sgEngage

NOVEMBER 14, 2023

Many nonprofits struggle to maximize their data usage. In fact, when surveyed, 97% of nonprofit professionals expressed an interest in learning how to use their data more effectively, and only 5% reported using data in every decision they make. So, how do healthcare organizations overcome these data silos?

Integration 87

Integration Data Nonprofit Platform 87

Whole Whale

MAY 10, 2024

Nonprofit annual reports play an important role as we head into the end of the fiscal year or the onset of giving season. Although they are not an IRS requirement, compelling annual reports can sway potential donors and show current donors how their money is helping your organization to make an impact.

Template 52

Template Report Org America 52

sgEngage

APRIL 2, 2024

Queries and reporting tools will provide an efficient means of building a list of relevant activities. Be sure to save those query results so they can be reused, or even use an export tool if you need to share it with other users. Record that institutional knowledge in an accessible Policies and Procedures manual. Likely no.

Data 83

Data Blackbaud Policy Database 83

Whole Whale

NOVEMBER 8, 2022

Nonprofit annual reports play an important role as we head into the end of the fiscal year or the onset of giving season. Although they are not an IRS requirement, compelling annual reports can sway potential donors and show current donors how their money is helping your organization to make an impact. DREAM (formerly Harlem RBI).

Report 85

Report Template Org Nonprofit 85

sgEngage

APRIL 8, 2024

All in unrestricted funds with no reporting necessary. While nonprofits will hopefully see an increase in unrestricted funds—and a decrease in burdensome reporting requirements—as part of this and other movements, good nonprofit accounting principles still apply. They don’t come with any direction or reporting requirements.

Fund 99

Fund Chart Grant Report 99

Association Analytics

MARCH 1, 2023

The best part is that you already have access to a major part of the solution – your data! That’s why it’s also important to view behavioral data alongside survey data. One of our customers uncovered this insight after digging into their data. How can you set up better collaboration and document sharing?

Associations 320

Associations Product Virtual Survey 320

Candid

JANUARY 24, 2024

I’ll share what I’ve learned from the big-picture analytics, insights from my deep dive into content, and how they inform my approach to our social media plan (which you’re welcome to borrow for your nonprofit). You also love a nice chart. We get it, who doesn’t love data presented in a nice visual format?

Social Media 52

Social Media Data Media Strategy 52

Everyaction

OCTOBER 11, 2017

Whether its for a board meeting or a conference, nonprofit professionals often spend hours of time trying to figure out ways to present their data in an easily understandable way. or relying on (pretty ugly) charts with data estimates made in Excel or Powerpoint. For many organizations, that's probably all they'll ever need.

Chart 40

Chart Data Build Stats 40

Saleforce Nonprofit

OCTOBER 27, 2022

Launching the Latest Nonprofit Trends Report: How We Designed a Global Study. The 5th edition of the Salesforce Nonprofit Trends Report is finally here. The intention behind the report? In previous reports, we’ve explored the idea of organizational “digital maturity.” Many of the findings are surprising.

Trend 72

Trend Global Studies Report 72

Candid

MAY 12, 2021

This gap is notable because IRS 990 filings are a substantial source of data about nonprofits and foundation grantmaking in the U.S. At Candid, grants data from 990s flows into tools such as Foundation Directory , public dashboards that provide insights into philanthropy in different regions across the U.S., A status update on filings.

Grant 135

Grant Data Files Method 135

NTEN

JANUARY 8, 2013

Data sharing has become a critical part of collaboration and will continue to do so as we are able to access and create more data. There are many sites that allow you to upload data, as well as download other data, for free. The site hosts a wealth of data searchable by agency, category, topic, or geographically.

Site 76

Site Share Data Journal 76

Whole Whale

MARCH 27, 2023

After it stops collecting data in July of 2023, it officially will be deleting account data at the end of 2023. As the clock runs out on the year, consider the types of requests you start getting for historical data from Universal Analytics. More details on this from Google: Export and share reports – Analytics Help.

University 52

University Analytics Data API 52

sgEngage

FEBRUARY 12, 2024

If all your Ts aren’t crossed and your Is aren’t dotted on your grant reporting, your chances of repeat funding from that entity are low. When your accounting system is not built to handle restricted funding , each report can feel like a fire drill. It’s not just the end-of-grant reporting that can cause problems.

System 79

System Grant Chart Fund 79

M+R

APRIL 27, 2023

The maître d’ has called your name, the table is set, and the napkins are folded up like fancy little swans: it’s time to dig in to a year’s worth of M+R Benchmarks charts, findings, and insights at mrbenchmarks.com ! yes) The full feast of data and analysis is waiting for you at mrbenchmarks.com.

Benchmark 111

Benchmark Studies Social Media Chart 111

sgEngage

AUGUST 12, 2024

It involves planning, tracking, and reporting on your income and expenses, as well as ensuring that you comply with the rules and regulations that govern your nonprofit status. Each type of funding may have different restrictions, reporting requirements, and expectations from your funders. What is Nonprofit Financial Management?

Practice 93

Practice Management Fund Nonprofit 93

sgEngage

NOVEMBER 1, 2023

The short answer is no, not if you want to use your data in meaningful ways. But what I’d bet you’re really after isn’t one record—it’s complete control over your data—and that IS possible. We still needed to create a consistent policy or practice for sharing data throughout the school. We took two steps: 1.

Software 97

Software API Miami Blackbaud 97

sgEngage

AUGUST 20, 2024

In addition to understanding and getting comfortable with the Total Web Solution, you can hear about new ways to save time and get more accurate data from your financial system. Kyle will talk about how Avon Old Farms School is bridging those offices to provide meaningful data both to his donors and to the Board.

Team 90

Team Blackbaud Grant Virtual 90

Cloud 4 Good

OCTOBER 6, 2021

Admins and Developers will be particularly interested in the many updates to Einstein Search, inline editing from reports now being generally released, and even more functionality added to Flow Builder. Dynamic Gauge Charts in Dashboards (Beta). For example, the gauge chart can display a subtotal of a subsidiary (i.e.,

Chart 101

Chart gMail Singapore Vermont 101

Bloomerang

AUGUST 21, 2023

This post describes actions you can take to implement the findings of Bloomerang’s 2023 Fundraising Planning and Climate Report. General guidance for fundraisers Here is general guidance on actions fundraisers can take based on fundraising trends and best practices drawn from the report.

Action 75

Action Report Practice Fundraising 75

3rd Sector Labs

OCTOBER 5, 2015

Nonprofits everywhere are struggling to get their hands on reliable, useful workplace giving data from corporate giving programs. Who remembers the days of charities arguing with local United Ways over the donor data? Too many sources of donor data to keep track of. The data generated by the workplace has changed.

Problem 100

Problem Data Giving Charity 100

sgEngage

JANUARY 19, 2023

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. Like an emergency fund for your organization, an operating reserve allows you time to make data-driven decisions instead of having to react immediately.

Foundation 88

Foundation Build Fund Review 88

sgEngage

SEPTEMBER 4, 2023

From gathering demographic data to understanding your grantees’ experiences, grantmaking organizations have been working through many multifaceted conundrums this year. Come prepared to get excited about dashboards and share your favorite dashboard tips.

Blackbaud 99

Blackbaud Denver Demographics Case Study 99

fusionSpan

MARCH 30, 2022

Businesses deal with a lot of data, and analyzing it in its raw form is frequently difficult. The quality and accuracy of the datasets you’re working with increase when you present them in attractive graphs, charts, shapes, and plots. Tableau is the most extensively used data visualization application.

Chart 52

Chart Map Database Data 52

Tech Soup

APRIL 26, 2013

SAP Visual Intelligence software takes massive amounts of data and transforms it into colorful, easy-to-grasp visual displays. Users can input data in seconds with a couple of points and clicks. The endless options and the stylish look might make you think these reports are difficult to achieve. Share Your Visual Masterpiece.

Data 44

Data Chart Report Oracle 44

sgEngage

MARCH 7, 2024

As a CPA working with nonprofits of all sizes, I’ve encountered numerous errors in Board of Directors’ financial reports and Statements of Activities documents. Being aware of these common pitfalls is crucial for maintaining the integrity of your financial reporting and in turn, the trust of your supporters.

Activities 88

Activities Active Activism Comparison 88

Qgiv

SEPTEMBER 2, 2024

Integrated software helps you connect your different solutions for more efficient data flow. Analyze data for informed decisions. Analyze donor behavior, campaign performance, and operational metrics to make data-backed decisions and optimize your fundraising. Personalize donor engagement. per donation. for verified nonprofits.

Software 98

Software Effective Nonprofit Collaboration 98

sgEngage

MARCH 10, 2023

So, when it comes to communicating your impact story, many foundations need to rely on the data in their form 990 to tell their story. Understanding your grantee data through clear data governance is an essential part of managing and communicating your foundation’s impact story. The key is to be intentional.

Story 76

Story Impact Trend Grant 76

Cloud 4 Good

MAY 11, 2021

The chart displays the User License by Profile, which will inform whether the organization will need to purchase additional licenses and/or if there may be users who are assigned licenses, permission set licenses, or feature licenses that they no longer need. Assess Sharing Access from a Record Page. Even More Flow Builder Updates!

License 110

License Chart Childhood Activities 110

Beth's Blog: How Nonprofits Can Use Social Media

NOVEMBER 18, 2014

We spent a fair amount of time framing and reframing the problem and ended up with a question that focused on data collection. One of the concepts that the group designed was a strategy for collecting data from low income individuals which was identified as a key challenge for some participants who work with homeless populations.

Data 109

Data Help Measure Analysis 109

Eric Jacobsen Blog

JULY 8, 2024

Reading Mastering AI reminded me of the popular The Popcorn Report by Faith Popcorn – where in 1992 she identified and forecasted trends to chart the future's impact on our businesses, our lives, and our world. But for the majority of companies, the really unique data they have is their own customer data.

Business 62

Business Model Knowledge Worker Knowledge 62

Amy Sample Ward

APRIL 27, 2011

—– I’ve recently shared a couple interviews exploring two case studies of really successful online fundraising campaigns: SXSW4Japan Raises Over $120,000 and $100,000 in Three Days with #TeamAutism. The data says we should move on. The data says we should move on. Getting Over Celebrities.

Celebrate 201

Celebrate Impact Fundraising Pakistan 201

Get Fully Funded

JUNE 5, 2023

Not only is it a mess to get accurate financial reports, you can’t get the data you need for grants which can wipe out your chances of getting grant funding. And going back to retroactively enter data is a huge time-consuming headache. MYTH: Nobody has time to enter data into an Accounting program.

System 98

System Help Nonprofit Track 98

sgEngage

JANUARY 19, 2023

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. Like an emergency fund for your organization, an operating reserve allows you time to make data-driven decisions instead of having to react immediately.

Foundation 52

Foundation Build Fund Review 52

Beth's Blog: How Nonprofits Can Use Social Media

FEBRUARY 7, 2013

I’m very excited to participate in one of the evening events, a curated discussion on Data, Transparency, and Impact with Jane Meseck (Microsoft), Paul Shoemaker (Social Venture Partners) and Eric Stowe (Splash) and moderated by: Erica Mills, Claxon Marketing.

Data 113

Data Measure Sample Seattle 113

Beth's Blog: How Nonprofits Can Use Social Media

NOVEMBER 29, 2012

Yesterday, KD Paine and I delivered an NTEN Webinar on measurement based on the ideas in our new book ” Measuring the Networked Nonprofit: Using Data to Change the World.” ” Well, here is are some ways to find some data nerds to help you with your measurement and analysis: 1. The skills are out there.

Data 111

Data Help Measure Analysis 111

sgEngage

APRIL 12, 2023

By proactively working with your auditor, having consistent workflows that keep your data updated, and establishing clear expectations with your staff, you can make remote audits just another project on your list, instead of something to dread. Those people probably enjoy visiting the dentist and find reasons to go to the DMV as well.

Review 75

Review Fund Nonprofit Software 75

sgEngage

AUGUST 19, 2022

At its most basic, a good budgeting workflow is a balance of the people who can make informed decisions, technology to manage the data, and documented processes for redundancy. Data and Technology : Understand the information you have available and where to find it. What Does a Nonprofit Budgeting Process Include?

Process 96

Process Create Review Stream 96