Evaluating and Streamlining Your Annual Budget Process

Connection Cafe

On one hand, successful social good organizations need a thorough budgeting process. Version control issues and errors complicate the process. The budgeting process can be confusing. How to streamline your annual budget process. But the process can be improved.

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.

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4 Signs Your Organization Needs Robotic Process Automation

Connection Cafe

Robotic process automation (RPA) is leading a revolution… one that will save the average healthcare organization hundreds of hours a year in administrative time. RPA can replace time-consuming manual processes that organize information from your fundraising system, spreadsheets, databases for endowments or restricted gifts, hospital financials, separate payroll system and more. Listen: sgENGAGE Podcast Episode 95, “ What the Heck is Robotic Process Automation?

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.

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


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?

Top Ten Reasons to Streamline Your Grant Cycle with Automated Processes

Connection Cafe

Top Ten Reasons to Streamline Your Grant Cycle with Automated Processes. With origins in lean manufacturing , many of the principles found in system automation have, in recent years, been more widely adopted by other sectors, including the service and human resources industries. 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.

How To Future Proof Your Foundation’s Grants Management System – Part 1

Connection Cafe

By May, many foundations altered their grants management processes to address COVID-19 related challenges in their communities. Choose the right grants management system. Make grants management strategy development a process and not an event.

How to Future-Proof Your Foundation’s Grants Management System – Part 2

Connection Cafe

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. Bring them into the process via a selection committee and give them a voice and a vote.

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Why all (major) operating systems suck

Zen and the Art of Nonprofit Technology

I’ve been a user of a ton of operating systems over time. The only good news I can see is that the operating system is getting less and less relevant. Linux Open Source Operating Systems Technology Zen nptech opensource SoftwareIn the past ten years, I have been an everyday user of the big three, Windows, Mac OS, and Linux, for long stretches of time.

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Financial Systems Integrations:  It’s less scary than it sounds

NonProfit Hub

and you think it’s time to upgrade to a new database system after 20 or so years. . Let’s say the system you decide on is well-known for how it managed members, events, and fundraising. Your nonprofit’s staff was used to an old, clunky system that didn’t do much. This is a common scenario that we’re seeing more of, as more nonprofits gravitate toward ‘best of breed’ systems. Does, or can, the revenue system house the information that’s needed?

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IC Systems – Are they Legit?


IC Systems is a debt collection agency that was founded in 1938. Like other debt collection companies, IC Systems usually buys debts from their clients, and then contract consumers who are meant to pay them. IC Systems is a legitimate debt collection company that utilizes various methods of debt collection in their bid to ensure that consumers pay up what they owe. IC Systems have been known to call several times a day attempting to collect on a debt.

The Ultimate Benefit of Learning Management Systems


The Ultimate Benefit of Learning Management Systems. The Benefits of a Learning Management System (LMS) are quite wide and can contain everything from basic functionality to cool recently implemented features. For the sake of this post, I will evaluate the barebones of the LMS and relay the immediate finding of what these systems are not only capable of but what they will eventually do for your organization. LMS eLL learning management system

How Would You Rate Your Prospect Management System? | Part II

Connection Cafe

In Part I, I covered rating choice “Level 1,” and how it means that the organization does not have a formalized prospect management system in place. Let’s say your organization rates itself the following: “Level 2: Informal system with some contact sheets completed, some assignments, minimal actions tracked with less than 50% adoption.”. FYI – Clients who have a well oiled prospect management system typically meet weekly or bi-weekly.

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Aligning Learning Needs with Business Process


Aligning Learning Needs with Business Process. Whether it be addressing the blended learning mix we provide, the content we promote directly, or the style in which our learners process information; there are countless decisions that we can make, and the answer that we provide today, may not be what is most effective weeks from now. Learning Management Systems (LMSs) are the foundation of the learning process. Learning Aids or additional learning processes.

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. For large websites that have a lot of dynamic content, the platform will likely be a content management system (CMS). Once we determine what the content types will be, the content modeling process continues with: Defining data/fields needed for each content type. This is the last post in our Nonprofit Web Design Process series!

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Migrating recurring donors to a new system

Robert Weiner

If, for instance, you’re moving from a processor that has a recurring billing system to one that doesn’t and you have a separate app that handles sustainer processing then you’ll have several pieces of data that need to migrate. Develop a manual process for tracking and recording payments made using the old processor. Credit card image from Ed Ivanushkin.

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Is the Donor Management System Dead?


“In another 10 years, there will be no such thing as a donor management system.”. That’s what Tompkins Spann, Vice President of Business Development at KELL Partners in Austin, Texas, told me a few months ago as I was researching an article about donor management system trends for the Nonprofit Times. There’s a current of dissatisfaction with the limitations of most donor management systems. For now, the donor management system has an important place in the market.

70:20:10: Aligning Learning Needs with Business Process


Aligning Learning Needs with Business Process. Whether it be addressing the blended learning mix we provide, the content we promote directly, or the style in which our learners process information; there are countless decisions that we can make, and the answer that we provide today, may not be what is most effective weeks from now. Learning Management Systems (LMSs) are the foundation of the learning process. Learning Aids or additional learning processes.

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. Best of all, this 7 step marketing process is easy to learn and will free your time to focus on more value-adding activities. Chapter 4: Marketing Process. The Traditional Strategic Marketing Process.

How Would You Rate Your Prospect Management System?| Part 4

Connection Cafe

In Part I , I covered rating choice “Level 1,” and how this signifies that an organization does not have a formalized prospect management system in place. In Part 2 covered rating choice “Level 2” and included tips on what data to start tracking in your CRM system (or spreadsheets) to create a central repository of your activity with your major and planned gift prospect pool. Today, we’ll dive into “Level 4: Well-oiled machine: All systems in place with nearly 100% adoption.”.

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11 Hispanic and Latino Organizations Everyone Should Know


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. They provide national leadership on key issues that affect Latino participation in our political process, including immigration and naturalization, voting rights, election reform, the Census and the appointment of qualified Latinos to top executive and judicial positions.

The DIY Donor Management Software Selection Process


I've recently been doing a number of small "micro-consulting" call-in sessions with nonprofits looking to switch Donor Management Systems. At the conclusion of each call, I walk participants through a process for taking the conversation we just had to a more detailed level, arming them with a sort of DIY software selection roadmap. So here it is, the Idealware DIY Donor Management Software Selection Process: 1. Figure out if you really need a new system.

The Face of the Web: What’s Coming for Content Management Systems

Byte Technology

If you’ve ever designed, built, managed or administered a website, you’re no doubt intimately involved with a Content Management System (CMS), a specific software application or set of programs used to create and manage digital content. Pick the wrong CMS and you can be hampered by complicated processes and tools that are hard to learn and have limited options.

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Moving (systems) sucks!


It was an exhausting, stressful process, but at the end, we're very glad we've moved and can see ourselves here for at least a few years, at least until having the mortgage becomes financially worthwhile! During the move process, it occurred to me that moving to a new house has a lot of similarities with moving to a new technology system. You should be doing the same thing with your technology system move.

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. Is there anything significant about the geographic location of users or their browsers and operating systems? See the end of this post for a linked index of other posts in the series. Purposes. Most nonprofits already have Google Analytics installed on their website to track online traffic.

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Unlease Your Organizations Knowledge Sharing Processes

Beth Kanter

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. Unlease Your Organizations Knowledge Sharing Processes – Guest Post by Kelcie Tacchi. The key takeaway here is awareness and communication is key- throughout the entire process.

5 Digital Payment Systems That Could Transform Online Fundraising

Nonprofit Tech for Good

Now, in the late 2010’s, we’re on the verge of yet another seismic shift that will have a profound impact upon online communications and fundraising – the rise of digital payment systems. In short, digital payment systems (in some cases referred to as mobile wallets or social payments) allow donors to make a debit or credit card donation in only 2-3 clicks/taps. However, the five listed below are systems you should prioritize at this early stage.

How To Foster User Adoption In Your New Learning Management System?


How To Foster User Adoption In Your New Learning Management System? As you are planning to transition from your outdated Learning Management System (LMS) to your new LMS application it is important to keep in mind your users’ perception of the change. If it turns out that the only reason your users’ dislike their current LMS is due to the lack of one particular feature, the work leading up to a new system could be lighter than you anticipate.

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Technology Process Improvement for Nonprofits (Can Help Raise More Funds)


The selection of quality technology systems is a very important piece of managing those relationships, but equally important is how your team uses the technology. Through continual improvement of your organizational processes, you can harness the technology to be more productive, even in the face of functionality flaws in your systems. What is Technology Process Improvement? Preparing for Technology Process Improvement. Return to Step 1 with a new Process.

AskIdealware: What's the Process for Designing the New Donor Management System Report?


Laura Quinn and Jay Leslie discuss what goes into an Idealware report, and some of the challenges of large research projects. -->. Trackback URL for this post: [link]. Managing Constituents Fundraising Back Office & Operations How to Choose Software

Great Participatory Processes are Open, Discoverable, and Unequal

Museum 2.0

He casts the whole idea of a great jazz jam in the context of the tragedy of the commons--like a poetry open mic, the jazz club is a community whose experience is fabulous or awful depending on the extent to the culture cultivates and enforces a healthy participatory process. When I think about what makes for great participatory experiences in both poetry open mics and jazz jams, it comes down to three basic things: The process is open. The process is discoverable.

How To Find The Right Learning Management System For Employee Training?


How To Find The Right Learning Management System For Employee Training. But, traditional training methods consume much time and costs in the process. This is why modern-day entrepreneurs are getting inclined towards ‘LMS or learning management system’ that is known to create a virtual learning environment for the perfect delivery of online training courses. The post How To Find The Right Learning Management System For Employee Training?

3 Incredible Tips That Will Help Remove Amcol systems Inc. From Your Credit Report


Amcol Systems is a third party debt Collection Company that is based in Columbia, South Carolina. It is a large company that has over 200 employees, and they specialize in providing debt collection services to hospitals, healthcare systems, and physicians. If you have recently discovered Amcol Systems on your credit report and are wondering how to get rid of the entry, you are in the right place. Nevertheless, this is part and parcel of the collection process.

Payment Processing: Debunking the Top Five Myths

Tech Soup Blog

Greg Hammermaster is the president of Sage Payment Solutions , the electronic payment processing division for Sage North America , developer of technology for small and midsized businesses and. of payment processing, both to your donors and for your organization. why it can feel overwhelming to change card processing vendors. Below are five payment processing myths, and why you shouldn’t let them. Direct merchant processing companies are.

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


The event page's form should feed contact data into a CRM (Contact Relationship Management system) or event management software. 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.

3 Key Benefits of Switching from Manual Check Writing to Automated Processes

Confessions of a Non-Profit Executive Director

Fortunately, there is a solution to your problems that will not only save you loads of time but also eliminate the inherent stress of using outdated manual processes. When you use the old manual process to write monthly expenses by hand, you may need an extra resource or two to assist in making these set deadlines. This is one of the primary reasons why many business offices have already switched to the Wycom WyPayments Laser Check Printing systems.

Your Credit Card Processing Questions, Answered!

Tech Soup Blog

During one of our February webinars, Processing Payments for Good , we had a very inquisitive and active audience wanting to understand the finer details about how to get the best, safest, and most effective system for processing credit cards for their organizations. To help answer questions regarding credit card processing in general, and Dharma Merchant Services specifically, Dharma's Alexia Marcous has taken them time to answer them in writing.

8 Secrets To Writing a Great Nonprofit RPF With Ease [Free Template]


Make sure to address this very basic, yet often overlooked step: before beginning a lengthy RFP process, decide internally on the best vehicle for your request. For instance, i s your fundraising schedule directly connected to the process? But the whole reason that the RFP process exists is because you can only wear so many hats and, chances are, you don't have the expertise to do everything in-house.

8 Organizations to Support this Black History Month


BlackPAC uses the power of political engagement to implement change in the country’s economic, justice, and political systems. By working to strengthen Black Women’s participation in both advocacy and the electoral process, Higher Heights strives to create an environment where more Black women can be elected to public office.

New (Free) E-Book: Leading Systems Change Will Supercharge Your Facilitation Skills

Beth Kanter

My colleagues, Heather McLeod Grant and Adene Sacks, have just published a new workbook called “ Leading Systems Change.” But this is more than a simple report on a highly successful leadership program that takes a systems approach to serving an underserved community, it is the authors playbook of how to design and implement a program, including facilitation recipes for designing meetings. This section includes templates for meeting processes.

Metro4All — Making All Metro Systems Accessible

Tech Soup Blog

It's looking for people in American cities interested in helping to map every metro system and fix that problem. The Metro4All project creates web and mobile apps that give people with limited mobility point-to-point directions on using their subway system. Basically, its process is as follows. They then create the app that helps metro users to navigate through metro systems. The process takes about a month usually once a local partner is trained and ready to go.

Gyrus Systems to Showcase the Latest GyrusAim Learning Cloud at ATD 2018


Richmond, VA | April 23, 2018 – Gyrus Systems , a leading Learning Management Systems (LMS) provider will participate in the ATD 2018 International Conference & Exposition from May 6-9, 2018 at the San Diego Converntion Center, San Diego, California. Gyrus Systems will showcase the latest version of GyrusAim Learning Cloud preview will be available at Booth # 316.

Credit Payment Security – PCI P2PE and EMV E2EE Explained

Connection Cafe

In today’s digital world, payment processing security is increasingly important for arts and cultural organizations to prevent hacks and protect sensitive patron data. There are also cases when specific circumstances are met that merchants can discontinue their annual assessment process to re-evaluate PCI compliance and gain safe-harbor protection in case of a breach. Arts & Cultural Nonprofit Nonprofit Management Nonprofit Technology payment processing

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