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7 Signs Your Organization Is Ready for an Enterprise-Scale CRM

Blackbaud

7 Key Indications Youre Ready for a CRM Upgrade Heres how to know if your growth demands action on a CRM upgrade sooner rather than later. If your organization is ready to enable more AI innovation, you are going to need a CRM with a robust, granular data structure tailored specifically for the needs of social impact enterprises.

CRM 105
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Financial Sustainability for Nonprofits: 4 Considerations

Ann Green's Nonprofit

In this guide, we’ll review four considerations to keep in mind as you assess your nonprofit’s financial sustainability—and, therefore, how ready it is for expansion. In it, include guidance on gift acceptance, conflicts of interest, expense reimbursement, and staff compensation, among other aspects of nonprofit finance. Methodology.

Finance 148
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Capital Campaign Readiness #6:  Is YOUR Image Ready for the Spotlight?

Gail Perry Group

Capital Campaign Readiness: Check Your Image in the Mirror While you are planning your campaign, take a good, hard look at your organization's reputation in the community. Our checklist will help you understand if you're ready and what your leaders might want to address. Are Your Volunteer Leaders Ready to Launch a Capital Campaign?

Readiness 102
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What’s New and What’s Next: Why Your Finance Team Should Attend bbcon 2024

Blackbaud

There are several exciting times of the year for nonprofit finance professionals—budget season, audits, year-end close. They will discuss the importance of having both your development and finances teams involved in donor stewardship. Reporting is a key part of any finance professional’s role.

Finance 104
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Is your nonprofit organization ‘grant-ready’? 

Candid

But before you start seeking a grant, ask yourself: Is your organization really ready? Before you get started Here are some basics you should be aware of before applying for grants: First, getting a grant is a labor- and time-intensive process. Set yourself up for success by making sure you’re ready to start the process.

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Demystifying Grant Attachments: A Complete Guide to Boost Your Funding Success

Millionaire Grant Lady

When you provide your most recent tax return or an audit, it shows that your organization keeps records and can be transparent with finances. Collect meaningful stories: Your finances and numbers are only part of your organizations story.

Funding 130
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3 Signs Your Organization Needs a Nonprofit Accounting System

Blackbaud

You Arent Getting a Holistic View of Your Finances When you update your accounting system, make sure you look for one that can manage your revenue and expenses across any characteristic, like grant, project, program, or department, while not requiring them to be created as segments in your nonprofit’s chart of accounts.

Finance 105