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 77

Action Report Practice Fundraising 77

sgEngage

FEBRUARY 12, 2024

If all your Ts aren’t crossed and your Is aren’t dotted on your grant reporting, your chances of repeat funding from that entity are low. When your accounting system is not built to handle restricted funding , each report can feel like a fire drill. It’s not just the end-of-grant reporting that can cause problems.

System 73

System Grant Chart Fund 73

Nonprofit Tech for Good

AUGUST 29, 2022

Before heading out to an event, quickly pull a report of your volunteer t-shirt sizes to prevent your volunteers from wearing a t-shirt two sizes too big! Be sure to share your training process and volunteer expectations to help your volunteers understand their role. The information is stored securely and is easily accessible.

Volunteer 275

Volunteer Management Tips Application 275

Candid

APRIL 25, 2023

As equity emerges as the lynchpin of decades of investment for generations of impact, Environmental Grantmakers Association (EGA) is clear on its role to facilitate the shift from discussion to tangible action and offers deep data to affect the course of racial equity as a relevant lens for environmental philanthropy.

Effective 104

Effective Demographics Philanthropy United States 104

.orgSource

JULY 25, 2023

I definitely see AI playing a role in that space. Keyword research—Find relevant keywords and track their performance over time. Industry reports. Industry reports can provide you with insights into your industry, such as the latest trends, the competitive landscape, and the regulatory environment. Social media.

Team 221

Team Marketing Build Analysis 221

The Fundraising Authority

DECEMBER 11, 2020

This giveaway could be as simple as a special report or article delivered via e-mail, or as tangible as an invitation to your annual cultivation event or a free bumpers sticker highlighting your cause. Create Social Media Leadership Roles.

Online 243

Online Fundraising Mail Newsletter 243

Bloomerang

APRIL 11, 2023

Here are the key steps in the volunteer management lifecycle: Planning: Planning your volunteer program involves setting goals and creating role descriptions. Recruitment: You can recruit volunteers by reaching out to past volunteers, connecting with corporate volunteers, and advertising your open roles on social media and your website.

Volunteer 78

Volunteer Software Management Track 78

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 95

Grant Process Management Tips 95

Candid

MARCH 21, 2024

At first glance, it would be easy to put a gloomy headline on the Council on Foundations ’ most recent CF Insights field survey tracking trends in community foundations’ 2022 asset growth, giving, and the activity of donor-advised funds (DAFs). About half of all respondents reported some level of year-over-year decrease in gifts received.

Foundation 52

Foundation Community Time Montana 52

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

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. Discuss which engagement metrics to include in executive/board reports. Let’s get started! Why Is Engagement Scoring So Important?

Analytics 169

Analytics Associations Model Metrics 169

Nonprofit Tech for Good

JANUARY 29, 2024

Recognize their contributions and acknowledge their role in your mission’s success. Share financial reports, impact assessments, and breakdowns of where the funds go. The rest must provide value to your audience like a gift. Show Gratitude: Always express gratitude to your supporters.

Social Media 251

Social Media Organization Media Fundraising 251

Greater Giving

DECEMBER 12, 2023

Depending on the CRM’s complexity, you can expand training to cover more advanced features, such as reporting, automation, and customization. For example, a fundraiser will need to focus on donor management , while a program manager will need to learn how to track program outcomes.

Training 52

Training Train Team Data 52

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 91

Volunteer Program Roles Training 91

EveryAction

JANUARY 11, 2023

Meeting these three milestones before the end of the month will get your grassroots team back on track just in time to launch your 2023 campaigns. Report #1: took one to three actions in the past six months. Report #2: took four or more actions in the past six months. Rest assured: it’s not too late to catch up!

Advocacy 198

Advocacy Volunteer Analysis Action 198

sgEngage

MARCH 29, 2023

When filling finance department roles, contract or hire staff with appropriate education and experience. Experience with grant monitoring and required expense tracking for grants is a plus. They should be confident in providing variance analysis and a variety of financial reports to help with risk management and forecasting.

Classes 84

Classes Team Foundation Create 84

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

NTEN

NOVEMBER 1, 2013

> Download the 2013 NTEN Community Survey Report In July 2013, we circulated the online survey link to the NTEN Community via direct email (sent to 38,354 contacts) and announcements in our community channels, including our blog, NTEN Discuss list, our Facebook page, our Twitter network, and our LinkedIn group.

Survey 88

Survey NTEN Report Community 88

Whole Whale

AUGUST 20, 2022

Time Counts offers solid volunteer management tools, including email communication, scheduling, and tracking. Use InIt Live to send messages to specific volunteer roles or locations, individually message volunteers, and track volunteers throughout the event. Track It Forward. Timecounts. Pricing: starts at $300/event.

Volunteer 98

Volunteer Tools Software Management 98

Eric Jacobsen Blog

JANUARY 26, 2024

Advance in title and compensation but not be promoted outside of any manager role, where they’ll make the most impact. The Authors : Middle managers can only perform their roles well if they are set up to succeed—which means giving them the space and training they need to excel as people managers.

Management 78

Management Develop Authoring Leadership 78

fusionSpan

FEBRUARY 6, 2024

As a nonprofit, keeping track of your supporters and donors and managing member relationships is an essential part of how you fulfill your mission. But as well as being a repository of data, your organization’s database can also help you track key data such as contact information and each person’s engagement.

Database 52

Database Management Nonprofit System 52

Bloomerang

JUNE 6, 2023

Important items to include are: volunteer roles and duties, introductions to leadership, schedules, maps, parking instructions, and safety tips. Receive real-time updates Use an app that provides real-time updates reporting how many volunteers have checked in.

Volunteer 80

Volunteer Instruction Instructional Tutorial 80

sgEngage

MARCH 21, 2024

However, a clearly defined scope is critical to keeping a project on track throughout its life cycle. Project Team List the names, titles, and respective roles of your core project team. Leave space in your list to track when each deliverable was completed. in scope) and, equally important, what it won’t be focused on (i.e.,

Project 93

Project Fund Software Help 93

Nonprofit Tech for Good

MARCH 22, 2020

Each of these roles has one thing in common – documents. 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. The chair and staff need to draft and track a significant amount of materials.

Google 307

Google Conservancy Demonstration Collaboration 307

sgEngage

APRIL 1, 2024

Inspired by more than 40 years of collaboration with private school leaders, Blackbaud has created a track of sessions for ATLIS 2024 , the Association of Technology Leaders in Independent Schools’ annual conference. Can we spread this work beyond our departments and be catalysts for vibrant cultures of belonging?

Blackbaud 87

Blackbaud API Empowerment Nevada 87

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 77

Data Blackbaud Policy Database 77

EveryAction

APRIL 5, 2023

They may even have used similar systems in past roles or managed a large tech implementation at some point in their career. For example, can this new tech augment existing reports and dashboards—or provide more accurate forecasting into campaign revenue, grants, and major giving? A roadmap is a pathway to the future state!

Technology 186

Technology Change Analysis Tech 186

Bloomerang

JANUARY 31, 2024

Cumulative giving statements Donors rarely know or keep track of their cumulative giving, so when you point out the total, they’re usually quite pleasantly surprised. Major gift officers often prepare TOTAL GIVING statements before meeting with their major donors because they, too, lose track of their cumulative generosity.

Summary 82

Summary Donor Calendar PDF 82

Association Analytics

SEPTEMBER 22, 2021

According to Marketing General Incorporated’s 2021 Marketing Benchmarking Report, 50% of associations surveyed believe lack of engagement is the top reason members didn’t renew. Because engagement is critical to retaining members, many associations are using a member engagement score to track and build loyalty. Award Nominees.

Aggregator 169

Aggregator Associations Activities Active 169

EveryAction

AUGUST 3, 2023

from our friends at Double the Donation Major giving strategies play a major role in many nonprofit organizations’ fundraising success. 1,000 – $4,999) Recognition in annual report or website Invitation to exclusive events Subscription to a donor impact newsletter Silver level (e.g.,

Strategy 177

Strategy Giving Fundraising Gift 177

Nimble AMS

DECEMBER 3, 2023

Atlassian reports that the average worker spends approximately 31 hours a month in unproductive meetings. Before you schedule your next meeting, consider the objective and establish a clear agenda so you can keep attendees on track and save time.

Associations 130

Associations ROI Retention Software 130

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. They manage the disbursement of funds and monitor the financial aspects of grantee reports.

Grant 52

Grant Management Award Evaluation 52

Nimble AMS

MARCH 7, 2022

There are AppExchange apps that help staff across roles and departments do their jobs more effectively and efficiently. Create, send, sign, track and file agreements quickly & securely right in Salesforce. . CloudAnswers Report Sender . Combine rich text, customized design, and reports with data from Salesforce. .

Adobe 104

Adobe Survey Integration Associations 104

Candid

NOVEMBER 14, 2022

This year’s Measuring the State of Disaster Philanthropy report, published by the Center for Disaster Philanthropy (CDP) and Candid, tracked roughly $121 billion in aid to date in 2020 across multiple sources—including bilateral and multilateral aid, U.S. federal agencies, donor-advised funds, and giving platforms. Fund recovery.

Puerto Rico 98

Puerto Rico Disaster Philanthropy Lebanon 98

VQ Strategies

DECEMBER 14, 2020

Yet, the post-initiative surveys and the first-hand accounts reported during year-end convenings, we have been delightfully impressed by all that the participating teams have achieved. Why were they successful even amid one of the most challenging years in nonprofit history? Instead, they engaged volunteers to help them adapt.

Volunteer 98

Volunteer Roles Lesson Training 98

Classy

AUGUST 4, 2021

There are many nonprofit roles that are responsible for fundraising. We’ll outline the role each area of a nonprofit’s organizational structure plays in a successful fundraising strategy and the value that each user from different areas of your nonprofit can gain by getting involved. Check Out The 2021 State of Modern Philanthropy.

Fundraising 95

Fundraising Metrics Database Nonprofit 95

sgEngage

JUNE 15, 2023

Lost receipts, multiple tracking spreadsheets, and unchecked spending, oh my! These hurdles are a few of the challenges facing school business offices and nonprofit organizations doing their best to evaluate and keep track of employee purchases day-to-day. Is this sounding like your month-end scramble?

Nonprofit 76

Nonprofit Track Doc Evaluation 76