Association Analytics

MARCH 13, 2024

This blog provides an overview of how to establish your scoring model, establish a team of data champions, and adopt a regular reporting routine so that your association is set up for success. Next, discuss how often your association will review your engagement analytics data and improve audience targeting. Let’s get started!

Analytics 169

Analytics Associations Model Metrics 169

Candid

FEBRUARY 13, 2024

The Council on Foundations’ 2023 Grantmaker Salary and Benefits Report Key Findings (for which Candid provided data analysis) offer a broad picture: Median full-time staff salaries for select roles rose 5.49% between 2022 and 2023, i as reported by a non-representative panel of 514 grantmaking organizations.

Rate 105

Rate Survey Roles Director 105

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 75

Action Report Practice Fundraising 75

.orgSource

MAY 29, 2023

In 2020, the Society for Human Resources Management (SHRM) reported that following George Floyd’s death, 85% of organizations published a statement on racial justice or diversity and 63% took action to address those concerns. Association for Talent Development (ATD) State of the Association Profession report.

Associations 221

Associations Reflection Leadership Training 221

Nimble AMS

MAY 20, 2024

Additionally, the organization valued Nimble AMS’ dynamic reports and dashboards and member management features. Review your records to make sure you need your data. As you work with your staff, try tailoring your training content to various user roles within your association to ensure the content is relevant and not overwhelming.

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Practice Adopt Associations Software 140

sgEngage

MARCH 29, 2023

When filling finance department roles, contract or hire staff with appropriate education and experience. 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. And it’s helpful if they are familiar with grant compliance.

Classes 84

Classes Team Foundation Create 84

VisionLink

AUGUST 31, 2023

This is a full-time position reporting to the Director of Planning and Design, who leads the company’s project management team. You will build data capture and management solutions, work on data migrations and conversions, build reports and analytics, and create website pages using HTML4. Learn more and apply on Indeed.

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Team Colorado Disaster Evaluation 130

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

JUNE 22, 2021

Reviewing their activity wall of donations to personally thank donors. Reviewing new donations that have the potential to become recurring gifts. Help your teammates understand the tools available to them so they can maximize their roles within your organization. Finding new opportunities to build donor relationships.

Action 283

Action Fundraising Nonprofit Gift 283

Nimble AMS

DECEMBER 5, 2022

Your association can mobilize your volunteer group in to a high-energy team, helping your o rganization accomplish various tasks and freeing up staff to attend to more specialized roles. But did you know that you can also empower your association volunteers to boost member engagement? Learning program.

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Associations Volunteer Mentoring Industry 134

Nonprofit Tech for Good

DECEMBER 23, 2023

DALLE , an image generation tool, Vision, an AI-driven image analysis tool, and Advanced Data Analysis provides the ability to upload a CSV file for AI to identify trends, create graphs, and generate reports. Regular Reviews: The world of AI is constantly evolving, and your policies should reflect this.

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Policy Analysis Language Nonprofit 334

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

Bloomerang

MAY 28, 2024

That means that there are many men and women in our profession who are beginning roles with new employers. Review progress on these goals and objectives at least quarterly. Present a progress report in an easy-to-understand format that provides updates on what you have accomplished. Confirm work-life boundaries.

Advice 92

Advice Job Fundraising Texas 92

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

VQ Strategies

NOVEMBER 9, 2022

End-of-year performance reviews are just around the corner and this week’s Mind the Gap column from McKinsey features tips on how to navigate feedback with Gen Z workers , both from the employer and employee perspectives. Become a Coach, not a Reviewer. Can you consider tailoring the role to better leverage the volunteer’s strengths?

Challenge 98

Challenge Volunteer Review Roles 98

Nimble AMS

JUNE 22, 2023

Creating a business case requires you to review your organizational goals and challenges and the potential benefits a new software solution can provide. Read our blog for four tips to ensure your AMS tech pitch appeals to your individual board member’s roles and concerns. Let them know that modern AMS technology can help them too.

Tech 106

Tech Associations Software Professional 106

sgEngage

MAY 30, 2024

Retaining top performers is likely a measure of your effectiveness and success in your role. If you’re seeking to improve your nonprofit’s employee retention rate, start by reviewing your organization’s practices in each of the categories above and think through how they relate to retention outcomes.

Retention 81

Retention Management Tips Nonprofit 81

sgEngage

APRIL 2, 2024

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page. Likely no.

Data 76

Data Blackbaud Policy Database 76

Association Analytics

APRIL 11, 2023

It might also be helpful to hold annual workshops to review the most frequently used terms in the dictionary. Designate Internal Champions Your association might consider choosing one staff person from each department to be part of the core group and report back to their respective department about the changes, updates, and next steps.

Adopt 321

Adopt Associations Analytics Data 321

Charity Village

JUNE 1, 2023

Deloitte released the Gen Z and Millennial Survey Report which surveyed 22,000 respondents in 44 countries to review the resulting impacts of the disruptive events over the past three years. The study determined that while respondents acknowledged some positive change, they remain deeply concerned about their futures.

Survey 57

Survey Review Roles Studies 57

Nimble AMS

AUGUST 8, 2022

While data analytics might be communicated as a high priority, the surveyed association professionals report their confidence in the state of their member data remains weak. TECH TIP: Nimble AMS is built on Salesforce so you get robust reporting and user-friendly dashboards to break down data silos and help all staff become data-driven.

Policy 117

Policy Government Adopt Associations 117

Candid

MAY 2, 2024

Are more people of color serving in nonprofit leadership roles? Overall, we found that for each year, about 2% of organizations in this data set reported shifts between the categories of BIPOC, white, and other. iv Some respondents wrote in their leader race and we manually reviewed and assigned a category for those write-ins.

Leadership 118

Leadership Analysis Demographics Alaska 118

Nimble AMS

JULY 5, 2023

Harvard Business Review states that employee empowerment occurs when staff have work autonomy and routinely contribute to their organization. When you offer technical training, you’ll have better-skilled staff, who are more productive and confident in their roles. Here’s how to get started: 1. Know your employees.

Empowerment 114

Empowerment Associations Practice Training 114

sgEngage

APRIL 12, 2023

They will use the view-only access you provide to your fund accounting system, and it’s even better if they are already familiar with your system and know where to find specific reports. Free Resource 5 Financial Metrics You Should be Reviewing Monthly Make these reports part of a monthly workflow with our free tip sheet Download Now 3.

Review 69

Review Fund Software Nonprofit 69

sgEngage

SEPTEMBER 5, 2023

Having your board review financial reports. The purpose of your nonprofit’s board is to provide oversight, and they can serve as a second set of eyes on your reports because they operate outside of your finance department. However, others might specifically ask for an audit report. might occur.

Management 70

Management Strategy International Nonprofit 70

Achieve

MAY 15, 2024

Or, maybe you’ve recently reviewed your financial statements and found that you need more funds for a renovation. The application process is complex, with many requirements for eligibility and reporting you must meet. Review eligibility and guidelines. Reporting on how funds are spent. What is a grant?

Grant 52

Grant Org Guide Proposal 52

sgEngage

SEPTEMBER 25, 2023

While grant funding may not require the continual stewardship efforts and nurturing of traditional donor-led funding, it often presents its own challenges: extensive reporting mandates, a list of requirements to qualify for funding, and the possibility of mission creep to meet those requirements. The OMB’s Uniform Guidance (i.e.,

Grant 94

Grant Process Management Tips 94

Nimble AMS

DECEMBER 3, 2021

Here’s how to make sure your pitch for new tech appeals to individual board member’s roles and concerns. . This business case requires a review of the goals and challenges your organization faces as well as the potential benefits a new software solution can provide. . You know it’s time for new association management software (AMS).

Tech 127

Tech Software eBook Associations 127

Kindful

JUNE 8, 2021

You want board members who are able to successfully function in the role of financial stewardship of your nonprofit. This is time wasted on so many levels and a clear signal that this board lacks a clear understanding of their role in financial stewardship. Their roles and responsibilities have greater weight. It’s not sexy.

Build 109

Build Literacy Nonprofit Exercise 109

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. Build their organization’s knowledge and realign it with shifts from digital disruption.

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Management Develop Authoring Leadership 79

Association Analytics

SEPTEMBER 13, 2023

Example: A professional association analyzed instructor performance and found that courses taught by a specific expert received consistently positive reviews and higher completion rates. As a result, they invited the expert to develop more courses and saw an increase in learner enrollment and program revenue.

Analytics 169

Analytics Education Program Impact 169

Bloomerang

MARCH 30, 2023

Define your volunteer roles. Additionally, some of these roles may be filled by qualified volunteers rather than paid nonprofit staff members. Make sure team members know what their responsibilities are and when they will be asked to share data or reports relevant to their roles. Define your volunteer roles.

Volunteer 94

Volunteer Program Roles Training 94

sgEngage

NOVEMBER 1, 2023

Pull these reports for the quarterly board meeting. With an ever-changing landscape of fundraising, economic conditions, and tactics for expanding mission-related programming, finding time for IRS tax reporting and filing 990 Series returns can be beyond challenging. And then there is your annual IRS 990 series filing deadline.

Create 88

Create Files Grant Report 88

Candid

APRIL 25, 2024

Major foundations leading the charge In 2023, a coalition of partners led by the MacArthur and Knight Foundations launched a five-year, $500 million initiative to enhance local news reporting and bolster democracy and trust in American institutions. million to 44 POC-led and -serving organizations.

Local 52

Local News Foundation Fund 52

sgEngage

JUNE 9, 2023

Grant management is the comprehensive process of overseeing all activities related to grants: from identifying recipients, to awarding funds, to reporting on outcomes all while maintaining compliance with regulatory requirements. In order to ensure compliance, these documents are often reviewed by legal professionals before signature.

Grant 52

Grant Management Award Evaluation 52

Candid

NOVEMBER 29, 2023

On top of that, there’s a lengthy contract to review and sign. software, business intelligence, data storage, financial reporting) to ensure they can operate smoothly. Each team played a role, whether big or small, in supporting this work. It’s a lot of due diligence and compliance work to handle. At Candid, we can relate.

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Culture Build Policy Nonprofit 105

The Modern Nonprofit

MAY 18, 2021

Testimonials are highly influential to that end and account for the success of many businesses whose livelihoods rely on consistently positive reviews — found on their own website and materials, as well as on unbiased, public forums such as Yelp, Google, the Better Business Bureau, and more. Make your reviews come to life.

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Action Review Nonprofit Survey 105