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

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 77

Activities Active Activism Comparison 77

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

Forum One

AUGUST 16, 2023

Though annual reports can come at any time, a key component of finishing the calendar year off strong is to ensure that you are reporting on what you’ve achieved and identifying where there is room to grow. What have you been tracking, and where do you stand on those goals? The goal with your analysis is to have actionable data.

Story 60

Story Report Data Blended 60

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

Greater Giving

DECEMBER 12, 2022

It’s the amount of money you expect a donor to contribute over the course of their life with you, and it’s an important metric to keep track of because it helps you understand how to keep your donors engaged and how to get them to give more. Reviewing your status and performance.

Retention 91

Retention Donor Support Giving 91

Bloomerang

AUGUST 21, 2023

This post describes actions you can take to implement the findings of Bloomerang’s 2023 Fundraising Planning and Climate Report. 1,071 fundraising professionals were surveyed at small and medium-sized nonprofits supporting a variety of causes. Your own careful review of the report is encouraged.

Action 73

Action Report Practice Fundraising 73

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. For more than 20 years, Mark has supported hundreds of nonprofit online fundraising efforts.

Software 226

Software Tips Phase Policy 226

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

Nonprofit Tech for Good

APRIL 17, 2021

Sponsored Post by: Accelerist , a leader in social impact partnership technology, supporting hundreds of brands and charitable organizations in finding and growing their partnerships with each other. According to the Harvard Business Review , increasing customer (or partner) retention rates by 5% can increase profits by 25-95%.

Help 269

Help Retention Tips Template 269

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. Older models tended to be AMS-centric, leading to siloed data, static reports, and that trapped feeling. But when it comes to a troubling relationship with your data, can you turn to those same people?

Associations 319

Associations Challenge Data Taxonomy 319

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 95

Grant Process Management Technology 95

Greater Giving

JULY 24, 2023

In this guide, we’ll review three ways your fundraising software can help your nonprofit maintain compliance: Activity data Donation tracking Volunteer tools Fundraising events of all types require careful data tracking, but donations made at an auction are especially complex to manage and record.

Software 97

Software Fundraising Files Nonprofit 97

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. Review your naming conventions so each journal entry is easily identifiable.

Foundation 78

Foundation Build Fund Review 78

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

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. Reviewing your campaign daily, weekly, and monthly allows you to adjust the campaign for optimal results.

Campaign 83

Campaign Tips Online Fundraising 83

Nonprofit Tech for Good

FEBRUARY 1, 2019

In support of Data Privacy Day on January 28th, the Internet Society shares 5 ways to protect our nonprofit’s data: Train your employees to update their devices and applications. Have your team review the permissions on their mobile devices. No flashlight app ever needs to track your location or your calendar.

Data 257

Data Plugin Internet Policy 257

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 91

Grant Process Management Tips 91

Association Analytics

SEPTEMBER 13, 2023

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. Tracking Long-Term Impact True success for your learning programs can be found by evaluating their long-term impact.

Analytics 169

Analytics Education Program Impact 169

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. Giving histories, gift amounts, and frequencies can reveal a lot about future willingness to give.

Profile 91

Profile Software Nonprofit Donor 91

Amy Sample Ward

OCTOBER 18, 2009

As I announced recently , Advocacy Online and Fairsay have jointly produced a benchmark report to examine key e-campaigning performance measures. The benchmark data is derived from the activity of over 2 million supporters from 50 campaigning organisations in the UK, Canada, and several other countries. Report Highlights.

Review 120

Review Benchmark Advocacy Database 120

sgEngage

MARCH 21, 2024

However, a clearly defined scope is critical to keeping a project on track throughout its life cycle. For example, you will be reviewing your expense management processes as part of this project, but any fundraising management topics will be reserved for a later initiative. out of scope). Goals and Metrics What does success look like?

Project 89

Project Fund Software Help 89

The Science Behind Engaging your Supporters

DECEMBER 6, 2018

Annual Reports are a staple of nonprofit life, but are they worth it? To avoid costly Annual Report mistakes and produce a valuable piece of collateral for your organization, take some cues from a few of 2018's stand-out annual reports, and download our comprehensive guide to creating a nonprofit annual report.

Report 57

Report America Picture Info 57

Blue Avocado

MARCH 12, 2024

Tips for reviewing your nonprofit’s grant prospects. Grant funding is great, but often comes with requirements such as financial tracking of the award, measuring the program, reporting to the funder, and more — so look before you leap ! Check it out and please consider supporting payout requirements for Donor Advised Funds.

Grant 91

Grant Award Fundraising Fund 91

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 90

Process Create Review Stream 90

Nonprofit Tech for Good

MARCH 22, 2020

Most nonprofit board members volunteer because they want to support a worthy cause. Every board member should have easy access to committee reports, strategic plans, fundraising goals, and any other document that will help them make the best possible decisions about the nonprofit. 1) Demonstrate Transparency. 5) Display Tech Savvy.

Google 314

Google Conservancy Demonstration Collaboration 314

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. Send personalized emails and letters to form genuine relationships with supporters. Donor reporting and insights.

Websites 76

Websites Paypal Fundraising Nonprofit 76

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 80

Classes Team Foundation Create 80

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. Review your naming conventions so each journal entry is easily identifiable.

Foundation 52

Foundation Build Fund Review 52

Candid

DECEMBER 20, 2023

After all, the only way you can fulfill your organization’s mission is if you can bring in the funding you need to support your programs and initiatives. This approach also maintains consistency with their end-of-year financial reports. The three main types of functional expenses are: Program costs.

Build 108

Build Nonprofit Fund Goal 108

EveryAction

JULY 31, 2023

Upon establishing that they qualify for a match, they complete a brief (typically online) submission form to be reviewed by their employer. Knowing their contributions have double the impact drives many nonprofit supporters to give⁠—and to give in larger amounts. Follow up on previously-made and match-eligible donations.

Gift 201

Gift Guide Calendar Philanthropy 201

Nonprofit Tech for Good

APRIL 2, 2023

For nonprofits, it’s proving to be a valuable resource for writing communications, deepening engagement with supporters, and fundraising. It’s very important to thoroughly review and edit any responses generated by ChatGPT, particularly those that you plan to make public, such as website content.

Tools 361

Tools Fundraising Analytics Analysis 361

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

JUNE 6, 2023

Receive real-time updates Use an app that provides real-time updates reporting how many volunteers have checked in. Not only is it convenient for your volunteers who have checked themselves in, but it’s massive support for your busy line managers who need to keep track of who’s working their shifts.

Volunteer 77

Volunteer Instruction Instructional Tutorial 77

Bloomerang

NOVEMBER 10, 2023

This small portion of your nonprofit’s supporter base is known as your major donors. To secure the support of these crucial donors, your nonprofit needs to build a robust major gifts fundraising strategy. They require careful planning, cultivation, and stewardship to acquire a major gift and turn major donors into recurring supporters.

Gift 97

Gift Raise Guide Relationship 97

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 74

Data Blackbaud Policy Database 74

Pamela Grow

DECEMBER 1, 2022

How will you stay on track? Check gift reports daily If you know a gift was supposed to be received by year-end and you don’t see it posted, follow up with your Data/Donor Ops team Do what you can to support gift processing – and thank your team! Do a caseload review and refresh. Which didn’t?

Lesson 69

Lesson Review Gift Slides 69