sgEngage

AUGUST 19, 2022

That includes both the budget and the process for creating it. In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your process for creating that document. What Does a Nonprofit Budgeting Process Include?

Process 91

Process Create Review Stream 91

Charity Village

MARCH 30, 2023

The Minister of National Revenue, Honourable Diane Lebouthillier, issued the following statement in response to the Office of the Taxpayers’ Ombudsperson Report on Fairness of the Audit Process for Charities in Canada: “The Government of Canada stands with and supports Muslim communities across Canada and reaffirms its commitment to take (..)

Canada 61

Canada National Charity Process 61

Whole Whale

SEPTEMBER 13, 2023

On August 30th Meta announced a new partnership with Paypal to cover the donation processing of Facebook Fundraisers. This isn’t just a backend shift, nonprofits will need to agree to new terms and now acknowledge that donation processing fees will be now be deducted. PPGF will provide donation reports and receipts.

Process 52

Process Facebook Paypal Free 52

Greater Giving

JANUARY 30, 2024

With this nonprofit fundraising software, in particular, I thought it would be helpful to break down the ways in which Greater Giving transformed my previous nonprofit’s event support and how I have seen it support many more across the country.

Software 52

Software Support Fundraising Registration 52

Nonprofit Tech for Good

MARCH 3, 2024

However, managing grants efficiently and effectively can often be a daunting task, requiring meticulous attention to detail, rigorous compliance measures, and streamlined processes. Looking Back: Traditional Grant Management Processes In the past, managing grants for nonprofits involved lots of paperwork and manual tasks.

Grant 212

Grant Software Trend Fund 212

Saleforce Nonprofit

JULY 21, 2021

According to Salesforce.org’s Nonprofit Trends Report (3rd Edition), 71% of organizations surveyed had to accelerate their move to digital programs or events last year due to the pandemic. It’s easy to end up with a lot of data silos, none of which provide a full picture of a supporter’s overall involvement. And 2020 didn’t help.

Integration 120

Integration System Los Angeles Picture 120

EveryAction

MARCH 8, 2023

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. Review your data tables, queries, reports, and exports. Provide them with user names and passwords for system and program access. Do a data clean-up.

Software 226

Software Tips Phase Policy 226

sgEngage

JUNE 12, 2023

What is your CRM System’s purpose? Organizations that use a Constituent Relationship Management (CRM) system will typically rely on it everyday. The documentation of these details is essential for an organization to move forward with goals and maintain existing relationships with supporters. Have you searched in at least 3 ways?

System 85

System Search Evaluation Policy 85

sgEngage

AUGUST 29, 2022

Implementing a robust and modern fund accounting system can save your team time, make reporting faster, and give you more opportunity to focus on impactful work. But introducing a new fund accounting system can be a sizable undertaking—even when you know it will be worth it. Significant change requires significant planning.

System 70

System Fund Practice Free 70

Saleforce Nonprofit

OCTOBER 7, 2021

Many nonprofit organisations and their services were heavily impacted by the pandemic, but especially those with programs relying on in-person support that suddenly, and quickly, had to go virtual. Before the pandemic, Bipolar UK ran over 230 regional peer support groups and they needed a system to offer these virtually.

Support 111

Support Test Virtual System 111

Bloomerang

MARCH 4, 2024

Fundraisers often have a love/hate relationship with fundraising CRM reports. 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. Let’s find out how to achieve that level of reporting Zen consistently.

Report 60

Report Effective Fundraising Template 60

VisionLink

AUGUST 31, 2023

Our Community Operating System™ is used by large and small nonprofits, 211’s, elder care agencies, state, county, and federal agencies, disaster relief organizations, and many others. This is a full-time position reporting to the Director of Planning and Design, who leads the company’s project management team.

Team 130

Team Colorado Disaster Evaluation 130

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 of philanthropic funding going to support AAPI communities.

Data 59

Data Support Demographics Evaluation 59

Volunteer Hub

JANUARY 20, 2022

The City of Dublin is using VolunteerHub’s integration with Xcelerate Media’s Learning Management System to create a virtual and automated process for registering and training Dublin Irish Festival servers. Ready to optimize your recruitment, registration, and training process?

Learning Management 91

Learning Management Integration System Management 91

The Modern Nonprofit

JANUARY 2, 2024

Estimated Reading Time: 6 minutes From Stories to Support: The Nonprofit’s Guide to Acquiring and Using Testimonials Imagine harnessing the power of authentic stories to attract new supporters, boost credibility, and inspire people to rally behind your nonprofit’s cause.

Story 104

Story Guide Support Analysis 104

Saleforce Nonprofit

MAY 26, 2021

They saw the need for something different than a food bank, which is designed to provide short-term emergency support, and launched the Your Local Pantry scheme. YLP wanted to know which members of the community are benefitting from the service and how many families and children are being supported. Sustainable Set Up for Growth.

Community 108

Community Support Data Local 108

Nonprofit Tech for Good

FEBRUARY 6, 2022

However, nonprofits are guided by a mission- like providing education in under-served areas, supporting research to find cures to diseases, creating community among a specific group of people, and more. Almost all organizations produce some sort of annual financial reporting, but it’s may not always be public information.

Software 300

Software Guide Award Grant 300

Cloud 4 Good

JULY 6, 2021

In part one of our new blog series, Support and Maintenance of Your University’s Salesforce Org , we will explore long-term maintenance and success strategies, starting with best practices for staffing your Salesforce instance. What Kind of Support Staff Do You Need? Tier 1 Support. Tier 2 Support.

Org 111

Org Support Skills Knowledge 111

Nimble AMS

JANUARY 25, 2024

A major perk of having your a ssociation m anagement s oftware (AMS) built on the world’s top CRM platform is being connected to the Salesforce ecosystem. Choosing Nimble AMS and connecting to the Salesforce ecosystem helps you extend your system, ensuring you always have a solution for your next challenge.

Associations 119

Associations Software Management System 119

sgEngage

SEPTEMBER 13, 2023

When your nonprofit is looking to change its financial system, it would be nice to have a crystal ball. How does your system manage restricted funds? A true fund accounting system simplifies restricted funds, making it easier to track and report on government grants, endowments, and specific donor requests.

Fund 82

Fund Question System Integration 82

Saleforce Nonprofit

NOVEMBER 9, 2021

Transforming Processes and Boosting Efficiencies. That’s why the organisation is revolutionising its most critical systems and processes, from caseload management to supporter engagement and communications with the public. Cloud-based management systems have enhanced its visibility and reporting capabilities.

System 76

System Benefit Management Celebrate 76

Bloomerang

MAY 13, 2024

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 89

Platform Giving Kentucky Integration 89

Nonprofit Tech for Good

OCTOBER 17, 2021

By Emily Rose Patz , Senior Copywriter at DonorPerfect – a top-rated donor management system and fundraising platform for nonprofits. Goals can include: Gain insight into donor data through reporting and data analytics. How long is the onboarding process? Do you offer a consultation to fully customize my system to my needs?

Software 304

Software Fundraising Training Train 304

Cloud 4 Good

FEBRUARY 23, 2022

But don’t worry, as part of our commitment to bettering business processes and supplying transformational value through technology, we’d like to explore some of the major conceptual and terminological differences between Blackbaud and Salesforce. Let’s start with native reporting. Superior Reporting Flexibility.

Blackbaud 88

Blackbaud Report Analytics Database 88

Nimble AMS

OCTOBER 12, 2023

Medical associations choose Nimble AMS for intuitive member management solutions, professional development features, modern e-commerce options, advanced accounting and financial reporting, and exclusive Nimble AMS tools. Advance your medical association’s financial reports with valuable balance information and robust reporting.

Associations 157

Associations Massachusetts Cancer ROI 157

EveryAction

APRIL 5, 2023

By asking the right questions , clearly advocating for your organization’s needs, and building a clear roadmap , you can make sure your board understands your situation and supports your ultimate goal of helping your teams work more efficiently and effectively through technology. Let’s dive in. Try one (or both!)

Technology 186

Technology Change Analysis Tech 186

Qgiv

NOVEMBER 22, 2021

This week, we’re grateful for clients like you and for our awesome team, who continue to deliver a great product and amazing customer support. We’ve added “Donation Message” as a field for the Auction Donations Report. We’ve removed the Supporters widget from custom pages in the Auction Event Builder. Happy Thanksgiving!

System 52

System Registration Widget Org 52

Forum One

MAY 13, 2021

In this post, we focus on the processes and technology of migrating your government services to digital. Streamlining and improving your processes. One of the goals of modernization should be to streamline and improve processes. Improving your process will be critical to the perceived success of your modernization.

Government 51

Government Process Service Technology 51

Nonprofit Tech for Good

DECEMBER 8, 2021

2) Write and distribute quarterly Impact Reports. . According to the Fidelity Charitable Overcoming Barriers to Giving Report , 65% of donors would give more if they knew the impact of their donations. Why Quarterly Impact Reports? Quarterly Impact Reports enhance your website, email, and social media content strategy.

Trend 316

Trend Digital Marketing Fundraising 316

Qgiv

APRIL 12, 2021

We have a few enhancements you’ll The integration now supports creating gifts without a credit card type defined. Last but not least, we’ve added tooltips to recurring gifts in your Export History Report so you can quickly see what kind of recurring gift has been created or paid.

System 52

System Widget Registration Gift 52

sgEngage

DECEMBER 20, 2023

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. But they often come with many strings attached—such as detailed reporting requirements. So many nonprofits found 2023 to be particularly stressful.

Foundation 80

Foundation Build Grant Fund 80

Bonterra

APRIL 13, 2024

Learn more Measure program outcomes in real time Built-in reporting Bonterra’s native reporting tool empowers grants administrators to measure program outcomes, not just outputs. With access to turn-key dashboards, automated reports, and support from our team of experts, reporting impact becomes easier than ever.

Grant 52

Grant Software Management Analytics 52

Candid

JANUARY 2, 2024

This vast library contains more than 34,000 freely available philanthropic resources authored by organizations in our sector—including reports, case studies, surveys, toolkits, and more. The Philanthropy Transformation Initiative Report , by WINGS  This report reminds us that the original meaning of “philanthropy” is a love of humanity.

Resource 119

Resource Mississippi Participatory New York 119

fusionSpan

MAY 19, 2024

As McKinsey put in their 2024 report, the gap between the organizations leading digital transformations and their stationary counterparts is only widening. It’s a matter of making sure your teams have the best tools and processes at their disposal, your members get the best experience possible, and you can deliver on your mission.

Digital 52

Digital Nonprofit Process Goal 52

sgEngage

JULY 20, 2022

Grantmakers need to recognize the importance of funding both the projects and the technology required to support, measure, and grow those projects. Software to help measure impact: In order to provide the reporting and trends data to stakeholders, today’s nonprofit needs more than just Excel to manage data and identify insights.

Conversation 76

Conversation Support Application Nonprofit 76

Nimble AMS

FEBRUARY 15, 2024

Encourage employees and members to ask questions and offer feedback to gain valuable insights into your processes and workflows. With innovative association management software (AMS), you can seamlessly update your records and leverage robust reports and dashboards to keep everyone informed.

Associations 147

Associations Missouri Measure Culture 147

Nimble AMS

NOVEMBER 26, 2023

If you’re like most enterprise level associations, you likely have an in-depth process to get executive approval for any technology investments. And gaining executive support and buy-in for new association management software will take time. Is your organization considering a new software purchase? How much will it cost?

Technology 140

Technology Build Associations Change Management 140