Association Analytics

APRIL 11, 2023

Since staff turnover, leadership changes, shifting business priorities, and/or platform updates can happen at any time, it’s important to keep in mind that user adoption does not necessarily have a start or end date. It might also be helpful to hold annual workshops to review the most frequently used terms in the dictionary.

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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.

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Forum One

NOVEMBER 3, 2021

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. As you get started on sifting through your data reports and action items completed this year, carefully consider how you are packaging your data in the most impactful way.

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Report Data Metrics Analysis 70

EveryAction

MARCH 8, 2023

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. Review your data tables, queries, reports, and exports. That’s why it’s important to start cleaning your data before you migrate to your new software. Revisit your staff onboarding checklist.

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Software Tips Phase Policy 226

Candid

SEPTEMBER 21, 2023

The value of known transactions may not always equal reported total giving. Finally, because the Foundation 1000 represents a much smaller subset of grant data, it is possible to review the data more thoroughly. i The largest funders are determined by total giving, as reported on a funder’s IRS form 990/PF for a given year.

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Analysis Foundation Trend Course 116

Nonprofit Tech for Good

OCTOBER 17, 2021

To find it, keep your unique goals in mind as you explore this guide to determine what’s possible. Goals can include: Gain insight into donor data through reporting and data analytics. Be sure to keep the length of setup in mind as you plan so your transition is a smooth one. How long is the onboarding process? 3) Support.

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Software Fundraising Training Train 304

Nimble AMS

JANUARY 25, 2024

All apps go through a hardcore review and testing process before being added to the store. Nimble AMS is user friendly and offers our organization the ability to gather and report more data than ever before. The report capabilities of the system have been outstanding and incredibly useful to us.

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EveryAction

JULY 31, 2023

Needless to say, if you’re a fundraiser, meeting your organization’s fundraising goal is top of mind in the fall and winter. Upon establishing that they qualify for a match, they complete a brief (typically online) submission form to be reviewed by their employer. Looking for more guidance on year-end fundraising?

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Gift Guide Calendar Philanthropy 201

The Modern Nonprofit

MAY 18, 2021

Testimonials are highly influential to that end and account for the success of many businesses whose livelihoods rely on consistently positive reviews — found on their own website and materials, as well as on unbiased, public forums such as Yelp, Google, the Better Business Bureau, and more. Make your reviews come to life.

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Action Review Nonprofit Survey 105

Nonprofit Tech for Good

APRIL 3, 2022

The list created by Sean Kosofsky of Mind the Gap Consulting can be used by an executive director, board chair, or any individual board member to consider their contribution to your organization’s financial health. Be familiar with the organization’s case for support, annual reports, theory of change, and other collateral materials.

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Fundraising Mail Law Donation 344

M+R

FEBRUARY 11, 2024

Read time: 4 minutes Are you done running reports for your 2023 year-end fundraising? We reviewed some early 2023 returns a few of weeks back , and now we’re taking a closer look at email tactics. Keep these trends and tactics in mind as you start to pencil in plans for the coming end of year (and no, it is never too early to start).

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email Campaign New York City Photography 112

Blue Avocado

MARCH 12, 2024

Tips for reviewing your nonprofit’s grant prospects. Grant funding is great, but often comes with requirements such as financial tracking of the award, measuring the program, reporting to the funder, and more — so look before you leap ! One of the questions I’m often asked is: “How do I find grants?” You can lose money on grant awards.

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Grant Award Fundraising Fund 92

Nimble AMS

AUGUST 8, 2022

While data analytics might be communicated as a high priority, the surveyed association professionals report their confidence in the state of their member data remains weak. Give your association a competitive edge by choosing to emphasize data governance and creating a like-minded policy.

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Policy Government Adopt Associations 117

Cloud 4 Good

OCTOBER 6, 2021

Admins and Developers will be particularly interested in the many updates to Einstein Search, inline editing from reports now being generally released, and even more functionality added to Flow Builder. The search scopes are assigned by user profile, allowing admins to customize the search experience with business processes and teams in mind.

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Chart gMail Singapore Vermont 101

Bloomerang

AUGUST 22, 2023

More than 75 percent of Gen Z and Millennial donors reported preferring giving online, meaning it’s essential to use fundraising solutions that help you better understand and connect with this audience. Donor reporting and insights. Reduce time spent on manual reporting tasks by leveraging templates and at-a-glance dashboards.

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Websites Paypal Fundraising Nonprofit 74

Saleforce Nonprofit

SEPTEMBER 3, 2021

Organizations should critically review proposed data collection and ensure that the intended benefits and impact justify the risks of data collection in the first place. This is commonly done when employees are terminated and reduces on-device risks, but can be an important tool to keep in mind. Learn more. Learn more. Learn more.

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Practice Data Afghanistan Environment 120

Nimble AMS

AUGUST 2, 2022

According to Candid’s official grant reporting data, there are approximately three million grants worth over $180 billion in available funds. Be thorough and respond to all parts of the grant guidelines, while staying mindful of character limits, page length, typeface, and page margins. . Recruit a reviewer.

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Grant Associations Tips Guidelines 128

Nonprofits Source

MAY 25, 2023

In this article, we’ll explore key tips to increase your patient acquisition rate: Use Patient Journey Mapping Keep a Pulse on Reviews Optimize for SEO Partner with a Digital Marketing Keep in mind that patient outreach is directly tied to patient outcomes. Keep a Pulse on Reviews Reviews matter. Monitor reviews.

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Goal Tips Review Map 52

Nimble AMS

JULY 13, 2022

Go to your board with a realistic technology budget in mind and explain why it’s necessary. If your board requires further proof to approve your requested budget, get your technology team or board subcommittee involved in the review process to provide additional reporting. Work with your board for budget approval. Learn more.

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Proposal Effective Associations Benchmark 129

Nonprofit Tech for Good

DECEMBER 11, 2020

In a recent study by Fidelity Charitable , 8 out of 10 donors reported that nonprofit transparency and trustworthiness are primary factors influencing their giving decisions. Once you have registered to fundraise in a state, you must regularly renew that registration and file an annual report of details of your fundraising activities.

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Online Fundraising Registration Method 321

Candid

JANUARY 6, 2023

Candid’s Issue Lab provides access to more than 33,000 philanthropic resources, which include reports, studies, surveys, and toolkits that cover a variety of issue areas and are contributed by social sector organizations from around the world. Kellogg Foundation in partnership with the University of New Mexico This report examines how W.K.

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Issue Resource New Mexico Mexico 98

Blue Fox

AUGUST 14, 2022

It’s the backbone of the financial data that populates other financial reports. Because software like QuickBooks tends to organize reports based on alphabetical account names if there are no account numbers in use. It’s just that important. So, let’s dive in and learn a bit more! What is a Chart of Accounts?

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Chart Pledge Grant Nonprofit 78

Candid

JANUARY 10, 2023

After all, a capital campaign can involve wildly different tasks—ranging from reviewing big-picture development progress down to choosing a color scheme for your public phase marketing materials. Review any specific policies in place, especially for longer meetings where members’ attention spans are more likely to dip or wander.

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Campaign Structure Phase Review 98

VQ Strategies

NOVEMBER 9, 2022

End-of-year performance reviews are just around the corner and this week’s Mind the Gap column from McKinsey features tips on how to navigate feedback with Gen Z workers , both from the employer and employee perspectives. Become a Coach, not a Reviewer.

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Challenge Volunteer Review Roles 98

Blue Fox

OCTOBER 1, 2021

Let's review my financials before giving season As always, if your team could use assistance in your back office, just ask for help ! Blue Fox services range from standard bookkeeping and payroll services, to coaching and consulting, to comprehensive virtual CFO services.

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Ideas Fundraising Script Nonprofit 147

Zen and the Art of Nonprofit Technology

OCTOBER 21, 2007

Home About Me Subscribe Zen and the Art of Nonprofit Technology Thoughtful and sometimes snarky perspectives on nonprofit technology Book Reviews October 21, 2007 I read three books recently that I thought would be worth reviewing here. Not about how many hours you spent at the client office, or how many reports you wrote.

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Review Open Source Consultant Profit 100

Whole Whale

JUNE 22, 2021

At Whole Whale, every manager and direct report has a weekly check-in. Developing a daily route can be helpful in terms of productivity and getting your mind in the GTD (getting things done) zone. Tracking and reviewing your work in an agile way will allow you to show off all of your hard work in a way that can’t be seen day-to-day.

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Work Tips Music Adwords 98

Connection Cafe

FEBRUARY 25, 2020

To help you find areas of improvement, I pulled out my four biggest takeaways from the Blackbaud Institutes’ (BBI) Human Social Responsibility Report. This statistic-driven report calls attention to the growth of CSR programs from an employee’s perspective. Impact Reporting Supports Everything You Do.

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Report Practice Social Companies 27

Saleforce Nonprofit

OCTOBER 17, 2022

As organizations move forward with engaging their stakeholders, effectively connecting, understanding and acting on data is top of mind. In our recent Nonprofit Trends Report , 85% of nonprofits noted that donor retention is becoming more difficult. Introducing Data Lake for Nonprofits, Powered by Amazon Web Services (AWS).

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Data Experiment Create Help 78

Bloomerang

AUGUST 20, 2021

With that in mind, now is the perfect time for you and your team to review what’s required to operate in different states. . Here are the big-picture compliance essentials to keep in mind: . Financial reporting requirements. Charitable solicitation registration. State tax exemptions.

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North Dakota District of Columbia Guidelines Registration 111

sgEngage

JANUARY 22, 2024

Our review discussions became more interesting, and the impact of the entire program was strengthened. When was the last time your application was given a solid review? Critical factors that impact decision making can be technical, such as was the proposal or report submitted on time, or did they include the attachments.

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Question Application Reflection Philanthropy 85

Bloomerang

NOVEMBER 10, 2023

7 steps to start a major gift program Major gift fundraising tools Let’s start by reviewing the basics of what these key donations are. Let’s review the key steps of finding major donor prospects, building relationships, and retaining their support for the long term: 1. Why are major gifts so important for nonprofits?

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Gift Raise Guide Relationship 96

Volunteer Hub

MARCH 1, 2023

According to reports, 69% of people are more likely to commit time to an organization with a structured onboarding program. Here are four best practices for developing volunteer orientations with engagement in mind. A Harvard Business Review survey found that engagement leads to 4x productivity.

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Training Train Volunteer Tips 85

DNL OmniMedia

MARCH 13, 2023

This software makes recording, saving, and referencing data more convenient by providing secure storage and reporting tools. It should also include features like visual reporting pages, mobile capabilities, and compliance measures that meet legal regulations around client privacy.

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Data Management Database Software 52

Nonprofit Tech for Good

JANUARY 17, 2020

Once you have registered, you must regularly renew that registration and file an annual report of details of your fundraising activities. Many nonprofits find that this option provides them with peace of mind, and allows them to focus on their mission. Giving Days. Fundraising compliance is both the law and a best practice.

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Online Fundraising Registration Method 289

Achieve

MARCH 18, 2024

A compelling story with interesting details will go much further to catch the attention of a reviewer working through a stack of proposals rather than just facts and figures. Develop an agenda and invite stakeholders to review the grant’s purpose and guidelines, as well as the data and stories you’ll need for writing a well-rounded proposal.

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Storytelling Grant Tips Proposal 52

Kindful

AUGUST 28, 2023

About Kindful Kindful was founded with a simple idea in mind: nonprofits should be able to spend less time focused on their database and more time focused on their mission. Collaboration Review and provide input into software specifications. You may review designs for some upcoming work with a small group.

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