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

Blackbaud

As a tech leader at a growing social impact organization, you know that migrating to an enterprise-scale constituent relationship management (CRM) system can be a daunting proposition. So, what are the specific signs that your organization has reached a tipping point and needs to consider moving to an enterprise-scale CRM ?

CRM
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Don’t Take a Vacation from Your Donor Communication

Ann Green's Nonprofit

Maybe this sounds impossible, especially if you’re a small organization and worried about your finances, but you can do this! Will certain policies or funding cuts affect your organization? Also, make sure your CRM/database is up to date. It could also be a nice distraction from all the chaos and uncertainty going on right now.

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8 Tips for Supporting Your Grantees After a Significant Award

Blackbaud

Encourage Your Grantees to Establish an Investment Committee Your grantees likely have finance committees as part of their Boards, but with a sizeable gift that wont all be allocated immediately, they need to create an Investment Committee as well.

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Exploring Alternative Nonprofit Funding Sources: 6 Ideas

Get Fully Funded

If you’re unsure about the best strategy, create a gift acceptance policy and consult with a nonprofit finance advisor to ensure alignment with your organization’s financial strategy and risk tolerance. These typically include treasury bills, short-term CDARs, money market accounts, and mutual funds.

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Avoid These 16 Common Nonprofit Audit Mistakes

Blackbaud

In this article, you’ll learn about the different types of audits nonprofit finance teams commonly work on and the most common nonprofit audit mistakes for each, giving you a better understanding of how to avoid these mistakes for your next audit. This will help with your financial audit as well.

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5 Accounting Workflows Your Nonprofit Can Begin Automating Today

Blackbaud

You work hard to keep your nonprofit finance office running smoothly. Keep reading to learn the key benefits of accounting automation and five ways to automate your finance processes today. These are just some of the benefits you can expect when you implement automation at your finance office.

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4 Nonprofit Financial Management Challenges (& Solutions)

Get Fully Funded

When you start a nonprofit, one of the most important things to figure out is how to manage your organizations finances. if you pay for a separate donation processor when your CRM has one built in). With all of these policies to consider, maintaining financial compliance can quickly become complicated.