VisionLink

MARCH 20, 2009

VisionLink releases a new document storage report--and this makes for a great reminder about the Document Manager and Fax to File components. Can you or your agency partners make use of document management? Any electronic file can be uploaded and attached to a specific client records quickly and easier.

Report 100

Report PDF Files Module 100

Nonprofit Tech for Good

JULY 9, 2023

Most email marketing platforms will have a setting to automatically add UTMs to links; search your platform documentation for “UTMs”. For example, views of certain pages, particular videos, or downloads of an important file. Search your platform’s documentation to find out how to enable it.

Track 255

Track Conversation Analytics Google 255

sgEngage

SEPTEMBER 19, 2024

Here are some of the key elements that should be included in your AP policy document: Receiving and Approving Invoices Outline how invoices can be received and who should approve them, including backup approvers when staff are out of the office. Clear documentation standards help maintain accuracy and facilitate audits.

Policy 79

Policy Develop Guidelines Nonprofit 79

sgEngage

NOVEMBER 5, 2024

Let’s take a closer look at each of these documents and how your nonprofit can compile them. This document subtracts total expenses from total revenue to let you know if your organization is bringing in more money than it is spending. Four Main Financial Statements for Nonprofits 1.

Create 102

Create Template Fund Nonprofit 102

Forum One

DECEMBER 1, 2022

There are billions of historical documents housed in archives, museums, and libraries around the world. The vast majority of these documents do not have full-text transcriptions or indexed data, making them difficult to search and largely inaccessible to historians, students, scholars, and the general public.

Search 84

Search Build Online Museum 84

Nonprofit Tech for Good

JUNE 14, 2019

Imagine if you were a large organization that got its website hacked with hundreds of pages and thousands of documents. Advantages of using premium web hosting: Disk write protection: authorized users are only allowed to make changes to the web server which keeps your WordPress files safe and secure.

WordPress 253

WordPress Plugin Files Websites 253

The NonProfit Times

NOVEMBER 12, 2024

Market performance varied significantly during the 18-month period analyzed and documented in the report, resulting in different giving patterns between DAF sponsors that report on a fiscal year ending June 30 versus those that report on a calendar year ending December 31. The data is primarily from federal Form 990 filings.

Sponsor 71

Sponsor Pennsylvania United States Calendar 71

Donorbox

JULY 28, 2022

Dropbox is an online file-sharing service. From adding e-signatures to sharing documents, images, and videos with anyone, Dropbox is an easy and secure option for organizations and individuals alike.

Benefit 98

Benefit Files Nonprofit Images 98

Donorbox

JUNE 19, 2024

Starting a nonprofit in Massachusetts can feel overwhelming, but this step-by-step guide will help you file the required documents and build a solid foundation for your organization. Steps […] The post How to Start a Nonprofit in Massachusetts appeared first on Nonprofit Blog.

Massachusetts 52

Massachusetts Files Nonprofit Foundation 52

sgEngage

AUGUST 23, 2023

Consequently, budgeting and budget documentation tend to take a back seat to the daily requirements of the organization’s mission. That complicated Excel file from accounting with Do-Not-Touch formulas elicits an eye roll and a filed under later status. Prepare for responding to ongoing confusion and frustration.

Evaluation 69

Evaluation Process Files Blackbaud 69

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. Manage the Filings Keep a calendar of filing requirements and assign responsibility.

Volunteer 82

Volunteer Organization Files Proposal 82

Whole Whale

MAY 2, 2024

Internal documentation and program FAQ Have your intern interview the major departments and create a master FAQ and document that explains the different acronyms and concepts that outsiders may not know. The right intern can bring an outsider’s eye to organizing and filing rooms like this.

International 98

International Program Ideas Data 98

Donorbox

APRIL 5, 2023

They will quickly see this number’s importance when they start their organization and file crucial financial and tax documents. When starting a nonprofit, organizations must immediately register with the Internal Revenue Service (IRS) for an employee identification number (EIN).

FAQ 84

FAQ Guide Files Nonprofit 84

Donorbox

MARCH 8, 2024

Starting a nonprofit in Connecticut is a mix of filing legal documents, […] The post How to Start a Nonprofit in Connecticut appeared first on Nonprofit Blog.

Connecticut 52

Connecticut Files Nonprofit University 52

Bloomerang

SEPTEMBER 6, 2024

Document everything : Keep detailed records of every interaction with your provider. These are tech platforms that track and document all of this for you—definitely worth considering. Addressing objections Document responses : If your provider pushes back or asks for more information, write down exactly what they say.

Software 87

Software Free Law Language 87

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. Mitigate Risks by Knowing Your Grantees The more you know about your grantees, the better decisions you can make.

Grant 100

Grant Policy International Application 100

Allegiance Group

MAY 13, 2024

As the founder and CEO of HistoryIT , she works with organizations to photograph and catalog the objects, documents, and images that accumulate over time and turn them into a collection that your team can search through and use. Many organizations will simply scan in documents and photos, upload them to a server, and call it a day.

History 52

History Digital Files Fundraising 52

Bloomerang

JULY 21, 2021

You must have your founding Board of Directors and officers selected prior to filing your Articles of Formation or Articles of Incorporation with the state. Prepare and file Articles of Incorporation. . Establish initial governing documents and policies. . Recruit incorporators and an initial director. .

Organization 129

Organization Files Nonprofit Director 129

Achieve

JULY 21, 2022

Between the dozens of responsibilities that crop up within the course of running a nonprofit organization—from cultivating donors to event planning—filing tax returns probably isn’t at the top of your list of priorities. Tips to Keep in Mind for Filing Form 990. We’ll explore: . The Importance of Form 990 for Nonprofits. Form 990-N.

Difference 52

Difference Learning Files Nonprofit 52

Get Fully Funded

JANUARY 16, 2024

Budgeting Your nonprofit’s annual budget is a key financial planning document that guides your organization’s spending and fundraising efforts. Make sure the document can easily be updated as your nonprofit grows—you may eventually need more involved procedures for handling different types of funding.

Files 52

Files Policy Nonprofit Profit 52

sgEngage

MARCH 10, 2022

For ages, boards have used pens, paper, filing cabinets, and other old-fashioned supplies and processes as part of their nonprofit management strategies. A Document Management System . Feature #3) A Document Management System . Nonprofit boards handle a massive amount of documents throughout the year. Access controls.

Software 79

Software Management Poll Virtual 79

sgEngage

SEPTEMBER 23, 2024

This makes it easier for low-code and no-code developers to understand and use the API without needing extensive documentation. You don’t have to download files, upload them to your system, or manually enter data. You can also get data from your system to other platforms, without having to export or email files.

API 84

API Grant Blackbaud Chart 84

Achieve

OCTOBER 18, 2024

Accountants’ main areas of expertise are financial analysis and reporting, which covers various duties that range from balancing transactions in your accounting software to filing tax forms to preparing for financial audits. Each of these four documents organizes and summarizes your organization’s financial data in a different actionable way.

Practice 52

Practice Management Policy Stream 52

sgEngage

JULY 8, 2024

Strong endowment management and documented processes help you track—and adhere to—donor intent and prohibit the organization from spending down the original corpus unintentionally. This streamlined document management also helps with business continuity. You can also set spending controls that prevent a fund from going over budget.

Practice 75

Practice Management Fund Report 75

Donorbox

NOVEMBER 15, 2022

New nonprofits must file several documents with their state and federal governments. However, all nonprofits must file their article of incorporation with their state regardless of their tax status. Many nonprofits, but not all, are 501c3 organizations and must apply for tax-exempt status with the Internal Revenue Service (IRS).

Sample 52

Sample Guide Free Files 52

Whole Whale

FEBRUARY 13, 2024

model does not allow file upload and limits messages to 4096 tokens (roughly 4096 words) inclusive of both input and output. Using the free version, you cannot analyze your entire dataset at once, but must split the file into separate messages, each a maximum of 2000 words long. The file should end with }}. The free GPT 3.5

Library 52

Library API Ideas Files 52

.orgSource

JUNE 25, 2023

What are the requirements for calendar and file sharing? But do begin with clear documentation that is available to everyone. Document and distribute the findings for all participants to see. Are there safety considerations? How are cybersecurity protocols implemented? How are people expected to communicate?

Team 221

Team Evaluation Attitude Interview 221

Candid

MAY 12, 2021

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. Add in six-month filing extensions and IRS processing time, and it can be two years before we receive all the returns for a specific year. A status update on filings.

Grant 141

Grant Data Files Method 141

Donorbox

JULY 15, 2022

Their products allow people to: Create, edit, and share digital images and videos Combine and compare files Create fillable forms Export PDF files that anyone can view Manage documents that people can use across all devices Thanks to […].

Adobe 52

Adobe Product Benefit PDF 52

.orgSource

MAY 6, 2024

Ransomware that encrypts and kidnaps files and botnets that co-opt IoT devices to build a destructive army are just a few of the threats. Processes/Operations Where data resides, who owns it, and how it flows through the organization Definition and documentation of processes and responsibilities Human, financial, and equipment resources 7.

Technology 221

Technology Attitude Evaluation Digital 221

Kindful

OCTOBER 6, 2023

Filing your articles of incorporation allows you to be recognized as a business entity in your state. You should be able to find information on how to file your articles of incorporation on your secretary of state’s website. File for state tax exemptions. Incorporate your nonprofit. Create your bylaws.

Guide 104

Guide Files Nonprofit Law 104

sgEngage

DECEMBER 5, 2022

Yet, at most foundations, rarely does anyone with a communications background ever review the story this critical document shares with the outside world. Largely considered a document prepared for tax compliance, its important role as a principal vehicle of communication is overlooked. Open Data Defined.

Communication 92

Communication Oregon Grant Portland 92

The NonProfit Times

MAY 22, 2024

Blackbaud “omitted this material information about the scope of the attack, and misleadingly characterized the risk of exfiltration of such sensitive donor information as hypothetical” in a required August 4, 2020 SEC filing where it stated “only that the cybercriminal removed a copy of a subset of data,” according to the federal agency.

Classes 104

Classes Blackbaud South Carolina Action 104

Greater Giving

DECEMBER 19, 2023

Essentially, this term refers to the process of pulling your documented financial data and communicating it to stakeholders. Tax Forms When your nonprofit was established, its founders filed a document known as Form 1023 with the IRS. Only some states require nonprofits to file additional tax forms with the state government.

Report 52

Report Guide Files Montana 52

Whole Whale

MAY 2, 2024

Internal documentation and program FAQ Have your intern interview the major departments and create a master FAQ and document that explains the different acronyms and concepts that outsiders may not know. The right intern can bring an outsider’s eye to organizing and filing rooms like this.

International 52

International Program Ideas Data 52

Qgiv

SEPTEMBER 2, 2024

Dropbox | Best nonprofit software for file organization Dropbox is a leading cloud storage and file-sharing platform that helps nonprofits store, manage, and collaborate on documents and media files.

Software 98

Software Effective Nonprofit Collaboration 98

TechImpact

NOVEMBER 26, 2013

However, database are also used for storing records, files, other types of information. Duplicate files, profiles, and other data are common for every organization. Let’s not for get the multiple files you might have on one donor or volunteer. Define a standard, such as official file name + mmddyyyy + 2 initials.

Database 238

Database Tips Files Profile 238