sgEngage

FEBRUARY 12, 2024

Grant-funded nonprofits know compliance isn’t a nice-to-have. You might be able to win back an unhappy donor with a new program or event, but grant funders usually don’t get excited about silent auctions. When your accounting system is not built to handle restricted funding , each report can feel like a fire drill.

System 74

System Grant Chart Fund 74

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

Candid

MAY 12, 2021

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., Sourcing grants data from 990s isn’t ideal to begin with—grant descriptions from filings are often sparse, and sometimes grants lists are missing entirely.

Grant 141

Grant Data Files Method 141

Candid

SEPTEMBER 21, 2023

One of the most common reasons people analyze Candid’s grant data is to understand year-over-year giving trends in the sector. At Candid, we collect data on millions of grants and other transactions awarded by hundreds of thousands of funders across the globe. foundations in a given year (see chart below). Pledges are excluded.

Analysis 116

Analysis Foundation Trend Course 116

Greater Giving

DECEMBER 19, 2023

Reporting is a key aspect of nonprofit financial management. Besides promoting accountability at your organization, financial reporting is legally required according to government regulations for nonprofits. However, your reports can also provide insight into your organization’s financial situation. Let’s get started!

Report 52

Report Guide Files Montana 52

Eric Jacobsen Blog

OCTOBER 16, 2020

Here are some tips for leaders responsible for writing an effective annual report for their non profit organization. Consider making these objectives for your report: To demonstrate accomplishments ( not activities ) ( results and how you did it). Are we gathering photos all year long so we have enough come time to prepare our report?

Report 52

Report Profit Chart Photo 52

sgEngage

DECEMBER 20, 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. Tip 1: Categorize your revenue types, such as fundraising, grants, and earned income. So many nonprofits found 2023 to be particularly stressful.

Foundation 86

Foundation Build Grant Fund 86

Bloomerang

JULY 9, 2021

Do your nonprofit’s financial reports speak to the full board? If your financial reports don’t go beyond numbers on a page, then they exclude almost all your leaders. . When a nonprofit’s whole financial report is just numbers straight from their accounting software, you can be sure some eyes will glaze over. 93 percent !

Report 102

Report Nonprofit eBook Chart 102

Candid

FEBRUARY 13, 2024

The Council on Foundations’ 2023 Grantmaker Salary and Benefits Report Key Findings (for which Candid provided data analysis) offer a broad picture: Median full-time staff salaries for select roles rose 5.49% between 2022 and 2023, i as reported by a non-representative panel of 514 grantmaking organizations.

Rate 105

Rate Survey Roles Director 105

Whole Whale

MAY 2, 2024

Social media analytics report Have your intern review the past year of posts and data from your major platforms. They should answer questions the staff has about performance, give a 30k foot view of what happened, and generate insights about what’s working in a report. With the right oversight, interns can help categorize these files.

International 98

International Program Ideas Data 98

Candid

SEPTEMBER 26, 2022

For example, about 75% of Candid’s grants data is sourced from Forms 990). The IRS division that processes 990s reported that staffing numbers are down 5.1%.) The chart above shows the number of 990 filings ii that Candid has for years 2017–2022. IRS Form 990s, which U.S. 2 years after the close of a given year. foundations.

Data 124

Data Create Files Chart 124

Nonprofit Tech for Good

APRIL 18, 2022

It is simple enough to know where you are soliciting in person, sending a letter, or submitting a grant application. Here’s a chart with state-specific charitable registration details. In a recent study by Fidelity Charitable , 8 out of 10 donors reported that nonprofit transparency and trustworthiness influence their giving decisions.

Law 338

Law Online Registration Fundraising 338

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 83

Activities Active Activism Comparison 83

sgEngage

JANUARY 12, 2024

The Free Application for Federal Student Aid—commonly known as FAFSA®—is the form current and prospective college and career school students must fill out each year to qualify for federal financial aid, whether that be in the form of grants, loans, or work-study funds. More information: What’s Changed for the 2024–25 FAFSA® Form?

Student 89

Student Application Education Grant 89

Eric Jacobsen Blog

SEPTEMBER 12, 2017

Here are some tips for leaders responsible for writing an effective annual report for their nonprofit organization. Consider making these objectives for your report: To demonstrate accomplishments ( not activities ) ( results and how you did it). Are we gathering photos all year long so we have enough come time to prepare our report?

Report 44

Report Chart Photo Director 44

sgEngage

SEPTEMBER 5, 2023

Financial Management Luminary Session Panel Discussion: Using Your Voice in a Sea of Change *don’t miss* Your finance team touches all aspects of your organization—grant programs, fundraising goals, vendor management. From Chart Organizers to Dashboards, you’ll leave with practical ways you can automate and simplify your fund accounting.

Blackbaud 84

Blackbaud Chart Denver Nonprofit 84

Candid

FEBRUARY 9, 2023

And last year the AFL-CIO reported CEO-to-median-worker pay ratios ranged from 6:1 to over 6,000:1 for the largest, publicly traded companies (i.e., The Council on Foundations ’ annual survey and report on staff salaries and benefits at U.S. The median for all reported CEO salaries in 2022 was $200,000. How do U.S.

Ratio 105

Ratio Survey Sample Report 105

Bloomerang

JULY 6, 2023

One study found that 86 percent of respondents believed that having a strategic plan positively impacted revenue generation through grants, donors, events, and other avenues. A good strategic plan ensures you have charted the necessary pathways to meet (and hopefully exceed) your organization’s goals.

Examples 122

Examples Guide Model Nonprofit 122

sgEngage

SEPTEMBER 4, 2023

Blackbaud University’s Henry Wiencek and Chrissy Haskell will do a quick overview of the different chart types, including how you can use them, and they will even build a few from scratch. Trends in Impact and Outcomes Reporting in Grantmaking Measuring the impact of your grantmaking can be difficult and time-consuming.

Blackbaud 95

Blackbaud Denver Demographics Case Study 95

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. Tip 1: Categorize your revenue types, such as fundraising, grants, and earned income. Tip 2: Review your scheduled reports.

Foundation 83

Foundation Build Fund Review 83

sgEngage

MARCH 10, 2023

Be Intentional About What Data You Collect and Where With applications integrated directly into your grants management system and partnerships with organizations such as Candid, the days of pages-long grant applications are behind us. Check out our blog post, Reporting for Grantmakers: Charts vs. Lists.

Story 71

Story Impact Trend Grant 71

Eric Jacobsen Blog

OCTOBER 25, 2015

Here are some tips for leaders responsible for writing an effective annual report for their nonprofit organization. Consider making these objectives for your report: To demonstrate accomplishments ( not activities ) ( results and how you did it). Are we gathering photos all year long so we have enough come time to prepare our report?

Report 40

Report Chart Photo Director 40

Eric Jacobsen Blog

JULY 7, 2015

Here are some tips for leaders responsible for writing an effective annual report for their nonprofit organization. Consider making these objectives for your report: To demonstrate accomplishments ( not activities ) ( results and how you did it). Are we gathering photos all year long so we have enough come time to prepare our report?

Report 40

Report Chart Photo Director 40

sgEngage

APRIL 26, 2024

Audit teams would then be caught off guard, unaware of either newly implemented accounting systems, new chart of accounts, or changes in processes and management roles. One nonprofit we worked with was struggling to meet its financial reporting deadlines and its audit would unfortunately lag behind the agreed upon timelines.

Relationship 100

Relationship Practice Build Evaluation 100

sgEngage

AUGUST 19, 2022

Do you need to pull reports and CSV files from several different systems to get a holistic view of your income streams and expenses? It’s also helpful to identify your reporting capabilities so you know how you want to present the budget when it’s complete. Budget for income first : Create a realistic projection of reliable income.

Process 94

Process Create Review Stream 94

Eric Jacobsen Blog

JANUARY 4, 2015

Here are some tips for leaders responsible for writing an effective annual report for their nonprofit organization. Consider making these objectives for your report: To demonstrate accomplishments ( not activities ) ( results and how you did it). Are we gathering photos all year long so we have enough come time to prepare our report?

Report 40

Report Effective Chart Photo 40

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. You can run reports and see quickly the key pieces you need to monitor to assess the nonprofit’s financial health. Again, big mess.

System 98

System Help Nonprofit Track 98

Candid

JANUARY 3, 2024

A fiscal year (FY) is a consecutive 12-month period that nonprofits use for accounting and tax reporting purposes. The chart below shows the percentage of nonprofits that have fiscal years ending in each month. At Candid, fiscal year is the primary way that we organize and analyze grants and fiscal data. February 1,592 0.31

Calendar 52

Calendar Files Nonprofit Data 52

Eric Jacobsen Blog

AUGUST 12, 2013

Here are some tips for leaders responsible for writing an effective annual report for their nonprofit organization. Consider making these objectives for your report: To demonstrate accomplishments ( not activities ) ( results and how you did it). Are we gathering photos all year long so we have enough come time to prepare our report?

Report 47

Report Effective Tips Chart 47

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

sgEngage

SEPTEMBER 15, 2022

They guide our relationships, how we craft grant solicitations, applications, and reports, how we review opportunities, track progress, and ultimately how we judge and support what’s possible. When organizations craft grant applications, they are expected to spell out specifically how their plan will work.

Collaboration 75

Collaboration Impact Test Grant 75

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. Tip 1: Categorize your revenue types, such as fundraising, grants, and earned income. Tip 2: Review your scheduled reports.

Foundation 52

Foundation Build Fund Review 52

sgEngage

MAY 25, 2023

The Funder’s Role in Risk Funders—by which I mean donors, foundations, impact investors, and government agencies that grant financial support—disincentivize risk in a few ways. Nonprofits show and share what worked, usually with tidy stories and charts. First, funders love and expect to see fully explained “giant triangles of waste.”

Problem 78

Problem Skills Proposal Grant 78

sgEngage

APRIL 12, 2023

These check-ins are a great place to share updates happening with your organization—such as new grants or an unusual donation—and for them to share changes they are watching in legislation and regulations that might affect you. Your auditors will want to see your organizational chart, which is sometimes difficult to keep current.

Review 70

Review Fund Software Nonprofit 70

Connection Cafe

FEBRUARY 15, 2018

Anyone responsible for grant management will agree that it can be exhausting to maintain, and takes much-needed time away from other obligations. Top Ten Reasons to Streamline Your Grant Cycle with Automated Processes. What does this mean when applied to the grant cycle? time and effort reporting). Reduce labor cost.

Grant 30

Grant Process Product System 30

sgEngage

APRIL 2, 2024

Queries and reporting tools will provide an efficient means of building a list of relevant activities. This effective guide will be a comprehensive blueprint to working at your organization, including links to relevant resources, steps for data entry, and flow charts outlining who is responsible for which tasks. Likely no.

Data 79

Data Blackbaud Policy Database 79

Neon CRM

JUNE 22, 2023

All this information is “chart-able.” Provide a Portal for Self-Reporting Hours Reporting hours can be a particularly challenging task for nonprofits to manage. Asking volunteers to self-report their hours makes it easier to keep track of volunteer time, but it’s also the easiest way for logging errors.

Volunteer 52

Volunteer Practice Management Nonprofit 52