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.

Action 75

Action Report Practice Fundraising 75

Media Cause

JUNE 9, 2022

We all know it can get tricky to work with outside vendors; setting up pixels correctly, getting reports, and ensuring that leads are attributed properly. I recently ran into a situation where we had attribution issues, but the easy way to fix it wasn’t an option. . This is where we had an issue. Do you want a cookie? *To

Track 52

Track Problem Donation Gift 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.

Report 52

Report Analysis Voice Track 52

Bloomerang

AUGUST 12, 2021

Annually, the committee should request and review both the overall donor retention rate and the first-time donor retention rate and report those numbers to the full board. There should be an easy way for members to report back notes from donor conversations. The committee should be authorized to have non-voting, non-board members.

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Retention Rate Donor Issue 112

EveryAction

JUNE 23, 2023

Start by asking, “Who are the decision-makers closest to the issue right now?” If you work on multiple issues and have tagged your supporters by their interests it will be easy to identify your most likely action-takers, but you have several other options as well. Send and track your advocacy calls!

Advocacy 158

Advocacy Generation Support Script 158

Allegiance Group

MAY 16, 2024

Nearly all new reports and benchmarks show a decline in both donors and dollars, and the Fundraising Effectiveness Project’s (FEP) latest Quarterly Fundraising Report is no exception. The new FEP report compares overall philanthropic giving trends in 2022 and 2023. In the Q4 fundraising report, we see a decline in all three.

Trend 52

Trend Podcast Retention Nonprofit 52

Nonprofit Tech for Good

JANUARY 29, 2024

Working with NGOs, thought leaders, and policymakers in DC for the last decade, she specializes in getting people to care about complex issues that might otherwise get ignored. Position your nonprofit as a trusted resource on social issues to establish authority. The landscape of nonprofit fundraising has changed dramatically in 2024.

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Social Media Organization Media Fundraising 247

EveryAction

MAY 30, 2023

Before your event, use an email series to give supporters a refresher on the policy issues you’re working on and how they’re impacting the community. It’s not just useful for marketing and managing your events—follow-up texts are a great way to send a quick thank-you note to participants while you craft your full follow-up report.

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Virtual Advocacy Channel Mobile 163

sgEngage

MARCH 7, 2024

Without that, the SOA can misrepresent the financial health of the organization and lead to future funding issues. 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.

Activities 80

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.

Report 251

Report Web Analytics Comparison 251

EveryAction

JANUARY 11, 2023

Meeting these three milestones before the end of the month will get your grassroots team back on track just in time to launch your 2023 campaigns. Report #1: took one to three actions in the past six months. Report #2: took four or more actions in the past six months. Rest assured: it’s not too late to catch up!

Advocacy 198

Advocacy Volunteer Analysis Action 198

Nimble AMS

OCTOBER 12, 2023

Medical associations choose Nimble AMS for intuitive member management solutions, professional development features, modern e-commerce options, advanced accounting and financial reporting, and exclusive Nimble AMS tools. Efficiently track and organize complex membership structures and boost member engagement. Professional development.

Associations 157

Associations Massachusetts Cancer ROI 157

Amy Sample Ward

DECEMBER 22, 2011

[Note: The following is an excerpt of an article in the December 2011 issue of NTEN:Change. There are many types of technology and other management tools available to assist in this process, and now is the time to take stock of your technology and the tools you are going to use to track your data.

Measure 143

Measure Issue Impact Method 143

Candid

APRIL 25, 2023

EGA has a long-standing history that includes more than 10 years of data collaboration with Candid, to support their Tracking the Field (TTF) research program. EGA found only 21% of environmental grantees who reported have leadership that identifies as BIPOC—compared to 25% for nonprofits across all issue areas.

Effective 104

Effective Demographics Philanthropy United States 104

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. However, a clearly defined scope is critical to keeping a project on track throughout its life cycle. What is the impact of the problem? out of scope).

Project 91

Project Fund Software Help 91

Saleforce Nonprofit

AUGUST 19, 2022

In May 2022, Twilio published the State of Nonprofit Digital Engagement Report on how digital engagement is reshaping the way nonprofit organizations deliver services. In fact, 89% of nonprofits report that digital communications are critical to achieving their organization’s mission.

Digital 59

Digital Report San Francisco Children 59

EveryAction

MAY 2, 2023

Collecting petition signatures A petition is many things: a way to quantify support around an issue; a tactic that helps bring new supporters on board; a relatively light lift to help keep passionate advocates engaged. Some have even described it as a grassroots rally on paper. Ready to take the next step with your advocacy program?

Advocacy 222

Advocacy Action Support Help 222

Candid

MAY 16, 2024

nonprofit sector report, released today, explores. The report aims to increase transparency about diversity in the sector, highlight key findings at the macro level, and offer a snapshot and baseline with which to track efforts related to diversity, equity, and inclusion.

Demographics 96

Demographics Nonprofit Leadership Data 96

Nimble AMS

APRIL 29, 2023

However, of the association professionals who said they plan on increasing their IT budget, 72% report they feel technologically prepared for the future. How does your association compare? Data silos can hurt your association causing outdated information, a reporting breakdown, security issues, and a disjointed member experience.

ROI 105

ROI Technology Time Associations 105

sgEngage

SEPTEMBER 13, 2023

You’d see that the software tracks restricted funds the way you need it to. A true fund accounting system simplifies restricted funds, making it easier to track and report on government grants, endowments, and specific donor requests. Can you walk me through the process for building a report and a dashboard?

Fund 84

Fund Question System Integration 84

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. But they often come with many strings attached—such as detailed reporting requirements. Tip 2: Review your scheduled reports.

Foundation 83

Foundation Build Grant Fund 83

sgEngage

APRIL 23, 2024

Here are some of the internal controls your grantees should have: Formal Written Policies and Procedures You want to make sure your grantees have documented and defined ways of managing and tracking the funds they receive. How do you track time and effort? Do you have tiered approvals for different amounts?

Grant 94

Grant Policy International Application 94

Nonprofit Tech for Good

MARCH 22, 2020

By keeping all the board materials on a Google Drive (or another cloud storage service), these documents – whether they are bylaws, budgets, minutes, agendas – will make it easier for board members to keep track of documents, and not risk losing them when a board member’s computer crashes, or someone unexpectedly resigns.

Google 303

Google Conservancy Demonstration Collaboration 303

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. 2) Bloomerang :: bloomerang.co.

Relationship 231

Relationship Software Management Pledge 231

Candid

MAY 13, 2024

Measuring effectiveness equitably across grantee portfolios A number of promising practices have emerged for how funder collaboratives can equitably measure impact across their full grantee portfolio: Tracking grantee characteristics across the portfolio. Tracking feedback across the portfolio to improve grantee support.

Measure 59

Measure Collaboration Effective Impact 59

Bloomerang

FEBRUARY 16, 2024

Banking and financial features that are targeted to the ways nonprofits collect, track, and spend funds help organizations better manage their finances. Data collection and storage Not only is some financial data required by the IRS , but tracking your donations and expenses is also vital to effective financial management.

Effective 99

Effective Donation Management Guide 99

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. Doing so could cause issues with understanding what’s most important to your members in the current moment. Let’s get started!

Analytics 169

Analytics Associations Model Metrics 169

EveryAction

MARCH 8, 2023

Review your data tables, queries, reports, and exports. Create a list of all queries, reports, exports, and dashboards that your organization uses so that they can be created in the new system as appropriate. Establish an ongoing plan to keep your data clean and ready to put to work for your organization.

Software 226

Software Tips Phase Policy 226

Bloomerang

JANUARY 31, 2024

As 2023 has drawn to a close, tax season looms on the horizon, and we nonprofits gear up for a unique opportunity—issuing tax summaries to our donors. Cumulative giving statements Donors rarely know or keep track of their cumulative giving, so when you point out the total, they’re usually quite pleasantly surprised.

Summary 82

Summary Donor Calendar PDF 82

The MatrixFiles

FEBRUARY 23, 2024

Higher education and the media have been hard hit with trust issues. Members report having to work doubly and triply hard to shore up their credibility. Execs agreed on the importance of educating members about trust issues in their field. Track trends in your industry. How is declining trust affecting your association?

Associations 130

Associations Industry Government Education 130

sgEngage

MAY 15, 2024

Increased flexibility with reporting : We now have a process so grantee partners can submit applications and reports in alternative formats, such as through email or over Zoom. Hurrying through these stages increases the chance of neglecting crucial issues or missing possible enhancements.

Change Management 61

Change Management Disaster Change Management 61

sgEngage

APRIL 26, 2024

Because the teams were not prepared at the year-end audit for these types of significant changes, there were often issues that required auditors to spend additional time in discussions with management or to document their understanding of the changes. This has allowed for smoother and more efficient audits.

Relationship 96

Relationship Practice Build Evaluation 96

Nonprofit Tech for Good

FEBRUARY 1, 2019

By Ryan Polk , a Policy Advisor at the Internet Society , where he is primarily focused on issues related to Internet trust. No flashlight app ever needs to track your location or your calendar. Others, like Ghostery and Privacy Badger , will block tracking cookies or web beacons that companies use to track your browsing habits.

Data 248

Data Plugin Internet Policy 248

Candid

NOVEMBER 14, 2022

This year’s Measuring the State of Disaster Philanthropy report, published by the Center for Disaster Philanthropy (CDP) and Candid, tracked roughly $121 billion in aid to date in 2020 across multiple sources—including bilateral and multilateral aid, U.S. federal agencies, donor-advised funds, and giving platforms. Be flexible.

Puerto Rico 98

Puerto Rico Disaster Philanthropy Lebanon 98

Candid

MARCH 21, 2023

The United Nations also issued an appeal for an additional $1 billion in aid, and the European Bank for Reconstruction and Development pledged €1.5 Disaster relief giving by individuals and family foundations Candid’s Philanthropy News Digest (PND) has been tracking news about support efforts. billion in emergency funds. billion ($1.6

Syria 111

Syria Turkey Disaster Pledge 111

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 80

Foundation Build Fund Review 80

Forum One

SEPTEMBER 15, 2023

Let’s address the key issues of concern and find that silver lining in order to move towards impact. Key issues of concern (i.e., frustration) We’ll get to the tool’s silver linings, but so you know you’re not alone in your frustration, here are a few of the key issues. GA4 is built with a different approach.

Analytics 75

Analytics Museum University Google 75