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

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

Bloomerang

AUGUST 23, 2023

These 5 reports will help us figure out who is in your database So to get started, log into your database and note the total number of people. If anyone needs a quick tutorial on the basics of running Bloomerang reports, this is a great place to start! Report #1: Total number of donors Let’s get started.

Report 88

Report Donor Database Template 88

Neon CRM

JULY 26, 2023

GivingTuesday Social Media Templates The GivingTuesday social media templates below will not only save you time but will give you an idea of what and when to post. Take these templates to use as social media captions on GivingTuesday and customize them as needed to suit your campaign and audience.

Template 52

Template Social Media Campaign Media 52

Neon CRM

MAY 12, 2023

And, if you need an extra push to get started, we’ve even provided a free membership renewal letter template at the end of this post. Report The Nonprofit Email Report Learn More What Did Members Do For the Organization This Year? Now, let’s get writing! Aside from your organization’s letterhead, it’s probably their name.

Template 98

Template Free Guide Application 98

CauseVox

APRIL 29, 2021

That’s why we created this 2021 fundraising calendar worksheet and template to help you map out the best possible plan. These templates come with a number of tips that we’ve pulled together to help you through the process of planning. You should be able to pick up these templates and start working with them right away.

Calendar 98

Calendar Template Guide Fundraising 98

Nonprofit Tech for Good

MARCH 3, 2024

Suddenly, tasks like applying for grants, keeping track of budgets, and reporting became simpler and more efficient. These tools usually have ready-made templates and step-by-step guides to walk you through the application process. Instead of spending time gathering and sorting data for reports, these tools do it for you.

Grant 216

Grant Software Trend Fund 216

Whole Whale

MAY 10, 2021

Donor Reports present a great opportunity to share organizational wins and losses throughout the year. Annual nonprofit reports are great for the big picture impact of the organization, however they only come once a year. These reports can be an efficient way to communicate transparency with supporters and show appreciation.

Report 59

Report Impact Donor Summary 59

Nonprofit Tech for Good

DECEMBER 4, 2023

With an honest examination of the benefits and drawbacks of using LinkedIn, Facebook, Instagram, and Threads for your nonprofit, attendees will learn current best practices and gain a clear understanding of which social media platforms should be prioritized in 2024.

Social Media 208

Social Media Strategy Media Social 208

Association Analytics

JUNE 21, 2023

Older models tended to be AMS-centric, leading to siloed data, static reports, and that trapped feeling. 9: Your Data Is Not Readily Available Challenge : You need to put a report together by the end of the week, but the person who has access to the data you need is out on vacation for the week. Sound familiar?

Associations 319

Associations Challenge Data Taxonomy 319

Nonprofit Tech for Good

APRIL 17, 2021

Craft a customized stewardship strategy for these “Growth Partners” to generate a defined “net revenue” goal: In addition, use this “Assets” Excel template to identify your assets for current and potential corporate sponsors and to formulate a comprehensive report for each partner: 2) Incorporate Best Practices.

Help 269

Help Retention Tips Template 269

NetWits

FEBRUARY 7, 2012

ComScore reports that nearly 90 million Americans use their phone to read email – and that number grew by 28% over the past year. Over the past two weeks, we’ve been running A/B tests on our new mobile template. 14 of the 15 messages with the mobile template performed better, by an average of 2 percentage points of open rate. (So,

Template 167

Template Mobile email San Francisco 167

Kindful

APRIL 19, 2021

Writing an annual report is an important component of doing business as a nonprofit organization. Whether you are new to writing annual reports or would like to improve the reports you already send out each year, we have created a step-by-step guide to help you write an annual report that is full of inspiration and a vision for the future.

Report 62

Report Guide Template Statistics 62

Donor Search

APRIL 16, 2018

Every year nonprofits present their accomplishments and projects to their supporters and the general public in an annual report. An annual report details an organization’s mission, growth over the course of the year, projects that helped serve the community, statistics related to the organization’s cause, and much more.

Report 40

Report Template Practice Statistics 40

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. Please share in the comments below.

Goal 300

Goal Fundraising Pledge ROI 300

Nonprofit Tech for Good

NOVEMBER 21, 2020

GuideStar reports that new donors who receive a thank you within 48 hours of donating are four times more likely to give to your organization again. Save time and grab this exact template from our Giving Tuesday Fundraising Template Kit and personalize it for your organization. Why send this email?

Donor 328

Donor Giving Template email 328

Nimble AMS

MARCH 10, 2024

Community Brands research found members who have used an online community report higher loyalty metrics. Members also report a strong sense of community (52%) versus those who don’t (20%). Here are five additional benefits of leveraging an online community at your association: 1. ’ Discover the Nimble AMS advantage!

Community 116

Community Platform Benefit Online 116

Nonprofit Tech for Good

SEPTEMBER 17, 2023

Other Performance Metrics to Review Now that you understand the most important metrics to measure success, there are a few reports you can review with those metrics in mind to make any necessary changes. Location: Another report that we recommend reviewing is the “Location” report. Below Keywords, click “Search terms.”

Google 273

Google Evaluation Grant Campaign 273

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.

Activities 81

Activities Active Activism Comparison 81

Nimble AMS

MAY 6, 2022

system provides the specific tools, templates, and capabilities associations need to manage their organizations. The association-specific tools and templates on top of the CRM platform that you need to manage your membership and your organization??. Business intelligence + reporting/dashboards? . Nimble AMS tools and templates.

Associations 129

Associations Template Classes Platform 129

sgEngage

DECEMBER 14, 2023

Look for tools in your grant management system that provide customizable templates admins can configure, allowing users to save PDF reports detailing critical information about requests and the organizations making those requests. Bring these reports to your decision meetings as a reference.

Grant 99

Grant Process Management Technology 99

Nonprofit Tech for Good

DECEMBER 12, 2019

That way, these gift records are linked together for easy reference, tracking, and reporting. Tip: Include soft credits in your receipts and make a thank you letter template specifically for this type of supporter. Reports can include: Major Gifts Follow Up Report. Major Gifts Identification Report.

Relationship 246

Relationship Donor Management Sponsor 246

The MatrixFiles

DECEMBER 15, 2022

Pick one template that you use often, and update it. Keep your brand and assets fresh by auditing and updating one or more of your most-used templates. This could be a template for your: newsletter, PowerPoint presentations, meeting pages, PDFs, press releases, or social media posts. People who use screen readers (e.g.,

PDF 130

PDF Analytics Search Template 130

Everyaction

FEBRUARY 16, 2018

Keeping these basic do's and don'ts in mind can yield great results + make the RFP process a lot simpler (and so can our No-Fuss Nonprofit RFP Template.). Are you hoping to report on progress at your next board of directors meeting? And if time is a factor (isn't it always?), Be as forthcoming as you can when discussing timelines.

Template 81

Template Process Free Tips 81

Neon CRM

DECEMBER 6, 2023

Your “Effectiveness Over Time” report in the Executive Reports area will also help you track your retention rate month by month, which is a useful way to keep an eye on how your engagement activities impact your donors’ giving activity. This data also appears in your Fundraising KPIs widget. Now it’s time to send those updates.

Donor 98

Donor Retention Template Widget 98

Nonprofit Tech for Good

OCTOBER 1, 2020

Use scheduled reports to make sure you have the most relevant and up to date information sent to your inbox: monthly, weekly, daily, etc. When you only run these reports monthly, quarterly, or even yearly, the information is a bit stale, and it can be overwhelming to do much with your list of donors. List of major gifts given today.

Retention 339

Retention Donor Gift Rate 339

Forum One

MARCH 12, 2024

Template creation. Drafting inbound message and comment response templates. Ask an AI tool to help make your writing more succinct or engaging and see what the results are. (It It will rarely be 100% on the mark, but can spark new ideas.) Do you often get the same questions or comments on your posts? Drafting and testing.

Social Media 80

Social Media Images Video Media 80

sgEngage

SEPTEMBER 1, 2023

You try to stay on top of what’s happening in your industry, while also entering invoices, managing the budget, and generating reports, among other tasks. For some tips on making this easier, check out our tips on simplifying your budgeting process , including how to use budget templates and scenarios.

Team 78

Team Practice Law Template 78

Nimble AMS

MARCH 30, 2023

Organizations that choose a CRM invest for the following functionalities: Lead management Contact management Reports and analytics Process automation Artificial intelligence What is association management software ( AMS ) ? Associations can leverage CRM software to enhance customer or member relationships. Become data-driven.

Associations 138

Associations Software Difference ROI 138

Bonterra

APRIL 10, 2024

Case Management Tools Measure impact A unified solution to help you collect actionable program data, develop comprehensive reports, and share how you’re impacting your community. Advanced features enable you to compare program impact, conduct in-depth analysis, and automate report delivery to stakeholders.

Tools 52

Tools Management Los Angeles Demonstration 52

DonorDock

DECEMBER 29, 2023

During the call we walked through all the steps you would need to take from beginning to set your receipt settings messages and signature to brushing up on on how to manage, edit, and create a receipt template through the end of pulling your reports and sending off receipts.

Template 52

Template Report Management Create 52

Nonprofit Tech for Good

APRIL 2, 2023

The tool can draft stewardship emails, create impactful copy for annual reports, and even generate speeches for stewardship events. This could include fundraising email templates, motivational copy for peer-to-peer fundraising pages, and social media posts centered around your cause.

Tools 361

Tools Fundraising Analytics Analysis 361

Byte Technology

JANUARY 14, 2022

The monthly time bundles include marketing meetings and reporting. We also created the templates for email marketing newsletters and eBlast campaigns. Through the time allowed in our Flourish monthly marketing service , we worked with Jackie’s team to implement each task.

Marketing 243

Marketing Broadcast Analysis Awareness 243

Nonprofit Tech for Good

JANUARY 16, 2022

Imagine what your organization could accomplish in 2022 if you began each initiative with clean, streamlined donor records that record donations from your online forms and update automatically , an arsenal of canned reports to track key metrics, and a solid plan to prioritize each donor segment individually. Winter 2022-2023.

Strategy 270

Strategy Fundraising Social Media Nonprofit 270

The Science Behind Engaging your Supporters

OCTOBER 17, 2018

Creating a Request for Proposals can be labor-intensive, time consuming, and stressful, but it's a lot easier when you're not starting from scratch - so we've put together a template that you can fill out as you go, which already contains the structure, sections, and language you'll need. And if time is a factor (isn't it always?),

Template 41

Template Free Proposal Nonprofit 41

NTEN

FEBRUARY 2, 2012

If you don't improve your email template, you may be ignored by a large part of your audience. ComScore reports that nearly 90 million Americans use their phone to read email – and that number grew by 28% over the past year. Nearly 90 million Americans use their phone to read email. Just stop it.

Template 67

Template Mobile email NTEN 67

The Fundraising Authority

DECEMBER 21, 2020

Create customized pitches: Rather than having one sponsorship template, create a custom package that addresses each unique prospect. In addition, provide detailed event recap reports that outline the success of the event including: event attendance, money raised, press coverage, sample ads, event photos, etc.

Sponsor 161

Sponsor Tips Fundraising Sample 161