Whole Whale

JUNE 21, 2023

Lead tracking software is common in the business-to-business (B2B) world where sales teams need to know the when/where/who of companies checking out their online resources. Company-level Lead Tracking These tools leverage the IP, cookies and network information of visitors to your website to show a top-level view of company activity.

Track 52

Track Software Donor API 52

Saleforce Nonprofit

NOVEMBER 2, 2021

Passionate in its belief that people with additional needs shouldn’t have to compromise their hopes and aspirations, the organisation strives to take a whole-person approach to beneficiaries, supporting every aspect of their lives. Supporting the Individual Through Person-Centred Care.

Process 120

Process Personal Support Service 120

Association Analytics

JUNE 21, 2023

When you turn to another person for relationship advice, whether that’s a trusted friend or therapist, you often start by discussing what’s bothering you. If you’re struggling to find someone to share your data woes with, we’re here to help you decipher the signs and get you back on track. Probably not, right? Sound familiar?

Associations 319

Associations Challenge Data Taxonomy 319

Media Cause

NOVEMBER 15, 2022

UTMs, or urchin tracking modules, are tags that allow you to better understand where your web traffic is coming from and how supporters get to your site. Why is UTM Tracking so important, and what are the benefits? How does UTM Tracking Work? UTM Tracking Best Practices. How does UTM tracking work? Key Parameters.

Track 52

Track Guidelines Practice Analytics 52

sgEngage

FEBRUARY 9, 2024

You need data collection and data structure skills, not just a data entry person—someone who knows how your organization operates and the best ways for information to be delivered. Identify just one person to communicate with the software vendor. This person shouldn’t be the clerical or data entry person.

Fund 92

Fund Software Community Tips 92

Cloud 4 Good

APRIL 27, 2021

Not the First Platform to Drop a Trail of Crumbs for Personalized Ads. Many other platforms, including Google, use “ inferred demographics ” to gain more insights about individual users to provide personalized ads. Frequently check in on your personalized ad settings. How Inferred Demographics Can Skew Analytics.

Social Media 68

Social Media Personal Demographics Media 68

Bloomerang

OCTOBER 1, 2021

As a fundraising coordinator who prepares these reports, you work with this data every day. Between balancing their personal and professional lives and strategizing how to put your organization on the best path forward, your board is incredibly busy. Donor data to exclude from your report. Additional information to share.

Data 124

Data Report Donor Metrics 124

Whole Whale

MAY 10, 2021

Donor Reports present a great opportunity to share organizational wins and losses throughout the year. Annual nonprofit reports are great for the big picture impact of the organization, however they only come once a year. These reports can be an efficient way to communicate transparency with supporters and show appreciation.

Report 59

Report Impact Donor Summary 59

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. One size does not fit all.

Action 77

Action Report Practice Fundraising 77

Nonprofit Tech for Good

DECEMBER 12, 2019

When you solicit a prospective supporter, you need to be prepared with data, compelling testimonials, personal knowledge of what motivates the donor as an individual, and a concrete plan of how their major gift will help you make major changes. That way, these gift records are linked together for easy reference, tracking, and reporting.

Relationship 246

Relationship Donor Management Sponsor 246

Saleforce Nonprofit

AUGUST 19, 2022

When the pandemic limited in-person access to critical services, many nonprofits were forced to adopt digital channels to support constituents, accelerating a trend of the past decade. 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

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. Content – This person takes the resulting data and tailors your association’s content, events, and other activities to appeal to the right audiences.

Analytics 169

Analytics Associations Model Metrics 169

M+R

APRIL 16, 2024

So here’s your action item: If your organization hasn’t already, save any existing UA data before this date for historical tracking! You may also want to discuss which KPIs are important for your organization to track year over year and save any relevant data so you can continue to compare those KPIs to historical performance.

Benchmark 40

Benchmark Analytics Google Comparison 40

Nonprofit Tech for Good

AUGUST 29, 2022

They appeal to those who may be interested in volunteering because they enjoy helping others or have a personal connection to the cause that the organization supports. Keep all of this important personal information organized and in a secure database. The information is stored securely and is easily accessible.

Volunteer 278

Volunteer Management Tips Application 278

Nimble AMS

MARCH 10, 2024

Additionally, members of private online communities will choose to join a virtual network because they identify with an association’s mission and want to engage with an organization’s content for professional or personal growth. Community Brands research found members who have used an online community report higher loyalty metrics.

Community 116

Community Platform Benefit Online 116

EveryAction

AUGUST 30, 2023

Welcome to another installment of Thursday Thoughts, a dedicated space for our friends in nonprofit sector leadership to reflect on reports, statistics, and other trends—because when our community shares knowledge, we can all do more good.  Check out our last installment here ! Invite mid-level donors into your strategy.

Donor 179

Donor Gift History Virtual 179

Beth's Blog: How Nonprofits Can Use Social Media

AUGUST 27, 2014

This is a graph of aggregate data from Jawbone,a wristband that people wear that tracks their steps throughout the day and their sleep patterns during the night. (h/t ” The Jawbone has previously put out aggregate data reports around sleep habits of those that wear its device. It opens up the question: Who owns our data?

Personal 103

Personal Data Aggregator San Francisco 103

Eric Jacobsen Blog

SEPTEMBER 22, 2023

Two parallel tracks are operating: the work track and the personal track. Therefore, they suggest you do the following to build your own interpersonal glue with your direct reports and the team at large : Create rituals at the beginning and the end of the day. Ekelman, JD and Julie P. Kantor, PhD.

Tips 78

Tips Facilitation Track Advice 78

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

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? When you provide personalized options, your members are more likely to engage in your organization, boosting your ROI.

ROI 106

ROI Technology Time Associations 106

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 86

Fund Question System Integration 86

EveryAction

MARCH 8, 2023

Designate a point person for your new software implementation. This should be the person who is most familiar with your organization’s existing software and how it’s used throughout the organization. Review your data tables, queries, reports, and exports. Revisit your staff onboarding checklist.

Software 226

Software Tips Phase Nonprofit 226

Nonprofit Tech for Good

JANUARY 29, 2024

It’s like seeing a new place through the eyes of a local, where you engage in authentic conversations, share personal experiences, and build a community that’s genuinely interested in your cause. Leveraging the personal accounts of your CEO and other subject matter experts can do this more effectively than your brand’s accounts.

Social Media 255

Social Media Organization Media Fundraising 255

Bloomerang

FEBRUARY 16, 2024

Using a nonprofit banking account can simplify nonprofit financial management and provide benefits that personal and business accounts do not offer. Banking and financial features that are targeted to the ways nonprofits collect, track, and spend funds help organizations better manage their finances.

Effective 100

Effective Donation Management Guide 100

Nonprofit Tech for Good

JUNE 1, 2021

By not using an email marketing service, your organization can not track open and engagement rates, segment your subscribers, or ensure that the opt-in is consensual. 3) 64% of nonprofits use personalization in their email newsletters, such as a first name in the subject line, in the salutation of the email, and/or in the body of an email.

email 335

email Marketing Data Stats 335

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 84

Foundation Build Grant Fund 84

Bloomerang

AUGUST 28, 2023

When it comes to donor data, there’s a lot to keep track of. A nonprofit CRM (also referred to as a donor management system ) is a software platform that allows nonprofits to store, update, and report on supporter data. Giving histories, gift amounts, and frequencies can reveal a lot about future willingness to give.

Profile 94

Profile Nonprofit Software Donor 94

Bloomerang

OCTOBER 16, 2023

Here are 3 rules for reporting impact Be warm, heartfelt, and sentimental. Give them all the credit. Be personal—there’s no “Dear friend” allowed here. Start with a straightforward script Give your volunteers a warm, personable thank you script. If you do it in person, serve snacks and drinks. What’s the answer?

Gift 103

Gift Script Phone Voice 103

Bloomerang

APRIL 11, 2023

Engagement: To boost volunteer retention, you’ll need to manage and empower volunteers to do their best work through ongoing appreciation and investment in their personal growth. Send timely, personalized thank you messages to volunteers recognizing them for their hard work. Run volunteer hours reports for easy tracking and exports.

Volunteer 78

Volunteer Software Management Track 78

Nimble AMS

MAY 16, 2023

Statista reports that Generation Z is the most racially and ethnically diverse generation in US history. Pew Research found that Gen Z is on track to be the most well-educated generation yet, with individuals being less likely to drop out of high school and more likely to enroll in a two-year or four-year college. Make networking easy.

Generation 118

Generation Associations Survey Retention 118

Nimble AMS

MARCH 30, 2023

A CRM lets you track customer interactions, manage relationships with prospects, and ultimately gives a bird’s eye view of your data. An AMS assists in data management and reporting, optimizing sales and marketing efforts, and streamlining member payments and e-commerce initiatives. Become data-driven.

Associations 138

Associations Software Difference ROI 138

Volunteer Hub

OCTOBER 24, 2022

According to an article, published by PapersOwl, e-learning courses can be completed almost 60% faster than in-person training. Investing in e-learning can also greatly reduce that amount of administrative time that it takes to conduct in-person training. Tracking & Reporting. Consistency. Reduced Costs (Long-term).

Training 74

Training Train Benefit Volunteer 74

sgEngage

DECEMBER 13, 2023

Team members can personalize their efforts. Team members can personalize their efforts. Encourage your team members to highlight their unique experiences by using personalization and storytelling t o inspire support. Reaching goals is easier through teamwork. Foster ownership and accountability.

Team 75

Team Difference Fundraising Track 75

Get Fully Funded

JUNE 5, 2023

Not only is it a mess to get accurate financial reports, you can’t get the data you need for grants which can wipe out your chances of getting grant funding. The sole purpose of a Donor Management system is to track donors, track your communication with donors, and track donation information.

System 98

System Help Nonprofit Track 98

Nonprofit Tech for Good

NOVEMBER 3, 2023

A recent Abila study shows donors feel 71% more engaged with nonprofits when they receive personalized communications from the nonprofits they support. This is one of the key reasons that more than 60% of nonprofits already use personalization in their email marketing. Yes, personalization requires data. It’s not a magic bean.

Personal 323

Personal email Strategy Nonprofit 323

sgEngage

JANUARY 16, 2024

Person-to-person matchmaking, though, is just the beginning. Send Handwritten Letters First, Not Emails Email is faster and can return instant results, but old-fashioned handwritten letters give that personal touch. Tell a Powerful (and Personal) Story Humans are hardwired for narrative.

Effective 75

Effective Tips Fundraising Blackbaud 75

Nimble AMS

JUNE 4, 2022

Try creating SMART goals to make the process manageable and keep your association on track for achievement. . Use the results to personalize email reminders to members. . Track member engagement through your AMS. Now that you have a sense of your ideal member, you can set relevant association goals. Here’s how: . Learn more.

Associations 121

Associations Goal Technology Measure 121