Greater Giving

JANUARY 30, 2023

How to easily manage and assign seating at your fundraising event Seating charts at benefit auctions are not for the faint of heart. You don’t have to dread the seating chart with Greater Giving’s automated table seating tools. The post A New Way to Simplify Fundraising Seating Charts appeared first on Greater Giving Blog.

Chart 52

Chart Fundraising Sponsor Registration 52

Candid

DECEMBER 19, 2022

It’s a fun and popular way for folks to rediscover and reconnect with their favorite tracks from 2022. Topping the charts of most-read Candid blogs of 2022: the overhead myth. An open grant report to MacKenzie Scott and Dan Jewett by Ann Mei Chang of Candid.

Chart 98

Chart Trend Philanthropy Grant 98

sgEngage

SEPTEMBER 28, 2023

But without the right systems in place, administrative tasks like pulling grant reporting can be time-intensive and error-prone. With a fund accounting system , you can easily track that restriction back to the donor or grant that trusted your organization with those funds. Provide clear stewardship for restricted funds. It’s several.

Fund 77

Fund Report Grant Award 77

Bloomerang

JANUARY 25, 2023

How can nonprofits showcase their year-end results in a digital report? What should you include in your year-end report? Where and how should nonprofits share their report? That’s where reporting comes in. Reporting on your end-of-year giving results is a great way to help your nonprofit stand out from competitors.

Report 117

Report Digital Fundraising Nonprofit 117

Bloomerang

JULY 5, 2023

Many nonprofit professionals greet the annual reporting process with apprehension. This is because nonprofit annual reports have a bad reputation. However, you don’t need to dread the creation of your annual report! This post is designed to guide your organization through the nonprofit annual report creation process.

Template 86

Template Rhode Island Report Guide 86

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 94

Fund Chart Grant Report 94

sgEngage

FEBRUARY 9, 2024

They’ll work together to ensure the system is configured to automate board reporting and UDS data so that you have more free time for other priorities. It will help you envision the ease of an optimized structure for your chart of accounts and the business rules that will be most beneficial.

Fund 95

Fund Software Community Tips 95

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

Bloomerang

OCTOBER 1, 2021

As a fundraising coordinator who prepares these reports, you work with this data every day. The last thing you want to do is waste their time and bog their donor reports down with unnecessary metrics. . Donor data to exclude from your report. Information to include in your donor report. Additional information to share.

Data 126

Data Report Donor Metrics 126

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 74

System Grant Chart Fund 74

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

JANUARY 25, 2023

How can nonprofits showcase their year-end results in a digital report? What should you include in your year-end report? Where and how should nonprofits share their report? That’s where reporting comes in. Reporting on your end-of-year giving results is a great way to help your nonprofit stand out from competitors.

Digital 64

Digital Report Fundraising Nonprofit 64

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 89

Practice Management Fund Nonprofit 89

fusionSpan

JUNE 1, 2023

Two prime examples of no-code or configuration based Salesforce data tools are List Views and Report Builder. When you’re working with Salesforce, though, really understanding the differences between List Views and Reports is crucial. Reports Salesforce Reports offer more advanced functionality and analysis tools than list views.

Report 40

Report Summary Analysis Gartner 40

sgEngage

JANUARY 24, 2024

Are your programs on track? Your dashboard is made up of different visualization options, including charts, links lists, tables, and notes that put the information you need front and center when you log in. This includes dashboards that give you data to easily track trends and understand how your community is changing.

Tips 93

Tips Chart Grant Blackbaud 93

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 78

Action Report Practice Fundraising 78

sgEngage

DECEMBER 6, 2022

for tips on how to say goodbye to financial reporting workarounds. Your Chart of Accounts/Class List Becomes Unwieldy. Nonprofit accounting, and fund accounting in general, is all about tracking, managing, segmenting, and reporting on individual funds. Think of tracking revenue like baking pizzas. Think Bigger!

System 52

System Organization Chart Fund 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. But they often come with many strings attached—such as detailed reporting requirements. Tip 2: Review your scheduled reports.

Foundation 86

Foundation Build Grant Fund 86

Cloud 4 Good

MAY 11, 2021

Easily Track Active Licenses. Auditing your Salesforce License usage has never been easier, as System Administrators can now track active licenses with the new Active Licenses tab. Enhancements to Reports & Dashboards. Like any Lightning Component, you can also filter the bar using custom filter criteria!

License 110

License Chart Childhood Activities 110

sgEngage

SEPTEMBER 23, 2024

You can use APIs to create dashboards, reports, and charts that show your grantmaking performance, impact, and trends. They offer a range of APIs that can help you find and research potential grantees, track grants and outcomes, and automatically monitor news and staff changes for your records.

API 83

API Grant Blackbaud Chart 83

Blue Fox

SEPTEMBER 14, 2021

Here's a class tracking overview with more details and instructions on how to set up classes and get started. (If Here's how we describe it: In the for-profit world, classes are often used for cost center or location-based tracking of revenue and expenses. How game-changing would this type of reporting be for you?

Classes 78

Classes Grant Chart Tips 78

Everyaction

JANUARY 16, 2018

If you’re a nonprofit professional you know what it’s like to drown in excel spreadsheets tracking your supporters, donations, major gifts prospects, and almost anything else. From your board members requesting the latest donor stats to your digital director asking for email conversion rates, tracking your data can be hard.

Report 56

Report Data Tools Stats 56

Blue Avocado

OCTOBER 22, 2024

The following are some common attributes of AVOs: Most AVOs are managed by a board of directors or a core group, of which one member is a “hands-on” treasurer who writes checks, makes deposits, and provides financial reports to the board. File Form 1099-MISC to report payments totaling more than $600 per calendar year to such persons.

Volunteer 82

Volunteer Organization Files Proposal 82

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. The sole purpose of a Donor Management system is to track donors, track your communication with donors, and track donation information.

System 98

System Help Nonprofit Track 98

sgEngage

APRIL 11, 2023

Fund accounting software provides government agencies with the organization they need to track hundreds of funds while also establishing the internal controls and transparency required when stewarding constituent money. Fund accounting software is an accounting system designed to make managing restricted funds streamlined and easy to track.

Government 73

Government Fund Software Grant 73

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. Create Personalized Reports and Dashboards Having a way to quickly and clearly see your financial numbers helps you make better data-driven decisions.

Foundation 84

Foundation Build Fund Review 84

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.

Active 83

Active Activism Activities Comparison 83

Saleforce Nonprofit

JUNE 9, 2021

They will also get a thank you note immediately following their donation, and their donation is instantly tracked in the Marketing Cloud or Pardot with a sustaining giving journey. Major gift teams are rethinking how they build and track relationships with their major donors in a digital environment. . NPSP Reports and Dashboards.

Digital 119

Digital Giving Mail Chart 119

sgEngage

APRIL 7, 2023

From applications to reviews to reporting, there are a lot of moving parts to a funding program. Whether your grantmaking organization is managing one funding program or a dozen, the right grants management software can save you time and improve compliance through streamlined processes, intuitive reporting, and built-in due diligence.

Grant 76

Grant Software Management Application 76

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

Greater Giving

NOVEMBER 30, 2022

Simply use an item donation form on your website to collect donor information, utilize online ticketing for guest information, track sponsorship benefits, and simultaneously assign attendees to tables using easy-to-use seating features! Once you start tracking data in Greater Giving, you can pull on that data in every following year.

Software 97

Software Team Fundraising Registration 97

Gyrus

AUGUST 26, 2024

Making it easier to deliver, track, and report on compliance training programs.  Here are some of the key roles an LMS plays in compliance training:  Content Delivery : An LMS allows for the efficient delivery of compliance training courses to employees.

Training 52

Training Train Guide Evaluation 52

Gyrus

AUGUST 26, 2024

Making it easier to deliver, track, and report on compliance training programs.  Here are some of the key roles an LMS plays in compliance training:  Content Delivery : An LMS allows for the efficient delivery of compliance training courses to employees.

Training 52

Training Train Guide Evaluation 52

The Modern Nonprofit

OCTOBER 15, 2024

Features like live donation tracking and real-time updates keep participants engaged and informed. Enhanced Interactive Event Features Incorporate interactive elements such as seating charts, goal meters, and live chats to create an engaging virtual environment. Both are essential for a comprehensive fundraising strategy.

Hosting 52

Hosting Impact Giving Nonprofit 52

Bloomerang

NOVEMBER 29, 2023

These tools help keep track of all the people who support the organization, like donors and volunteers. A nonprofit CRM tracks donors, manages email and communication history, and provides comprehensive reporting. Nonprofit CRMs and fundraising tools are key technologies for charities and similar groups.

Community 88

Community Organization Fundraising Integration 88

Greater Giving

SEPTEMBER 24, 2024

Track your major donor interactions. This might involve sending donors a personalized thank-you video, sending a quarterly personalized impact report, engaging with donors on social media, or inviting them to join a feedback committee to provide insight into the giving experience from the donor perspective. Report on donors’ impact.

Relationship 52

Relationship Donor Build Tips 52

fusionSpan

AUGUST 7, 2024

Tableau is a powerful tool designed to meet this need, but it is essential to understand what Tableau is, how it works, and how it differs from other tools like Salesforce reports. Mobile Access : Tableau offers a mobile app that enables users to access reports and dashboards directly from their mobile devices.

Analysis 52

Analysis Analytics Train Training 52