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Creating Your 2025 Roadmap to Excellence 

.orgSource

How.orgSource Can Help: We work with associations to create actionable, future-focused strategies that align with industry trends and member needs, ensuring your vision is resilient and achievable. Refine Regularly: Schedule periodic reviews to assess progress and adjust initiatives as needed.

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Financial Reviews vs. Financial Audits: Making the Right Choice for Your Nonprofit

sgEngage

But some organizations might benefit from a financial review as a first step to, or in place of, a formal audit. Both financial reviews and audits serve important purposes, but they differ significantly in scope and detail. What is a Financial Review? The review process also involves fewer personnel hours than an audit.

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To Get Close to Members, Follow MarTech Trends

.orgSource

Harvard Business Review Analytic Services recently released a report that illustrates the gap between knowing and doing. Too often plans are reviewed at a staff meeting with little to no explanation about what the various objectives mean for distinct functional areas and how they connect to each other.” We all know this, right?

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10 Donation Page Best Practices for Nonprofits

Nonprofit Tech for Good

It’s also worth noting that according to the Global Trends in Giving Report , 10% of donors worldwide prefer to give directly through their bank account. ” This is a trend seen more often on the websites of large nonprofits: 3) Add a monthly giving pop-up to your primary donation page.

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NonProfit PRO President Discusses Nonprofit Trends with Pursuant

NonProfit PRO

In the latest episode of the Pursuant Go Beyond Podcast, NonProfit PRO’s president/publisher Chris Lyons joined Kelly Stewart, executive vice president at Pursuant, to review this year’s nonprofit trends.

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Raise the Board’s Financial IQ

.orgSource

Allow plenty of time on the agenda for the financial staff to explain when and how statements will be available, review banking, investment, and auditing arrangements, and answer questions. Invite the auditor to present to the group as preparation for the audit review. Offering online dashboards that make financial trends easy to spot.

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Why Data SHOULD Drive Your Strategy

Association Analytics

Its the same idea as taking to heart reviews for, say, a highway rest stop. The only people who are going to review it are those with a problem. Which way are enrollments that certification you offer trending? People who answer the surveys are merely the people who like taking surveys, or else have some kind of axe to grind.

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