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.

Fund 87

Fund Chart Grant Report 87

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.

Guidelines 52

Guidelines Track Practice Analytics 52

sgEngage

JUNE 15, 2023

As part of your regular discussion with your auditor, preferably at the start of your fiscal year, review your internal controls. With those risk areas clarified, you can work with your internal control committee to prioritize the probability those potential problems might happen and what their impact might be.

International 83

International Nonprofit Review Process 83

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?

Story 59

Story Report Data Blended 59

Nonprofit Tech for Good

DECEMBER 28, 2020

By Alan Tyson , CEO of DATABASICS – a software product that enables nonprofits to report, approve, and track employee hours, activities, and spending from anywhere, something that is especially important in an increasingly decentralized environment. 3) Time Management & Expense Reporting. 4) Internal Communications Tools.

Product 317

Product Software Effective Calendar 317

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.

Database 52

Database Track Donor Management 52

Nonprofit Tech for Good

OCTOBER 12, 2022

According to the Giving USA 2022 Report , giving by foundations to nonprofit organizations grew by 3.4% Devex features international funding opportunities from 850+ sources including USAID, World Bank, the European Union, and the Bill & Melinda Gates Foundation. in 2021 to $90.88 Plans & Pricing. Devex :: devex.com/funding.

Grant 344

Grant Research Tools United States 344

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? has a different meaning?in At a university,?a

Software 309

Software Guide Award Grant 309

Bloomerang

AUGUST 21, 2023

This post describes actions you can take to implement the findings of Bloomerang’s 2023 Fundraising Planning and Climate Report. No matter where you are in your growth stage, taking action, in concert with your internal stakeholders, will always bring you closer to the goal of raising more revenue. One size does not fit all.

Action 74

Action Report Practice Fundraising 74

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.

Grant 52

Grant Software Management Analytics 52

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.

Trend 52

Trend Report Giving Florida 52

CauseVox

AUGUST 18, 2022

In our effort to highlight brilliant changemakers, we sat down with Cylinda Nickel at Compassion Services International to dive deeper into their global fundraising initiatives – particularly their work for Ukraine- and hear about her top fundraising tips. About Compassion Services International. Donation Tiers.

Storytelling 73

Storytelling International email Service 73

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. Seek clarity.

Grant 91

Grant Process Management Tips 91

Association Analytics

JUNE 21, 2023

If you’re struggling to find someone to share your data woes with, we’re here to help you decipher the signs and get you back on track. Older models tended to be AMS-centric, leading to siloed data, static reports, and that trapped feeling. But when it comes to a troubling relationship with your data, can you turn to those same people?

Associations 319

Associations Challenge Data Taxonomy 319

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.

System 70

System Grant Chart Fund 70

sgEngage

MARCH 7, 2024

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.

Activities 77

Activities Active Activism Comparison 77

Bonterra

APRIL 10, 2024

Case Management Tools Measure impact A unified solution to help you collect actionable program data, develop comprehensive reports, and share how you’re impacting your community. Advanced features enable you to compare program impact, conduct in-depth analysis, and automate report delivery to stakeholders.

Tools 52

Tools Management Los Angeles Demonstration 52

sgEngage

FEBRUARY 9, 2024

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. The most important document to have on hand is a trial balance report—with 36 months of history—from your legacy system. Determine the non-financial metrics you want to track.

Fund 88

Fund Software Community Tips 88

Nonprofit Tech for Good

JANUARY 31, 2020

By Heather Mansfield , Editor-in-chief of Nonprofit Tech for Good and producer of the Global NGO Technology Report and the Global Trends in Giving Report. Most nonprofits worldwide do not have access to monthly giving software, so GivingLoop fulfills a need not being met in international fundraising.

Tools 330

Tools Online Fundraising United States 330

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.

Report 251

Report Web Analytics Comparison 251

Pamela Grow

MAY 2, 2024

Of the data your nonprofit collects , financial information is one of the most useful types—and one of the most complex to track. To keep your financial data organized, you can use either of two primary tracking methods: cash accounting and accrual accounting. Essentially, it tracks cash flow in and out of your nonprofit.

Method 59

Method Pledge Nonprofit Track 59

Nonprofit Tech for Good

AUGUST 29, 2022

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. Before heading out to an event, quickly pull a report of your volunteer t-shirt sizes to prevent your volunteers from wearing a t-shirt two sizes too big!

Volunteer 276

Volunteer Management Tips Application 276

sgEngage

APRIL 26, 2024

Or possibly the organization is updating their internal controls and wants to make sure their changes are sufficient and reasonable. One nonprofit we worked with was struggling to meet its financial reporting deadlines and its audit would unfortunately lag behind the agreed upon timelines.

Relationship 93

Relationship Practice Build Evaluation 93

Nonprofit Tech for Good

MAY 13, 2022

UTM s stands for Urchin Tracking Module (nothing to do with sea creatures ). UTM s are an extremely effective way to both track fundraising campaigns and measure their success. They are universal, so many tools track them or support adding them automatically. How can we track marketing initiatives using UTMs?

Donor 295

Donor Track Campaign Facebook 295

The Science Behind Engaging your Supporters

DECEMBER 6, 2018

Annual Reports are a staple of nonprofit life, but are they worth it? To avoid costly Annual Report mistakes and produce a valuable piece of collateral for your organization, take some cues from a few of 2018's stand-out annual reports, and download our comprehensive guide to creating a nonprofit annual report.

Report 57

Report America Picture Info 57

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

Nonprofit Tech for Good

NOVEMBER 15, 2019

The ability to track and monitor those relationships should be the #1 priority for organizations seeking to expand their donor base or increase their revenue. Individual pledge commitments or reports on pledged revenue by date, campaign, or program can be tracked easily. Payment processing fees are 2.2% + $0.30

Relationship 231

Relationship Software Management Pledge 231

Nonprofit Tech for Good

DECEMBER 8, 2021

Plain Language Association International. 2) Write and distribute quarterly Impact Reports. . According to the Fidelity Charitable Overcoming Barriers to Giving Report , 65% of donors would give more if they knew the impact of their donations. Why Quarterly Impact Reports? How to Publish Quarterly Impact Reports.

Trend 324

Trend Digital Marketing Fundraising 324

Achieve

MAY 7, 2024

Additionally, organized donation data simplifies financial reporting so that your nonprofit can meet compliance standards, such as tax reporting obligations. However, even though you record stock donations based on their cash values internally, you shouldn’t list any cash values on the donation receipts you send to donors.

Gift 52

Gift Donation Organization Nashville 52

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. Create Personalized Reports and Dashboards Having a way to quickly and clearly see your financial numbers helps you make better data-driven decisions.

Foundation 78

Foundation Build Fund Review 78

sgEngage

MARCH 29, 2023

Experience with grant monitoring and required expense tracking for grants is a plus. They should be well-versed in financial reports and analysis, but also be able to explain complex financial concepts to board members without a financial background. They should also understand the essentials of budgeting and cash forecasting.

Classes 80

Classes Team Foundation Create 80

Bloomerang

AUGUST 28, 2023

When it comes to donor data, there’s a lot to keep track of. 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. Accounting software like QuickBooks to record and track all financial transactions. What is a nonprofit CRM?

Profile 91

Profile Software Nonprofit Donor 91

Bloomerang

AUGUST 16, 2021

Internalizing and externalizing an organization-wide culture of philanthropy. Luckily, there are a number of great reports available to help you set a benchmark against industry averages. These are some places to begin: M+R Benchmarks ; Fundraising Effectiveness Project Reports ; Fundraising Report Card Benchmarks. .

Analytics 122

Analytics Strategy Fundraising Benchmark 122

Candid

SEPTEMBER 13, 2023

Funders don’t always track their GOS grants Survey respondents expressed difficulty in estimating the dollar amount for their general operating grants. Others were unable to provide even an estimate since they don’t track GOS grants. Several foundations reported that the COVID-19 pandemic inspired more general operating grants in 2021.

Foundation 78

Foundation Support Learning Grant 78

EveryAction

APRIL 5, 2023

Five questions you can ask your board to help build momentum and appetite for a tech shift: When you’re deciding how to approach your board about a change in technology, you can start by asking some or all of these five questions: What do you see as our biggest limiting factors (internally) for reaching our goals?

Technology 186

Technology Change Analysis Tech 186

Candid

MARCH 11, 2022

million that will be internally displaced and 12 million who will need humanitarian assistance of some kind. We have been tracking philanthropy’s response to the Russian invasion of Ukraine. Candid collects data from publicly available sources, including press releases, websites, membership reports and surveys, and local reporting.

Ukraine 126

Ukraine United Kingdom Global Denmark 126

Nonprofit Tech for Good

AUGUST 23, 2018

So why haven’t you been doing your monthly financial reporting in a cloud-based enterprise resource planning (ERP) yet? Whether it’s your payroll system, expense tracking or payment gateways, these systems have the capability to be automated with your cloud accounting system. Source: NTEN 2018 Cloud Report. Efficiency.

Nonprofit 205

Nonprofit System Software NTEN 205