Whole Whale

MAY 10, 2021

Donor Reports present a great opportunity to share organizational wins and losses throughout the year. Annual nonprofit reports are great for the big picture impact of the organization, however they only come once a year. These reports can be an efficient way to communicate transparency with supporters and show appreciation.

Report 59

Report Impact Donor Summary 59

Nonprofit Tech for Good

JANUARY 31, 2020

By Heather Mansfield , Editor-in-chief of Nonprofit Tech for Good and producer of the Global NGO Technology Report and the Global Trends in Giving Report. For your reference, here are the fundraising tools featured in 2019 , 2017 , 2016 , and 2015. If you think we’ve missed a tool, please share it in a comment below.

Tools 327

Tools Online Fundraising United States 327

Nonprofit Tech for Good

DECEMBER 12, 2019

You can use your Donor Management System to keep track of grants from donor-advised funds along with the recommending donor with these helpful features: Soft Credits for Charitable Sponsors . That way, these gift records are linked together for easy reference, tracking, and reporting. Major Gifts Identification Report.

Relationship 246

Relationship Donor Management Sponsor 246

Achieve

JANUARY 12, 2022

Very few people enter the nonprofit sector to put together financial reports. Their financial habits, like accurately reporting on their earnings and expenses, are a crucial part of attaining that success. . Nonprofits, however, develop a slightly different set of financial reports and statements than for-profit organizations do.

Report 59

Report Nonprofit Profit Activities 59

sgEngage

MARCH 7, 2024

The Statement of Activities—commonly referred to as an SOA—is one of four essential financial statements for nonprofit organizations. As a CPA working with nonprofits of all sizes, I’ve encountered numerous errors in Board of Directors’ financial reports and Statements of Activities documents.

Activities 81

Activities Active Activism Comparison 81

Association Analytics

SEPTEMBER 13, 2023

This refers to the feelings, attitudes, and opinions of the individuals participating in your programs, courses, or training. Analyzing Instructor Performance Be sure to track completion rates, course ratings, and learner engagement for each of your different instructors so you can easily identify trends and discrepancies.

Analytics 169

Analytics Education Program Impact 169

NetWits

MAY 26, 2011

fact that I can often be found laying in bed at 6am and digging through client web reports. No wonder than, I am commonly asked; “What are the top web analytics reports and tools every nonprofit should know?&#. So with that, here is my sugggested list of 5 web reports every non profit should know, what for and why.

Report 251

Report Web Analytics Comparison 251

Bloomerang

FEBRUARY 16, 2024

Creating a budget can be challenging for new nonprofits when you don’t have past performance to use as a reference for future financial projections, but planning ahead is crucial nonetheless. Tracking donations Carefully tracking donation data is a good idea, but many organizations are unsure about what specific information to prioritize.

Effective 100

Effective Donation Management Guide 100

Bloomerang

MARCH 26, 2024

Also, be sure to set up more detailed reports for deeper analysis. The way you set up your dashboards and reports will depend on multiple factors, including your data analysis goals and what data you need to inform your analysis. Run final reports after your campaign has ended, and all donations have been entered.

Campaign 86

Campaign Tips Online Fundraising 86

Byte Technology

DECEMBER 15, 2021

And they are referred to as Wildly Important Goals or WIGS. You should have monthly reporting for ongoing stats that lead direction, but a Strategic Marketing Plan will help you create small manageable goals that correspond to an overall goal (more customers). And we can let the whirlwind take care of itself. To See The Big Picture.

Marketing 246

Marketing Analysis ROI Picture 246

Whole Whale

NOVEMBER 23, 2022

Flexibility : The best dashboards are flexible enough to track the metrics that are most important to your nonprofit. Make sure the dashboard you choose can be customized to track the specific data points you want to track. Amplitude is a data dashboarding tool that allows users to track, measure, and analyze their data.

Analytics 52

Analytics Tools Wikipedia Track 52

EveryAction

MAY 30, 2023

For reaching supporters instantly with last-minute reminders and other important information, mobile messaging (sometimes referred to as texting or SMS) is especially useful. Mobile messaging While email is a powerful tool, it also has its limitations.

Virtual 163

Virtual Advocacy Channel Mobile 163

sgEngage

MARCH 21, 2024

The project lead should develop a charter in the planning stages so it can provide a central point of reference throughout the lifecycle of your project. However, a clearly defined scope is critical to keeping a project on track throughout its life cycle. Leave space in your list to track when each deliverable was completed.

Project 93

Project Fund Software Help 93

Nonprofit Tech for Good

MARCH 22, 2020

By keeping all the board materials on a Google Drive (or another cloud storage service), these documents – whether they are bylaws, budgets, minutes, agendas – will make it easier for board members to keep track of documents, and not risk losing them when a board member’s computer crashes, or someone unexpectedly resigns.

Google 309

Google Conservancy Demonstration Collaboration 309

Nonprofit Tech for Good

DECEMBER 6, 2019

Refer back to your goals when considering who and how you recruit supporters for the event. Lastly, and most importantly, be sure players and sponsors can register for and purchase these packages online securely, instantly, and easily. 5) Leverage your networks to attract players and sponsors, and target supporters strategically.

Practice 246

Practice Tips Fundraising Sponsor 246

Bloomerang

JANUARY 31, 2024

Bloomerang refers to them as tax summaries—which they are—but they also summarize each donor’s cumulative giving. 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 82

Summary Donor Calendar PDF 82

Nonprofit Tech for Good

FEBRUARY 26, 2024

Data capabilities: Learn what metrics the tool can track, along with reporting functionality. Or it could come last, as a final “reference check” before you sign a contract. Essential functions: Figure out what the tool can do for you, with special attention to the features that get unlocked at each paid tier.

Application 273

Application Marketing Nonprofit Evaluation 273

DNL OmniMedia

MARCH 13, 2023

If your organization is a human services agency , on the other hand, you may store and reference data about your clients like case notes. A traditional for-profit business might track the purchases its customers make through its app to create personalized, targeted ads. Audit and update your database regularly.

Data 52

Data Management Database Software 52

Qgiv

OCTOBER 11, 2023

Business intelligence vs. donor intelligence Donor intelligence Nonprofits have an advantage over for-profit companies thanks to prospect research services, also referred to as “donor intelligence.” For that information, you would need to keep track of the rate—ditto for donor acquisition and upgrading.

Measure 52

Measure Business Retention Profile 52

Greater Giving

DECEMBER 12, 2023

Depending on the CRM’s complexity, you can expand training to cover more advanced features, such as reporting, automation, and customization. For example, a fundraiser will need to focus on donor management , while a program manager will need to learn how to track program outcomes.

Training 52

Training Train Team Data 52

EveryAction

JULY 31, 2023

People tend to experience heightened generosity and are increasingly motivated to make charitable contributions, which explains why so many nonprofit fundraisers refer to this period as the year-end giving season. Needless to say, if you’re a fundraiser, meeting your organization’s fundraising goal is top of mind in the fall and winter.

Gift 201

Gift Guide Calendar Philanthropy 201

NTEN

JULY 13, 2011

> Download the 2011 NTEN Community Survey Report. > Download the 2011 NTEN Community Survey Report. The perceived importance of technology for organizational work in various departments has increased in all areas, with Administrative work seeing the biggest increase, compared to last year’s survey. >

Survey 93

Survey NTEN Report Community 93

sgEngage

DECEMBER 14, 2023

Look for tools in your grant management system that provide customizable templates admins can configure, allowing users to save PDF reports detailing critical information about requests and the organizations making those requests. Bring these reports to your decision meetings as a reference.

Grant 99

Grant Process Management Technology 99

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.

Profile 94

Profile Software Nonprofit Donor 94

EveryAction

MAY 2, 2023

A secondary ask —sometimes referred to as “daisy-chaining,” including a follow-up with an ask for a donation or a re-share once a supporter has submitted the first form can be an extremely effective way of continuing to engage your supporters. This volume makes it clear that optimizing for mobile isn’t a nice-to-have, it’s a need-to-have.

Advocacy 222

Advocacy Action Support Help 222

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. Now it’s time to send those updates.

Donor 98

Donor Retention Template Widget 98

sgEngage

JANUARY 12, 2024

Referred to as “The Better FAFSA,” the new process promises greater transparency, including better visibility into potential Pell Grant eligibility. While this could be considered an improvement, it could also cause more angst for families who fear an IRS audit if numbers vary in FAFSA submissions vs. tax reporting.

Student 87

Student Application Education Grant 87

sgEngage

MARCH 29, 2023

Experience with grant monitoring and required expense tracking for grants is a plus. They should be well-versed in financial reports and analysis, but also be able to explain complex financial concepts to board members without a financial background. They should also understand the essentials of budgeting and cash forecasting.

Classes 84

Classes Team Foundation Create 84

Nonprofit Tech for Good

JUNE 18, 2020

To help you better understand GoFundMe Charity donors compared to traditional nonprofit donors, we published a Social Fundraising Data Report for Nonprofit s. The next time you fundraise for your cause, you can reference your donor database and determine who is most likely to give a second, third, or fourth donation.

Donation 346

Donation Impact Charity Nonprofit 346

Get Fully Funded

JANUARY 16, 2024

The ins and outs of nonprofit accounting may seem overwhelming at first, but effectively recording and reporting your organization’s finances is essential to fund your mission. Compile all of these policies in a handbook to serve as a reference for your employees. The core of nonprofit accounting is accountability.

Files 52

Files Policy Nonprofit Profit 52

Neon CRM

AUGUST 24, 2023

This is where the increasing amount of nonprofit sector research reports can help. This article will dissect the different types of nonprofit sector reports you may come across in your own research. No matter what type of report you may end up utilizing for your own work, it is important to ask a few assessment questions.

Hype 52

Hype Research Marketing Benchmark 52

Nonprofit Tech for Good

APRIL 22, 2013

However, as LinkedIn, Blogger and Myspace all celebrate their 10-year anniversary this year, nonprofits have now had a decade to study and experiment with social media and create systems for successfully launching and tracking the value of their social media campaigns. That said, congrats to the early adopters! Source: M+R and NTEN.

Social Media 278

Social Media Awareness Causes Stats 278

Bloomerang

JUNE 30, 2023

So, let’s track what you should do from the moment you receive a recommended distribution from a donor advised fund (DAF). CAVEAT: Make sure when you generate reports you include soft credits so you don’t inadvertently omit individual donors from recognition lists, cultivation mailings, and future appeals.

Database 117

Database Gift Fund Donor 117

Association Analytics

FEBRUARY 14, 2022

These will support your business case by aligning with your goals: Consistent, trusted data with standard interactive reports using a common language that employees throughout your organization easily understand – all in a secure data warehouse. Some associations have saved hundreds of hours on report creation per year.

Analytics 169

Analytics Language Associations Case Study 169

Volunteer Hub

FEBRUARY 13, 2022

Strategic reporting: We all know how important statistics are for board reports and grant writing. Look for software that contains powerful reporting capabilities. Waiver tracking: protecting your organization is critical. Waiver tracking: protecting your organization is critical. Vendor Selection.

Volunteer 85

Volunteer Management Online Registration 85

Bloomerang

JUNE 3, 2022

Does that 47% refer to how much money retained donors raised as a percentage of total revenue raised? . Should we track retained dollar value in 2021 compared to total retainable revenue in 2021 (the same year) or compare that amount to total retainable revenue in 2020 (the previous year)? I hope this helps, — Charity Clairity.

Retention 98

Retention Rate Stats Measure 98

Blue Fox

AUGUST 14, 2022

A chart of accounts (COA) is a standard accounting index system that helps nonprofit organizations classify and track their financial activity. It’s the backbone of the financial data that populates other financial reports. What is a Chart of Accounts? Do we recommend copying the UCOA?

Chart 78

Chart Pledge Grant Nonprofit 78