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

EveryAction

Keep in mind that while it’s important to prepare your data for migration to new software, data hygiene is not a one-and-done activity. 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.

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5 tips to prepare for a successful AMS implementation

Nimble AMS

The process can be long and filled with challenges. Share your existing process documents Before you begin your AMS search , start by document ing all your vital organizational processes. Take special care to detail your membership processes, including the joining and renewal detail s. Our team is here to help!

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Identify, Track, and Analyze Gifts with New Grants Management on EveryAction

EveryAction

Organizations need a structured and effective way of following their grants throughout the grant's lifecycle so they can easily manage this very important revenue stream and track these funds in the same place as major gifts and other sources of revenue. Keep in mind that the Grant Period End Date must be after the Start Date.

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Donation Processing Set-up: 4 Tips for New Nonprofits

Get Fully Funded

For newer nonprofits, making informed decisions about how to get set up with donation processing can be especially difficult, and for good reason. It’s a complicated process. That’s exactly why we’ve compiled a few essentials about the donation system implementation process: Invest in a secure online payment processor.

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Navigate Change Management: Set Your Nonprofit Up For Success

Bloomerang

Throughout countless different phases and stages of life as a human being, we know that things will always be changing. Or, perhaps you are aware of a new/different process or product that you believe will move your organization forward, even if the way things are isn’t horrible. Phase 1: Prepare your Approach.

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Anatomy of a successful capital campaign committee meeting

Candid

Some committee members may only attend a few meetings, while others may participate through an entire phase of the campaign. Every meeting hosted as part of your capital campaign will look different depending on where you are at in the process, which specific committee is meeting, and what they’re aiming to accomplish.

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Fundamentals of Audience Growth in the Nonprofit Sector

NonProfit Hub

Here’s what the IDEAS process looks like. The process flows like this: Insights | This is the beginning of the process. In this phase, we start by questioning and seeing what gives us pivotal knowledge. In this phase, we start by questioning and seeing what gives us pivotal knowledge. IDEAS drive success.