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A Lightweight Framework for Building An Association Data Strategy

Association Analytics

Strategic Alignment The easiest first step is to review the overarching goals and success factors from your strategic plan. Do we have our training programs documented, and if so, how often do we update them? Working in phases will help keep you and your team accountable and avoid getting overwhelmed.

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How Nonprofits Can Avoid Buyer’s Remorse for Fund Accounting Software

sgEngage

So, when your organization is considering the purchase of new accounting-related software technology, it is crucial to carry out a thorough review of your requirements before you sign that agreement. This phase can be the most complex and time-consuming part—and one of the most effective ways to get a strong ROI.

Fund 84
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Everything You Need To Know About the Google Ad Grant

The Fundraising Authority

The Google Ad Grants team reviews applications on a rolling basis, so there are no deadlines. Review Google’s Eligibility Requirements 2. Here is a checklist to know if your website is likely to pass Google’s review process: Do you own your website domain? You must first apply to the team that reviews websites.

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Is It Time for Your Nonprofit or School to Make a CRM Change?

sgEngage

Save budget talks for the evaluation phase. Evaluate Your CRM Options Once youve reviewed your current situation and dreamed together as a team, its time to begin the evaluation process. In addition to your CRM, document any third-party tools you use: email marketing, event management, volunteer tracking, etc. See the lookbook!

Change 81
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How to Tackle Content Migration with Ease

Forum One

While the bulk of the hands-on work of content migration will happen near the end of development, you should start planning for this phase as soon as the project starts. What’s the review and approval process? Factor in how much content needs to be created or reviewed, who needs to review it, and who needs time to write it.

Content 80
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7 Database Goals for Your Independent School’s Capital Campaign

sgEngage

Review reporting. Campaign Step 2: Feasibility Study Your Database Goal: Address Data Health, Prospect Research, and Reporting While the broader team is busy with the feasibility study, you’re reviewing the results of your database audit and should have a better sense of what is in—or is missing from—your database.

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Anatomy of a successful capital campaign committee meeting

Candid

Some committee members may only attend a few meetings, while others may participate through an entire phase of the campaign. After all, a capital campaign can involve wildly different tasks—ranging from reviewing big-picture development progress down to choosing a color scheme for your public phase marketing materials.