5 Challenges (and Solutions!) of Processing Donations

Frogloop

Implementing some small tips will help solve the 5 greatest challenges nonprofit organizations face with processing donations. Mobile fundraising payment processingFundraising can be challenging for any nonprofit, but it’s the backbone of any healthy organization.

Improve Your Billing Process

Connection Cafe

Improving your billing process is one of the most important steps you can take to ensure the financial stability of your school. But instructions on how to improve your billing processes are few and far between. The best place to start is by defining the billing process itself.

Using Salesforce Process Builder & Flow with Opportunity Contact Roles

Judi Sohn

This came out of a discussion (and Idea Exchange idea) on the Success Community around Process Builder’s inability to work with the Opportunity Contact Role object. and now you can make the Process that will send the IDs to the Flow and make it happen.

Nonprofit Web Design Process: Summary

Connection Cafe

I recently published the last post in my series about the nonprofit web design process and thought it would be helpful to have a final summary for the entire series. Personas : Process for developing personas, what information to include and some example personas.

Top Ten Reasons to Streamline Your Grant Cycle with Automated Processes

Connection Cafe

Top Ten Reasons to Streamline Your Grant Cycle with Automated Processes. In automated systems, operations are performed with a reduced level of human participation compared with corresponding manual processes. Automated systems will make auditing an easier process.

Year-end donation processing

Robert Weiner

Let's say the following donations will be processed by different nonprofits in the United States on Jan. That charity's online giving system did not charge the credit card immediately -- instead it sent an email (ideally, an encrypted one) to a staff member that the donation needed to be processed. The charge is considered made when processed by the recipient.

Scrum: A Universal Process for Organizational Success

VisionLink

VisionLink studies manufacturing processes and team best practices to inform the way we operate. Stand Up Meetings When crunch time hits, short stand up meeting as part of the daily process can bring issues to the surface that would normally fall through the cracks.

Rethink Your Website Redesign Process

SocialFish

——– As principal strategist for Tanzen , Carrie Hane untangles content by aligning people, processes, and systems so organizations are ready for what’s next. . This is the first in a new series of posts about rethinking how you approach your website.

Your Nonprofit’s New Data Management Process

TechImpact

Data management can be a tedious, difficult process. Below, we have spelled out for you the “4 A’s” of data management to help you get started on your data collecting process, according to Sidekick Solutions. Image courtesy of Cabbage Tree Solutions.

Six-Step Strategic Planning Process

Eric Jacobsen Blog

Here's one more gem from the book -- the authors' recommendations for a six-step strategic planning process : Set an aspirational destination (derived from the mission and vision). Awhile back, I shared highlights from the useful book, First-Time Leader , by George Bradt and Gillian Davis.

Nonprofit Web Design Process: The Series

Connection Cafe

It was suggested to me by a colleague that it might be insightful to write a series of posts to describe our design process in detail. My team here at Blackbaud works with nonprofits to design online experiences.

Nonprofit Web Design Process Part 4a: Sitemaps

Connection Cafe

Note: This is the eighth in a series of posts about the Nonprofit Web Design Process. See the end of this post for a linked index of other posts in the series. Purposes. Your sitemap is a visual representation of the structure of your website.

This Digital Marketing Process Will Make You Write Better Content

Nonprofits Source

Do you have a digital marketing process in place to manage your content, social, email, and engagement activities? In this article, I’m going to share a strategic marketing process that, when followed, will help you create content your audience will love.

Nonprofit Web Design Process Part 4b: Wireframes

Connection Cafe

Note: This is the ninth in a series of posts about the Nonprofit Web Design Process. For responsive websites, I prefer to use HTML to create my wireframes since it speeds up the process of designing layouts for each screen size.

Nonprofit Web Design Process Part 2e: Personas

Connection Cafe

Note: This is the sixth in a series of posts about the Nonprofit Web Design Process. Here are some personas I recently developed with a client: The final step in the persona development process is to socialize the personas around your organization.

5-Part Social Media Process

Amy Sample Ward

5-Part Social Media Strategy Process. One great way to help guide you in the process of identifying and selecting the most appropriate technologies is to ask your community! What part of the 5-step process above was the hardest part for your organization to tackle?

Nonprofit Logo Design: A Simple 3 Step Process

NetWits

Nonprofit logo design is a process that can be just as painful as it can be exciting. I couldn’t emotionally remove myself from the process and look at the big picture. Which leads me to a simple three-step process that you can work through when working on your next nonprofit logo.

The 9 Considerations for a Successful Budget Process

Connection Cafe

A good budgeting process engages those who are responsible for adhering to the budget and implementing the organization’s objectives in creating the budget. Your annual budgeting process should be documented with tasks, responsibility assignments, and clearly stated deadlines.

Nonprofit Web Design Process Part 6: Solution Design

Connection Cafe

Note: This is the final installment in a series of posts about the Nonprofit Web Design Process. Once we determine what the content types will be, the content modeling process continues with: Defining data/fields needed for each content type.

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Unlease Your Organizations Knowledge Sharing Processes

Beth's Blog: How Nonprofits Can Use Social Media

We are so focused on getting things done, checking it off the to do list and the forward momentum that it requires, that we miss an important opportunity to hit the pause button, reflect, and improve process.

Nonprofit Web Design Process Part 3: Content Strategy

Connection Cafe

Note: This is the seventh in a series of posts about the Nonprofit Web Design Process. Quote from Kristina Halvorson) It’s an essential step in the Web Design process that’s often overlooked or skimped upon.

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Nonprofit Web Design Process Part 1: Stakeholder Discovery

Connection Cafe

Note: This is the first in a series of posts about the Nonprofit Web Design Process. See the end of this post for a linked index of other posts in the series. Purposes. No matter how big or small the design project, Stakeholder Discovery is always the first step.

Nonprofit Web Design Process Part 2d: Usability Tests

Connection Cafe

Note: This is the fifth in a series of posts about the Nonprofit Web Design Process. Usability Testing of any sort is a good idea to incorporate into your design process to validate (or invalidate!) See the end of this post for a linked index of other posts in the series. Purposes.

Nonprofit Web Design Process Part 5: Visual Design

Connection Cafe

Note: This is the tenth in a series of posts about the Nonprofit Web Design Process. The final step in our process is the Solution Design phase, where we detail the administrator experience for the site.

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The Six-Step Strategic Planning Process

Eric Jacobsen Blog

Here's one more gem from the book -- the authors' recommendations for a six-step strategic planning process : Set an aspirational destination (derived from the mission and vision). Awhile back, I shared highlights from the useful book, First-Time Leader , by George Bradt and Gillian Davis.

Nonprofit Web Design Process Part 2c: Card Sorts

Connection Cafe

Note: This is the fourth in a series of posts about the Nonprofit Web Design Process. To guide the sitemap revision process and introduce new ways of thinking about content relationships and groups. See the end of this post for a linked index of other posts in the series. Purposes.

Nonprofit Web Design Process Part 2b: Surveys and Interviews

Connection Cafe

Note: This is the third in a series of posts about the Nonprofit Web Design Process. See the end of this post for a linked index of other posts in the series. Purposes. Surveys and Interviews are useful tools to help us learn and/or validate what constituents want from a nonprofit’s website.

Improving Donor Relations Through Better Donation Processing

John Haydon

In preparing for the busy end of year giving season, it is important to make sure your nonprofit is making the grade in gift processing and donor relations. The post Improving Donor Relations Through Better Donation Processing appeared first on John Haydon.

Nonprofit Payment Processing: Everything You Need to Know

John Haydon

Payment processing handles donation transactions between your organization’s bank and your donor’s bank. The post Nonprofit Payment Processing: Everything You Need to Know appeared first on John Haydon. A payment processor is a company that handles all your online transactions.

11 Hispanic and Latino Organizations Everyone Should Know

The Science Behind Engaging your Supporters

NALEO Educational Fund is the nation’s leading non-profit, non-partisan organization that facilitates full Latino participation in the American political process, from citizenship to public service.

Nonprofit Web Design Process Part 2a: Analytics Data as User Research

Connection Cafe

Note: This is the second in a series of posts about the Nonprofit Web Design Process. This post is about how we incorporate Google Analytics data into our Design Process. See the end of this post for a linked index of other posts in the series. Purposes.

7 Tips to Make This Year Your Best #GivingTuesday Ever

The Science Behind Engaging your Supporters

When possible, save yourself time and effort by creating automated processes to do the work for you. #GivingTuesday is right around the corner!

8 Tips for Your Nonprofit RFP Process Featuring a Free RFP Template

Everyaction

Time to start the RFP process to make sure you find the best vendor for your organization. While creating a Request for Proposals can be labor-intensive, time consuming, and stressful, we've put together some tips to make the whole process go a little smoother. Keeping these basic do's and don'ts in mind can yield great results + make the RFP process a lot simpler (and so can our No-Fuss Nonprofit RFP Template.). Is your fundraising schedule directly connected to the process?

Here's 28 Reasons Why Your Nonprofit Should Switch to EveryAction

The Science Behind Engaging your Supporters

Plan, track, and analyze the process of cultivating major donors. Thousands of nonprofits use EveryAction every day to raise money, manage offline fundraising through pledges and grants, send emails, run nonprofit digital advocacy campaigns, and so much more.

Charitable Gifts of Bitcoin: Tax, Appraisal, Legal and Processing Considerations | Planned Giving Design Center

AFP Blog

Charitable Gifts of Bitcoin: Tax, Appraisal, Legal and Processing Considerations | Planned Giving Design Center : "Charitable Gifts of Bitcoin: Tax, Appraisal, Legal and Processing Considerations Article posted in Intangible Personal Property by Randy Fox on 4 November 2014| comments audience: National Publication, Bryan K.

Pleasing the Masses with Your Nonprofit’s Online Donation Process

NonProfit Hub

Take a good, hard look at your process and then continue to read up on online donations below for more great tips on creating a simple online donation process! The post Pleasing the Masses with Your Nonprofit’s Online Donation Process appeared first on Nonprofit Hub.

The Importance of Nonprofit Workplace Culture: A Thorough Hiring Process

NonProfit Hub

So what exactly does that hiring process look like for DoSomething.org? And overall for the hiring process, Katie said the big thing was getting them there and in the atmosphere to see how they interact.

Five Signs You Should Double Opt-In Your Emails

The Science Behind Engaging your Supporters

The process is quite simple: When a donor or volunteer signs up on your list, they automatically receive a confirmation email. Although some strategists are hesitant to add an additional step to the subscription opt-in process, the results are well worth it.

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GUIDE: Growing and Sustaining your Volunteer Program

The Science Behind Engaging your Supporters

If this applies to you, it’s important for your nonprofit to have a volunteer screening process. Then find a way to incorporate those concerns into your screening process. If you work at a nonprofit, you know what it feels like to have too much on your plate.

Temple Contemporary and the Puzzle of Sharing Powerful Processes

Museum 2.0

It encourages process-driven performances and art projects. It's a challenge in all process-driven work. The standard answer is to let the process stay behind the curtain and the product live onstage. Leave the process to the collaborators and give the product to the audience.

GUIDE: Using Donor Personas to Maximize Your Nonprofit Fundraising

The Science Behind Engaging your Supporters

And the process of building these personas can get very detailed. Using this process to identify different types of donors in your universe is extremely useful in guiding your efforts to segment your list and fine tune the messaging that you use for each group.

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How Do You Document Your Creative Process?

Museum 2.0

Pinterest allows us--requires us, really--to document a part of our creative process openly on the web. At least for me, that's when the juiciest part of the creative process happens. I'm curious how other organizations are publicly documenting and sharing creative process.

7 Tips to Make Sure That Your Nonprofit Fundraising Event Doesn't Flop

The Science Behind Engaging your Supporters

Go through the signup process yourself ahead of time to look for typos or other errors. Nonprofit fundraising events are a great way to raise money and increase your organization’s profile at the same time.