Bloomerang

MAY 13, 2024

It’s helping us build a fuller picture of our interactions, which is invaluable.” From legacy CRM to all-in-one nonprofit solutions “Next generation” is more than just an update; it represents a strategic shift from traditional donor databases to robust, integrated systems that meet the complex needs of modern nonprofits.

Platform 90

Platform Giving Kentucky Integration 90

Nonprofit Tech for Good

FEBRUARY 6, 2022

Nonprofits have assets but instead of owners having equity in the balance sheet, net assets are tracked for a nonprofit. 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.

Software 299

Software Guide Award Grant 299

sgEngage

SEPTEMBER 13, 2023

When your nonprofit is looking to change its financial system, it would be nice to have a crystal ball. You’d see that the software tracks restricted funds the way you need it to. How does your system manage restricted funds? You want a system that was built specifically for the needs of tax-exempt organizations.

Fund 84

Fund Question System Integration 84

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.

Fundraising 91

Fundraising Relationship System Integration 91

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.

Education 81

Education Fundraising Integration Nonprofit 81

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.

Foundation 83

Foundation Build Grant Fund 83

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.

Analytics 169

Analytics Associations Model Metrics 169

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.

Tech 362

Tech Team Sharepoint Nonprofit 362

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.

Foundation 80

Foundation Build Fund Review 80

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.

Discussion 130

Discussion Associations Technology Analytics 130

Greater Giving

NOVEMBER 30, 2022

This week, Greater Giving surpassed over $8 billion in processed donations since 2002. That’s $8 billion given to nonprofits delivered by our state-of-the-art credit card processing system directly to nonprofits’ to help further their causes. Are you processing donations manually? Automatically process donations.

Software 97

Software Team Fundraising Registration 97

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.

Analytics 169

Analytics Language Associations Case Study 169

sgEngage

AUGUST 19, 2021

Federal grants complicate the budgeting process. In today’s episode, you’ll hear from Stacy Fitzsimmons and learn more about budgeting for Community Health Centers when grants are part of the picture. Having policies and procedures that support how you use your system. Putting guardrails in place. Documentation back-up.

Podcast 75

Podcast Community Grant eBook 75

NTEN

SEPTEMBER 14, 2011

Your database doesn't track the date of your organization's last communication with a donor, and many of them aren't donating because they never hear from you. 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.

Process 92

Process Technology Raise Fund 92

Candid

SEPTEMBER 16, 2021

The result is a refreshed site that gives a more complete picture of past funding and allows for stronger comparisons over time. . Tracking racial equity funding . In 2018, Candid created a website to track racial equity funding, news, and research reports. underlying systems and structures that?generate generate and?reinforce

Fund 105

Fund Pledge Grant Map 105

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.

Foundation 52

Foundation Build Fund Review 52

Nimble AMS

FEBRUARY 3, 2022

Member management: Track user data, including dues requirements and membership status, and view it on a centralized dashboard. Member portals: Allow members to manage their membership online, track certificates, event registrations and more. Some of these systems don’t fit seamlessly together.

Associations 140

Associations Professional Software Tools 140

Association Analytics

DECEMBER 13, 2023

It may not match between systems. It’s time to change that thought process! For instance, you may want to track your membership trends over time, in which case, it makes sense to save data on how many members you had ten years ago. Instead, approach your data cleanup as a process of continuous improvement.

Data 169

Data Tips Associations Government 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. Documentation With a highly configured and customized Salesforce platform, documentation is essential to keep track of what’s being done and why.

Service 52

Service Platform Integration Tech 52

DNL OmniMedia

APRIL 1, 2024

It’s designed to consolidate and integrate data from various sources, including CRM systems, fundraising software, financial databases, program management tools, and more. This centralization allows nonprofits to process and organize data from multiple places so that it’s easy to understand and use altogether.

Data 52

Data Guide Proposal Nonprofit 52

Candid

JULY 27, 2023

Staff entered, cleaned, and coded this data using largely manual processes. These new processes allowed for expanded data collection, including more grantmaking by smaller foundations, non-U.S. It’s contributed to a broader picture of philanthropic giving by including more—and more recent and in-depth—data.

Grant 98

Grant Data Pledge Analysis 98

TechImpact

DECEMBER 18, 2013

Chances are, if you have not already switched to a cloud-based system like Salesforce, all that data is sitting in a spreadsheet somewhere, only locally accessible by a handful of people. Excel is great with numbers, but it is very inflexible and cant be used for tracking trends, relationships and does not show the big picture.

Donation 119

Donation Track Aggregator Tech 119

sgEngage

JUNE 16, 2022

Without clear insight into the available funds earmarked for charitable arms of larger organizations, it’s difficult to see the complete picture of their financial standing. Because ERPs are not intended for nonprofit use cases, they aren’t set up to track a funding source all the way through to its end.

Fund 74

Fund Management Cancer Foundation 74

Candid

JULY 27, 2022

With breaking news, it takes time for the full picture to emerge. To help the sector understand the emerging funding picture, Candid prioritizes collecting current, “real-time” data. Here we share Candid’s processes, the data’s uses and limitations, and a call to action. . foundations’ giving. foundation grantmaking.

Data 98

Data Ukraine Pledge Grant 98

Qgiv

SEPTEMBER 7, 2023

Card testing is when someone tests if stolen card numbers are processing payments by making small donations to nonprofits, often appearing as spam donations to an organization. This system helps us efficiently safeguard your data and ensure that every contribution reaches its intended destination. That’s CAPTCHA!

Donation 52

Donation Test Method Practice 52

Bloomerang

AUGUST 24, 2021

So, you’ve started the exciting process of procuring items for your fundraising auction. Tip #1: Track your progress. . In order to stay on top of everything, create a document, spreadsheet, or other tool that you can use to track the auction items. Includes detailed reports that you can use to track the success of your event.

Tips 91

Tips Guide Organization Fundraising 91

Volunteer Hub

MARCH 21, 2023

Keeping track of volunteer hours. Most volunteer management software consists of a suite of features that help organize, track, and automate various tasks associated with managing volunteers. When your program data is spread across multiple systems, effectively engaging volunteers can be time-consuming, complex, and inefficient.

Volunteer 82

Volunteer Management Software Database 82

Nimble AMS

FEBRUARY 17, 2022

If you use (or you’re thinking about moving to) an association management software (AMS) system built on the Salesforce platform, there’s something you should know: You have a choice of data models, and the Person Accounts data model is ideal for associations. . TIP: Not all AMS systems based on Salesforce are built the same way.

Personal 127

Personal Model Associations Contact 127

The Modern Nonprofit

JANUARY 18, 2022

Online fundraising builds automation into the process to save you time and money. The whole process relies on you doing all the work. . The process is automated. Since online fundraising automates your process you have immediate access to your data. That’s the beauty of online fundraising!

Online 98

Online Fundraising Database Comparison 98

Nonprofits Source

MAY 15, 2024

Your CRM, or customer relationship management system, stores and organizes information about your existing customers. Market research is the process of gathering information about current and potential customers for your product or service, as well as general trends for your industry (e.g., Perform market research.

Map 52

Map Digital Business Marketing 52

Candid

FEBRUARY 6, 2024

This shift was marked by commitments of increased funding, greater flexibility in grantmaking practices, and a focus on social and economic systems transformation. Based on Candid data processed as of October 2023, approximately 78,133 grants valued at $16.8 billion have been awarded to advance racial equity since 2020.

Data 59

Data Support Demographics Evaluation 59

Greater Giving

JULY 18, 2023

You can supercharge meaningful relationships when you implement smart donor data management processes. Giving history: Better understand donors’ giving patterns and preferences by tracking donation amounts, frequency, dates, and specific campaigns they’ve supported. Organize and segment your data in your CRM. Deliver relevant appeals.

Data 98

Data Donor History Demographics 98

Bloomerang

MARCH 4, 2024

Picture this: your donor data and fundraising trends reports are due, but instead of the usual stress, you’re calm, prepared, and even proud of what you’re about to submit. They streamline the reporting process, making it not just about number-crunching but a strategic tool for engagement and decision-making. Sounds ideal, right?

Report 61

Report Effective Fundraising Template 61

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.

System 69

System Management Donor Process 69

sgEngage

MAY 22, 2023

While the term ‘audit’ might strike fear into even the most seasoned of finance departments, the process doesn’t have to be a frightening one. If you approach the fiscal year-end and audit with a game plan, you can turn the entire process from a nightmare to a breeze.

Journal 78

Journal Report Blackbaud Software 78

Bloomerang

OCTOBER 4, 2023

The vendor can teach you how to pull all the data out of one system and put it into a new system, based on how you want the reports to look. Changing systems from QuickBooks to Intacct is not going to solve a “bad reporting” issue. Changing from one system to another is a process change.

Consultant 86

Consultant Culture Nonprofit Issue 86

Bloomerang

MAY 31, 2022

Whether you’re looking to take an improved approach to your existing strategy or design a new plan from scratch, this guide will steer you through the process of building a fundraising strategy. Whenever there’s uncertainty in your decision-making process, your team members can turn to your fundraising strategy for clarification and guidance.

Strategy 105

Strategy Develop Fundraising Nonprofit 105