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Nonprofit CRM Training: Empowering Your Team to Manage Data

Greater Giving

In this guide, we’ll provide four CRM training best practices. Depending on the CRM’s complexity, you can expand training to cover more advanced features, such as reporting, automation, and customization. These resources can serve as quick references and reinforce what they’ve learned during training sessions.

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Volunteer Orientation and Training Tips

Volunteer Hub

Your volunteer orientation and training program should foster a happy, prepared volunteer base. A good orientation and training program will provide volunteers with a positive experience and first impression of your organization. Is your orientation and training program creating value and engagement?

professionals

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To Get Close to Members, Follow MarTech Trends

.orgSource

Harvard Business Review Analytic Services recently released a report that illustrates the gap between knowing and doing. Data management platforms are constantly improving their user-friendliness, flexibility, and reporting capacity. And staff training will ensure that everyone has insight into their numbers.

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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. Online courses.

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Move DEI Beyond Words

.orgSource

In 2020, the Society for Human Resources Management (SHRM) reported that following George Floyd’s death, 85% of organizations published a statement on racial justice or diversity and 63% took action to address those concerns. Association for Talent Development (ATD) State of the Association Profession report. All of us have baggage.

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7 steps to advance your volunteer program with your online member community

Nimble AMS

Consider grouping volunteer groups based on service roles, veteran volunteers and new volunteers, a general volunteer program news source, and more. Host volunteer training Ensure your member volunteers are prepared for their roles by providing adequate training. Do we offer enough training opportunities?

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Unions and their role in the social sector

Candid

In honor of Labor Day, this blog—the first in a two-part series—offers insights into the various roles that unions play within the social sector, based on data from available recent tax filings (2016 and on). . Unions offer their members professional development and training opportunities. What is a union? . Unions are 501(c)(5)s.

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