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It’s Time to Evaluate Your Accounting for 2025

NonProfit PRO

This guide covers the bases – download to understand nonprofit-specific functionality, how to navigate the process, FAQs, and ways to ensure your team is positioned to support your organization’s long-term financial health. Is your team equipped to get reporting, budgeting, grant management, audits, and payroll right?

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Flat, Tall, or In Between—Is It Time to Evaluate Your Organizational Structure?

.orgSource

By the time a new direction is approved, the plan may already be out of date. You can take baby steps and evaluate which strategies are successful and which are not. To provide specific guidance, I attended the board meeting and presented an evaluation along with recommendations for how the group could lead more effectively.”.

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Evaluating Nonprofit Software: A Guided Workbook for Your Project

NonProfit PRO

While a thoughtful evaluation process takes time, it pays dividends when making a technology decision. Use this workbook and the included resources to guide your planning, evaluation, and decision-making activities as you explore the best solution for your nonprofit.

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Navigating the nonprofit RFP process

EveryAction

She asked for some advice around her (bumpy) request for proposals (RFP) process at her nonprofit. Her board had approved the budget for a new CRM and asked her to follow this process to find the right software. I thought we’d be done with the selection process in a month, but it’s month four with no end in sight.

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Evaluating and Streamlining Your Annual Budgeting Process

sgEngage

On one hand, successful social good organizations need a thorough annual budgeting process. Version control issues and errors complicate the process We’ve all experienced the scenario where multiple versions of an Excel file circulate during budget season, all with (unreconciled) changes throughout. But the process can be improved.

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Evaluating Nonprofit Software: A Guided Workbook for Your Project

NonProfit PRO

While a thoughtful evaluation process takes time, it pays dividends when making a technology decision. Use this workbook and the included resources to guide your planning, evaluation, and decision-making activities as you explore the best solution for your nonprofit.

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How to Streamline Your Grant Management Process with Technology

sgEngage

You want applications from organizations that align to your mission, but the frequency of the requests can easily bog down your processes if you aren’t careful. To avoid overwhelming your team, standardize how you receive and process grant applications at your organization. And what is the workflow once an application is received?

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