EveryAction

JUNE 19, 2017

Organizations need a structured and effective way of following their grants throughout the grant's lifecycle so they can easily manage this very important revenue stream and track these funds in the same place as major gifts and other sources of revenue. Keep in mind that the Grant Period End Date must be after the Start Date.

Grant 100

Grant Track Gift Management 100

Candid

NOVEMBER 28, 2023

Some don’t require reporting at all; others ask for verbal reports in-person or over video call; some allow us to repurpose reports; and others require traditional and extensive reports in their own custom templates and timelines. Our approach to simplifying reporting Reporting templates often ask similar questions in slightly different ways.

Grant 105

Grant Report Template Comparison 105

Association Analytics

JUNE 21, 2023

If you’re struggling to find someone to share your data woes with, we’re here to help you decipher the signs and get you back on track. Provide training opportunities for employees and review your taxonomy from time to time to update any new processes. Get a lightweight data governance template going with the WAFFLE approach.

Associations 319

Associations Challenge Data Taxonomy 319

Qgiv

NOVEMBER 16, 2023

Donor segmentation 101 Donor segmentation is the process of separating your donors into distinct groups that allow you to tailor your donor communications for a more personal feel, even when sending messages to large groups of supporters. Track our [campaign]’s progress here: [Link]. Thank you for your gift, [Name]!

Template 52

Template Donor Fundraising Pledge 52

Nimble AMS

MARCH 10, 2024

Cater to member interest Leverage your online community to track engagement for your committees, events, and volunteer opportunities ensuring you personalize the member experience while gaining valuable insights. Look for an online community that lets you recognize your most active members with profile badges and missions.

Community 116

Community Platform Benefit Online 116

Nimble AMS

MAY 6, 2022

system provides the specific tools, templates, and capabilities associations need to manage their organizations. CRM technology helps you to know your members better, build and track interactions with them, and gain useful business intelligence on membership trends – all in a streamlined way. Process automation?. The Nimble AMS?system

Associations 129

Associations Template Classes Platform 129

Nonprofit Tech for Good

APRIL 2, 2023

ChatGPT is a powerful online tool that uses artificial intelligence and machine learning to process and respond to user queries. ChatGPT may prompt you for more context, so providing as much detail as possible will help with the copywriting process and save you valuable time.

Tools 361

Tools Fundraising Analytics Analysis 361

Nonprofit Tech for Good

JUNE 13, 2013

For those of you who have read Social Media for Social Good and have taken my webinar on how to launch a social and mobile media strategy for your nonprofi t, you know that the core of the strategy that I advocate for is tracking and proving your success. Download Spreadsheet Template ]. Website Unique Visitors. Online Donations.

Track 234

Track Mobile Media Fundraising 234

Nimble AMS

MARCH 30, 2023

A CRM lets you track customer interactions, manage relationships with prospects, and ultimately gives a bird’s eye view of your data. If your organization wants to improve staff processes, enhance the member experience, and boost your ROI, choosing an AMS will give you a competitive edge. Increase efficiency.

Associations 138

Associations Software Difference ROI 138

Neon CRM

DECEMBER 6, 2023

The Donor Retention Rate Formula If donor retention is a priority for you, it’s important to know how to calculate and track your donor retention rate. Keep this formula handy—you’ll want to periodically calculate your donor retention rate to make sure you’re on track. Let’s take a look.

Donor 98

Donor Retention Template Widget 98

sgEngage

MARCH 21, 2024

You can get a downloadable project charter template on our resource center. Statement of Scope With so many issues that could be addressed and so many intersection points across organizational processes, scope creep—the tendency for a project to expand beyond its originally intended purpose—can quickly bog down a project.

Project 89

Project Fund Software Help 89

Nonprofit Tech for Good

JULY 31, 2020

Fundraising software, like DonorPerfect, can help you track these figures making it easy to determine your return on investment (ROI). If you find that’s true for your nonprofit, check out this free resource for discovering and engaging major donors so you can get back on track by year-end. In this scenario, you spent $0.43

Goal 300

Goal Fundraising Pledge ROI 300

Bloomerang

MARCH 4, 2024

The ability to build customized reports using templates and analyze data in real time has notably enhanced my fundraising efforts. Features like step-by-step reporting guides, a vast selection of predesigned templates, and the ability to customize data fields for targeted insights are pivotal.

Report 60

Report Effective Fundraising Template 60

Nonprofit Tech for Good

JUNE 13, 2013

For those of you who have read Social Media for Social Good and have taken my webinar on how to launch a social and mobile media strategy for your nonprofi t, you know that the core of the strategy that I advocate for is tracking and proving your success. Download Spreadsheet Template ]. Website Unique Visitors. Online Donations.

Track 186

Track Mobile Media Fundraising 186

Bloomerang

NOVEMBER 15, 2022

That’s why we’ve simplified the process of creating tribute letters so you never have to leave Bloomerang. Now, fundraisers can quickly generate letters while entering incoming tribute gifts, and the interaction is automatically captured and tracked on the constituent timeline. . Easily create letters using our tribute letter template.

Gift 98

Gift Track Generation Relationship 98

Qgiv

JANUARY 16, 2024

And with the right event management tools, organizing your guests and tracking your fundraising progress can be done all in one place! Donor management systems offer communication solutions and help track and monitor donor data. Your supporters are more likely to purchase tickets to your event if the registration process is simple.

Software 52

Software Tools Management Registration 52

M+R

APRIL 16, 2024

You may remember crunch time last year on July 1, 2023 when GA4 officially replaced UA, and UA stopped processing hits for standard UA properties. So here’s your action item: If your organization hasn’t already, save any existing UA data before this date for historical tracking! What does that mean?

Benchmark 40

Benchmark Analytics Google Comparison 40

Bonterra

APRIL 10, 2024

Make data collection even simpler with our library of common assessments, intervention record templates, and pre-configured forms tailored to common compliance standards. to track and measure the impact of your programs. Showcase your impact with custom reports Quickly develop custom reports with built-in reporting and insights tools.

Tools 52

Tools Management Los Angeles Demonstration 52

Candid

APRIL 24, 2024

Each organization represented an active participant in our growing community of nearly 150 Demographics via Candid partners who have joined us to create more efficient, equitable, and effective grantmaking processes. The panelists also agreed that nonprofits are motivated to provide the data when they know how funders are using it.

Collaboration 52

Collaboration Data Demographics Massachusetts 52

sgEngage

MARCH 7, 2024

How to Avoid: To avoid this mistake, organizations must develop robust systems for tracking and reporting on restricted versus unrestricted funds. Investing in a fund accounting software simplifies processes and reporting, making it easy to avoid potential pitfalls. This could prevent timely responses to financial challenges.

Activities 77

Activities Active Activism Comparison 77

Greater Giving

NOVEMBER 30, 2022

This week, Greater Giving surpassed over $8 billion in processed donations since 2002. That’s $8 billion given to nonprofits delivered by our state-of-the-art credit card processing system directly to nonprofits’ to help further their causes. Are you processing donations manually? Automatically process donations.

Software 97

Software Team Fundraising Registration 97

Bloomerang

DECEMBER 19, 2023

67% of nonprofits use a constituent relationship management system (CRM) to track donations and manage supporter communications. Even platforms with no recurring monthly or yearly fee may require a transaction or processing fee to process donations. The Bloomerang Payments processing fee is 2.2% + $0.30

Software 84

Software Free Tools Adobe 84

Bloomerang

AUGUST 30, 2023

Your online giving platform should be backed by a reliable, secure payment processing system. Donor management solutions Donor management systems , also known as nonprofit CRMs , are software solutions that allow nonprofits to track donor interactions and giving histories, create donor segments, and develop communications campaigns.

Software 87

Software Guide Fundraising Platform 87

DNL OmniMedia

OCTOBER 13, 2020

Each step you take with a prospect, from the first communication to receiving a gift, needs to be carefully tracked and planned for. In the nonprofit world, this tracking process is referred to as moves management. A Moves Management Template For Your Strategy. A Moves Management Template for Your Strategy.

Effective 98

Effective Management Guide Fundraising 98

Cloud 4 Good

DECEMBER 2, 2021

With this release, Salesforce.org is introducing the Elevate Power of Us Edition to expand the opportunity for nonprofits to hit the ground running with online fundraising and feature enhancements such as tracking undeliverable addresses and soft credit donations. Track Change Log for Recurring Donations. Read on to learn more.

Template 59

Template Mail Gift Track 59

Bloomerang

JANUARY 31, 2024

They form a powerful document informing donors about their total annual giving—a rare moment in the fundraising process. Cumulative giving statements Donors rarely know or keep track of their cumulative giving, so when you point out the total, they’re usually quite pleasantly surprised. Allow me to explain.

Summary 80

Summary Donor Calendar PDF 80

Whole Whale

FEBRUARY 2, 2023

This guide will tackle the nonprofit RFP process from start to finish. We’ve been through the RFP game countless times and have managed to learn a few things that we wanted to share in an attempt to help you through this frequently convoluted process. The 4 Stages of a Nonprofit RFP Process Great!

Guide 59

Guide Proposal PDF Hints 59

sgEngage

APRIL 2, 2024

As a grantmaking organization focused on the success of your grantees, it is essential to have a process in place to manage personnel changes—for both you and your grantees—so everyone stays informed and on schedule. This document will help new team members absorb your unique grantmaking process and keep everyone on the same page.

Data 74

Data Blackbaud Policy Database 74

Get Fully Funded

JANUARY 17, 2022

Or the search for the perfect template. The process of writing your annual fundraising plan will be transformational and freeing. Start the planning process by looking at what you have already done. So, take the time to track your data this year and you’ll be all set for this step next year! Or enough data. Just do it!

Fundraising 134

Fundraising Activities Active Activism 134

Bloomerang

DECEMBER 5, 2022

As fundraisers get back into the field with in-person meetings and events, they can access the data they need to process donations on the go, increase productivity, and engage in real-time donor engagement activities—all from their phone. Fundraising thermometer template. Raise more funds and retain more donors with Bloomerang.

Raise 128

Raise Giving United States Nonprofit 128

Bloomerang

AUGUST 28, 2023

When it comes to donor data, there’s a lot to keep track of. From tracking conversations and donations to event registrations, you can note every interaction you have with a supporter in your nonprofit CRM. Bloomerang gives users access to a dashboard that actively tracks your retention rate to keep it top of mind for your entire team.

Profile 91

Profile Software Nonprofit Donor 91

CauseVox

JULY 18, 2023

To make it easy, download a copy of our fundraising plan template for guidance. Are you on track to meet your goals? It’s a good practice to celebrate reaching milestones so everyone involved in the process feels valued and motivated to continue. Evaluate your progress and determine whether you are on track to meet your targets.

Develop 76

Develop Fundraising Pledge Track 76

Saleforce Nonprofit

MARCH 4, 2024

The Salesforce nonprofit grantmaking solution, foundationConnect, was created over 15 years ago on the belief that we could support better collaboration among stakeholders in the grants management process. This solution includes a template, which will save organizations time and effort when setting up online portals.

Nonprofit 52

Nonprofit Application Integration Grant 52

CauseVox

MARCH 30, 2022

Alice says that peer to peer Fundraising on Causevox allows Meat Fight to automate their processes. She uses CauseVox’s cloning feature to speed up the process. For each campaign, she builds her CauseVox campaign site, creates a template, and then clones it for all of the fundraisers involved, all in just a few minutes!

Tips 78

Tips Fundraising Pledge Template 78

Nonprofit Tech for Good

FEBRUARY 13, 2016

The process of defining your goals and priorities will focus and unite communications and fundraising staff and help motivate executive staff to make a long-term investment. It is not meant to be a to-do list, but rather a process that helps an organization begin to conceptualize both their short-term and long-terms priorities.

Social Media 100

Social Media Media Strategy Fundraising 100

Cloud 4 Good

MAY 5, 2022

Some of our clients utilize the Interest Object in Salesforce to track which topics their prospects are interested in. Here’s how: Step 1: Create your layout template. You can choose to edit the “Standard” layout template or create a new layout template from scratch. Struggling with Layout Templates?

email 82

email Marketing Communication Template 82

Amy Sample Ward

MAY 4, 2011

It was nearly their last class of the term, and we had some great conversations about process and implementation of content planning and community engagement. I’ve documented the community and content mapping processes before, you can use the slides above to see the process or review the blog post with instructions.

Lecture 137

Lecture Storytelling Data Strategy 137