Remove Report Remove Review Remove Track Remove Train
article thumbnail

Raise the Board’s Financial IQ

.orgSource

Reading a report about the bells and whistles in the new website is a lot more interesting to most of us than combing through columns of figures in the audit or IRS form 990. So how do you make the financial report a bingeable presentation? This includes the laws relating to financial reporting and fundraising.

Raise 419
article thumbnail

Nonprofit CRM Training: Empowering Your Team to Manage Data

Greater Giving

In this guide, we’ll provide four CRM training best practices. 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.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program.

article thumbnail

Statement of Activities: Common Mistakes and How to Avoid Them

sgEngage

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.

article thumbnail

Engagement Analytics 101: Setting Your Association Up for Success

Association Analytics

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
article thumbnail

Top Ten Data Challenges (And Solutions) for Associations

Association Analytics

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?

article thumbnail

7 tips for preparing your nonprofit for a move to new software

EveryAction

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. Schedule a training session with them to go over policies and procedures. Revisit your staff onboarding checklist.

Software 226