sgEngage

APRIL 2, 2024

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

Data 75

Data Blackbaud Policy Database 75

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

sgEngage

APRIL 23, 2024

Here are some of the internal controls your grantees should have: Formal Written Policies and Procedures You want to make sure your grantees have documented and defined ways of managing and tracking the funds they receive. Adequate Monitoring Having great written policies is key, but how do your grantees ensure that they are followed?

Grant 77

Grant Policy International Application 77

Saleforce Nonprofit

JUNE 6, 2022

And this year the theme is “Only One Earth,” highlighting the need for us all to live sustainably and in harmony with nature by making transformative changes in our policies and our choices. As funders increase their focus on driving systems change, a key question emerges: What does this mean for grantees? The Impact for Grantees.

System 52

System Change Environment Global 52

.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. Assess whether employees are using the software and systems to the fullest extent.

Team 221

Team Evaluation Attitude Interview 221

sgEngage

MARCH 18, 2024

Grantmaking equity lies at the heart of philanthropy’s mission to create positive social change and address systemic injustices. These include disparities in funding allocation, lack of representation and diversity among leadership, and a tendency to prioritize short-term outcomes over long-term systemic change.

Philanthropy 84

Philanthropy Action Structure Law 84

Association Analytics

MAY 11, 2021

Through exercising that data analysis muscle, you can unearth obvious discrepancies in your systems and prioritize which data is most critical to clean in the first place. Myth 2: We Need a Data Governance Policy Before We Begin Analysis. It is critical for modern businesses to have an effective data governance policy.

Analytics 260

Analytics Associations Data Analysis 260

sgEngage

JANUARY 24, 2024

Our business office has to re-enroll students in the tuition management system. Once they complete their enrollment contracts, information flows into our tuition management system and triggers the selected payment schedule. DKJA uses Blackbaud’s Total School Solution. We also had some issues with payment timing.

Student 73

Student Policy Retention Education 73

Connection Cafe

SEPTEMBER 9, 2020

Savvy organizations are using moves management systems to track important milestones for high touch prospects to measure how many you have, how much you hope to raise, and the distribution of stages to identify shortfalls/windfalls in funding. A solid system requires buy-in. Do you know if a fundraising shortfall or windfall is coming?

System 48

System Management Tips Metrics 48

sgEngage

APRIL 2, 2024

Fund accounting systems with grant management can help you from beginning to end if you are a grant-funded organization—or want to be. Here are three ways that your fund accounting system can support your grant management needs. The more manual data entry you do, the more errors can creep into your accounting system.

Grant 91

Grant Fund Report Software 91

Bloomerang

FEBRUARY 16, 2024

If your nonprofit is just starting out or doesn’t have solid financial policies in place, now is the time to start! Nonprofit financial policies An organization’s financial policies provide a framework for many of the essential aspects of managing funds.

Effective 100

Effective Donation Management Guide 100

Candid

APRIL 10, 2024

Ease of access means that with more people using these systems, the potential impact of unethical use grows. In the very early days of AI at Candid, our grants auto-coding system, which predicts Philanthropy Classification System (PCS) codes from the text, exhibited signs of social biases.

Tools 52

Tools Guidelines Model Grant 52

NTEN

FEBRUARY 22, 2013

A look at the basics of NTEN's own continually evolving Google Drive Policies and Document Management System. IT Director.

Case Study 93

Case Study NTEN System Google 93

John Kenyon

APRIL 11, 2024

The Bias Issue AI systems like LLMs are trained on vast datasets of text, primarily from the internet. Define clear “red line” policies. Feed the system explicit instructions and examples displaying equitable behavior. These powerful technologies have inherent racial biases baked into them. Context is key.

Language 59

Language Model Sound Voice 59

sgEngage

SEPTEMBER 25, 2023

Develop top-notch policies and procedures. Develop a set of best practice policies and procedures to meet the needs of even the most challenging funders—like federal agencies. Support these policies with management tools that help you stay on track with requirements and deadlines throughout the entire grant lifecycle.

Grant 92

Grant Process Management Tips 92

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. Do they give you the information you need?

Foundation 81

Foundation Build Grant Fund 81

Candid

JANUARY 2, 2024

It outlines 10 core principles for philanthropy serving organizations (PSOs) to enhance their impact and contribute to broader systems change. 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

ASU Lodestar Center

JULY 21, 2022

SHRM is the intentional application of formalized policies and practices that create organizational successes by investing in the human capital of employees. But nonprofit leaders at all levels can still pursue SHRM systems, even with limited time and resources. A dangerous cycle is found where these systems lack.

Resource 97

Resource Management Attitude Oregon 97

Association Analytics

JUNE 21, 2023

Solution : Solve this challenge by creating a data capture policy. Solution : Restart your data governance efforts by ensuring you include the 5 Ps: people, process, priorities, policy, and plan. Dive deeper into creating a lightweight data governance policy in this blog or download the Ultimate Guide to Data Governance.

Associations 319

Associations Challenge Data Taxonomy 319

Connection Cafe

OCTOBER 14, 2020

They often contact me after beginning their own market research and discovering that choosing a Grants Management System (GMS) is a highly complex affair, fraught with risk and uncertainty. Many organizations start their quest for a new GMS because of a particular issue or pain point in their current system. Start with people.

Grant 47

Grant System Management Evaluation 47

Non Profit Quarterly

APRIL 20, 2023

Meta—the parent company of Facebook and Instagram—has been under fire in the past few years over its lax policies on news content, data privacy, and misinformation. This has led to situations where BIPOC and/or LGBTQ+ users are disproportionately affected by policies meant to address “bad” behaviors.

Social Media 92

Social Media Media Strategy Social 92

Forum One

AUGUST 3, 2023

Within the organization, the AARP Public Policy Institute maintains the AARP Livability Index , a key tool in their mission to promote the development of sound, creative policies to address common needs for economic security, health care, and quality of life.

Award 75

Award Museum Policy Seattle 75

sgEngage

SEPTEMBER 7, 2023

Data is everywhere—in every filing cabinet and software system—making it more critical than ever for schools and nonprofits to manage it properly and use that data to make more informed decisions. The Student Information System, accounting system, and fundraising CRM all contain critical data points.

Data 77

Data Management Denver Policy 77

Get Fully Funded

JANUARY 16, 2024

These professionals have the expertise necessary to set up your accounting system and work with you on nearly any aspect of financial management. Your accounting system , therefore, should be set up in a way that promotes transparency about how your nonprofit is using its resources to further its mission. Expense reimbursement.

Files 52

Files Policy Nonprofit Profit 52

ASU Lodestar Center

JUNE 22, 2012

It is not often that public policy intended for the publicly traded-corporate world directly impacts the nonprofit corporate world. These require policies covering whistle-blower protections and document preservation. Conflict of interest policy. Whistle-blower protection policy*. Whistle-blower protection policy*.

Policy 71

Policy Public Adopt University 71

Tech Soup

AUGUST 16, 2013

An acceptable usage policy (AUP) is a set of rules applied by the. owner or manager (you) of a network, website or large IT system that. restricts the ways in which the network, website or system may be used. In short, a policy ensures that every user understands that. Who should develop your policy? What It Is.

Policy 56

Policy Organization Law Children 56

Qgiv

FEBRUARY 6, 2024

Spoofing occurs when someone with malicious intent disguises their identity to gain unauthorized access to systems or data. Denial-of-service (DDoS) attacks aim to disrupt an organization’s online services by overflowing your system with fake requests. This can be in the form of an email—similar to phishing. Cybersecurity audits.

Nonprofit 111

Nonprofit Software Practice Offline 111

sgEngage

OCTOBER 28, 2021

Last year, the murder of George Floyd sparked a national reckoning with systemic racism and an outpouring of support for communities of color as companies made commitments to Black Lives Matter. 95% of Black Americans agree that companies should promote racial equity in the workplace , but 83% said companies have more work to do.

Data 89

Data America Policy Companies 89

Allegiance Group

APRIL 9, 2024

This often means that systems have to shift so those who may be outside of power have the opportunity to move toward it. This typically involves an assessment of the organization’s culture, which includes interviewing people, conducting surveys, and reviewing policies and collateral. What policies are in place?

Policy 52

Policy Reflection Culture Training 52

Association Analytics

JANUARY 8, 2024

This is an approach you can take pretty easily with the systems, tools and staff you already have in place. There are massive benefits to using AI, but a policy that shapes how your team uses it is an important starting point. We’re not suggesting you go all-in or dive in blind. And what types of members want what types of things?

Impact 169

Impact Strategy Associations Data 169

sgEngage

JUNE 14, 2022

Tracy Dodge is the director of student information and registrar at Washington International School, where she oversees the student information system, learning management system, and other integrated solutions. Shop Talk: Blackbaud Student Information System. This is an excellent event for administrators and data lovers alike.

Conference 83

Conference Guide Blackbaud Student 83

Beth's Blog: How Nonprofits Can Use Social Media

DECEMBER 8, 2010

As the Chronicle of Philanthropy reported last Friday, Apple’s policy has raised the ire of some nonprofits leaders and there is a online petition with almost 2,000 signatures collected so far sending Mr. Jobs at Apple a message. Here’s more about why it is important. The barriers?

Policy 100

Policy Donation Change Philanthropy 100

Beth's Blog: How Nonprofits Can Use Social Media

OCTOBER 30, 2020

Organizations need to have structures and policies to support and enhance an individuals work/life balance and enable healthy technology use habits including a right to disconnect from the workplace. Nethope’s research identifies the benefits of using AI systems as well as many examples of how AI is deployed in the humanitarian sector.

Homeless 163

Homeless Research Global System 163

Blue Avocado

JANUARY 23, 2024

2 Say you’re a nonprofit working in the area of houselessness and want to put together an advisory committee of people with legislative and policy development experience to advance systemic changes in your community. At every stage, an advisory committee should be actively influencing your programs and policies.

Voice 88

Voice Community Structure Nonprofit 88

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. Do they give you the information you need?

Foundation 79

Foundation Build Fund Review 79

Volunteer Hub

APRIL 21, 2022

Without cybersecurity policies and protocols in place, your nonprofit is more vulnerable to data breaches. According to a cybersecurity survey conducted by Microsoft, 60% of nonprofit respondents do not know of or do not have a digital data policy for handling cybersecurity risks and protecting data. Here are 5. Invest in Training.

Data 90

Data Policy Method Cisco 90

Forum One

NOVEMBER 6, 2009

Now, Hope Street Group (a Forum One client) has opened up the policy making process with a new collaboration platform: Policy 2.0. The three steps are: Recruit engaged citizens from outside of government -- most importantly the people directly impacted by the policy. Hope Street Group pilot tested its Policy 2.0

Policy 52

Policy Collaboration Public Online 52