Nonprofit Tech for Good

DECEMBER 23, 2023

DALLE , an image generation tool, Vision, an AI-driven image analysis tool, and Advanced Data Analysis provides the ability to upload a CSV file for AI to identify trends, create graphs, and generate reports. Additionally, nonprofits can create their own custom-trained GPT chatbot with their custom data.

Policy 334

Policy Analysis Language Nonprofit 334

The Science Behind Engaging your Supporters

MAY 15, 2019

Every year, nonprofit consultants M+R release their annual Benchmarks report , which provides an overview of digital trends in the sector. This year's report addressed issues such as email list growth and churn, the rise of monthly giving, and the impact of social media's peer-to-peer fundraising for nonprofits.

Benchmark 81

Benchmark Digital Report Learning 81

sgEngage

APRIL 23, 2024

Ensure that your policy outlines that the individual who reports the violation will be protected from retaliation. Create a separate email address, telephone number, and fax number to report violations. Investigate complaints promptly and take appropriate corrective action if necessary.

Grant 94

Grant Policy International Application 94

Nimble AMS

MARCH 7, 2022

Create, send, sign, track and file agreements quickly & securely right in Salesforce. . CloudAnswers Report Sender . Report Sender is an application to download and share Salesforce reports with Salesforce and non-Salesforce users. Combine rich text, customized design, and reports with data from Salesforce. .

Adobe 103

Adobe Survey Integration Associations 103

Bloomerang

MARCH 13, 2023

You carefully consider the subject line and preview pane, email copy, images and design, and call to action. However, a quality email message, be it an appeal, thank you, gratitude report, or other call to action, isn’t the whole story. Won’t persuade people to take your desired action. At least I hope you do! Need proof?

email 123

email Communication Mail Nonprofit 123

M+R

AUGUST 15, 2023

They each submit a bucket of donor list attributes, and the M+R wizards stir all the data points together and distill them into customized, refined actionable reports, including which of their supporters are donating to other organizations, clicking on email, and much more. It can be concerning. And demoralizing. Is it your marketing?

Analysis 52

Analysis Files Mail email 52

M+R

SEPTEMBER 12, 2023

They each submit a bucket of donor list attributes, and the M+R wizards stir all the data points together and distill them into customized, refined actionable reports, including which of their supporters are donating to other organizations, clicking on email, and much more. It can be concerning. And demoralizing. Is it your marketing?

Analysis 52

Analysis Files Mail email 52

Everyaction

MAY 24, 2018

The annual M+R Benchmarks Report has arrived again, shining a light on trends that are shaping nonprofits’ digital programs. It’s clear to us from this year’s report, that digital engagement has taken some important leaps forward for nonprofits of all shapes and sizes. But only 6% took three or more actions. High Complaints.

Benchmark 62

Benchmark Digital Trend Report 62

Candid

JULY 1, 2021

In this blog, we identify three current challenges we’ve encountered in tracking corporate pledges and offer a call to action for future corporate giving. . Challenge #2: Corporations aren’t required to report on whether they fulfill their pledges or not. What are corporate pledges? . It doesn’t have to be this way.

Pledge 119

Pledge Paypal Grant Track 119

Nimble AMS

JUNE 25, 2021

The problem with that approach is that you end up with member data in multiple locations (often called data silos ), making it nearly impossible to keep the data updated, run accurate reports on the data, and use the member data for more sophisticated marketing and member engagement activities. So, what’s an association to do?

Associations 78

Associations Hints Registration Retention 78

fusionSpan

JULY 10, 2023

Failing to comply with sales tax nexus regulations can have severe consequences for organizations, like penalties, fines, and even legal action. The integration will also write back the invoice details to Avalara so that any tax filings can be done directly through Avalara. Why is Sales Tax Nexus Important?

Integration 52

Integration Files Org Rate 52

EveryAction

JUNE 15, 2017

That’s why EveryAction now integrates directly with Facebook Ads Manager to help users build awareness around promoted issues, grow a supporter base, and inspire individuals to take action. They can also assign a source code to the plan to track results in reporting.

Integration 100

Integration Facebook Contact ROI 100

Bloomerang

APRIL 17, 2024

Include your employees and enable frontline action when identifying and prioritizing your goals. As the First Republic Bank reported, 90% of nonprofits are already collecting data ! Ask yourself what information is relevant, timely, and actionable. Think about what metrics you will use.

Data 101

Data Metrics Measure Goal 101

Bloomerang

JANUARY 7, 2022

ACH/credit card on file. Being aware and on the lookout for donor engagement signals – while having a donor database that can capture and visualize them along with other constituent information – allows fundraisers to take action on an individual level. Years given. Cash/check donor. Recent upgrade or downgrade.

Donor 95

Donor Guide Measure Summary 95

sgEngage

APRIL 1, 2024

In this session, you’ll learn actionable strategies, cost-effective solutions, and proven best practices that ensure you get the most bang for your buck. The days of file cabinets crammed with paperwork and cash boxes shoved in desk drawers are long gone—right? But what if your budget doesn’t match the magnitude of the risks?

Blackbaud 85

Blackbaud API Empowerment Nevada 85

BoardAssist

OCTOBER 18, 2018

How can they get the rest of the team to focus and understand the critical financial reports their nonprofit is generating? Seven Ways to Improve Engagement With Your Nonprofit Financial Reports. Here are seven tips for making your financial reports more engaging. Close the books and issue financial reports each month.

Report 40

Report Ratio Comparison Chart 40

Candid

SEPTEMBER 26, 2023

Its compelling aim promises to empower nonprofits to share vital information about their organizations, one time, on their Candid profile, where it can be accessed and re-used by all to reduce the inefficiency and reporting burdens faced when applying for funding. nonprofits and foundations.

Demographics 105

Demographics Course Data Survey 105

sgEngage

SEPTEMBER 7, 2023

Data is everywhere—in every filing cabinet and software system—making it more critical than ever for schools and nonprofits to manage it properly and use that data to make more informed decisions. Name, address, phone number, email, medical records, financial information. How are you collecting, storing, and accessing that data?

Data 79

Data Management Denver Policy 79

Bloomerang

MARCH 13, 2023

You carefully consider the subject line and preview pane, email copy, images and design, and call to action. However, a quality email message, be it an appeal, thank you, gratitude report, or other call to action, isn’t the whole story. Won’t persuade people to take your desired action. At least I hope you do! Need proof?

email 75

email Communication Mail Nonprofit 75

Bloomerang

JANUARY 22, 2024

For example, different states have different processes for filing articles of incorporation and the fees required. This ensures that your board will take steps and recommend actions that benefit your entire community, not just a select few. You can either file Form 1023 or 1023-EZ.

Nonprofit 81

Nonprofit Files Policy Software 81

Tech Soup

OCTOBER 2, 2015

QuickBooks Online includes many of the features from its desktop counterpart, including sales and expense tracking, unlimited estimates and invoices, and one-click sales and tax reports. Create Invoices and Reports. The simplicity of the desktop edition's invoices and reports carries over in its online counterpart.

Files 36

Files Online Management Comparison 36

EveryAction

JUNE 19, 2017

The Grant Details section allows users to associate the Grant with a Campaign, Designation, and Source Code in EveryAction to help with reporting, as well as the Status and Status Date. Grants Reports allow users to keep their finger on the pulse of their grant fundraising program.

Grant 100

Grant Track Gift Management 100

Achieve

APRIL 2, 2020

Many nonprofits are so focused on the acquisition of funds during their fundraising campaigns that they forget there’s a step afterward – filing your 990 with the IRS. . That’s right, there are some up-sides to filing irritating tax forms every year. Your nonprofit will need to file one of four primary 990s: . You’re not alone!

Tips 83

Tips Files Nonprofit Structure 83

sgEngage

APRIL 19, 2022

Charitable organizations are required, with some exceptions, to file one of the following federal forms: Form 990, 990?EZ, By obtaining this document, you as the grantmaker can quickly determine if a potential grantee is current and compliant with its required IRS filings. Audited Financial Statements.

Practice 72

Practice Review Foundation Grant 72

Bloomerang

DECEMBER 13, 2022

Donors tell us this all the time, both with words and actions. I’ve narrowed my giving down to organizations that issue informative and concise reports about what they are achieving with donors’ contributions. Donor Negative ACTIONS. Your Nonprofit’s Ameliorating WORDS + ACTIONS. You’re Leaving Money on the Table.

Retention 109

Retention Donor Gift Nonprofit 109

sgEngage

JUNE 15, 2023

Taking Corrective Action Before Your School or Nonprofit Financial Audit After creating procedures that maintain internal controls and manage risks, it is important that the cross-functional team has space in their work day to analyze and verify periodically. The last step is to follow through and turn corrective action into habit.

International 86

International Nonprofit Review Process 86

Media Cause

NOVEMBER 5, 2021

File downloads. One of Google Analytics/ Universal Analytics inconvenient quirks is how reporting can often be based on sampled data, particularly when dealing with large data sets and applying advanced segments. In GA4’s standard reports, sampling has been eliminated and the data being collected is now unlimited. Site search.

Analytics 52

Analytics Google Story University 52

M+R

MAY 31, 2022

It probably started showing up in your reporting in late September, right after iOS 15 rolled out, and has been increasing ever since. Tracking how many people wanted to know more (clicks) or were inspired to act (advocacy actions, survey submissions, or donations) have always been better metrics of success. Apple opens went UP.

Mail 107

Mail Spam Rate email 107

Cloud 4 Good

NOVEMBER 29, 2021

The solution also allowed for multi-touch tracking of Rainforest Alliance constituents and provided greater opportunities for streamlined categorizations of relationships giving the team more mission clarity and reporting ease. “One

Blackbaud 101

Blackbaud Online Vermont Global 101

Tech Soup

SEPTEMBER 14, 2017

Last week, Equifax, one of the three major credit reporting agencies, came clean with a stunning announcement: A security breach had exposed data on nearly 143 million Americans — nearly half the population of the United States. The Equifax breach lasted from mid-May through July 2017 but only became widely reported in early September.

Data 64

Data Files United States New York 64

NetWits

NOVEMBER 4, 2011

With that in mind 35 influential leaders from across the nonprofit industry came together at the Growing Philanthropy Summit to develop an action-oriented agenda on growing philanthropy. Adrian Sargeant and Dr. Jen Shang compiled a report on the outcomes of the Summit. Their mission: grow giving! Now it’s your turn ….

Philanthropy 223

Philanthropy United States Giving Summary 223

sgEngage

JUNE 14, 2022

She has expertise in academic record management and reporting, student data privacy, implementing technology solutions, designing and delivering training, and developing policies and procedures. They had Google forms and docs, emails, databases, digital files, and even hard copy binders. Shop Talk: Blackbaud Tuition Management.

Conference 84

Conference Guide Blackbaud Student 84

Candid

NOVEMBER 17, 2021

Data Handling, Overview, Measurement, Evaluation and Reporting (4 percent). Even a quick scan of the form fields above will reveal that much of this information is available from any public repository of 990 forms filed annually by US nonprofits. Miscellaneous (3 percent). Project Demographics/Orientation/Status (2 percent).

Grant 111

Grant Analysis Application Contact 111

Saleforce Nonprofit

SEPTEMBER 3, 2021

Example: Forcing MFA when accessing reports. Disable Report Exports: While this doesn’t prevent the ability to capture data if a user has access to that data, disabling report exports can make it harder to obtain data in bulk. You can do this by going to Profile > System Preferences > disable “Export Reports”.

Practice 120

Practice Data Afghanistan Environment 120

Media Cause

FEBRUARY 24, 2023

By default, GA4 will track Page view, Scroll, Outbound link clicks, Site search, Video Engagements, File Downloads, and Form Tracking. One major example of this is the “Purchase” event—with the new GA4 setup, there are certain parameters that must be passed in order to ensure that data is being collected and reported correctly.

Analytics 52

Analytics Google University Alternative 52

Bloomerang

DECEMBER 9, 2022

If I send them a letter in the new year stating their gift was received in 2023 instead of 2022, that may impact their tax filing, especially if it is a larger gift. I’m reaching out now in the hopes that we can figure out the right course of action prior to year-end. From our perspective, we have the donation in hand on Dec.

Gift 82

Gift Charity Mail Pledge 82

sgEngage

MARCH 21, 2023

And that work can come in a variety of forms: work by your grantee to fill out long applications with questions about programs, finances, staff, sustainability, and internal controls that get read and then filed. Or it can be your research and conversations to confirm the dedication to a shared mission.

Philanthropy 74

Philanthropy Impact Trend Grant 74