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7 tips for preparing your nonprofit for a move to new software

EveryAction

Ask if they’re capturing and maintaining data in places such as spreadsheets or email inboxes to make sure you migrate all necessary information into your new software system. Create a list of all queries, reports, exports, and dashboards that your organization uses so that they can be created in the new system as appropriate.

Software 226
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Why your association needs to adopt a data governance policy

Nimble AMS

Does your association have a data governance policy? Continue reading to learn how your association can adopt its own data governance policy and become a more data-driven organization. A set of rules, metrics, or policies established by an organization to bring clarity and ease of use to data practices is a data governance policy.

Policy 116
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Get Your CRM System to Become the Best Version of Itself

sgEngage

What is your CRM System’s purpose? Organizations that use a Constituent Relationship Management (CRM) system will typically rely on it everyday. The health of the CRM system needs to be prioritized. A reliable CRM system can still be accomplished with proper steps. We have your 5 keys to a healthy CRM system here: 1.

System 91
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10 Tips for Better Grant Management Processes

sgEngage

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 100
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5 Essential Employee Retention Tips for Nonprofit Managers

sgEngage

If you have a goal system in place, make sure to regularly revisit it. Consider these tips for motivating gift officers with goals and incentives: Use your data to find realistic targets. The post 5 Essential Employee Retention Tips for Nonprofit Managers first appeared on The ENGAGE Blog.

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What Do Donors And Nonprofits Think Of Crowdfunding Tipping?

Bloomerang

Crowdfunding platforms collect data and feedback from users to refine their models and policies. This feedback influences how they implement tipping and other features, but they don’t share that data publicly; it’s proprietary to the specific platform. If you’re new to the concept of tipping, check out my post on this subject.

Tips 98
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Tips for a Successful Moves Management System

Connection Cafe

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