sgEngage

JANUARY 17, 2024

If it’s time for you to start looking for a new grant management system, use this opportunity to evaluate your processes, figure out what needs to change, and find a solution that can growth with your organization. What reports do you pull regularly? Is there a report you’d like to see but don’t have the capability?

Grant 76

Grant System Foundation Management 76

sgEngage

JUNE 12, 2023

What is your CRM System’s purpose? Organizations that use a Constituent Relationship Management (CRM) system will typically rely on it everyday. The health of the CRM system needs to be prioritized. A reliable CRM system can still be accomplished with proper steps. We have your 5 keys to a healthy CRM system here: 1.

System 86

System Search Evaluation Policy 86

Nimble AMS

NOVEMBER 30, 2022

It’s beginning to look a lot like the annual reporting season! But compiling your annual report doesn’t need to be taxing. With innovative association management software (AMS,) your staff can gather crucial member data all year long, streamlining your annual reporting process. Here’s how to get started.

Report 107

Report Tips Associations Advocacy 107

Cloud 4 Good

DECEMBER 7, 2021

Blackbaud recently announced the end of support of a few applications hosted in their Citrix environments, including Crystal Reports (CT). While there are standard reports built in Raiser’s Edge, if you need to create custom and specialized reports, you would have previously had to use Crystal Reports for Blackbaud.

Blackbaud 94

Blackbaud Report Chart Analytics 94

sgEngage

AUGUST 11, 2021

Nonprofit financial reporting is the responsibility of the finance team. But in a fundraising organization, Finance is heavily dependent on Development systems to furnish accurate, unambiguous fundraising data to the general ledger, so that correct annual and monthly financial reporting can be produced.

System 108

System Develop Pledge Blackbaud 108

Saleforce Nonprofit

JULY 21, 2021

According to Salesforce.org’s Nonprofit Trends Report (3rd Edition), 71% of organizations surveyed had to accelerate their move to digital programs or events last year due to the pandemic. You store supporter data in various systems. And 2020 didn’t help. One Approach to Address The 3 Cs.

Integration 120

Integration System Los Angeles Picture 120

The MatrixFiles

MARCH 25, 2024

I realized recently that hardly anyone is talking about AMS (association management system) as a revenue generator ; this makes no sense to me! A user-friendly event registration system will encourage more registrations. Does your AMS have an abandon report that tells you who started to convert but abandoned? Keep tweaking.

Generation 264

Generation Registration Associations Amazon 264

Bloomerang

MARCH 4, 2024

Fundraisers often have a love/hate relationship with fundraising CRM reports. Picture this: your donor data and fundraising trends reports are due, but instead of the usual stress, you’re calm, prepared, and even proud of what you’re about to submit. Let’s find out how to achieve that level of reporting Zen consistently.

Report 60

Report Effective Fundraising Template 60

sgEngage

AUGUST 29, 2022

Implementing a robust and modern fund accounting system can save your team time, make reporting faster, and give you more opportunity to focus on impactful work. But introducing a new fund accounting system can be a sizable undertaking—even when you know it will be worth it. Mindset matters. Understanding the Timeline.

System 71

System Fund Practice Free 71

Whole Whale

NOVEMBER 8, 2022

Nonprofit annual reports play an important role as we head into the end of the fiscal year or the onset of giving season. Although they are not an IRS requirement, compelling annual reports can sway potential donors and show current donors how their money is helping your organization to make an impact. DREAM (formerly Harlem RBI).

Report 85

Report Template Org Nonprofit 85

Qgiv

DECEMBER 6, 2021

This is our last system update for the year! We’ve added auction attendee emails to the Auction Purchased Items report so make it easier for you to contact winners after the auction. The Export History Report for service integration is once again displaying values in the Amount column. Features and Enhancements.

System 52

System Integration History Contact 52

Qgiv

MAY 24, 2021

We know you’ll love the new streamlined system! To help with your audit trails, you can now see estimated debit/credit dates in your statement summary and detail reports. Address Line 2 is now showing in the Peer-to-Peer Participant report, as intended. The post System Update: Late May 2021 appeared first on Qgiv Blog.

System 52

System Registration Summary Map 52

Bloomerang

SEPTEMBER 21, 2021

Every Nonprofit Needs One, But What’s Really Needed in Your Nonprofit’s Annual Report? So, you’re one year into the adventure of starting your own nonprofit and now the time has come to put together your first annual report. What is an annual report? . What information should you include in your annual report?

Report 107

Report PDF Donor Summary 107

Qgiv

APRIL 26, 2021

Integration users, if you find yourself needing to edit a lot of transactions in your Export History Report, good news! Finally, Payment Channel now appears on the Transaction Summary and Transaction Details reports, and Payment Channel is a filter that works in these reports.

System 52

System Widget Summary Integration 52

Volunteer Hub

JANUARY 20, 2022

The City of Dublin is using VolunteerHub’s integration with Xcelerate Media’s Learning Management System to create a virtual and automated process for registering and training Dublin Irish Festival servers. The post The City of Dublin Integrates VolunteerHub with Learning Management System (LMS) appeared first on VolunteerHub.

Learning Management 91

Learning Management Integration System Management 91

Cloud 4 Good

FEBRUARY 23, 2022

One of the major differences between Salesforce and BBCRM is the capability and intuitive interface of native reporting. Let’s start with native reporting. Not only is the need to utilize an auxiliary reporting tool cumbersome, but Blackbaud has also discontinued support for Crystal Reports. a relational DB, like BBCRM).

Blackbaud 88

Blackbaud Report Analytics Database 88

Qgiv

SEPTEMBER 27, 2021

Notifications and reporting details now specify “Personal Information” or “Company Information” for individual versus company donations. The post System Update: Late September 2021 appeared first on Qgiv Blog. Features and Enhancements.

System 52

System Registration Method Images 52

Qgiv

MAY 10, 2021

Also, Payment Channel now appears on peer-to-peer and Qgiv donation and registration reports. The post System Update: Early May 2021 appeared first on Qgiv Blog. The payment and merchant account info for your forms now display on the My Qgiv page in the control panel.

System 52

System Registration Info Channel 52

Qgiv

AUGUST 2, 2021

Lots of enhancements and fixes for our auction platform, some updates to our integrations, and a new reporting feature. To make your reporting even better, we’ve added more options for fields you can include in your custom reports. Some users were seeing some required system fields display as “Optional” on donation forms.

System 40

System Map Virtual Registration 40

sgEngage

APRIL 8, 2024

All in unrestricted funds with no reporting necessary. While nonprofits will hopefully see an increase in unrestricted funds—and a decrease in burdensome reporting requirements—as part of this and other movements, good nonprofit accounting principles still apply. They don’t come with any direction or reporting requirements.

Fund 90

Fund Chart Grant Report 90

fusionSpan

OCTOBER 14, 2021

Comparing data between systems is necessary for businesses that are looking to migrate, adjust or back up data. Our example compares data from two Salesforce systems. Say we have two Salesforce systems, one new and another old. We want to compare the data between the new system and the old system.

System 52

System Difference Data Comparison 52

Qgiv

APRIL 12, 2021

Last but not least, we’ve added tooltips to recurring gifts in your Export History Report so you can quickly see what kind of recurring gift has been created or paid. The post System Update: Mid-April 2021 appeared first on Qgiv Blog. To start, we’ve got even more improvements to web auctions!

System 52

System Widget Registration Gift 52

Qgiv

NOVEMBER 22, 2021

We’ve added “Donation Message” as a field for the Auction Donations Report. The post System Update: Late November 2021 appeared first on Qgiv Blog. We’ve added a notification for donations with dedications. You can configure it in your org-level notifications area.

System 52

System Registration Widget Org 52

Saleforce Nonprofit

SEPTEMBER 16, 2022

Today, Salesforce.org is excited to announce the release of the Salesforce.org Community Impact Report 2022. In our fifth annual report, we highlight how our customers are using the resources provided by Salesforce.org and our partners to create and amplify their social impact. See the FY22 Stakeholder Impact Report for details.

Report 65

Report Impact Community Evaluation 65

Saleforce Nonprofit

NOVEMBER 9, 2021

That’s why the organisation is revolutionising its most critical systems and processes, from caseload management to supporter engagement and communications with the public. Through its new supporter relationship management system, the RSPCA has gained deeper insight into supporters’ interests, giving history, and preferences.

System 76

System Benefit Management Celebrate 76

Charity Village

MARCH 30, 2023

The Minister of National Revenue, Honourable Diane Lebouthillier, issued the following statement in response to the Office of the Taxpayers’ Ombudsperson Report on Fairness of the Audit Process for Charities in Canada: “The Government of Canada stands with and supports Muslim communities across Canada and reaffirms its commitment to take (..)

Canada 75

Canada National Charity Process 75

Qgiv

NOVEMBER 8, 2021

The Qgiv Matching Report once again shows all verified matches as “Verified,” rather than “Pending.” If the name of your form includes an emoji , it will no longer cause an Excel error when you download reports for the form. The post System Update: Early November 2021 appeared first on Qgiv Blog. Features and Enhancements.

System 40

System Registration History Tag 40

Nonprofit Tech for Good

JULY 4, 2023

Website Builder Expert ] 58% of nonprofits use WordPress.org as their content management system (CMS) for their website (7% use Wix, 6% use Squarespace, and 5% use Drupal). 2023 Nonprofit Tech for Good Report ] 75% use the.org domain for their primary website and email communications. per visitor. [ per visitor. [ per visitor. [

Statistics 246

Statistics Websites Benchmark Drupal 246

Qgiv

SEPTEMBER 13, 2021

We’ve also made some updates to help with reporting! We’ve added a new custom report field so you can track the change history for recurring donations. We’ve added “Donor ID” as a custom report column and a custom mapping field for service integrations.

System 52

System Summary Gift Map 52

Gyrus

SEPTEMBER 29, 2022

LMS Reporting is a tool in a learning management system that helps you understand who uses your LMS. It can be your employees, trainees, clients, etc.

Report 52

Report Help Learning Management System 52

sgEngage

FEBRUARY 9, 2024

Working with a consultant (either your vendor’s or an external partner) will save time and money because the system will be set up for your organization’s exact needs. The point of contact works with the software vendor to align the new system to your organization’s vision for the future, preventing your organization from flying blind.

Fund 90

Fund Software Community Tips 90

Nonprofit Tech for Good

MARCH 3, 2024

Suddenly, tasks like applying for grants, keeping track of budgets, and reporting became simpler and more efficient. Automating Reporting and Compliance Tasks Another great thing about nonprofit grant management software is how it handles reporting and compliance tasks automatically.

Grant 225

Grant Software Trend Fund 225

Qgiv

JULY 6, 2021

Transaction reports are once again showing the Address Line 2 field, as intended. The post System Update: Early July 2021 appeared first on Qgiv Blog. If your integration attempts to export to a contact list that no longer exists, the integration will now deactivate so that you can update your settings.

System 40

System Org Test Sample 40

Nonprofit Tech for Good

SEPTEMBER 2, 2023

Board members, by and large, report that they want to meaningfully help the organization they service. Also, visit GoToWebinar’s Attendee System Check for information on how to join and attend this webinar. Giving Tuesday has the potential of being an effective peer-to-peer fundraising campaign.

Activities 230

Activities Active Activism Free 230

Nimble AMS

JANUARY 25, 2024

A major perk of having your a ssociation m anagement s oftware (AMS) built on the world’s top CRM platform is being connected to the Salesforce ecosystem. Choosing Nimble AMS and connecting to the Salesforce ecosystem helps you extend your system, ensuring you always have a solution for your next challenge.

Associations 119

Associations Software Management System 119

Nonprofit Tech for Good

MARCH 9, 2023

Discover key insights from Classy’s sixth annual report, The State of Modern Philanthropy. The report analyzes Classy’s proprietary data from 2022, spanning more than 70,000 campaigns on the Classy platform, and, for the first time, incorporates insights from our parent company, GoFundMe.

Philanthropy 211

Philanthropy Free Conversation Channel 211

Nimble AMS

JANUARY 31, 2023

Three ways Nimble AMS empowers legacy AMS users Three ways Nimble AMS empowers legacy AMS users Are you ready to leave behind your legacy system ? User-friendly reporting. In legacy AMS systems, reporting is often complicated, requiring a developer or IT team to customize and build lists, as well as create queries and reports.

Missouri 131

Missouri Illinois Associations Massachusetts 131