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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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Building Resilient Funding Models: Essential Tips for Nonprofit Finance Professionals

Blackbaud

Finance plays a crucial role in building a sustainable and scalable funding strategy. Finance professionals can provide key insights into risk analysis, financial forecasting, and performance measurement, ensuring each new revenue stream supports your long-term sustainability and growth. The good news?

Finance 98
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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 147
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Tight Review Cycles: How to Survive the Deadline Doom Loop Without Losing Your Mind

Lightning Fast Grant Writing

Youve got one draft, three department heads who want to review it, a finance team that needs to “double-check just one thing,” and a program lead whos suddenly out of office. Communicate key dates earlylike when drafts will be ready, when comments are due, and when final sign-off happens. Weve all been there.

Insurance 130
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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 105
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How to Boost Efficiency in Your K–12 Business Office with AP Automation

Blackbaud

One Step Closer to a Paperless Finance Office If you are like many private K12 schools, you could build rooms with the boxes of paper stored throughout your campus. Stronger Internal Controls Having a small finance team often makes it hard to incorporate good internal controls , like separation of duties.

Finance 86