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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. Will several teams review the requests?

Grant 106
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7 tips for preparing your nonprofit for a move to new software

EveryAction

Review your data tables, queries, reports, and exports. Include a comprehensive checklist in your staff onboarding process that helps to ensure the security of your data and make sure new staff members have the tools they need to do their jobs. Revisit your staff onboarding checklist. Plan the implementation timeline.

Software 226
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7 Database Goals for Your Independent School’s Capital Campaign

sgEngage

If a regular audit process isn’t already part of your operations, try adding a couple of audit queries to ensure key fields are correctly coded to catch anything that may fall through the cracks. Review reporting. According to the Council for Advancement and Support of Education (CASE) , 76.8% Add wealth screening services.

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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. In addition to the financial investment, there are many people, processes, and systems that you need to account for with this decision.

Fund 92
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For Positive Outcomes, Hold a Mirror Up to Board Performance

.orgSource

That’s probably why more organizations don’t have a process for evaluating the board of directors, or if they do, that assessment is not continuous. Focusing on leadership dynamics and achievements also supports prioritizing consensus over individual agendas. CITE folded the evaluation process into their ongoing activities.

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How to Tackle Content Migration with Ease

Forum One

Of the many tasks you will tackle in the course of launching a new website , one of the most important ones is content migration : the process of populating your new website with the content that is going to tell your story. What’s the review and approval process? Head into this phase with a marathon mindset.

Content 78
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Fundraising for your nonprofit in the start-up phase

Candid

Next, when fundraising, you must inform your donors that your tax-exempt status is “pending” or “in process,” which means, until you receive from the IRS a favorable determination of your 501(c)(3) status, you cannot state that their donation is tax-deductible. You can read more about Fiscal Sponsorship on [NEO Law Group’s] Resource Page.

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