reports daily If you know a gift was supposed to be received by year-end and you don’t see it posted, follow up with your Data/Donor Ops team Do what you can to support gift processing – and thank your team! Do a caseload review and refresh.

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Lesson Review Gift Slides 69

.orgSource

JANUARY 9, 2023

You might not be able to pick your team, but there are plenty of circumstances that you can control. A board matrix can be a powerful tool to point the selection process in positive directions. My colleague Joanna Pineda, Founder, CEO, and Chief Troublemaker at Matrix Group International, Inc. Cultivate Diversity.

Mentoring 221

Mentoring Director Associations Professional 221

Forum One

APRIL 11, 2023

For example, it can result in improvements to a grant application process, which returns much stronger applications that ultimately create a bigger impact for your organization. The resulting consequence is teams are doing double the work to gather or move data manually. Your internal processes aren’t efficient.

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Design Service Social Chicago 74

fusionSpan

NOVEMBER 21, 2023

Code review When Salesforce is powering user experience and engagement for all of your members , you can’t afford for the software to break down during a membership renewal or a webinar booking. With a customized Salesforce platform, you can get better visibility of cart abandonment, Stripe integration and streamlined payment processing.

Service 52

Service Platform Integration Tech 52

sgEngage

APRIL 12, 2023

By taking these steps early in your audit process, you can make your remote audit seamless and almost painless. It’s important to find an auditor who is engaged in the process, and that you enjoy working with. Having an auditor whose calls you aren’t tempted to send to voicemail will make the entire process more enjoyable.

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Review Fund Software Nonprofit 67

DNL OmniMedia

NOVEMBER 14, 2023

In this guide, we’ll cover everything you need to know about Salesforce for Nonprofits implementation, including what it involves, how long it takes, and what nonprofits like yours can expect from the process. Fundraising: Create and manage fundraising campaigns, process donations securely, and evaluate the success of these efforts.

Consultant 52

Consultant Nonprofit Integration Review 52

Nonprofit Tech for Good

JUNE 22, 2021

Reviewing their activity wall of donations to personally thank donors. Reviewing new donations that have the potential to become recurring gifts. A successful nonprofit gets more teams involved right away. Teamwork makes the dream work, so set aside time early on to get internal alignment on your fundraising strategies.

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Action Fundraising Nonprofit Gift 302

.orgSource

FEBRUARY 21, 2023

A 2019 Harvard Business Review article highlighted 20 well-known companies that have transformed their mission and purpose over the last decade. Values can, and should, change with shifts in scale, process, policies, or priorities. Your team will buy into qualities that they are eager to represent and have helped to identify.

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Voice Associations Culture Environment 221

fusionSpan

FEBRUARY 29, 2024

Whether it’s upgrading part of your tech ecosystem, finding more efficient business processes or even updating physical infrastructure, navigating change is something nonprofits and other organizations have to face almost every day. The smoother a change or new integration goes internally, the happier your employees will be.

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Change Management Practice Change Management 52

Beneblog: Technology Meets Society

FEBRUARY 10, 2012

As an intern with HRDAG , I was part of the team analyzing data drawn from documents in the National Police Archive, a cache of approximately 80 million sheets of paper kept by the police system during the Guatemalan Civil War, a 36-year long conflict that ended in 1996. You see, HRDAG is anything but a typical organization.

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Guatemala International Project Statistics 137

Media Cause

AUGUST 19, 2023

It involves reflecting on the process, analyzing successes and challenges, and capturing valuable insights for future projects. During the retrospective, team members come together to assess how well they worked together, identify bottlenecks and pain points, and suggest improvements.

Project 52

Project Lesson Learning Roles 52

Nonprofit Tech for Good

FEBRUARY 6, 2022

At a nonprofit, a donation must be tracked throughout the accounting process, and if the funds are restricted, supporting documentation is required to prove that the funds were only used for the stated purpose. For international organizations, you may face additional complexity such as handling multiple currencies and multiple languages.

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Software Guide Award Grant 312