article thumbnail

Navigating the nonprofit RFP process

EveryAction

She asked for some advice around her (bumpy) request for proposals (RFP) process at her nonprofit. Her board had approved the budget for a new CRM and asked her to follow this process to find the right software. I thought we’d be done with the selection process in a month, but it’s month four with no end in sight.

Process 194
article thumbnail

10 Considerations for Creating a Budgeting Process

sgEngage

That includes both the budget and the process for creating it. In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your process for creating that document. What Does a Nonprofit Budgeting Process Include? Make sure others can understand it.

Process 91
professionals

Sign Up for our Newsletter

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

article thumbnail

What Nonprofits Should Know About Process Automation

sgEngage

Imagine you had an extra hour each day to do big-picture, meaningful work. Process automation can be scary for nonprofits because it can feel like you are giving up some control. But implementing automated processes can help you ensure consistent controls and set your organization up for growth. What would you do?

Process 70
article thumbnail

Picture Perfect: Building an Image Gallery on Your WordPress Site

Byte Technology

On it you can showcase and highlight photos that give users a more complete picture (no pun intended) of what you hope to accomplish with your site while helping draw more traffic and creating a dedicated follower base. Once the photos upload you’ll be able to view them within the image section and add captions and other text to each picture.

Picture 100
article thumbnail

Your Nonprofit’s New Data Management Process

TechImpact

Data management can be a tedious, difficult process. As a result, it is important to look at the big picture and plan your strategy from the ground up. As a result, it is important to look at the big picture and plan your strategy from the ground up. Accumulate.

Process 186
article thumbnail

Why the Back Office Must Be a Priority

NonProfit PRO

Picture this: A funder is about to sign on the dotted line, but they ask to see your financials. Upon investigation, you realize they’re not correct and discover the root of the problem is issues with your finance process — employees are tagging expenses with the wrong codes.

Picture 233
article thumbnail

How To Attract New Potential Donors With 3 Questions And A 6-Step Process

Bloomerang

To get a better picture of who your donors are and how you can help them, talk to your development team (anyone on the front lines), your donors, and use data tools that provide donor profiles. A 6-step process to consistently attract new potential donors. Characteristics of a donor persona include: . demographics.

Process 135