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Ensuring Continuity: Succession Planning Strategies for Nonprofit Finance Teams

sgEngage

When your organization’s finances are handled by a small team, it becomes even more important to properly prepare and plan for personnel changes. Because most nonprofits are already highly digital, physical access is becoming less of an issue than electronic access to your organization’s assets.

Team 105
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5 best practices for Salesforce change management

fusionSpan

Nonetheless, for nonprofits looking to either implement Salesforce for the first time or build on their existing setup, managing change is crucial to keeping things running smoothly for both your organization and your members. What is Salesforce change management? That’s where Salesforce change management comes in.

professionals

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How Grantmakers Can Turn Uncertainty into Growth and Innovation

sgEngage

Due to limited budgets, internally crafted grant application and review processes, and expectation of outcomes as promised, it can feel stifling to creativity and innovation in program design.

Grant 98
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How To Improve Your Internal Communication Skills

Eric Jacobsen Blog

Saturday, September 18, 2010 How To Improve Your Internal Communication Skills Here is this weeks book recommendation. As author David Grossman says, "good internal communication gets the message out, but great internal communication helps employees connect the dots between overarching business strategy and their role.

Skills 56
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How to Build a Culture Around Your CRM and Use it for Growth

sgEngage

A CRM-centric culture ensures that every interaction, whether internal or external, is rooted in data-driven decisions and strategic alignment. Personalization leads to deeper connections, donor retention, and increased lifetime contribution value. It helps streamline processes, enhance donor engagement, and ultimately drive growth.

Culture 111
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The Grantmaker’s Guide to bbcon 2024

sgEngage

Blackbaud’s Rebecca Williams and Brenda Noiseux will lead Data Privacy in Grantmaking: Balancing Collection and Retention where they will help you apply a data privacy lens to the information you ask from grantees. Creating a strong due diligence process can help mitigate risks and potential fraud.

Guide 110
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Marketing data management platform Claravine nabs $16M

TechCrunch

Allen sees Claravine’s main competition as spreadsheet-based processes, internally-built worklows, and — increasingly — no-code apps. While he admits it can be difficult to convince teams to manage their data standards in a platform as opposed to siloed solutions, he argues that the cost of not doing so is too high. .