NonProfit PRO

MARCH 25, 2022

Picture this: A funder is about to sign on the dotted line, but they ask to see your financials. You pull numbers from your system only to realize they don’t look quite right.

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Picture Issue Problem System 229

sgEngage

AUGUST 29, 2022

Implementing a robust and modern fund accounting system can save your team time, make reporting faster, and give you more opportunity to focus on impactful work. But introducing a new fund accounting system can be a sizable undertaking—even when you know it will be worth it. Mindset: A Critical Tool in Your Implementation Toolbox.

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System Fund Practice Free 70

Association Analytics

SEPTEMBER 27, 2023

The apprehension to adopt a new system or modify a current one is real. However, the trick is to shift the conversation from the process to the outcomes. Savings & Optimization – describe the areas and number of hours that will be saved through more efficient data tools and processes. The same goes for analytics.

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Analytics Analysis ROI Associations 169

sgEngage

APRIL 17, 2024

Your online giving form is the primary instrument you use to process a donation, and it’s also the key tool you use for collecting valuable information about your donors. This theory explains that our brains are designed to think in two ways: System 1, which is instinctual, and System 2, which is rational.

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Donation Online Canada System 94

Forum One

MAY 13, 2021

In this post, we focus on the processes and technology of migrating your government services to digital. Streamlining and improving your processes. One of the goals of modernization should be to streamline and improve processes. Improving your process will be critical to the perceived success of your modernization.

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Government Process Service Technology 51

Nonprofit Tech for Good

MARCH 3, 2024

However, managing grants efficiently and effectively can often be a daunting task, requiring meticulous attention to detail, rigorous compliance measures, and streamlined processes. Looking Back: Traditional Grant Management Processes In the past, managing grants for nonprofits involved lots of paperwork and manual tasks.

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Grant Software Trend Fund 203

Bloomerang

JULY 7, 2021

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.

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Process Question Donor eBook 134

Association Analytics

AUGUST 15, 2022

And while it’s great for specific uses in day-to-day operations like transactional, process renewals or course payments, it can’t help you answer complex questions (see our previous blog, Your AMS Wasn’t Designed for That ). Your association is likely using more than one system that captures data. Data Integration.

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Analytics Associations Demographics Picture 169

Nonprofit Tech for Good

DECEMBER 13, 2021

Here’s the good news: with preparation and a pulse on the right data and information, it is possible to get a handle on the task and get a big picture of your organization’s needs. Below is a list of processes and procedures you can take to prepare yourself and your organization to start your website build or redesign on a solid footing.

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sgEngage

FEBRUARY 9, 2024

The right fund accounting software can save you time and streamline your processes. Working with a consultant (either your vendor’s or an external partner) will save time and money because the system will be set up for your organization’s exact needs. Name a point of contact who sees the big picture. Think about the future.

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Fund Software Community Tips 88

Nonprofit Tech for Good

OCTOBER 17, 2021

By Emily Rose Patz , Senior Copywriter at DonorPerfect – a top-rated donor management system and fundraising platform for nonprofits. By investing in automation and organizational tools that let technology take over on the day-to-day tasks, your team can devote more of themselves to your organization’s big-picture initiatives.

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Software Fundraising Training Train 296

Bloomerang

FEBRUARY 23, 2024

The key tools at your disposal—nonprofit Customer Relationship Management (CRM) systems and fundraising platforms—aren’t isolated components but complementary forces driving your mission to engage, retain, and expand your supporter base. Here, CRM systems play a crucial role.

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Education Fundraising Integration Nonprofit 77

Association Analytics

MARCH 13, 2024

It’s important to note that engagement scoring should not act as a grading system for either your members or your internal departments. Basing decisions on what members did 10 years ago could leave you with an outdated picture and skew results in the wrong direction. Keep things recent to get the most accurate data.

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Analytics Associations Model Metrics 169

sgEngage

SEPTEMBER 13, 2023

When your nonprofit is looking to change its financial system, it would be nice to have a crystal ball. Ask your fund accounting vendor these questions to help you get a full picture of their capabilities and whether they meet the needs of your organization, both now and in the future. How does your system manage restricted funds?

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Fund Question System Integration 81

Bloomerang

NOVEMBER 29, 2023

The pivotal systems you use—nonprofit Customer Relationship Management (CRM) systems and fundraising tools—are not mutually exclusive but complementary tools in your mission to acquire, retain, and grow your donor base. Nonprofits use this data to personalize outreach and engagement efforts.

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Fundraising Relationship System Integration 87

.orgSource

FEBRUARY 5, 2024

Sig VanDamme, the Founder of NimbleUser, GoJectory, and VA2A, offered this advice to bring the board along on those speculative ventures: Preparing a board to manage risk is a sales process. Preparing a board to tolerate risk, is a sales process. Companies with between five and 250 employees are the target market for this system.

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Associations Jordan Environment Model 221

Nucleus

SEPTEMBER 24, 2020

A panel of four profoundly accomplished association technologists convened to discuss how IT can help associations substantially improve the way information is made available throughout the organization and the way it is used to improve both internal processes and actual offerings to members/constituents.

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Discussion Associations Technology Analytics 130

Gyrus

NOVEMBER 1, 2016

Aligning Learning Needs with Business Process. Whether it be addressing the blended learning mix we provide, the content we promote directly, or the style in which our learners process information; there are countless decisions that we can make, and the answer that we provide today, may not be what is most effective weeks from now.

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Process Business Learning Blended 61

Nonprofit Tech for Good

OCTOBER 30, 2021

Whether you are considering a new fundraising and engagement CRM, advocacy tool, reengineered database, custom integration, CMS or back office system, a separate discovery is the BEST approach to ensuring success. Is a process or culture change also needed for the solution to work? Why is that? Here are our top 3 reasons: 1.

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sgEngage

DECEMBER 20, 2023

Tip 2: Bring both your program and finance teams into the grant application and award process. Instead of just asking for information, make sure everyone is aware of why you are applying for a grant, what the budget restraints are, and the process for tracking spend. Document any processes you don’t already have highlighted.

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Foundation Build Grant Fund 80

Nimble AMS

JUNE 22, 2023

Most of your board members will look at the big picture and need to know how the AMS investment will help the entire organization. Does the AMS create staff efficiencies through process automation that streamlines manual processes? Be sure to include examples of how the new AMS technology will empower staff.

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Tech Associations Software Professional 106

Nonprofit Tech for Good

JUNE 17, 2021

The challenges of designing and deploying robust, efficient and cost-effective systems and processes, configured to your unique needs with strong governance, adoption and lifecycle management are daunting even for the largest organizations. See the big picture, cut through the noise. But there is a catch.

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Tech Team Sharepoint Nonprofit 362

Nimble AMS

DECEMBER 3, 2021

Executive – Most of your board members will look at the big picture and need to know how this investment will help the entire organization. Smart event management systems to keep non-dues revenue flowing in . An online store selling products (such as continuing education courses or branded merchandise) and sponsorships.

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Tech Software Associations eBook 127

sgEngage

JANUARY 19, 2023

With a little preparation and proactive communication, your remote audit can be a smooth process that helps you start the year understanding where you are. Tip 2: Prepare your fund accounting system for the audit. Tip 1: Carve out 30 minutes to review the dashboards and customized reports in your fund accounting system.

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Foundation Build Fund Review 78

.orgSource

OCTOBER 24, 2023

Although understanding strengths and weaknesses is important, it’s not the whole picture. If you don’t already have a professional support system, I urge you to find objective advisors. The process of documentation illuminates insights you might not otherwise discover. The first. Career coaches and mentors are great.

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Awareness Singapore Journal Roles 221

fusionSpan

OCTOBER 31, 2013

It’s an iterative process, with your leveraging thought leadership at the top of the organization– as well as informing strategy from the bottom-up—based on the true realities of your market position. The post Association Fundraising for Success: Embrace the Big Picture [Part 1] appeared first on fusionSpan.

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Picture Associations Fundraising Articulate 52

Nimble AMS

NOVEMBER 30, 2022

With innovative association management software (AMS,) your staff can gather crucial member data all year long, streamlining your annual reporting process. W ith access to user-friendly reports , dashboards, and member – driven communications, you can transform your annual reporting process, making it member-centric.

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Report Tips Associations Advocacy 107

NTEN

SEPTEMBER 14, 2011

The selection of quality technology systems is a very important piece of managing those relationships, but equally important is how your team uses the technology. Through continual improvement of your organizational processes, you can harness the technology to be more productive, even in the face of functionality flaws in your systems.

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Process Technology Raise Fund 92

Forum One

DECEMBER 1, 2021

“Digital transformation” may sound grandiose, but it just means the people, processes, and systems that leverage digital tools to help organizations realize impact. With this system, reports that previously took months could be done in minutes. Before digitization, the process started with planning.

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Trend Digital Data Storytelling 68

Candid

FEBRUARY 29, 2024

For funders and nonprofits alike, we now offer robust tools and resources to make the process of collecting and accessing demographic data as simple as possible. This led to the creation of the free Demographics API and grants management system (GMS) integrations.

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Demographics API Profile Grant 52

Nonprofit Tech for Good

FEBRUARY 6, 2022

At a nonprofit, a donation must be tracked throughout the accounting process, and if the funds are restricted, supporting documentation is required to prove that the funds were only used for the stated purpose. If you are a grantor you may need additional tools to handle the application, award, and post-award processes.

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Software Guide Award Grant 292

Association Analytics

FEBRUARY 14, 2022

This is not a long process. Process – If you have a question, what is the process to get your answers? Or do you have to go through a long process to get the answers? Improved efficiency that will reduce manual work, optimize processes and eliminate redundancy. It should be a quick assessment of your current state.

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Analytics Language Associations Case Study 169

fusionSpan

NOVEMBER 21, 2023

We’ll deploy proven AppExchange products to extend the scope of your Salesforce platform, as well as integrating existing components of your tech stack to create one holistic system. With a customized Salesforce platform, you can get better visibility of cart abandonment, Stripe integration and streamlined payment processing.

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Service Platform Integration Tech 52

Bloomerang

NOVEMBER 15, 2023

Ground Rules “It is easier to tone down a wild idea than to think up a new one.” — Alex Osborn, How to Think Up , 1942 seminal book on concept off brainstorming The process of getting a group to generate and build on others’ ideas depends on how you facilitate openness in the group. A picture often really is worth 1,000 words.

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Generation Ideas Arts Share 91

sgEngage

APRIL 23, 2021

We’ve had some turnover on our development team, and it seems like every person has used the system differently. All too often, I see folks rush in and merge those duplicates – only to realize six months later that their business processes are creating a lot of the mess. These aren’t about placing blame!

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Database San Francisco Fundraising Data 109

sgEngage

JANUARY 13, 2023

By leveraging technology and streamlining processes, your organization can adapt to rising demands with the financial flexibility to thrive. Inadequate Processes. For many nonprofits, outdated and manual processes place a further burden on staff’s time. Prepare for Changes with Documented Processes.

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Philanthropy Community Time Blackbaud 83

NTEN

SEPTEMBER 16, 2011

If your nonprofit is considering a new donor management system, whether it’s your first or an upgrade to your existing system, you’ve got plenty of options on the market. The first thing to ask yourself is if you’re sure you want a donor management system. You’ve got to first make sure you understand your own donor processes.

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System Management Donor Process 69