Ann Green's Nonprofit

JULY 15, 2025

Communicating by mail is more effective than electronic communication. Will certain policies or funding 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. Most likely, the answer is yes.

Policy

Blackbaud

JULY 2, 2025

Automation systematizes your internal controls, making it easy to follow your policies for approvals, expense attachments, and reconciliation. To automate this process, first evaluate your current CRM software and ensure that it integrates with your accounting software.

Finance

Ann Green's Nonprofit

JULY 16, 2024

Communicating by mail is more effective than electronic communication. 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.

Policy

Blackbaud

JUNE 6, 2024

But you and I know it’s critical to maintain a robust and up-to-date CRM. You are focused on policies and procedures. Consider electronic agreements to allow for e-signatures. Review your gift acceptance policy. Microsoft OneNote is a fantastic option for sharing, searching, and updating policies between departments.

Goals

Fundly

JANUARY 3, 2021

CRM integration When donors provide their employer details and contact information to your search tool, you should be able to easily import that information back into your CRM, or Constituent Relationship Management system. This easy integration will allow you to analyze that data to further improve your fundraising strategy.

Software

Get Fully Funded

DECEMBER 7, 2021

Foundations and companies often send checks, though sometimes they want to make a deposit directly into your bank account via an electronic funds transfer (EFT). Here’s where a Gift Acceptance Policy can help (more on that in a moment). Either way, your Investment Policy will outline how donated stocks and bonds are handled.

Donation

Tech Soup

DECEMBER 9, 2013

BYOD (bring-your-own-device) and the consumerization of IT will give nonprofits huge cost savings for leveraging technology to meet their missions, but will require solid security systems & policies coupled with industry standard Mobile Device Management. and Electronic Futures Foundation. John Merritt. Lucy Bernholz.

Nonprofit