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. Tip 1: If you have an operating reserve, review your policy. But they often come with many strings attached—such as detailed reporting requirements.

Foundation 81

Foundation Build Grant Fund 81

Bloomerang

AUGUST 21, 2023

This post describes actions you can take to implement the findings of Bloomerang’s 2023 Fundraising Planning and Climate Report. General guidance for fundraisers Here is general guidance on actions fundraisers can take based on fundraising trends and best practices drawn from the report.

Action 73

Action Report Practice Fundraising 73

sgEngage

DECEMBER 14, 2023

Statuses will help you know which task needs to be performed next for the request under review. It is critical to have a clear process for how your team reviews those applications, especially if there are a lot. Will several teams review the requests? Do you have outside reviewers leaving feedback?

Grant 96

Grant Process Management Technology 96

EveryAction

MARCH 8, 2023

Review your data tables, queries, reports, and exports. 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. Establish an ongoing plan to keep your data clean and ready to put to work for your organization.

Software 226

Software Tips Phase Policy 226

Nonprofit Tech for Good

APRIL 17, 2021

According to the Harvard Business Review , increasing customer (or partner) retention rates by 5% can increase profits by 25-95%. Good questions to ask your team: What kinds of partners have we retained/lost over the last 3+ years? 3) Reporting Is Everything! Reporting doesn’t have to be extensive, just deliberate.

Help 269

Help Retention Tips Template 269

sgEngage

MARCH 21, 2024

This short paragraph should answer questions such as: Why is this project worth doing? The problem statement should not presume a cause or prescribe a solution but should answer questions such as: What’s wrong or not meeting the needs of our stakeholders? Leave space in your list to track when each deliverable was completed.

Project 90

Project Fund Software Help 90

Blue Avocado

MARCH 12, 2024

Tips for reviewing your nonprofit’s grant prospects. One of the questions I’m often asked is: “How do I find grants?” But I don’t hear the more important question: “How do I know the grant is right for me?” First, let’s start with the most basic question. Who has money to give (and what strings are attached)?

Grant 91

Grant Award Fundraising Fund 91

.orgSource

SEPTEMBER 25, 2023

Create a personalized chatbot to interact with members, answer questions, and offer customized recommendations. Leverage ChatGPT to generate reports, articles, and newsletters. Review your strategic plan, business goals, and data to identify where automation could make an impact.

Las Vegas 221

Las Vegas Language Interaction Associations 221

sgEngage

APRIL 26, 2024

By setting expectations early, your organization and audit team can both adequately prepare for , address and streamline not just the audit process, but also any issue or question that may arise during the year. With most audit work being performed remotely or with a hybrid schedule , clear communication takes on greater importance.

Relationship 71

Relationship Practice Build Evaluation 71

Nimble AMS

SEPTEMBER 14, 2022

Still have questions about the importance of data hygiene? Routine review and cleanup efforts will help to optimize your analytics, making them relevant to your specific organizational purposes. Stark needed to take a closer look to review the analytics in the system. Why is data hygiene important at your association?

Associations 136

Associations Data Benefit Practice 136

Bloomerang

AUGUST 28, 2023

When it comes to donor data, there’s a lot to keep track of. A nonprofit CRM (also referred to as a donor management system ) is a software platform that allows nonprofits to store, update, and report on supporter data. Accounting software like QuickBooks to record and track all financial transactions. What is a nonprofit CRM?

Profile 91

Profile Software Nonprofit Donor 91

Blue Fox

MARCH 17, 2021

We know nonprofits meet regularly, some even monthly, with boards or finance committees to review the financial state of the organization. Per their advice, here are three financial reporting items your organization should keep a keen eye on. Pro tip: Use the location feature in QuickBooks to set this up and simplify reporting.

Literacy 78

Literacy eBook Structure Model 78

Candid

JANUARY 10, 2023

After all, a capital campaign can involve wildly different tasks—ranging from reviewing big-picture development progress down to choosing a color scheme for your public phase marketing materials. Review any specific policies in place, especially for longer meetings where members’ attention spans are more likely to dip or wander.

Campaign 98

Campaign Structure Phase Review 98

Greater Giving

DECEMBER 12, 2023

For instance, if you use Blackbaud as a CRM provider, you may review their partner network , define how your system will connect with various partners, and explore the data migration process. Depending on the CRM’s complexity, you can expand training to cover more advanced features, such as reporting, automation, and customization.

Training 52

Training Train Team Data 52

sgEngage

APRIL 2, 2024

Queries and reporting tools will provide an efficient means of building a list of relevant activities. Consider reporting access, administration rights, ability to edit communication templates, or handling applications. When a new person comes on, it’s a good time to understand exactly what access they need. Likely no.

Data 75

Data Blackbaud Policy Database 75

Cloud 4 Good

OCTOBER 6, 2021

Admins and Developers will be particularly interested in the many updates to Einstein Search, inline editing from reports now being generally released, and even more functionality added to Flow Builder. For those of you who have set up dynamic dashboards to track your organization’s KPIs, you have cause for celebration with this new feature!

Chart 101

Chart gMail Singapore Vermont 101

sgEngage

FEBRUARY 8, 2024

Here are some questions to ask yourself: How long does it take for your grantees to fill out your application? Or you can track the time it takes you to fill out the form, either with sample data or by trying to collect similar data from your own systems. Do you analyze it, report it, or share it with your stakeholders?

Application 89

Application Leadership Grant Philanthropy 89

Get Fully Funded

JUNE 5, 2023

Not only is it a mess to get accurate financial reports, you can’t get the data you need for grants which can wipe out your chances of getting grant funding. The sole purpose of a Donor Management system is to track donors, track your communication with donors, and track donation information.

System 98

System Help Nonprofit Track 98

DNL OmniMedia

NOVEMBER 14, 2023

Key features of the NPSP include: Donor and volunteer management: Keep detailed records of donors, track their giving history, and segment them for more targeted outreach. Program management: Monitor program outcomes, track beneficiary interactions, and demonstrate the impact of your work to stakeholders.

Consultant 52

Consultant Nonprofit Integration Review 52

Eric Jacobsen Blog

JANUARY 26, 2024

“With the right training and practice, middle managers are in the best position to evaluate employee performance and provide feedback that’s continuous rather than just a pro forma yearly review meant to create a paper trail,” share the authors. How can companies achieve this? By contrast, not everyone is well-suited to be a middle manager.

Management 78

Management Develop Authoring Leadership 78

Bloomerang

APRIL 12, 2022

You may have heard this software referred to by a few different names, including donor management software, nonprofit CRM , donor database, donor software, and donor tracking software. Track fundraising campaign progress and grant application tasks. Pull reports highlighting opportunities for improvement. Fundraising metrics.

Software 98

Software Management Donor Guide 98

Nonprofits Source

MAY 25, 2023

In this article, we’ll explore key tips to increase your patient acquisition rate: Use Patient Journey Mapping Keep a Pulse on Reviews Optimize for SEO Partner with a Digital Marketing Keep in mind that patient outreach is directly tied to patient outcomes. Keep a Pulse on Reviews Reviews matter. Monitor reviews.

Goal 52

Goal Tips Review Map 52

sgEngage

AUGUST 9, 2023

Empower your grantees and reviewers so they know the process and expectations and do your best to meet those deadlines and communication expectations. If reporting expectations are not clear or too hard to complete, grantees will not provide timely updates. Augment your reporting with data analysis.

Effective 68

Effective Tips Grant API 68

Eric Jacobsen Blog

MARCH 12, 2024

Rebecca Homkes Today, Homkes shares these insights with us: Question: You describe SRT as a loop, not a line. Question: Which part of SRT is the most important and why? Reset : Reset is the power move of the SRT loop, as this involves revisiting your strategy for growth questions (What is the situation, and how will this change?

Latvia 93

Latvia Companies North America San Francisco 93

TechImpact

JULY 8, 2014

A used guide is a step-by-step instruction guide that can cover data entry, reporting, policies, field definitions, and information on how the work should be flowing. Run consistent reports. By consistently reporting on information you’ve gathered, you’re ensuring that data is being reviewed and transformed into something useful.

System 160

System Nonprofit Relationship Tech 160

EveryAction

JUNE 15, 2017

Perhaps most powerfully, EveryAction allows for tracking the ROI of an ad campaign over time - letting nonprofits know if their investment in ads was worth it. They can also assign a source code to the plan to track results in reporting. After the campaign runs, it's results can be seen in a robust Digital Ads Report.

Integration 100

Integration Facebook Contact ROI 100

Bloomerang

NOVEMBER 12, 2021

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., Today’s question comes from a nonprofit employee who wants advice on whether or not it’s worth it to invest in digital analytics tools. . How can these tools help you track meaningful data? Have a question for our Fundraising Coach?

Analytics 107

Analytics Digital Tools Measure 107

The Fundraising Authority

MAY 8, 2021

This post will clarify any questions you might have and help you make the most of your grant! Then you’ll need to apply (you can do this by answering a few questions and uploading a few basic stats). The grants team will go through your report and contact you with the results. A grant application with no stress!

Grant 152

Grant Google Search Application 152

DNL OmniMedia

APRIL 1, 2024

Additionally, this makes it a breeze to provide past impact reports and future projections for grant proposals. Strengthen your financial reporting efforts. You want to track a variety of interactions between your organization and its supporters, going beyond the basics. Conduct effective strategic planning.

Data 52

Data Guide Proposal Nonprofit 52

Cloud 4 Good

MAY 21, 2021

There are six different tracks that you can choose from for the Education Summit, including Increase Recruitment & Admissions, Student Experience, Advancement, Digital Transformation, Institution Operations, and Marketing. Do not be afraid to ask questions, network, or interact with your peers in the chat or designated networking areas.

Education 109

Education San Diego Virtual Alabama 109

Care2

JANUARY 7, 2013

If you think your website is filled with outdated and boring content, you may be questioning how well you are engaging your activists and donors. Heck, even if you think you have awesome content, you are probably asking yourself the same the question. Be sure and also take a look at the Social Analytics report in Google Analytics.

Metrics 71

Metrics Content Track Analytics 71

Media Cause

MAY 31, 2023

On the surface, it makes sense that privacy and tracking would be at the bottom of a marketer’s task list. But if you engage in targeted advertising or use Google Analytics to track website visitors, privacy-first marketing should be a priority for your organization. The Importance of First-Party Data What’s the Big Deal?

Marketing 52

Marketing Plugin Track Policy 52

Bloomerang

MARCH 30, 2023

Make sure team members know what their responsibilities are and when they will be asked to share data or reports relevant to their roles. After creating your volunteer role descriptions, you can now build your registration form with skill and certification-based questions to streamline your volunteer onboarding and scheduling process.

Volunteer 87

Volunteer Program Roles Training 87

Bloomerang

APRIL 11, 2023

In this guide, we’ll review what you need to know about volunteer management software and the top solutions to be aware of. Let’s answer a few frequently asked questions about how this process works: What are the steps of the volunteer management process? Run volunteer hours reports for easy tracking and exports.

Volunteer 75

Volunteer Software Management Track 75

NonProfit Hub

SEPTEMBER 30, 2021

A question to ask yourself when you visit your nonprofit’s site is, “Can I easily understand what my organization’s purpose is and is it easy to measure the impact it has had on our community?” . If you cannot answer this question within a minute of visiting your site, it’s time to update your site to communicate that more directly.

Grant 79

Grant Guide Proposal Nonprofit 79

NonProfit Hub

SEPTEMBER 30, 2021

A question to ask yourself when you visit your nonprofit’s site is, “Can I easily understand what my organization’s purpose is and is it easy to measure the impact it has had on our community?” . If you cannot answer this question within a minute of visiting your site, it’s time to update your site to communicate that more directly.

Grant 78

Grant Guide Proposal Nonprofit 78

Amy Sample Ward

SEPTEMBER 20, 2013

When it comes to focusing on the right data, I like to ask myself these two questions. If we don’t set goals and then create regular opportunities to review the data, does it matter that we capture it? Why are you measuring or tracking something that you can’t (or don’t want to) impact? data nten'

Metrics 158

Metrics Impact Change NTEN 158