Remove Phase Remove Process Remove Support Remove Track
article thumbnail

How to Streamline Your Grant Management Process with Technology

sgEngage

You want applications from organizations that align to your mission, but the frequency of the requests can easily bog down your processes if you aren’t careful. To avoid overwhelming your team, standardize how you receive and process grant applications at your organization. Track your communications via activity records.

Grant 103
article thumbnail

7 Database Goals for Your Independent School’s Capital Campaign

sgEngage

If a regular audit process isn’t already part of your operations, try adding a couple of audit queries to ensure key fields are correctly coded to catch anything that may fall through the cracks. Identify major donor giving potential and help build the gift pyramid, a crucial step in the first two phases of a campaign.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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. Create a process for removing staff members from your systems when they leave your organization. Revisit your staff onboarding checklist.

Software 226
article thumbnail

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!

Tips 120
article thumbnail

Is your nonprofit organization ‘grant-ready’? 

Candid

Candid offers many resources to support organizations in searching for funding opportunities, writing grant proposals, and standing out among applicants. From the first phase of writing a proposal to actually receiving a check could take six to nine months. Do you have a track record? Are you already financially viable?

Grant 100
article thumbnail

Donation Processing Set-up: 4 Tips for New Nonprofits

Get Fully Funded

After all, how difficult can it be relative to all the hard work that it’s taken to obtain donor support in your community in the first place? 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.

Process 59
article thumbnail

Getting the board on board with nonprofit technology changes

EveryAction

By asking the right questions , clearly advocating for your organization’s needs, and building a clear roadmap , you can make sure your board understands your situation and supports your ultimate goal of helping your teams work more efficiently and effectively through technology. Let’s dive in. A roadmap is a pathway to the future state!