Blackbaud

JUNE 24, 2024

A strong data governance framework helps you build confidence in your data so you can make more informed decisions and be prepared for unexpected changes. In our webinar with grantmaking consultant Lisa Tacker, she highlighted the importance of data governance for grantmakers and how to incorporate it into your organization.

Government 115

Government AI Applicant Application 115

Ann Green's Nonprofit

JULY 16, 2024

Will certain policies or budget cuts affect your organization? When all levels of government make funding cuts or policy changes, the need in the community grows, which puts more burden on nonprofit organizations. Also, make sure your CRM/database is up to date. Remember, some donors will step up and help, if they can.

Policy 175

Policy Policies Electronics Budget 175

Ann Green's Nonprofit

AUGUST 27, 2024

By Kyle Cannon Although businesses and nonprofits operate in two different worlds, governed by their own unique rules, these organizations are more alike than one might initially think. You can do this by sending out surveys or examining the data in your nonprofit constituent relationship management system (CRM). Build a strong brand.

Nonprofit 157

Nonprofit CRM Software Donation 157

Get Fully Funded

FEBRUARY 10, 2025

if you pay for a separate donation processor when your CRM has one built in). Plus, like all organizations, nonprofits need to adhere to the rules set forth by the Financial Accounting Standards Board (FASB) , the independent governing body of financial reporting in the United States.

Management 52

Management Nonprofit Finance Software 52

The Fundraising Coach

JUNE 11, 2024

Establish data governance. Start by developing clear policies, procedures, and guidelines for data management. These policies should include areas like: Standardization. Look to integrate the following tools with your CRM: Fundraising platform. Invest in a centralized data platform. Integrate your existing systems.

CRM 59

CRM Metrics Policies Procedures Nonprofit 59

Tech Soup

DECEMBER 19, 2016

CRM (constituent relationship management) applications are becoming the center of our nonprofit IT systems. Dynamics 365 — Microsoft's online CRM or constituent relationship management database. Find additional cloud products, including several online CRM applications, on TechSoup's cloud solutions page.

CRM 62

CRM Software Applicant Application 62

Get Fully Funded

DECEMBER 7, 2021

Here’s where a Gift Acceptance Policy can help (more on that in a moment). You might say to that donor “That’s a generous offer, but our policy says I need to take this sort of donation to my Board for approval.” Either way, your Investment Policy will outline how donated stocks and bonds are handled. Now you’re off the hook.

Donation 119

Donation Policy Policies Pass-Through 119