Remove Chart Remove Data Remove Roles Remove University
article thumbnail

Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

Data 83
article thumbnail

How to Prepare Donor Data Reports for Your Board Members

Bloomerang

A major part of connecting with these individuals and optimizing the giving experience is utilizing the data you collect about their giving trends to inform your future fundraising decisions. . But what role does your board play in donor management, exactly? Donor data to exclude from your report. Great question!

Data 126
professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Information: The Better Half of IT

sgEngage

As a Database Administrator, my world revolves around helping users make sense of the information they receive, from voice-of-the-customer anecdotes and impressions to polished Key Performance Indicator (KPI) graphs, charts, and dashboards. Why pay attention to data? Data is valuable! Data fuels most activities in a nonprofit.

Chart 91
article thumbnail

Where are the 2019 (and 2020) 990s? On filling the gaps in Candid’s grants data

Candid

There’s no universal date for filing 990s; instead, the end of an organization’s fiscal year determines when its 990 is due at the IRS. This gap is notable because IRS 990 filings are a substantial source of data about nonprofits and foundation grantmaking in the U.S. To be sure, Candid doesn’t depend exclusively on IRS data.

Grant 135
article thumbnail

What’s New and What’s Next: Why Your Finance Team Should Attend bbcon 2024

sgEngage

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
article thumbnail

Debunking 3 Myths About Digital Transformation

Saleforce Nonprofit

Technology is a key enabler for RMU, helping the university understand and serve the needs of its community. As RMU President Dr. Chris Howard puts it, technology is one of the key enablers that pushes the university toward its goals: “[We want to be] the most agile, professionally career-focused university in the country.

Digital 122
article thumbnail

A Helpful (Unofficial) Digital Training Guide for New AmeriCorps Members

Whole Whale

Whole Whale has over a decade of experience as a nonprofit-focused digital marketing agency and has developed a robust digital training program through WholeWhale.com/university. When a volunteer or new employee jumps into a new role that requests digital expertise, there is a natural learning curve that must be climbed.