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Top Ten Data Challenges (And Solutions) for Associations

Association Analytics

Older models tended to be AMS-centric, leading to siloed data, static reports, and that trapped feeling. 9: Your Data Is Not Readily Available Challenge : You need to put a report together by the end of the week, but the person who has access to the data you need is out on vacation for the week. Set up your KPI and metrics!

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7 Database Goals for Your Independent School’s Capital Campaign

sgEngage

Review reporting. Work closely with administrators to identify reports that need to be run and the metrics to track during the campaign, which will inform your fund setup and gift entry process. Agree on a report format and frequency so everyone knows what they need to report on and how often.

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Prioritizing authentic connections through trust-based philanthropy 

Candid

TBP practices such as multi-year unrestricted funding and simplified application and reporting processes are the logical outcome of treating grantees as our partners. We only ask for the information we need to understand the proposal and then dive deeper via phone calls.

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Major Gift Metrics: What You Need to Know

DNL OmniMedia

Using that knowledge, we’ve created this guide to help your team understand major gift KPIs, the metrics you should be tracking, and the top tips to do so successfully. You’ll explore major gift metrics through the following guide: Overview of Major Gift Fundraising Data. 3 Tips to Track Major Gift Metrics More Effectively.

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How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

sgEngage

Note when the project was approved, the proposed project start date, and when the project is expected to be completed. 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. out of scope).

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Supporting a Nonprofit Business Plan: A Leader’s Guide to Guiding Your Board

Neon CRM

Now, let’s say that, during a proposed budget review, you notice that the board has cut funding for a top-rated yearly educational program with your constituents. However, by pulling reports that combine your donor acquisition versus retention numbers, you show that the donor base has never increased by more than 10% in a year.

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What is Grant Management?

sgEngage

Grant management is the comprehensive process of overseeing all activities related to grants: from identifying recipients, to awarding funds, to reporting on outcomes all while maintaining compliance with regulatory requirements. In order to ensure compliance, these documents are often reviewed by legal professionals before signature.

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