Gyrus

DECEMBER 13, 2023

Dive into user reviews to choose the perfect Learning Management System for an enriched e-learning journey. Evaluate LMS options wisely!

Evaluation 45

Evaluation Review Learning Management System 45

Get Fully Funded

JUNE 5, 2023

When set up right, your nonprofit accounting system will help you manage your nonprofit and streamline processes like budgeting, projecting cash flow, and even hiring. The problem is that if you’re like most, you haven’t paid a lot of attention to your accounting system. Most people who start or lead nonprofits aren’t numbers people.

System 98

System Help Nonprofit Track 98

Robert Weiner

MARCH 21, 2017

Idealware just released the latest version of their Consumers Guide to Low-Cost Donor Management Systems. It will give you an overview of 32 systems and in-depth reviews of their top 11 “best value” choices.

System 100

System Guide Donor Management 100

Nonprofit Tech for Good

APRIL 15, 2023

Date: Tuesday, June 27, 2023 Time: 1 pm ET / 10 am PT (1 hour) Cost: Free Presented by: Sylogist Join Sylogist to learn how nonprofits can overcome the challenges caused by using disconnected fundraising, CRM, and fund accounting software systems.

Challenge 170

Challenge Software Free Fundraising 170

sgEngage

DECEMBER 14, 2023

Your team should start by listing which grant types your organization uses and then program them into your grantmaking system. Once your admin builds those grant types into the configuration of your system, team members will be able to catalogue each request you receive. Will several teams review the requests?

Grant 96

Grant Process Management Technology 96

EveryAction

MARCH 8, 2023

Ask if they’re capturing and maintaining data in places such as spreadsheets or email inboxes to make sure you migrate all necessary information into your new software system. Review your data tables, queries, reports, and exports. Provide them with user names and passwords for system and program access. Do a data clean-up.

Software 226

Software Tips Phase Policy 226

.orgSource

JUNE 25, 2023

Your audit might explore any, or all of, these seven areas: Technology systems Policies and procedures Security Productivity Communication Culture Professional development How you present this initiative to your employees is critical. Review your organization’s strategic goals, team KPIs, and performance evaluations.

Team 221

Team Evaluation Attitude Interview 221

Nonprofit Tech for Good

OCTOBER 17, 2021

By Emily Rose Patz , Senior Copywriter at DonorPerfect – a top-rated donor management system and fundraising platform for nonprofits. Do you offer a consultation to fully customize my system to my needs? Cleaning up your database so you can “start fresh” with a new system. How long is the onboarding process? 2) Training.

Software 317

Software Fundraising Training Train 317

VisionLink

JANUARY 26, 2023

Visionlink's Community Operating System™️ latest feature enhancement allows your case managers, volunteer coordinators, contact specialists, navigators and others to send announcements and other updates directly from their Visionlink platform to large or small groups of users! You can also create templates to use again and again.

Search 130

Search New Jersey California Template 130

Association Analytics

MARCH 13, 2024

It’s important to note that engagement scoring should not act as a grading system for either your members or your internal departments. For larger associations, you may want to consider divvying up roles accordingly: Analytics – This person reports on any trends and delivers insights based on their review of the data.

Analytics 169

Analytics Associations Model Metrics 169

Bloomerang

JANUARY 16, 2024

Learn their systems and subscriptions Familiarize yourself with the tools and platforms your organization utilizes for fundraising. Understanding the systems early on will streamline your work and boost your efficiency. Review email marketing content Request access to review email marketing content.

Roles 106

Roles Tips Fundraising Brain 106

VisionLink

AUGUST 31, 2023

Our Community Operating System™ is used by large and small nonprofits, 211’s, elder care agencies, state, county, and federal agencies, disaster relief organizations, and many others. WITHINREACH OPENINGS Senior Manager for Data Systems and Evaluation Location: Remote - This is a remote position, but employees must live and work in WA state.

Team 130

Team Colorado Disaster Evaluation 130

sgEngage

APRIL 2, 2024

Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members. Provide “Goldilocks” Security Access Of course, when someone leaves your organization, you have a process to make sure they no longer have access to your system. Likely no.

Data 75

Data Blackbaud Policy Database 75

sgEngage

DECEMBER 20, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Tip 1: Carve out 30 minutes to review the dashboards and customized reports in your fund accounting system.

Foundation 81

Foundation Build Grant Fund 81

Double the Donation

DECEMBER 7, 2021

The set-up for connecting DTD with our CRM system AND our email platform literally happened in just a few clicks. The post Double the Donation’s Year in Review: 2021 appeared first on Double the Donation. Here’s what a few of our newest clients have to say: CityTeam: “Talk about seamless integration!

Review 52

Review New York City Gift Integration 52

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

sgEngage

APRIL 2, 2024

Fund accounting systems with grant management can help you from beginning to end if you are a grant-funded organization—or want to be. Here are three ways that your fund accounting system can support your grant management needs. The more manual data entry you do, the more errors can creep into your accounting system.

Grant 91

Grant Fund Report Software 91

Bonterra

APRIL 13, 2024

Our grant management system centralizes grant information, automating tasks, and tracking progress. The best way to track grants effectively is to utilize a grant management system or software specifically designed for grant tracking. Having alternate approvers within the workflow has also made such a difference for our team.

Grant 52

Grant Software Management Analytics 52

Nonprofit Tech for Good

SEPTEMBER 16, 2021

2) Review Your Goals. Review your end-of-year fundraising goals, but think deeper. Review your target audiences , not just focusing on their habits, but what motivates them to engage with your organization in the first place. How do these align with your overall brand strategy? Hint: they should!)

Communication 302

Communication Fundraising Test Hints 302

Nimble AMS

FEBRUARY 24, 2023

How to review your event survey data. Perhaps one of the easiest ways to review your data is to segment it. Using a numerical value system will help you filter out less useful feedback and leverage more actionable insights. Finally, you’ll want to review your data with your association staff.

Survey 140

Survey Associations Action Strategy 140

sgEngage

MARCH 7, 2024

Ensuring compliance and accuracy in your financial reporting involves several key actions: Regularly review the latest guidelines and summaries provided by authoritative bodies on revenue recognition of grants and contracts. As the leader of a nonprofit, you must stay on top of updated standards or hire an accountant who does.

Activities 78

Activities Active Activism Comparison 78

VisionLink

JANUARY 18, 2023

We’ve been reviewing the recently released National Preparedness Report from 2022 and a few sections really stand-out. Have you seen the report? You can find it here: National Preparedness Report December 2022 Here is our take.

National 130

National Report Disaster Government 130

Gyrus

OCTOBER 28, 2015

Last week I reviewed the benefits of an LMS. In today’s connected world, enabling users to review multimedia training at home, or even on the shopfloor is achievable. The post Why Buy a Learning Management System (LMS)? appeared first on Gyrus.

Learning Management 65

Learning Management System Management Learning 65

Candid

JUNE 5, 2023

All this work would be significantly more difficult if it weren’t for Candid’s taxonomy, the Philanthropy Classification System (or PCS). A taxonomy is simply a system of classification, or a way of organizing things. These recommended changes then went through multiple rounds of internal review.

Taxonomy 98

Taxonomy Proposal Comment Change 98

sgEngage

OCTOBER 12, 2023

To determine WebAward winners, independent expert judges from around the world review websites in 97 industry categories, scoring them on seven criteria—design, innovation, content, technology, interactivity, copywriting, and ease of use. 2023 Education Standard of Excellence St.

Blackbaud 89

Blackbaud Websites Columbus Miami 89

sgEngage

APRIL 23, 2024

As a grantmaker, be sure to review all your grant terms and conditions to ensure any additional policies that you require are in writing and easily accessible by your grantees. Regularly review and update your policy to ensure its effectiveness. Review this policy along with all your other policies on an annual basis.

Grant 77

Grant Policy International Application 77

sgEngage

MARCH 21, 2024

For example, you will be reviewing your expense management processes as part of this project, but any fundraising management topics will be reserved for a later initiative. You’ll want your IT team to be aware of the project so they can review any data security requirements or integrations that need to be established, for example.

Project 90

Project Fund Software Help 90

EveryAction

FEBRUARY 22, 2023

At a bare minimum, the RFP should include: A description of your organization and your work, Why your nonprofit is issuing the RFP, The project requirements along with the software and services you need, and Your proposal submission, review, follow up, and selection process. Granular functionality requirements are very helpful to include.

Process 194

Process Proposal Nonprofit Software 194

Connection Cafe

OCTOBER 14, 2020

They often contact me after beginning their own market research and discovering that choosing a Grants Management System (GMS) is a highly complex affair, fraught with risk and uncertainty. Many organizations start their quest for a new GMS because of a particular issue or pain point in their current system. Start with people.

Grant 47

Grant System Management Evaluation 47

Greater Giving

DECEMBER 12, 2023

Whether you’re implementing a new CRM or looking to refamiliarize your staff with an existing system, these insights will help you pursue your data-driven endeavors. Provide guidelines on how employees should handle and store data within the CRM system to maintain data integrity and confidentiality.

Training 52

Training Train Team Data 52

Robert Weiner

APRIL 28, 2009

Our friends at Idealware and NTEN have released their Consumers Guide to Low Cost Donor Management Systems. A companion 85-page report provides in-depth reviews of the twelve systems that emerged at the top of their ranking, including details of the functionality offered for each of 127 criteria they considered. read more.

System 100

System Guide Comparison Donor 100

NTEN

NOVEMBER 12, 2012

Idealware recently released an update to their "A Consumers Guide to Low Cost Nonprofit Content Management Systems," which you can download for free here. It includes a summary comparison matrix for a quick reference, detailed product reviews, plus a directory of consultants that can help nonprofits select and/or implement solutions.

Review 72

Review Guide Comparison Open Source 72

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Tip 2: Prepare your fund accounting system for the audit. Do they give you the information you need?

Foundation 79

Foundation Build Fund Review 79

Nonprofits Source

MAY 25, 2023

In this article, we’ll explore key tips to increase your patient acquisition rate: Use Patient Journey Mapping Keep a Pulse on Reviews Optimize for SEO Partner with a Digital Marketing Keep in mind that patient outreach is directly tied to patient outcomes. Treatment: The healthcare system prescribes treatment and follow-up instructions.

Goal 52

Goal Tips Review Map 52

Beth's Blog: How Nonprofits Can Use Social Media

SEPTEMBER 7, 2012

After the presentation, we worked in small groups to review a couple of scenarios of nonprofit funding requests and whether or not a business plan should be requested and what to look for. Do you have a measurement system to help you track impact along the way and improve what you’re doing?

Review 106

Review Business Nonprofit Measure 106

Candid

SEPTEMBER 21, 2023

Finally, because the Foundation 1000 represents a much smaller subset of grant data, it is possible to review the data more thoroughly. We also conduct manual review of the largest grants by dollar amount to ensure that they’ve been coded accurately (see more on this below.)

Analysis 116

Analysis Foundation Trend Course 116

sgEngage

AUGUST 19, 2022

In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your process for creating that document. Review your strategic plan so everyone is familiar with the organization’s larger goals. Update your documentation each time you review your budgeting process.

Process 91

Process Create Review Stream 91