Remove outcomes
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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. 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. Highlight key features and functionalities that will be useful for the employees in their day-to-day work.

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Best Practices for a Stress-Free Fund Accounting System Implementation

sgEngage

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.

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Preparing Your Association for AI

Association Analytics

The most popular model today is called a Large Language Model (LLM) , which is trained on massive text datasets. Keep in mind that the more specific the model gets and the more specific the training dataset, the better outcomes you’ll find. LLMs are meant to produce conversational human language responses.

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10 Tips for Better Grant Management Processes

sgEngage

Communicate outcomes. Grantors increasingly view themselves as investors and, as a result, place greater emphasis on outcomes reporting. 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.

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Fonteva Implementation & Managed Services

fusionSpan

Fonteva is the leading Association Management System (AMS) for the Salesforce platform. But not every AMS is made equal, and legacy systems can easily become too unwieldy to keep up with a growing organization – particularly if the implementation wasn’t right in the first place. What is Fonteva?

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Beyond the Audit: 6 Best Practices to Build and Strengthen Your Relationship with Your Audit Firm

sgEngage

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.

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5 Key Differentiators to Look for in Your Nonprofit CRM

Nonprofit Tech for Good

Nonprofits use CRMs to manage their donor relationships, to segment supporters by interest areas, streamline donor communication, automate fundraising, and report on outcomes to the board, donors, and community. It is important to look at the platform the CRM system is built on. Who will be doing training, support after you go-live?

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