Get Fully Funded

OCTOBER 26, 2022

The steps to incorporate your nonprofit include: Filing for an Employer Identification Number (EIN). There is a small fee required from your state’s corporate filing office to submit these articles. Nonprofits typically invest in resources such as: A CRM database. Having an EIN is essential for tax identification purposes.

Management 98

Management Nonprofit Fund Files 98

sgEngage

SEPTEMBER 8, 2022

People who have worked in nonprofits for many years will recall a time—not all that long ago—when much of the work of development and finance was done on paper and stored in rows and rows of filing cabinets. Clear and easy to understand data empowers members of the entire organization with tools to improve their jobs.

Tech 79

Tech Fund Nonprofit System 79

sgEngage

MARCH 6, 2024

As a thought leader in your school—whether you are a director of technology, an assistant head of school, an academic dean, a database administrator, or something else—it is your job to ensure that you are choosing the right piece of school software to best fit the mission and needs of your school. Now what do you do?

API 95

API Script Calendar Blackbaud 95

Connection Cafe

FEBRUARY 19, 2020

Furthermore, for those of us in the nonprofit world who rely on technology every day to do our jobs, the efficiencies gained by this technology can make a significant impact in the funds we deliver to improve social good. These timely updates give staff confidence in our database and save the foundation time and money.

Data 37

Data Technology Community eBook 37

sgEngage

APRIL 19, 2023

Here are a few ways you might uncover your donors’ employment details for those whose information is not already on file: Collect employment data within donation forms. Check your database for employer affiliations. Many people list their employers (and other helpful information⁠ like job titles) on their social media profiles.

Build 76

Build Giving Strategy Tips 76

Bloomerang

JUNE 9, 2022

If you don’t already have a major gift portfolio, you can start one by determining who your current major donors are using your donor database. You can expand your portfolio by conducting prospect research to determine who else in your donor database or broader community has a high propensity and capacity to donate to your cause.

Donor 112

Donor Gift Database Relationship 112

Bloomerang

MAY 29, 2021

Even if you just file a form 990, and aren’t subject to GAAP, it’s useful to follow their recommendations from the perspective of internal management, control and planning. . How you enter in-kind gifts in your donor database will somewhat depend on how your CRM is set up. DEVELOPMENT: 1. Entering the gift .

Donor 113

Donor Gift Professional Advice 113

DipJar

JANUARY 23, 2023

These services leverage your existing donor data to correctly identify individuals within a larger, third-party database of employment information. After identifying your donors in their database, your service provider will return your file with company names, job titles, and matching gift eligibility information.

Donation 52

Donation Impact Guide Ratio 52

Beneblog: Technology Meets Society

MARCH 18, 2012

What we do: Benetech's Human Rights Data Analysis Group (HRDAG) develops database software, data collection strategies, and statistical techniques to measure human rights atrocities. Data archeology: recover data from ancient files in odd formats. Please use open file formats (PDF is fine).

Analysis 150

Analysis Statistics Chart Language 150

Get Fully Funded

JULY 13, 2021

If you forget where a document is filed, just use the search feature. Keep human resources documents and other sensitive information confidential without a filing cabinet and a key. Teams also has video conferencing, as an alternative to Zoom , as well as file storage. Think of tasks you can automate.

Product 124

Product Organization Doc Calendar 124

Neon CRM

NOVEMBER 30, 2023

As your organization grows, you’ll probably want to move to an option that connects directly with a donor database. All the while, your website will seamlessly integrate with your Neon CRM donor database, saving your team boatloads of time and effort. Clearly conveying your nonprofit’s mission is one of your website’s main jobs.

Websites 52

Websites Practice Nonprofit Search 52

Bloomerang

JUNE 25, 2021

Cabral, MA, CFRE will lead you through the why and how of creating your own database standards manual and processes to ensure that you are not leading your organization down the path of “Garbage In=Garbage Out.” We are here to talk about keeping your donor database healthy, wealthy, I should say wealthy and wise. Right, Robin?

Database 70

Database Donor Video Mail 70

Connection Cafe

OCTOBER 22, 2020

Long gone are the days of ‘a database’ – we now manage numerous, vast repositories of data that result from recording not only demographic information and financial transactions, but all manner of consumer behavior, psychographic details, preferences (likes, along with dislikes), and social activity. Okay, now what is an integration solution?

Integration 28

Integration Database Data System 28

Global Giving

MAY 22, 2018

Only access or knowingly attempt to access data that you are authorized to use as a part of your role and job responsibilities. This goes for laptops as well as any servers or databases. Systems like Google Drive, Box, or DropBox provide convenient, secure solutions for backup and file sharing. Need an example? See Tip #11 ).

Data 52

Data Open Source Policy Badge 52

NTEN

MARCH 30, 2011

By Steve Backman, President, Database Designs To close out our month-long look at some of the best tools for nonprofits, Steve Backman tells you about some of his favorite day-to-day software. Essential categories need to be personal to the job – and actual choices, even more personal. Here are my categories and choices.

Tools 60

Tools Synchronous Doc Jing 60

Tech Soup

JUNE 14, 2017

For example, you can use SharePoint to host and share files instead of going with a third-party cloud storage provider like Box. Some providers do a better job at disclosing data ownership than others. For example, your entire staff likely does not need full access to your organization's donor or customer database.

Mind 58

Mind Tips Sharepoint Accessibility 58

Connection Cafe

JULY 2, 2019

Steep billing rates, adversarial positions, and dense subject matter hindered my ability to be really great at my job, so I turned to more mission-driven work in the nonprofit sector. As fundraisers, it’s easy for us to gloss over the more logistical aspects of our jobs. I thought nonprofit fundraising was the opposite of lawyering.

Adopt 29

Adopt Service Fundraising Articulate 29

Connection Cafe

DECEMBER 9, 2016

If you have a database that is connected to the IRS database or to Guidestar, run your charity checks in batch at the beginning of December so you don’t have to spend time running checks for organizations to whom you’ve granted previously. Above all, remember that you have a truly awesome job: helping make your community better.

Foundation 20

Foundation Community Guide Grant 20

Get Fully Funded

MARCH 16, 2021

If you are introducing your organization to the community, an oversized postcard will get the job done. If you apply for a nonprofit discount through the USPS, you can probably save money by doing the job yourself. Once you plan out your costs, compare the cost of doing the job yourself with using a mailhouse.

Results 98

Results Mail Nonprofit Money 98

Connection Cafe

AUGUST 1, 2017

A couple of years ago, I learned about the Planetary Society and they did a bang-up job with an engagement campaign right before EOY. For the donors that provide their email address, get them into the online database as soon as possible (within days, not weeks) and send them a special automated welcome series targeted at in-kind donors.

FAQ 49

FAQ Giving Fundraising Campaign 49

Tech Soup

FEBRUARY 25, 2013

This great resource will give you spreadsheets and even a sample QuickBooks database that you can download and use as a learning aid. The UCOA Toolkit is a zipped file containing the QuickBooks chart of accounts files and Excel spreadsheets for working with the UCOA.

Chart 45

Chart Sample Method Classes 45

Connection Cafe

JULY 10, 2018

This was the first job I had that came with an email account. Prior to my arrival, the development office had purchased a screening of the entire constituent database that provided two scores. I had a simple plan of attack: Cut the entire database into lists by school or college. Get the deceased people out of the database.

Model 26

Model Fundraising Gift Database 26

NonProfit Hub

JUNE 29, 2017

VIP’s are the people in your database with a Klout score of 70 or more. It tells you how interested the people in your database are with your work. Welcome to the twenty-first episode of the Nonprofit Hubcast, our podcast that’s dedicated to making your ears happy, your job easier, and your nonprofit more remarkable.

Influence 34

Influence Podcast Campaign Social Media 34

Connection Cafe

JANUARY 4, 2016

Why can’t we do a better job meeting–even exceeding–the expectations of our current donors so they remain loyal supporters, maybe even at higher dollar levels? If you spell the donor’s name wrong or lose track of their address, do a better job with file hygiene. Improve Data Quality.

Fundraising 20

Fundraising Blackbaud Philanthropy Analytics 20

Kindful

MARCH 16, 2021

How you can use it: While Google Sheets is a useful database tool, it doesn’t have CRM or donor management software features. What it does: Dropbox is a cloud-based file sharing platform that allows you to store and share photos, documents, and other files. Your software should make your job easier, not harder.

Software 52

Software Free Paypal Google 52

Tech Soup

MARCH 22, 2013

Email, databases, and data storage are now all available as an online service. If all I needed to do my work (and access all of my applications, files, and emails) were one of these five machines (between $0 – $800), why would I ever pay someone to come out and fix, and bill me for, a failing computer?

Laptop 44

Laptop Virtual PowerPoint Tech 44

Care2

MARCH 23, 2009

Their latest report says nonprofits need to do a better job of disclosing their annual reports and audited financial statements. This is a smart move for GuideStar since the IRS is about to make 990 forms public as a searchable database (instead of the flat, unsearchable files that are currently available).

Studies 28

Studies Case Study Nonprofit Files 28

Qgiv

NOVEMBER 17, 2022

When connected to your fundraising software, you can create reports about your donors’ giving habits and track their activity in your donor database automatically. An industry-leading donor management platform, Bloomerang can help you stay connected to your supporters and retain more donors. DonorPerfect.

Platform 52

Platform Guide Fundraising Nonprofit 52

NTEN

MARCH 18, 2010

In addition to running a youth organization or a job training program or an environmental advocacy campaign, you are also running an information and technology system on which you do your work. Most of us now host all of our applications and our data and our email systems documents/spreadsheets, etc. on our own servers or desktops.

Social 65

Social South America Disaster Mobile 65

Connection Cafe

AUGUST 18, 2015

Recently, my husband received a job offer in Charleston, SC. Yet, most nonprofit organizations have a laser-focus on acquiring new participants and adding email addresses to their house file and neglect the rock stars that are doing a large percentage of the fundraising.

Retention 20

Retention Raise Benchmark Blackbaud 20

NTEN

MARCH 18, 2010

In addition to running a youth organization or a job training program or an environmental advocacy campaign, you are also running an information and technology system on which you do your work. Most of us now host all of our applications and our data and our email systems documents/spreadsheets, etc. on our own servers or desktops.

Social 61

Social South America Disaster Mobile 61

Tech Soup

JUNE 5, 2011

For example, you might be running a constituent relationship management (CRM) database, but are all of your organization's constituents in it? Perhaps your donors are in the CRM, your advocates and evangelists are in an Excel spreadsheet, and your program beneficiaries are in paper files.

Technology 55

Technology Laptop Phase Tech 55

sgEngage

OCTOBER 20, 2021

Clean data are accurate and free of errors, and a clean database minimizes duplicate records and other data clutter. One of the most basic integrations that a foundation may need is to import data into your main CRM database or financial system from various spreadsheets that staff members maintain across the organization.

Integration 89

Integration Foundation Data Business 89

Connection Cafe

JUNE 14, 2017

Organizations who receive governmental funds must check certain vendors against the federal and state debarment database. Download the list and match it against the debarment database. This is a perfect job for a talented junior staff person. Import the results and the date of the test into the vendor record.

International 33

International Test System Journal 33

sgEngage

APRIL 24, 2023

Can you help me with this file…” Cyber Security Basics to Keep Your Nonprofit’s Data Secure It’s not all bad news. Security controls are often weaker on personal devices, and files should not be shared between your work network and your personal devices. Welcome to the team! Here’s a quick list of Do’s and Don’ts for cyber awareness.

Policy 80

Policy Nonprofit Method Accessibility 80

Connection Cafe

MARCH 10, 2014

If you haven’t already, take a look at my Spring Cleaning Your Database article from this time last year. I’m a big fan of visuals and job aids, and have found that process documentation that can fit on a single page will actually get read, leading to a much higher rate of adoption (perceived ease of use as noted above).

Database 32

Database System Review Policy 32

Qgiv

OCTOBER 17, 2022

Not only can you get them involved with event planning, but you’ll also give yourself plenty of time to train volunteers on any aspects of the job they’ve been assigned. That is, unless your donor database is already full of willing volunteers to come out to your event. Come up with an event communications plan.

Template 52

Template Tips Fundraising Phase 52