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Fundraising Planning Guide, Calendar, Worksheet, + Template

CauseVox

Fundraising Calendar for 2021. That’s why we created this 2021 fundraising calendar worksheet and template to help you map out the best possible plan. That’s why we created this 2021 fundraising calendar worksheet and template. Download your fundraising calendar + goals template below: Fundraising Plan & Goals Worksheet.

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Don’t Leave Money on the Table — Maximizing Your Budget for Your Fiscal Year-End

GiveSmart

In contrast, the calendar year used for tax filing is from the first of January to the 31st of December. Nonprofit organizations often follow a fiscal year that doesn’t align with the calendar year, which they adopt for various reasons. Some nonprofits’ activities and donations increase exponentially during the winter holiday season.

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How The Salvation Army Uses Power BI to Boost Major Giving

Blackbaud

Power BI can help organizations translate complex data into an action plan for every team, from the finance office to fundraising. He added filters and fields based on their recommendations, including a new integration with their email system so there is connection and communication between event calendars and each fundraiser’s prospect plan.

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How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

Blackbaud

Projects like these can drain resources, take more time than necessary, and quickly become your least favorite meeting on your calendar. Goals and Metrics What does success look like? Document the specific goals you plan to accomplish, including any key performance metrics (KPIs) you’ll use to measure success.

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Basics of Nonprofit Accounting: 4 Documents to Know

The Fundraising Coach

Nonprofit budgeting serves a similar overarching purpose, but it sets a direction for your whole organization, so its an involved process that many people at your nonprofit (finance team, fundraising staff, board members, executive leadership, etc.) should have input on. Statement of cash flows.

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30 Most Effective Nonprofit Software Solutions for 2024

Qgiv

Plus, there’s many challenges you have to overcome, such as limited staff capacity, rising costs, and inadequate finances. Analyze donor behavior, campaign performance, and operational metrics to make data-backed decisions and optimize your fundraising. Analyze data for informed decisions. Provide accessibility for the whole team.

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The Ultimate Guide to Sales Fundraisers

DoJiggy

Calendars Custom calendars are a great sales item as they offer year-round visibility for your cause, especially if they are themed around your organization and feature impactful imagery. Goals provide a metric to measure against, helping you evaluate the effectiveness of your strategy and efforts.