Whole Whale

MAY 2, 2024

Social media analytics report Have your intern review the past year of posts and data from your major platforms. They should answer questions the staff has about performance, give a 30k foot view of what happened, and generate insights about what’s working in a report. Visit Campus 15.

International 98

International Program Ideas Data 98

Nonprofit Tech for Good

OCTOBER 17, 2021

By Emily Rose Patz , Senior Copywriter at DonorPerfect – a top-rated donor management system and fundraising platform for nonprofits. Goals can include: Gain insight into donor data through reporting and data analytics. Do you offer a consultation to fully customize my system to my needs? How long is the onboarding process?

Software 304

Software Fundraising Training Train 304

Cloud 4 Good

JULY 6, 2021

In part one of our new blog series, Support and Maintenance of Your University’s Salesforce Org , we will explore long-term maintenance and success strategies, starting with best practices for staffing your Salesforce instance. What Kind of Support Staff Do You Need? Tier 1 Support. Tier 2 Support.

Org 111

Org Support Skills Knowledge 111

sgEngage

DECEMBER 14, 2023

Your team should start by listing which grant types your organization uses and then program them into your grantmaking system. Once your admin builds those grant types into the configuration of your system, team members will be able to catalogue each request you receive. Will several teams review the requests?

Grant 95

Grant Process Management Technology 95

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 80

Foundation Build Grant Fund 80

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. It’s important to note that engagement scoring should not act as a grading system for either your members or your internal departments.

Analytics 169

Analytics Associations Model Metrics 169

Bloomerang

JANUARY 16, 2024

Learn their systems and subscriptions Familiarize yourself with the tools and platforms your organization utilizes for fundraising. Understanding the systems early on will streamline your work and boost your efficiency. Review email marketing content Request access to review email marketing content.

Roles 106

Roles Tips Fundraising Brain 106

Nonprofit Tech for Good

FEBRUARY 6, 2022

However, nonprofits are guided by a mission- like providing education in under-served areas, supporting research to find cures to diseases, creating community among a specific group of people, and more. Almost all organizations produce some sort of annual financial reporting, but it’s may not always be public information.

Software 300

Software Guide Award Grant 300

sgEngage

MARCH 7, 2024

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. Being aware of these common pitfalls is crucial for maintaining the integrity of your financial reporting and in turn, the trust of your supporters.

Activities 78

Activities Active Activism Comparison 78

Cloud 4 Good

FEBRUARY 23, 2022

One of the major differences between Salesforce and BBCRM is the capability and intuitive interface of native reporting. Let’s start with native reporting. Not only is the need to utilize an auxiliary reporting tool cumbersome, but Blackbaud has also discontinued support for Crystal Reports.

Blackbaud 88

Blackbaud Report Analytics Database 88

Bonterra

APRIL 13, 2024

Learn more Measure program outcomes in real time Built-in reporting Bonterra’s native reporting tool empowers grants administrators to measure program outcomes, not just outputs. With access to turn-key dashboards, automated reports, and support from our team of experts, reporting impact becomes easier than ever.

Grant 52

Grant Software Management Analytics 52

Nimble AMS

JANUARY 25, 2024

A major perk of having your a ssociation m anagement s oftware (AMS) built on the world’s top CRM platform is being connected to the Salesforce ecosystem. Choosing Nimble AMS and connecting to the Salesforce ecosystem helps you extend your system, ensuring you always have a solution for your next challenge.

Associations 119

Associations Software Management System 119

sgEngage

MAY 6, 2024

Changes in the economy or industry may require an adjustment to the budget, but with your mission at the center, you are still positioned to support your community no matter the changes. Review Expenses Independently Budgeting by department helps break down the budget into manageable pieces.

Build 88

Build Time Review Fund 88

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

Greater Giving

DECEMBER 12, 2022

Draw upon your data to create a report of donors that gave last year but unfortunately not this year (LYBUNT) and then you can use that list to generate a lapsed donor list and reach out to engage them in giving activities. Reviewing your status and performance. The end of the year is always a time for reflection.

Retention 91

Retention Donor Support Giving 91

sgEngage

APRIL 23, 2024

And as a grantmaker, you’ve had the privilege of supporting many of them. To mitigate risk throughout your grant cycle, you need to know your grantees through relationships and documentation, support their internal controls, and set up a process for whistleblower complaints.

Grant 91

Grant Policy International Application 91

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. The Phi Kappa Phi implementation team sought to future-proof its system and went through multiple levels of scanning and segmenting its data.

Practice 113

Practice Adopt Associations Software 113

sgEngage

JANUARY 19, 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. Tip 2: Prepare your fund accounting system for the audit.

Foundation 78

Foundation Build Fund Review 78

sgEngage

APRIL 2, 2024

Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members. Queries and reporting tools will provide an efficient means of building a list of relevant activities. Does everyone get full access? Likely no.

Data 74

Data Blackbaud Policy Database 74

Neon CRM

SEPTEMBER 1, 2023

To make it easier, we’ve organized the components of a nonprofit business plan into three categories based on your responsibilities: Board Support and Guidance Vision and Values Alignment Financial and Resource Planning Executive Summary: A brief overview of the nonprofit’s mission, goals, and strategies.

Guide 52

Guide Business Support Metrics 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. Adopt a robust fund accounting system.

Grant 91

Grant Process Management Tips 91

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. Adding donor support contacts to each campaign. Nonprofits can also adjust the frequency of recurring gifts to best fit their supporters’ needs.

Action 292

Action Fundraising Nonprofit Gift 292

Greater Giving

DECEMBER 12, 2023

Whether you’re implementing a new CRM or looking to refamiliarize your staff with an existing system, these insights will help you pursue your data-driven endeavors. Provide guidelines on how employees should handle and store data within the CRM system to maintain data integrity and confidentiality.

Training 52

Training Train Team Data 52

Association Analytics

JUNE 21, 2023

Older models tended to be AMS-centric, leading to siloed data, static reports, and that trapped feeling. 9: Your Data Is Not Readily Available Challenge : You need to put a report together by the end of the week, but the person who has access to the data you need is out on vacation for the week. Sound familiar?

Associations 319

Associations Challenge Data Taxonomy 319

sgEngage

AUGUST 19, 2022

In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your process for creating that document. Review your strategic plan so everyone is familiar with the organization’s larger goals. Update your documentation each time you review your budgeting process.

Process 91

Process Create Review Stream 91

Bloomerang

AUGUST 22, 2023

More than 75 percent of Gen Z and Millennial donors reported preferring giving online, meaning it’s essential to use fundraising solutions that help you better understand and connect with this audience. Manage all online campaigns from one convenient system to monitor fundraising progress and donor engagement.

Websites 77

Websites Paypal Fundraising Nonprofit 77

Achieve

MAY 7, 2024

Throughout your donor acquisition and stewardship efforts, you likely solicit various types of support for your cause and earn more than just monetary donations. Let’s review the various types of donations you might accept, including why they should be categorized and how to organize them. What recording rules should be followed?

Gift 52

Gift Donation Organization Nashville 52

Association Analytics

APRIL 11, 2023

It might also be helpful to hold annual workshops to review the most frequently used terms in the dictionary. Or to go to different systems within the association to pull data for the calculation. Speak the Same Language In order to agree on a plan, your employees need to be using the same vocabulary when talking about your data.

Adopt 321

Adopt Associations Analytics Data 321

sgEngage

JANUARY 19, 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. Tip 2: Prepare your fund accounting system for the audit.

Foundation 52

Foundation Build Fund Review 52

Candid

SEPTEMBER 21, 2023

The value of known transactions may not always equal reported total giving. Finally, because the Foundation 1000 represents a much smaller subset of grant data, it is possible to review the data more thoroughly. These facets are captured in Candid’s Philanthropy Classification System. private and community foundations.

Analysis 116

Analysis Foundation Trend Course 116

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

Bloomerang

NOVEMBER 28, 2023

Taking inspiration from divine connections The challenge of outdated systems Sharon Tennyson, Distribution Coordinator for Adventist Review Magazine , the flagship journal of the Seventh-day Adventist Church, encountered a significant hurdle with their previous donor database. “We The system has exceeded our expectations.” “We

Management 81

Management Donor Organization Charlotte 81

Nucleus

MARCH 2, 2021

” by Randy Bean – published February 5th, 2021 According to Harvard Business Review, thriving as a mainstream organization today means being data driven. of firms report that the pace of investment in these projects is accelerating. Excerpted from “Why Is It So Hard to Become a Data-Driven Company?”

Associations 130

Associations Data Analytics Culture 130

Whole Whale

SEPTEMBER 13, 2023

Here is a bullet point summary of the key information for nonprofits: Effective October 31, 2023, Meta will partner exclusively with PayPal Giving Fund (PPGF) to support donations benefiting nonprofits in the US, UK, Canada and Australia. Meta will no longer support donations through Meta Payments or Network for Good after October 31.

Process 52

Process Facebook Paypal Free 52

sgEngage

MARCH 29, 2023

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 be confident in providing variance analysis and a variety of financial reports to help with risk management and forecasting.

Classes 80

Classes Team Foundation Create 80

sgEngage

FEBRUARY 8, 2024

You want to collect the data you need to make informed decisions, support your grantees’ success, and demonstrate your impact. 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.

Application 89

Application Leadership Grant Philanthropy 89

sgEngage

MARCH 31, 2023

Reviewing Internal Processes for Equity The first place to start is internally with your organization’s operations. Review your applications through an equity lens after each grant cycle. Yes, training on empathy and recognizing bias is important, but it needs to go deeper. Look for ways to add specificity and remove complexity.

Practice 71

Practice Trend Grant Gartner 71