sgEngage

MAY 3, 2024

Using technology to streamline even some processes can free up a tremendous amount of time, so you spend less time on manual reporting and tracking and more time analyzing and elevating actionable information that drives bottom-line financial impact. Let the system do the work so you can make more impact.

Fund 78

Fund Report Community Grant 78

Qgiv

SEPTEMBER 13, 2021

Check out our blog! We’ve added a new custom report field so you can track the change history for recurring donations. The post System Update: Mid-September 2021 appeared first on Qgiv Blog. Remember, best practice is still to make sure your donors get a year-end donation summary for their tax records.

System 52

System Summary Gift Map 52

sgEngage

APRIL 8, 2024

Even though unrestricted funds don’t have mandates on how they should be spent, tracking and reporting on them is still important for both your donors and for your organization’s financial decision-making. Creating a culture of transparency starts with clear tracking by individual program, fund, or project.

Fund 90

Fund Chart Grant Report 90

NonProfit Hub

APRIL 17, 2024

An effective nonprofit blog is an indispensable marketing tool. The best blogs engage audiences by making personal connections with readers and sharing insider mission information. One of the most important steps in building a productive blogging strategy is creating content that engages and appeals to your audience.

Practice 36

Practice Organization Nonprofit Content 36

Candid

MAY 13, 2024

Measuring and learning at the intersection of donors, grantees, and systems Let’s look at how philanthropic collaboratives can equitably and effectively measure, evaluate, and learn in the pursuit of greater impact. Tracking feedback across the portfolio to improve grantee support. Tracking common outcome metrics across grantees.

Measure 52

Measure Collaboration Effective Impact 52

sgEngage

MAY 14, 2024

Tracking Your Income While it’s true the goal of your income is different at a nonprofit organization, you still want revenue. Having good tracking for this will ensure no dollar is missed or wasted. The differences, however, arise when looking at what and how the tracking occurs.

52

52

Association Analytics

OCTOBER 10, 2022

In this blog, we share tips on how to take your marketing to the next level with the help of analytics. How are you tracking success? You can learn more about content tagging and taxonomy in this blog. Online Tracking. Google Analytics and Tracking Modules are two basic elements you need to track online behavior.

Analytics 169

Analytics Marketing Taxonomy Module 169

Association Analytics

JUNE 21, 2023

If you’re struggling to find someone to share your data woes with, we’re here to help you decipher the signs and get you back on track. This blog post provides additional recommendations for creating key metrics that align with your strategic objectives. Probably not, right? Focus on what matters to operational outcomes (ex.

Associations 319

Associations Challenge Data Taxonomy 319

Twenti - Digital Marketing For Nonprofits

FEBRUARY 19, 2020

11 Digital Marketing KPIs That Every Nonprofit Should Be Tracking. Without tracking how your digital marketing strategy is performing, you can’t know how to improve or where to invest next to see results. Analytics tracking takes the guesswork out of important decisions around fund allocation, investment and marketing.

Track 52

Track Digital Marketing Analytics 52

Nonprofit Tech for Good

MAY 13, 2022

UTM s stands for Urchin Tracking Module (nothing to do with sea creatures ). UTM s are an extremely effective way to both track fundraising campaigns and measure their success. They are universal, so many tools track them or support adding them automatically. How can we track marketing initiatives using UTMs?

Donor 285

Donor Track Campaign Facebook 285

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. The post Seven ATLIS Sessions You Don’t Want to Miss first appeared on The ENGAGE Blog. Where do you start?

Blackbaud 85

Blackbaud API Empowerment Nevada 85

sgEngage

SEPTEMBER 13, 2023

When your nonprofit is looking to change its financial system, it would be nice to have a crystal ball. You’d see that the software tracks restricted funds the way you need it to. How does your system manage restricted funds? You want a system that was built specifically for the needs of tax-exempt organizations.

Fund 84

Fund Question System Integration 84

Nimble AMS

DECEMBER 21, 2023

Follow the strategies outlined in our blog to empower your organization for a successful AMS implementation. Take time to document your processes to put your team on track for a successful AMS implementation. For example, does your association offer a learning program and is advanced credit tracking a need?

Tips 120

Tips Associations Registration Software 120

sgEngage

MARCH 21, 2024

However, a clearly defined scope is critical to keeping a project on track throughout its life cycle. Leave space in your list to track when each deliverable was completed. It should serve as a guiding document that will help to keep your stakeholders informed, team members focused, and initiative on track. out of scope).

Project 91

Project Fund Software Help 91

sgEngage

MARCH 18, 2024

In this blog post, we’ll explore the significance of advancing equity in philanthropic grantmaking and discuss actionable steps that donors, organizations, and social changemakers can take to make a meaningful impact. In addition to the aforementioned, structural and systemic bias has long been a challenge to equity in grantmaking.

Philanthropy 85

Philanthropy Action Structure Law 85

sgEngage

DECEMBER 20, 2023

Instead of just asking for information, make sure everyone is aware of why you are applying for a grant, what the budget restraints are, and the process for tracking spend. Tip 1: Carve out 30 minutes to review the dashboards and customized reports in your fund accounting system. Do they give you the information you need?

Foundation 83

Foundation Build Grant Fund 83

sgEngage

JANUARY 24, 2024

Yet, until recently, they also meant our staff spent extensive time and energy calling families to track down re-enrollment contracts each year. Thus, our business office could budget further in advance and our administrative team spent less time tracking down contracts. It was a significant improvement over previous years.

Student 74

Student Policy Retention Education 74

Greater Giving

JANUARY 30, 2024

Organization Perhaps the most obvious, and really the most important, use for an event software system is that if used correctly, it can keep all financial aspects of the event organized and easily accessible. Improved Guest Experience When running my own event without a software system, the checkout lines were so long!

Software 52

Software Support Fundraising Registration 52

Association Analytics

DECEMBER 15, 2022

Analyzing this data is challenging as it typically resides in multiple systems (e.g. your AMS, event registration system, your community platform, even spreadsheets). Many factors are important to consider: tenure, type of membership, demographics, how the member was acquired, how the member is engaging with your association, and more.

Retention 169

Retention Data Rate Demographics 169

M+R

MAY 31, 2022

Apple Mail Privacy Protection works by pre-loading email content — including open tracking pixels. Reminder, email opens are tracked by tiny image pixels embedded in email content. Apple MPP was rolled out on September 20, 2021 as a part of Apple’s new iOS 15 operating system. Need a quick refresher?

Mail 107

Mail Spam Rate email 107

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

Association Analytics

AUGUST 14, 2023

Ideally, you’ll want to keep track of the output you’re getting so that you can continue to improve your prompt engineering strategy and future prompts. As previously mentioned, the more detailed information you put into the system, the better results you’ll get.

Associations 317

Associations San Diego Las Vegas North Carolina 317

Association Analytics

JANUARY 8, 2024

In this blog, we’ll outline our top three strategies to elevate your impact this year, along with ways to make small, easy changes that lead to large, impactful results. This is an approach you can take pretty easily with the systems, tools and staff you already have in place. And what types of members want what types of things?

Impact 169

Impact Strategy Associations Data 169

sgEngage

APRIL 26, 2024

Audit firms have now, however, transitioned to long-term partners, particularly for nonprofits contemplating transformative system or operational changes. Nonprofits would sometimes modify or overhaul their systems and controls without engaging their auditors.

Relationship 96

Relationship Practice Build Evaluation 96

Association Analytics

JUNE 17, 2021

In our previous blog posts on retention and product value , we illustrated how data isn’t one dimensional. If particular role types are not attending, take a look at your content and determine if it makes sense to create sessions or a learning track that addresses their needs. What factors influence first time attendees?

Associations 318

Associations Data Registration Analytics 318

Nonprofit Tech for Good

DECEMBER 8, 2021

They focus your nonprofit on tracking and reporting impact which is essential for fundraising success. Feature your landing page on the right bar of your blog. Add an opt-in form to your website and blog. Every Saturday or Sunday send a one-topic re-engagement email (event, blog post, fundraising campaign, etc.)

Trend 316

Trend Digital Marketing Fundraising 316

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. Track your communications via activity records.

Grant 97

Grant Process Management Technology 97

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.

Data 76

Data Blackbaud Policy Database 76

Nimble AMS

FEBRUARY 3, 2022

Member management: Track user data, including dues requirements and membership status, and view it on a centralized dashboard. Member portals: Allow members to manage their membership online, track certificates, event registrations and more. Some of these systems don’t fit seamlessly together.

Associations 140

Associations Professional Software Tools 140

Donorbox

JUNE 13, 2022

It is a very customizable system to track donor actions, from openings of your emails to tracking your donor’s donations. The post How to Integrate HubSpot with Donorbox via Zapier appeared first on Nonprofit Blog. HubSpot is a great CRM to store and manage your organization’s donor information.

Integration 52

Integration Track Rate Conversation 52

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 75

Nonprofit Track Doc Evaluation 75

Candid

APRIL 10, 2024

Ease of access means that with more people using these systems, the potential impact of unethical use grows. In the very early days of AI at Candid, our grants auto-coding system, which predicts Philanthropy Classification System (PCS) codes from the text, exhibited signs of social biases.

Tools 52

Tools Guidelines Model Grant 52

sgEngage

SEPTEMBER 25, 2023

Support these policies with management tools that help you stay on track with requirements and deadlines throughout the entire grant lifecycle. Adopt a robust fund accounting system. Make sure your accounting system can accurately track grant revenue and expenses and has controls to prohibit out-of-budget spending.

Grant 94

Grant Process Management Tips 94

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

Association Analytics

APRIL 1, 2024

Most associations don’t have an easy way to measure member engagement across all their different systems and touch points. In order to track trends year-over-year, IAEE will repeat many of the same questions, adding in three or four additional questions about programs or services the team is testing.

Data 210

Data Strategy Associations Survey 210

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. It’s important to note that engagement scoring should not act as a grading system for either your members or your internal departments.

Analytics 169

Analytics Associations Model Metrics 169

TechImpact

JULY 8, 2014

Image courtesy of z2 Systems. In part 1 , we explored 4 ways your nonprofit could better utilize its CRM, or constituent relationship management system. You have likely read about the power of this software on this blog, or elsewhere. Step 3: Track the designated performance data in your nonprofit CRM.

System 160

System Nonprofit Relationship Tech 160