VisionLink

AUGUST 31, 2023

Visionlink builds integrated software solutions, with expert consultation and implementation services, to transform people-serving organizations. Our Community Operating System™ is used by large and small nonprofits, 211’s, elder care agencies, state, county, and federal agencies, disaster relief organizations, and many others.

Team 130

Team Colorado Disaster Evaluation 130

sgEngage

APRIL 26, 2024

Your auditor’s year-end work will remain critical to ensure the financial integrity of your nonprofit’s books and records and compliance with ever-changing regulations. Audit firms have now, however, transitioned to long-term partners, particularly for nonprofits contemplating transformative system or operational changes.

Relationship 105

Relationship Practice Build Evaluation 105

sgEngage

MARCH 7, 2024

Being aware of these common pitfalls is crucial for maintaining the integrity of your financial reporting and in turn, the trust of your supporters. How to Avoid: To avoid this mistake, organizations must develop robust systems for tracking and reporting on restricted versus unrestricted funds. Let’s dive in!

Active 88

Active Activities Activism Comparison 88

Double the Donation

DECEMBER 7, 2021

Launching multi-channel outreach: Thanks to a Twilio integration, we’ve rolled out multi-channel donor outreach?! Here’s what a few of our newest clients have to say: CityTeam: “Talk about seamless integration! The set-up for connecting DTD with our CRM system AND our email platform literally happened in just a few clicks.

Review 52

Review New York City Gift Integration 52

Saleforce Nonprofit

SEPTEMBER 3, 2021

Whether involved in humanitarian response in conflict or disaster situations, development work, human rights, or peace-building, our international nonprofit customers have some of the most complex nonprofit missions on earth. But assuring security and data protection is a shared responsibility between Salesforce.org and our customers.

Practice 119

Practice Data Afghanistan Environment 119

sgEngage

SEPTEMBER 25, 2023

Make information readily available to internal stakeholders so it’s easier for people to do their jobs. Review requirements before applying for or accepting awards to ensure that you understand what is necessary to effectively manage the grant and if the grant lifecycle is a good fit for your organization. Seek clarity.

Grant 103

Grant Process Management Tips 103

Bonterra

APRIL 13, 2024

Integrate our analytics tool directly into workflows to drive real-time automation, decision-making, and consistency across your entire grants management process. Our grant management system centralizes grant information, automating tasks, and tracking progress. Does Bonterra’s grants management software support international programs?

Grant 52

Grant Software Management Analytics 52

Gyrus

SEPTEMBER 20, 2024

Benefits of Cloud-Based LMS Systems Before diving into the implementation process, it’s essential to understand why you should consider a cloud-based learning management system. Accessibility and Flexibility Cloud LMS systems allow learners to access training materials from any device, at any time.

Train 52

Train Training System Benefit 52

fusionSpan

NOVEMBER 21, 2023

Tech stack integration Salesforce isn’t a tool that is used in isolation – it’s the central hub of an entire ecosystem. We’ll deploy proven AppExchange products to extend the scope of your Salesforce platform, as well as integrating existing components of your tech stack to create one holistic system.

Service 52

Service Platform Integration Tech 52

DNL OmniMedia

NOVEMBER 14, 2023

Through the Salesforce AppExchange , nonprofits can access a vast ecosystem of pre-built applications and integrations that extend the functionality of their CRM. For access to those features, you’ll need to integrate the NPSP with additional products and apps from the Salesforce AppExchange.

Consultant 52

Consultant Nonprofit Integration Review 52

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Tip 2: Prepare your fund accounting system for the audit. Do they give you the information you need?

Foundation 88

Foundation Build Fund Review 88

Connection Cafe

SEPTEMBER 16, 2020

FINANCE DIRECTOR : Fiscal year-end numbers have not been fully reviewed yet, but recognized revenue from fundraising will be close to $7 million’. You can change the scenario (including the dramatic little scene above) by effectively integrating data from your fundraising CRM and your accounting system. EXECUTIVE DIRECTOR : Ugh.

Integration 48

Integration Fundraising Pledge Files 48

sgEngage

APRIL 8, 2024

Transparency is as important for internal decision-making as it is for external trust-building. That starts with a fund accounting system built for nonprofit organizations. View-Only Access Transparency starts with your internal stakeholders. Changes in your community and demand show up in your numbers.

Fund 99

Fund Chart Grant Report 99

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. Internal controls are not just for finance people anymore. Not so much.

Grant 86

Grant Management Award International 86

sgEngage

MARCH 21, 2024

For example, you will be reviewing your expense management processes as part of this project, but any fundraising management topics will be reserved for a later initiative. You’ll want your IT team to be aware of the project so they can review any data security requirements or integrations that need to be established, for example.

Project 100

Project Fund Software Help 100

sgEngage

JUNE 4, 2024

We review wire transfer forms for the global distribution of financial resources. Upgrading and updating technology systems to keep up with the digital world are necessary evils. What Is a System Migration? It can involve moving data or software from one system to another, or from one operating environment to another.

Impact 81

Impact Technology Articulate Grant 81

Bloomerang

AUGUST 30, 2023

Your online giving platform should be backed by a reliable, secure payment processing system. The system should have anti-fraud measures in place and be PCI-compliant. Your donor management system should provide data about who your most engaged supporters are. Information about donors’ engagement levels and giving potential.

Software 89

Software Guide Fundraising Platform 89

VQ Strategies

FEBRUARY 28, 2024

Denver International Airport. Upon reviewing my list of notes, I found that ideas from our table and others fell into a few key categories, shared below (apologies to the many I missed or edited out for length): SWAG Certificates Organizational t-shirts or sweatshirts Pins (including Airline Pins – from guess who?!)

Denver 98

Denver Badge Museum Colorado 98

sgEngage

MAY 27, 2022

By automating a workflow, you use technology to replace manual processes with a system that completes tasks with minimal human oversight. It can also ensure funds are used as donors intended by establishing automated internal controls. Within an automated process, the condition tells the system which process to take.

Process 78

Process API San Diego Nonprofit 78

Forum One

APRIL 11, 2023

For example, the Chicago Public Library system created new children’s spaces in their libraries based on extensive visitor research and observed how families and children move through the new spaces and then iterate based on what they find. Your internal processes aren’t efficient. Save time and money. User journeys aren’t clear.

Design 75

Design Service Social Chicago 75

Nonprofits Source

JUNE 5, 2023

Salesforce is a CRM (customer relationship management) system provider. This allows nonprofits, whether specializing in human rights, environmental concerns, arts and culture, and more, to customize their system to their exact specifications. Salesforce is a comprehensive system with an extensive array of apps.

Grant 52

Grant Nonprofit Integration Platform 52

.orgSource

FEBRUARY 5, 2024

I’ve summarized advice from our contributors to offer practical ideas for beginning to integrate the Association 4.0 Joanna Pineda, founder, CEO, and Chief Troublemaker at Matrix Group International, Inc. Companies with between five and 250 employees are the target market for this system. “Association 4.0:

Associations 221

Associations Jordan Environment Model 221

Cloud 4 Good

JUNE 21, 2022

This role is responsible for executive quality review of our clients’ Salesforce implementations. The Senior Cloud Consultant – QA will be an instrumental member of the project team testing Salesforce software features as part of a collaborative team and assisting with support requests.

Canada 45

Canada Consultant Test Script 45

Gyrus

MARCH 19, 2024

Download the Ultimate RFP Template and Key Considerations Gyrus Systems Gyrus Systems - Best Online Learning Management Systems To offer a wide range of suppliers a chance to showcase their solutions and skills, companies choose to go the RFP route. Clarity in submission requirements streamlines the evaluation process.

Template 52

Template Proposal Evaluation Structure 52

Saleforce Nonprofit

MARCH 4, 2024

With the trust of a secure and scalable system being most important, we made the difficult decision to sunset foundationConnect on a high note. The ongoing success of this option relies heavily on Salesforce expertise to maintain your system — either internally or with the help of outsourced IT professionals.

Nonprofit 52

Nonprofit Application Integration Grant 52

DNL OmniMedia

APRIL 1, 2024

It’s designed to consolidate and integrate data from various sources, including CRM systems, fundraising software, financial databases, program management tools, and more. For instance, one CRM system may be a better fit for small organizations while another is built for enterprise-level needs.

Data 52

Data Guide Proposal Consultant 52

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Tip 2: Prepare your fund accounting system for the audit. Do they give you the information you need?

Foundation 52

Foundation Build Fund Review 52

Gyrus

JANUARY 23, 2024

4 Steps to Success Leveraging the Power of Compliance in LMS Gyrus Systems Gyrus Systems - Best Online Learning Management Systems Fines, lawsuits, reputational ruin – businesses recognize that the cost of non-compliance is very high. Scalability LMS comes with scalability, which accommodates changing organizational needs.

Train 52

Train Training Industry Policy 52

fusionSpan

FEBRUARY 6, 2024

From ensuring you have the right degree of system administration support to the role database administration plays in cybersecurity, here’s everything you need to know about database management for nonprofits. fusionSpan worked to update antiquated data systems with a new nonprofit Salesforce implementation.

Database 52

Database Management Nonprofit System 52

Nimble AMS

MAY 27, 2022

What are your organizational priorities and what capabilities do you need in your new system? Consider requirements like integration, shared data, seamless upgrades, and dependable application architecture. . Ensure all details are shared across groups synchronously, whether it’s through an all-hands meeting or internal emails.

Change Management 111

Change Management Goal Change Management 111

Volunteer Hub

MARCH 21, 2023

For example, VolunteerHub offers several exclusive features such as True integration with Blackbaud’s suite of CRM solutions, Salesforce integration, Virtual Kiosk , and additional automation via Zapier. We offer True CRM integration to seamlessly make a connection. Watch a short video to see how VolunteerHub works.

Volunteer 82

Volunteer Management Software Database 82

Association Analytics

JUNE 21, 2023

Provide training opportunities for employees and review your taxonomy from time to time to update any new processes. In this scenario, the data is there, it’s more likely a matter of internal culture and possibly budget. There are all sorts of issues that can arise from lack of integration and siloed data.

Associations 319

Associations Challenge Data Taxonomy 319

Bloomerang

AUGUST 28, 2023

A nonprofit CRM (also referred to as a donor management system ) is a software platform that allows nonprofits to store, update, and report on supporter data. Marketing tools Your nonprofit CRM should include several marketing solutions (or integrations with top marketing platforms). What is a nonprofit CRM?

Profile 92

Profile Nonprofit Software Donor 92

The Modern Nonprofit

JANUARY 2, 2024

Integrate Across Communication Channels Use testimonials in a variety of your communication channels. Setting Up a System for Collection and Management: Establish a system for collecting, storing, and managing testimonials. This might involve setting up a database or a designated section on your organization’s internal server.

Story 104

Story Guide Support Analysis 104

Nonprofit Tech for Good

FEBRUARY 6, 2022

For international organizations, you may face additional complexity such as handling multiple currencies and multiple languages. The financial manager, in conjunction with the organization’s audit committee, should be continually reviewing the impacts of external pressures. Integrated allocation and budgeting processes.

Software 287

Software Guide Award Grant 287

Gyrus

MARCH 18, 2024

LMS Pricing Uncovered: A Complete Guide for Buyers Gyrus Systems Gyrus Systems - Best Online Learning Management Systems The Learning Management System (LMS) market is witnessing an unprecedented surge in 2023. You pay for the headcount accessing the system. Usage-Based Pricing Pay for what you use.

Guide 52

Guide Model Registration System 52

sgEngage

JANUARY 13, 2023

After cleaning and integrating its database, the nonprofit better understood the constituent journey, which proved to be key for generating additional donations. Build Integrations. The increased need brought high levels of urgency, so it was essential to get funds in the system and back out through grants quickly but thoughtfully.

Philanthropy 92

Philanthropy Community Time Blackbaud 92