Nonprofit Tech for Good

SEPTEMBER 10, 2020

You can also track engagement in different aspects of the organization. Track Engagement. You will also need to make sure that you’ll be able to track engagement with your messages. In other cases, there might be extensive documentation or video tutorials that you’ll be able to use. Integrates With Other Software.

Associations 306

Associations Organization Software Examples 306

CauseVox

JANUARY 20, 2025

This automatic thank you email is addressed to the giver, has the amount given, and tells the donor about the impact of the donation. Were they forwarded a link through email from one of your clients? Use your donation software such as a CRM or even a spreadsheet to track and monitor this essential donor data.

Retention 111

Retention Donor Strategy Social Media 111

sgEngage

MARCH 25, 2025

To prepare for a financial review, you need to compile your standard financial statements and supporting documentation. You’ll need to gather comprehensive documentation, including financial statements, receipts, and records of transactions. Preparing for an audit requires significant effort.

Review 82

Review Nonprofit Blackbaud Fund 82

TechCrunch

APRIL 1, 2021

Meet Collabio Spaces : An office suite app with a cloudless co-authoring twist that looks helpful if you need to collaborate on documents without having to worry about losing control of your data or the thread of changes. Notably, the lack of constant access to the document that you’re co-authoring/co-editing.

Collaboration 98

Collaboration Czech Republic Internet Local 98

Nonprofit Tech for Good

AUGUST 2, 2024

This immediate visibility provides instant ROI that can be further enhanced by social media and email marketing campaigns. This exposure snowballs with the addition of a complementary live scoring mobile app golfers use to track and submit their scores, live leaderboards where golfers can view current standings, and branded cart signs.

Sponsor 289

Sponsor Tech Social Media ROI 289

Nonprofit Tech for Good

MAY 30, 2019

It is the virtual equivalent of moving cash or a document directly from one safe to another, with each of the safe holders possessing the only key or combination to their individual safes. A related application of blockchain in the social sector is the transparent tracking of donations and international aid.

Technology 255

Technology Nonprofit Database Homeless 255

The Verge

MAY 29, 2021

Unredacted documents in Arizona’s lawsuit against Google show that company executives and engineers were aware that the search giant had made it hard for smartphone users to keep location information private, Insider reported. Illustration by Alex Castro / The Verge.

Google 132

Google Report Arizona Track 132

TechImpact

OCTOBER 16, 2013

The first step for any nonprofit, is to either build or buy a constituent relationship management system (CRM) to create a history of each supporter, recording their donations, if they volunteered, attended your event, or even sent you an email! email, snail mail, fax, phone, etc.). Exclusive access.

Support 230

Support Tips Donor Database 230

Towards Data Science

MAY 3, 2023

Data Engineering Learn about slow change dimensions (SCD) and how to implement SCD Type 2 in VDK Photo by Joshua Sortino on Unsplash Data is the backbone of any organization, and in today’s fast-paced world, it is crucial to keep track of its versions. Slowly changing dimensions (SCD) help you track changes in dimension data over time.

Track 98

Track Data Template Plugin 98

Blue Avocado

OCTOBER 22, 2024

Although some AVOs have permanent locations (such as in the back room of a historical home or at the library for a Friends of the Library), many do not — and meetings and documents move from home to home as officers change. The IRS says it’s okay to send this information by email.

Volunteer 88

Volunteer Organization Files Proposal 88

Mashable Tech

APRIL 1, 2025

That means blocking their phone number if it happened over a call or text and their email if it was done over email. Finally, in addition to the above, the Office for Victims of Crime (OVC) recommends documenting every interaction you have with the authorities and financial institutions. Block them by whatever means necessary.

Giving 77

Giving FAQ Contact email 77

Blue Avocado

DECEMBER 10, 2024

Essentially, this is a folder of Word documents each containing answers to common grant application questions, like organization mission and activities, the greatest challenges our nonprofit faces, how we measure and evaluate program impact, how we recognize funders, etc. Spend time researching your options.

Grant 101

Grant Application New Hampshire Library 101

TechImpact

NOVEMBER 26, 2013

Say you connect with these supporters through social media, email, your website, a 3rd party site, or in-person at an event; each interaction results in a new addition of information to the database. It’s importance to schedule and keep track of database maintenance and audits. Keep a record of maintenance.

Database 238

Database Tips Files Volunteer 238

Pamela Grow

FEBRUARY 11, 2025

These include: Donation receipts and tax acknowledgments: Promptly sending these essential documents shows your professionalism and gratitude while giving donors the information they need for tax purposes. These touchpoints dont have to be elaborate a heartfelt email or social media post can go a long way.

Relationship 59

Relationship Donor Metrics Fundraising 59

Nonprofit Tech for Good

JANUARY 7, 2024

They may reach out to you for additional information or documentation to verify your organization and your affiliation with it. They may reach out to you for additional information or documentation to verify your organization and your affiliation with it. Learn more about setting up conversion tracking, see Webup!’s

Grant 291

Grant Google Guide Nonprofit 291

sgEngage

DECEMBER 20, 2024

This living document for project management has been the collaborative point of focus for our database team. Together, we discuss new and old business, hold each other accountable, discuss the need for proper buy-in from other staff members, and track our progress. This often leads to interesting possibilities for greater efficiency.

Software 97

Software Fundraising Database Blackbaud 97

Mashable Tech

MARCH 27, 2025

It's surprising how often we need to keep track of a receipt, make a copy, or digitize an important document. Though they are hard to track down these days, scanners can really come in handy. It detects the edges of the page for precise scanning and makes scanning multiple pages and turning them into a single document a breeze.

PDF 52

PDF Files License Track 52

Judi Sohn

JULY 21, 2013

Right around the time I started at KELL Partners last year, I helped our team implement Smartsheet as our main tool for keeping track of timelines, requirements and deliverables with clients and internal projects. We also have templates for requirements and discovery documents, configuration checklists and more.

Project 203

Project Management Online Doc 203

CauseVox

DECEMBER 12, 2024

It is sometimes hard to keep track of your correspondence with donors when it isnt scheduled or, at the very least, documented. That being said, there are a number of topics that should be addressed in the first draft of this living document. It isnt meant to be a static document. Donor cultivation is a year-round effort.

Calendar 85

Calendar Template Fundraising Develop 85

TechCrunch

SEPTEMBER 20, 2022

If you’re having trouble tracking your work and personal life as it spreads over 20 different apps and productivity suites, to the point where you have a meeting in 5 minutes you don’t even remember making, you’re not alone. “Hold on,” I hear you typing.

Track 86

Track Personal Life Digital 86

sgEngage

MARCH 31, 2025

This confirmation can help verify that the email address is correct and there have been no changes in contact information since the application was submitted. Have a place designated in your grants management system for this information and require it to be stored therenot in a spreadsheet on someones cloud drive or worse, in their email.

Grant 53

Grant Practice Tips Award 53

Bloomerang

SEPTEMBER 6, 2024

Document everything : Keep detailed records of every interaction with your provider. Emails, phone calls, letters—save it all. These are tech platforms that track and document all of this for you—definitely worth considering. This way, you won’t miss deadlines and will have everything documented in case of disputes.

Software 115

Software Free Nonprofit Consultant 115

NonProfit Hub

MARCH 25, 2025

A colleague remarks, “I need to send an email for this webinar.” It has email, too. They think it needs email as well. A staff member needed to send an email for an upcoming fundraising event, so someone signed up for a free tool. ” So an enterprising employee signs up for a freemium tool.

Technology 56

Technology Nonprofit Evaluation Donor 56

Get Fully Funded

FEBRUARY 27, 2025

Send emails, create new features in your newsletter, and share social posts that promote the importance and ease of creating a will. Via email or postcard, reach out to donors who gave at year-end to remind them about tax season and to check if they plan to itemize their deductions. Targeted outreach to year-end donors.

Gift 52

Gift Time Awareness Donor 52

sgEngage

APRIL 23, 2024

To mitigate risk throughout your grant cycle, you need to know your grantees through relationships and documentation, support their internal controls, and set up a process for whistleblower complaints. How do you track time and effort? Do you have tiered approvals for different amounts? What are your procurement standards?

Grant 111

Grant Policy International Application 111

Nonprofit Tech for Good

JUNE 5, 2014

Track and report success in a Social Media ROI spreadsheet. Chapter 4: Email Communications. For large organizations, to create a consistent brand across all chapters: - Create an email list of mobile and social media campaigners. Create a best practices document. Budget (Cost of implementing action items).

Mobile 204

Mobile Fundraising Chapter Social Media 204

Gyrus

JULY 25, 2024

A Compliance Learning Management System (LMS) is a comprehensive digital platform meticulously crafted to administer, deliver, track, and report on compliance training initiatives within organizations. These logs enable you to track user activity, identify suspicious behavior, and investigate potential security breaches.

Train 59

Train Training Measure Data 59

Bloomerang

JANUARY 31, 2024

They form a powerful document informing donors about their total annual giving—a rare moment in the fundraising process. Cumulative giving statements Donors rarely know or keep track of their cumulative giving, so when you point out the total, they’re usually quite pleasantly surprised. Allow me to explain.

Donor 112

Donor Summary Relationship Calendar 112

Get Fully Funded

JULY 13, 2021

They allow you to collaborate with others so you won’t waste time sending Word docs and Excel spreadsheets back and forth while tracking versions. When you accept invitations via email, the meeting gets automatically added to your calendar. With Dropbox you create a folder system that keeps every document in its place.

Product 124

Product Organization Nonprofit Doc 124

Bloomerang

APRIL 11, 2023

Send automatic emails or text reminders. Run volunteer hours reports for easy tracking and exports. You can easily share this link across your social media pages, website, and email newsletters to boost recruitment. Plus, their mobile app gives volunteers an easy way to keep track of their duties and schedules.

Volunteer 104

Volunteer Software Management Nonprofit 104

The Verge

DECEMBER 28, 2020

The first thing to do when you get a new phone is to log back into all your accounts — email, Facebook, Signal, and so on — to make sure you’re getting all the important notifications you need and messages from friends. Clue offers an easy way to track your menstrual cycle and predict when your next period will be. Pocket Casts.

Phone 139

Phone Files Podcast email 139

Bloomerang

JULY 29, 2024

Here’s what to expect: Features to look for in a volunteer management app Best volunteer apps for 2024 How to make the most of your volunteer app Whether you’re looking to manage volunteers for an event or start an employee volunteer program, a volunteer app can help you keep your program on track and reduce stress for all involved.

Volunteer 105

Volunteer Benefit Track Mind 105

sgEngage

MAY 23, 2024

Before agreeing to take on federal funding, your organization should thoroughly understand the financial implications, including how funds will need to be tracked, how staff and contractor time and effort will need to be recorded, what program costs are allowable , and how they will be communicated and tracked with program staff and finance staff.

Grant 118

Grant Award Program Application 118

The Verge

NOVEMBER 2, 2021

The biggest change to Microsoft’s Office documents in decades is expanding into Microsoft Loop, a hub for a new way of working in Office. That could be a list shared in a Teams channel and also editable in a Loop page, or notes in a calendar entry that are also available to be pasted into Outlook and edited in real time within an email.

Work 130

Work Collaboration Calendar Demonstration 130

Nonprofit Tech for Good

FEBRUARY 13, 2016

Begin by creating a list of the online communications and fundraising systems that need to be reviewed and then create a document that lists the systems and bullet points the plus and minuses of each system. Your budget should be an Excel document that visualizes monthly and annual totals. Step 3: Create a Budget.

Social Media 100

Social Media Media Fundraising Social 100

sgEngage

AUGUST 15, 2023

Collect What You Need—and Use What You Collect When requesting information about the organizations and individuals who request funding, don’t just keep track of the basics. Recording detailed biographical info, including title, suffix, pronouns, and nickname, will ensure that emails and letters will be properly addressed to each recipient.

Process 96

Process Contact Blackbaud Data 96

The Verge

JANUARY 15, 2022

Probably the easiest way to share a file is to just attach a document to an email, or to a Slack or other instant message. If you rely too much on your email or messaging system, your poorly archived files could become available to prying hackers with phishing lures. But either way invites trouble on several fronts.

Files 93

Files Share Service Work 93