Association Analytics

AUGUST 7, 2024

Performance Management in Three Easy Steps Strategic plans are noble documents that are interesting to read and can tell the world a lot about your association’s mission. Step 1: Planning Planning is the foundation of effective organizational performance management.

Track 169

Track Associations Report Metrics 169

Candid

AUGUST 29, 2024

Four common grant proposal documents (free samples included). There are four major types of grant proposal documents: letters of inquiry, cover letters, proposal budget, and full grant proposal. This article breaks down their key components and links to free sample resources so you can see what a successful document looks like.

Grant 59

Grant Tips Proposal Sample 59

.orgSource

JUNE 25, 2023

Review Policies and Procedures If you’ve been playing catch up since the pandemic, give a review of remote policies and procedures priority on your to-do list. But do begin with clear documentation that is available to everyone. Review your organization’s strategic goals, team KPIs, and performance evaluations.

Team 221

Team Evaluation Attitude Interview 221

sgEngage

APRIL 19, 2022

Grantmaking is the heart of the private foundation industry and is often the largest expenditure for a foundation. With grant-giving in the billions of dollars annually , grant disbursements warrant oversight and review. Ask for this document directly from the grantee to verify the organization is recognized by the IRS.

Practice 80

Practice Review Foundation Grant 80

sgEngage

SEPTEMBER 19, 2024

Below, we provide more detail about this document and why it plays such a key role in successful financial management. How often should a nonprofit prepare and review the Statement of Cash Flows? However, regular interim reviews (quarterly or monthly) can help with more timely financial management and planning.

Track 64

Track Money Reflection Active 64

Greater Giving

SEPTEMBER 19, 2024

The planning document that serves as the backbone for financial sustainability—and by extension, successful growth—is your nonprofit’s annual operating budget. These can come from the government, corporations, or foundations and are often critical for funding your nonprofit’s most important projects and programs.

Create 52

Create Nonprofit Stream Fund 52

sgEngage

MARCH 21, 2024

A project charter is a brief, formal document that concisely articulates the essential details of the project, such as its purpose, scope, goals, and contributors. Make sure to document exactly what your project will be focused on (i.e., What is a Project Charter? in scope) and, equally important, what it won’t be focused on (i.e.,

Project 102

Project Fund Software Help 102

sgEngage

DECEMBER 5, 2022

Only 10% of philanthropic foundations have a website to communicate their work. What that statistic means is that for 90% of foundations, the 990-PF is often the only means for communicating their work. Largely considered a document prepared for tax compliance, its important role as a principal vehicle of communication is overlooked.

Communication 97

Communication Oregon Grant Portland 97

Blue Avocado

JULY 9, 2024

These systems increased our efficiency with reviewing, approving, and paying bills. Bill.com is a great resource for document retention, especially during our annual audit. It’s among the best ways to strengthen the foundation for your charity. Jaye Jones Elliott from Dorchester Habitat for Humanity, Inc.

Tools 84

Tools Strategy Nonprofit Charity 84

Forum One

AUGUST 9, 2023

What’s the review and approval process? It is better to finish content preparation early and have time at the end for proofing and finessing content, rather than facing a mad scramble to write and review content at the end that may delay the quality assurance process or website launch date. What’s your content retention policy?

Content 77

Content Phase Review Structure 77

sgEngage

DECEMBER 1, 2022

It’s also your chance as a foundation to see if this organization is a good fit for your program. A 10-page application doesn’t make sense—for the applicant or the reviewer—but you need enough information to know if you are making a good decision. Not sure what financial information to look for? Program Partners. Detailed Budget.

Proposal 94

Proposal Evaluation Grant Application 94

NonProfit Hub

NOVEMBER 17, 2017

Jeff Kutash, the executive director of the Peter Kiewit Foundation in Omaha, Neb, deals with grants on a daily basis. What does the head of a foundation that gave $18 million in grant money last year have to say about grant writing and the relationship between foundations and nonprofit professionals? Don’t get trapped.

Grant 53

Grant Relationship Foundation Omaha 53

Nonprofit Tech for Good

FEBRUARY 6, 2022

Others receive grant funding from governmental agencies, private foundations, and community funds. Donors, grantors, and foundations look to these watchdogs to help them make informed choices about their donations and ensure they’re supporting an organization that is fiscally responsible. Many receive a combination of both.

Software 287

Software Guide Award Grant 287

Gyrus

MARCH 19, 2024

An RFP, or Request for Proposal, is a formal document issued by an organization seeking proposals from qualified vendors for a specific product or service. Its role in procurement is pivotal, serving as the foundation for a structured and transparent vendor selection process. What Is an RFP and Its Role in Procurement?

Template 52

Template Proposal Evaluation Structure 52

Cloud 4 Good

OCTOBER 13, 2021

Family House was using a mail merge application for one primary reason: to create a mail merge document to acknowledge donations they receive. However, Cloud for Good typically utilized Apsona to create merge documents for Reservations Setup teams according to a 12-hour AM/PM clock.

Vermont 101

Vermont Nonprofit Doc Application 101

Achieve

JULY 21, 2022

let’s review what makes this form such an important part of nonprofit accounting. . Form 990 is a document that should sound very familiar to many nonprofit professionals, as it’s a tax return form that charitable organizations need to file on an annual basis. Form 990-N is a quick, short document meant for smaller nonprofits.

Difference 52

Difference Learning Files Nonprofit 52

.orgSource

MAY 29, 2023

Writing this document can be a co-creative activity for staff and leadership. Review our hiring and onboarding policies to ensure that they are equitable and fair for all applicants. That trust is the foundation for a culture and a community characterized by equity and belonging.

Associations 221

Associations Reflection Leadership Training 221

sgEngage

APRIL 26, 2024

Because the teams were not prepared at the year-end audit for these types of significant changes, there were often issues that required auditors to spend additional time in discussions with management or to document their understanding of the changes. This type of collaboration should be happening throughout the year.

Relationship 107

Relationship Practice Build Evaluation 107

sgEngage

OCTOBER 17, 2022

This person will take the lead in convening internal stakeholders, making plans, testing the waters internally, setting parameters, and liaising with foundation leadership. It is critical for you, foundation leadership, and community participants to be clear who is making which decisions.

Participatory 123

Participatory Model Leadership Application 123

Candid

FEBRUARY 2, 2022

Anyone can freely search the collection and access full-text documents. . Filtering on an issue combined with document types such as "evaluation", "literature review", or "case study" will likely yield on-target results. Organizations with qualifying content can create a free account and add their published works anytime.

Lesson 52

Lesson Learning Case Study Phase 52

sgEngage

JANUARY 13, 2023

Operations at Headwaters Foundation for Justice , a foundation that invests in grassroots organizations across Minnesota, were humming along well. To meet demand, the foundation launched two rapid response funds for public health and social justice initiatives within a month of each other. But that also presented a challenge.

Philanthropy 93

Philanthropy Community Time Blackbaud 93

sgEngage

SEPTEMBER 8, 2021

Solutions: Reach out to others who have an effective program to get their guidance, review existing resources such as this report and others, or consult with a third-party administrator, such as America’s Charities, E4E, and Emergency Assistance Foundation, Inc. Whitepaper – Corporate Foundations and Grantmaking Toolkit.

Fund 76

Fund Challenge Disaster Companies 76

Cloud 4 Good

JULY 6, 2021

Let’s dive into the difference between these two roles: BA: This role is responsible for identifying functional requirements, maintaining technical documentation, building reports, and training and supporting end-users of multiple systems, including Salesforce. . These two roles can broadly be defined as follows: .

Org 111

Org Support Skills Knowledge 111

Tech Soup

APRIL 30, 2014

PhilanTrack for Foundations is now available on TechSoup. Grant-making foundations can get a year of access for an unlimited number of users at a discount of 25 percent. PhilanTrack for Foundations is an online grants management system that helps foundations manage all grant-related information in a centralized online location.

Foundation 36

Foundation Proposal Grant Application 36

Candid

DECEMBER 20, 2023

This includes creating an annual operating budget , a document that breaks down your organization’s revenue, or the money you’ll bring in, and expenses, or the money going out to cover your costs, for each fiscal year. Grants funding provided by government entities and foundations.

Build 82

Build Nonprofit Fund Goal 82

Tech Soup

MARCH 9, 2012

In case you haven’t heard, 501(c)(3) private foundations are now eligible to receive Microsoft donations through the Microsoft Software Donation Program. You can also review Microsoft’s detailed eligibility guidelines here. How to Register Your Foundation. Private Grantmaking Foundation.

Foundation 70

Foundation Software Los Angeles Donation 70

Candid

NOVEMBER 16, 2021

You can review nonprofits’ tax returns on GuideStar to find out more about their budgets, expenses, and how much top salaried employees are paid. And for more practical application, Candid provides sample templates for documents you will eventually write as an industry professional. Foundation Directory .

Student 116

Student Free New York City San Francisco 116

Qgiv

JULY 24, 2024

This involves attending meetings regularly, reviewing reports, and keeping your nonprofit on track. Secretary Your secretary is responsible for maintaining accurate records of board meetings, including minutes, agendas, and any related documents. This role is key for maintaining transparency and accountability within your organization.

Guide 52

Guide Model Nonprofit Roles 52

Greater Giving

MARCH 12, 2024

Setting the Foundation: Mission and Goals Mission: Start by clearly defining your mission statement. 1 month before: Meet with your volunteer committee to review list of those volunteering on event night. Review the event night timeline and script in detail at your program rehearsal. But where do you begin?

Charity 40

Charity Fundraising Literacy Photography 40

Qgiv

JULY 19, 2023

While there are many types of grants your organization can apply for, there are three main sources of funding for these grants: the government, corporations, and foundations. Foundations Foundations set aside money to support nonprofits in a specific location or specific areas of interest for the foundation.

Grant 52

Grant Resource Guide Tips 52

Forum One

NOVEMBER 21, 2022

DEIA principles need to be baked into how we approach the sites we build, the research we do, and the plans we make in a way that is systemized, documented, and repeatable. A staff-wide survey last year revealed some key priorities, including: An equity review of compensation. So where are we now? Mentorship and career opportunities.

Survey 58

Survey Evaluation Accessibility Practice 58

Forum One

APRIL 18, 2023

While the customer is researching salons, the salon owner is executing an SEO strategy, cultivating positive reviews on Google and Yelp, and ensuring their business’s social media presence is up to date. We’d love you to join our innovative community of nonprofits, foundations, and government agencies. Get in touch!

Map 73

Map Service Design Digital 73

NonProfit Hub

SEPTEMBER 30, 2021

Did you know there are more than 87,000 foundations that award grants? . Those 87,000+ grantmaking foundations have to give every year. . In fact, foundations must give 5% of the average market value of their net investment assets every year—meaning there is grant money out there for your nonprofit. .

Grant 78

Grant Guide Proposal Nonprofit 78

NonProfit Hub

SEPTEMBER 30, 2021

Did you know there are more than 87,000 foundations that award grants? . Those 87,000+ grantmaking foundations have to give every year. . In fact, foundations must give 5% of the average market value of their net investment assets every year—meaning there is grant money out there for your nonprofit. .

Grant 78

Grant Guide Proposal Nonprofit 78

NonProfit Hub

APRIL 4, 2016

Jeff Kutash, the executive director of the Peter Kiewit Foundation in Omaha, Neb, deals with grants on a daily basis. What does the head of a foundation that gave $18 million in grant money last year have to say about grant writing and the relationship between foundations and nonprofit professionals? The “Value” of Money.

Grant 28

Grant Relationship Foundation Omaha 28

sgEngage

JANUARY 13, 2023

Operations at Headwaters Foundation for Justice , a foundation that invests in grassroots organizations across Minnesota, were humming along well. To meet demand, the foundation launched two rapid response funds for public health and social justice initiatives within a month of each other. But that also presented a challenge.

Philanthropy 52

Philanthropy Community Time Blackbaud 52

sgEngage

SEPTEMBER 16, 2022

Successful grant management for your nonprofit, foundation, or federal grant recipient depends on doing the small tasks well, such as internal controls and risk management, while also understanding what opportunities (and threats) are ahead. For organizations where this isn’t already happening, finance professionals need to lead the charge.

Grant 87

Grant Management Award International 87