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7 tips for preparing your nonprofit for a move to new software

EveryAction

Include a comprehensive checklist in your staff onboarding process that helps to ensure the security of your data and make sure new staff members have the tools they need to do their jobs. For example: Determine what data permissions/access they’ll need to do their jobs.

Software 226
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3 Reasons Every Nonprofit Tech Project Should Begin with a Discovery

Nonprofit Tech for Good

A tech “discovery” is the initial, independent phase of a technology project where key analysis, design and planning are performed BEFORE a buy or build decision is made. Discoveries are essentially risk mitigation exercises, and they should be a separate contract from the build phase whenever possible. Why is that? It’s about people.

Tech 271
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The Promise & Peril of Creator Tools Like ChatGPT for Nonprofits

Beth's Blog: How Nonprofits Can Use Social Media

On the one hand, was the “Evil Robots Overlords” view that we will never control AI and it will control us and take over all our jobs through automation. As people begin to use these creator tools in different fields and jobs, including fundraising as the example in the Chronicle piece illustrates, there are some benefits.

Tools 162
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The Beginner’s Guide to Running Your First Capital Campaign

Get Fully Funded

Yes, having that new building would make your job SO much easier. The Two Phases of a Capital Campaign You will be asking folks for a lot of money and support for this project, and it comes in two phases: the quiet phase and the public phase. It’s reality check time. But be careful what you wish for.

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Phased In Giving – A Creative New Trend in Setting your Board’s Give/Get Policy

BoardAssist

One creative new trend we are seeing: establishing a phased in give/get. How does a Phased In Give/Get work. Setting your board’s give/get policy is one of the toughest jobs a board must perform. Why a Phased In Give/Get might work for your board. The challenge with setting the Give/Get for your board.

Phase 40
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The 5 Phases of the Faith-Based Supporter Lifecycle

Connection Cafe

The 5 phases of the faith-based supporter lifecycle : Step #1: Getting to Know You. For places of worship, this is the phase where a potential member attends services for the first time, or comes occasionally, while still attending another parish most weekends. For schools, this is where the family registers their children to attend.

Phase 27
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The 5 Phases of the Faith-Based Supporter Life Cycle

Connection Cafe

The 5 phases of the faith-based supporter life cycle: Step #1: Getting to Know You. For places of worship, this is the phase where a potential member attends services for the first time, or comes occasionally, while still attending another parish most weekends. Step #3: First Gift. Step #4: Donor Stewardship.

Phase 21