Nonprofit Tech for Good

FEBRUARY 6, 2022

Nonprofits have assets but instead of owners having equity in the balance sheet, net assets are tracked for a nonprofit. Almost all organizations produce some sort of annual financial reporting, but it’s may not always be public information. How is Accounting Different for Nonprofits? has a different meaning?in At a university,?a

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Software Guide Award Grant 319

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!

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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.

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Activities Active Activism Comparison 78

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

sgEngage

APRIL 23, 2024

Here are some of the internal controls your grantees should have: Formal Written Policies and Procedures You want to make sure your grantees have documented and defined ways of managing and tracking the funds they receive. How do you track time and effort? Regularly review and update your policy to ensure its effectiveness.

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Grant Policy International Application 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.

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Foundation Build Grant Fund 81

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?

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Story Report Data Blended 59

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.

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Action Report Practice Fundraising 75

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?

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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?

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Grant Process Management Technology 96

Nonprofit Tech for Good

JULY 31, 2020

When reporting on these numbers try breaking it down into small digestible chunks of data that are easy to interpret. For example, reports that show side by side amounts for individual months from each year can help you pinpoint reasons for any discrepancies in donation amounts. this year for major donors.

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Goal Fundraising Pledge ROI 304

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.

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Report Web Analytics Comparison 251

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.

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Software Tips Phase Policy 226

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 79

Foundation Build Fund Review 79

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%. 3) Reporting Is Everything! Perhaps one of the most important tactics of a stewardship strategy is reporting. Reporting doesn’t have to be extensive, just deliberate.

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Help Retention Tips Template 271

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.

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Software Fundraising Files Nonprofit 97

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.

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Campaign Tips Online Fundraising 84

Nonprofit Tech for Good

FEBRUARY 1, 2019

Have your team review the permissions on their mobile devices. No flashlight app ever needs to track your location or your calendar. It takes less than five minutes to review permissions settings and turn off the permissions for apps to gather additional data. So, don’t let them! Stop reusing passwords.

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Data Plugin Internet Policy 262

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. I also referenced the report in my latest presentation slides about social media use by individuals in nonprofit organizations.). Report Highlights. Download Reports.

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Review Benchmark Advocacy Database 120

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.

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Analytics Education Program Impact 169

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.

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Report America Picture Info 57

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?

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Project Fund Software Help 90

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 92

Grant Process Management Tips 92

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

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.

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Process Create Review Stream 91

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.

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Classes Team Foundation Create 81

Byte Technology

DECEMBER 15, 2021

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). Step 3: Create a conversion report for the year-to-date to see what marketing channels brought the best conversion rates.

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Marketing Analysis ROI Picture 246

Nimble AMS

SEPTEMBER 14, 2022

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. At the Council, all employees must log emails, track calls, and update Salesforce and Nimble AMS accounts.

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Associations Data Benefit Practice 136

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.

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Volunteer Instruction Instructional Tutorial 79

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.

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Grant Management Award Evaluation 52

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.

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System Help Nonprofit Track 98

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.

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Google Conservancy Demonstration Collaboration 321

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?

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Profile Software Nonprofit Donor 93

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.

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Training Train Team Data 52

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.

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Literacy eBook Structure Model 78

Nimble AMS

MARCH 25, 2022

In addition to goals, establish a set of online community metrics to help you track progress toward your goals and find opportunities for improvement. For example, in the first goal above, growing the online community, you might track: Number of active online community members . How do members report complaints and provide feedback??

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Community Online Strategy Guidelines 134

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 ! Spend time carefully reviewing all requirements before you write.

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Grant Award Fundraising Fund 91