.orgSource

MAY 23, 2023

Allow plenty of time on the agenda for the financial staff to explain when and how statements will be available, review banking, investment, and auditing arrangements, and answer questions. Invite the auditor to present to the group as preparation for the audit review. Be sure to review important policies and procedures.

Raise 419

Raise Law Associations Director 419

EveryAction

MARCH 8, 2023

Review your data tables, queries, reports, and exports. Update your database policies. Update your database policies based on your new software platform (your new vendor or implementation partner should be able to provide some guidance here,) and set aside time for initial and ongoing training. Plan the implementation timeline.

Software 226

Software Tips Phase Policy 226

.orgSource

JUNE 25, 2023

Your audit might explore any, or all of, these seven areas: Technology systems Policies and procedures Security Productivity Communication Culture Professional development How you present this initiative to your employees is critical. Review your organization’s strategic goals, team KPIs, and performance evaluations.

Team 221

Team Evaluation Attitude Interview 221

Blue Fox

DECEMBER 1, 2019

First off: do you have an operating reserves policy? If so, when is the last time your leadership team reviewed the policy? If it’s been a while read on as we guide you through the process of building an operating reserves policy, and the implementation and ongoing oversight of that policy.

Policy 78

Policy Sample Nonprofit Review 78

sgEngage

APRIL 2, 2024

As a grantmaking organization focused on the success of your grantees, it is essential to have a process in place to manage personnel changes—for both you and your grantees—so everyone stays informed and on schedule. Record that institutional knowledge in an accessible Policies and Procedures manual.

Data 75

Data Blackbaud Policy Database 75

Candid

NOVEMBER 29, 2023

But before receiving funds, you need to show you’re legally registered, governed by a board, and have solid financial management policies. On top of that, there’s a lengthy contract to review and sign. Our SOC 2 audit required us to refine our policies and plans for responding to incidents or unexpected events.

Culture 105

Culture Build Policy Nonprofit 105

Neon CRM

AUGUST 23, 2023

In this article, we’ll cover the ins and outs of credit card processing for nonprofits, what you should look for in a payment solution, and how to set one up. Second, your nonprofit should have processes around handling cash donations to ensure that those gifts remain secure. What Payment Types Require a Processor?

Process 52

Process Guide Paypal Method 52

Eric Jacobsen Blog

MARCH 5, 2024

If you need another resolution to tackle this year or haven't yet selected one, now is a good time to review this list below.

Mentoring 97

Mentoring Policy Review Technique 97

sgEngage

DECEMBER 20, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Update the policy based on your current and future needs.

Foundation 81

Foundation Build Grant Fund 81

ASU Lodestar Center

APRIL 6, 2021

Public policy and the nonprofit sector. Public policy at all levels of government has the ability to threaten the work of all nonprofits (National Council of Nonprofits, 2019). At the federal level, we see this threat in tax, regulatory, and spending policies. Illustration by Yuxin Qin. Establish support.

Policy 52

Policy Public Impact Illinois 52

.orgSource

FEBRUARY 13, 2023

In a Harvard Business Review Article , authors Robert S. They are activities that are frequently governed and controlled by policies and procedures, such as: Evaluating where the blind spots lie in your organization is one way to begin conversations about risk. Preparing a board to tolerate risk is a sales process.

Conversation 221

Conversation Challenge Evaluation Associations 221

.orgSource

AUGUST 28, 2023

The term was coined in 1994 by Joel Kurtzman , who was the founding editor-in-chief of Strategy+Business magazine and editor of the Harvard Business Review. Review expense policies, conflict of interest, or any other relevant policies or ethical issues. Thought leadership is an old idea that has been made new again.

YouTube 221

YouTube Industry Leadership Podcast 221

Nonprofit Tech for Good

FEBRUARY 1, 2019

By Ryan Polk , a Policy Advisor at the Internet Society , where he is primarily focused on issues related to Internet trust. In its recent survey on the State of Nonprofit Cybersecurity , NTEN found that nearly 70% of nonprofits do not have policies and procedures in place in case of a cyberattack. So, don’t let them!

Data 258

Data Plugin Internet Policy 258

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Update the policy based on your current and future needs.

Foundation 79

Foundation Build Fund Review 79

Candid

NOVEMBER 7, 2023

The process and timing of asking nonprofits for demographic data matters. By reviewing its grantees’ demographic data, TCE learned that the rate at which Black, Indigenous, and people of color- (BIPOC) led organizations received general operating and multi-year grants was historically lower than that of their white-led peers.

Demographics 116

Demographics Lesson Action Data 116

Forum One

AUGUST 9, 2023

Of the many tasks you will tackle in the course of launching a new website , one of the most important ones is content migration : the process of populating your new website with the content that is going to tell your story. What’s the review and approval process? What’s your content retention policy?

Content 76

Content Phase Review Structure 76

Bloomerang

JULY 12, 2022

Develop and execute a simple “accountability policy” to address the board member’s actions and behaviors. This policy should follow a very specific process. Whether you ask a member to resign or migrate to a different role, you want to manage the process and conversations tactfully and graciously.

Tips 128

Tips Policy Roles Template 128

Association Analytics

JUNE 21, 2023

Solution : Solve this challenge by creating a data capture policy. Provide training opportunities for employees and review your taxonomy from time to time to update any new processes. Solution : Restart your data governance efforts by ensuring you include the 5 Ps: people, process, priorities, policy, and plan.

Associations 319

Associations Challenge Data Taxonomy 319

Eric Jacobsen Blog

DECEMBER 13, 2023

Don't micromanage Don't be a bottleneck Focus on outcomes, not minutiae Build trust with your colleagues before a crisis comes Assess your company's strengths and weaknesses at all times Conduct annual risk reviews Be courageous, quick and fair Talk more about values more than rules Reward how a performance is achieved and not only the performance (..)

Mentoring 81

Mentoring Policy Technique News 81

sgEngage

DECEMBER 19, 2022

10 Considerations for Creating a Budgeting Process by Carrie Watkins, Blackbaud. In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your creation process. 4 Secrets to a Successful Fundraising Portfolio Review by Tanya Cole, Blackbaud.

Blackbaud 74

Blackbaud Retention Policy Consultant 74

Beth's Blog: How Nonprofits Can Use Social Media

MARCH 8, 2010

The other day, Matt Sharp shared this link to a social media policy generator called the Social Media Policy Tool. It asks you 12 questions mostly having to do with control and then spits out the biolerplate for your policy. Here's the social media policy I created for Beth's Blog. How did you educate people?

Policy 100

Policy Social Media Media Social 100

sgEngage

JANUARY 15, 2024

Grant writers are often the unsung heroes of the application process. But it never hurts to review what information you’re asking for and whether it can be shortened or be collected in a different way. Also review your formatting guidelines and templates. Make Deadlines and Processes Transparent To be clear is to be kind.

Application 88

Application Grant Help Blackbaud 88

sgEngage

JULY 26, 2023

NOTE: The following information does not constitute legal advice and is not a comprehensive review of data privacy laws. You may need to provide a way for constituents to view your privacy policy or specific sections of your privacy policy. Please consult your legal team to address your specific situation.

Law 77

Law Change United Kingdom Blackbaud 77

Candid

JUNE 1, 2022

Nonprofit payment processing: A quick overview . If the transaction is approved, it is processed by your payment provider and your nonprofit collects the funds. . On top of standard processing fees, some providers charge additional fees for setup, training, contract closure, and early termination. Data portability policies.

Aggregator 105

Aggregator Policy Nonprofit Integration 105

Candid

JANUARY 2, 2024

This case study illustrates the outcomes they achieved by directly engaging community members in their grant funding decision-making process. We invite you to explore our collection policy and sign up for a free account to contribute to the collection—as we all work together to strengthen our sector’s collective knowledge and impact. 

Resource 119

Resource Mississippi Participatory New York 119

Bloomerang

JANUARY 22, 2024

It can take several months to a full year to complete each step of the startup process, which we’ll cover in the next section. For example, different states have different processes for filing articles of incorporation and the fees required. After a thorough review process, you’ll be ready to select your nonprofit’s board.

Nonprofit 81

Nonprofit Files Policy Software 81

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Update the policy based on your current and future needs.

Foundation 52

Foundation Build Fund Review 52

John Kenyon

DECEMBER 4, 2023

Activities: Facilitating discussions about how to navigate the risks, crafting guidelines and policies for careful, ethical use. Reviewing and discussing results, evolving new ways of trying things, integrating successes into our work. Activities: Defining experiments, articulating desired outcomes, crafting safe ways to experiment.

Practice 92

Practice Articulate Facilitation Nonprofit 92

Allegiance Group

APRIL 9, 2024

This typically involves an assessment of the organization’s culture, which includes interviewing people, conducting surveys, and reviewing policies and collateral. There must also be openness and readiness at the beginning of the process. They should be willing to revisit or add policies that reflect DEIAB principles as well.

Policy 52

Policy Reflection Culture Training 52

sgEngage

APRIL 12, 2023

By taking these steps early in your audit process, you can make your remote audit seamless and almost painless. It’s important to find an auditor who is engaged in the process, and that you enjoy working with. Having an auditor whose calls you aren’t tempted to send to voicemail will make the entire process more enjoyable.

Review 68

Review Fund Software Nonprofit 68

.orgSource

FEBRUARY 21, 2023

A 2019 Harvard Business Review article highlighted 20 well-known companies that have transformed their mission and purpose over the last decade. Values can, and should, change with shifts in scale, process, policies, or priorities. It is about having a community of experts. Education is everywhere.

Voice 221

Voice Associations Culture Environment 221

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 6, 2011

What’s In A Social Media Policy? The tone and philosophy in a social media policy depends on the risk appetite of the organization. As this was explained in the discussion on Facebook , organizations with a stronger risk appetite/tolerance for their activities might have a more “permissive&# social media policy.

Policy 107

Policy Social Media Practice Media 107

sgEngage

MARCH 29, 2023

To avoid hiring unqualified staff, incorporate accounting and technical skill assessments as part of the interview process or seek assistance from qualified accounting professionals in vetting potential candidates. When filling finance department roles, contract or hire staff with appropriate education and experience.

Classes 81

Classes Team Foundation Create 81

NTEN

JANUARY 25, 2022

To ensure that NTEN continues to grow in our equitable operations, part of our process is to annually review efforts made to the practices outlined in our equity commitment and identify where we can push forward or expand on those efforts in the coming year. 2021 review highlights. 2021 review highlights. 2022 focus.

Community 88

Community NTC Sponsor NTEN 88

sgEngage

OCTOBER 17, 2022

They might, for example, review synopses of eligible proposals and rank them, or vote to prioritize strategic issues or geographies. If you choose this route, you’ll need a transparent process for how you select from those who apply. DRF then reviewed nominees and selected advisors, using interviews and criteria for diversity.

Participatory 113

Participatory Model Leadership Application 113

sgEngage

MARCH 15, 2024

Data analysis tools are helping organizations of all sizes to automate, streamline, and standardize processes so they can measure and optimize performance. Improving Strategies Despite the benefits strategic planning delivers, many nonprofits fail to approach it as part of an integrated, enterprise-wide process.

Measure 89

Measure Help Analysis Metrics 89

sgEngage

NOVEMBER 19, 2023

Planned giving, often called” legacy giving,” is the process by which a donor or prospective contributor produces a financial or estate plan to donate something of value to an organization at a later time. Transparent Policies: Nonprofits should always be versed in any relevant fundraising policies.

Giving 52

Giving Blackbaud Gift Policy 52