Blackbaud

MAY 13, 2025

Some of these types can be managed directly within your fund accounting software , such as approval rules to make sure the right people review an expense before its paid. Develop Policies and Procedures: Create written policies and procedures that address identified risks and outline control activities.

Policies 72

Policies Policy Ethics Finance 72

Blackbaud

MAY 14, 2024

The answers to those questions depend on your state, which program the family uses, and what software is in your school’s tech stack. They track state education policies—including enacted and vetoed bills and pending legislation—and maintain a state legislation watchlist in various educational areas, including school choice.

Software 97

Software Contract Contracts Education 97

Blackbaud

APRIL 2, 2024

So how can you minimize these errors and create data entry policies for your users? With a fund accounting software system designed for nonprofits, you can fully track all your grants, especially restricted grants, in one place. The more manual data entry you do, the more errors can creep into your accounting system.

Indirect Cost 115

Indirect Cost Indirect Software Funding 115

Blackbaud

NOVEMBER 1, 2023

Schools need specific, purpose-driven software and applications for enrollment, academics, fundraising, accounting, and more. Our Connected Experience Because we chose Blackbaud’s Total School Solution , I can now toggle back and forth from a family record in our student information system to that same family in our fundraising software.

Software 98

Software Management Applicant Application 98

Blackbaud

JANUARY 14, 2025

You Need to Customize Your Workflows and Integrate Systems Growing fundraising teams typically want to leverage custom workflows and integrate with related software systems like those used by finance and digital marketing. Free Resource Enterprise Nonprofit CRM Evaluation Guide Download now 4.

CRM 105

CRM Readiness AI Management 105

Grant Writer Team

DECEMBER 26, 2024

Because of this, you will see an increase in In-Kind Grant Support from funders who donate software, development services, training, and more to help nonprofits. Expected Nonprofit Trends for 2025 Donor-Centric Management Grants Donor-centric management may increase donations by 20-30%. A slow and steady approach will win the race.

AI 60

AI Grant Grants Nonprofit 60

Pamela Grow

OCTOBER 24, 2024

We had our own in-house donor base software program that was actually ahead of its time and worked well for us. But it was becoming obsolete with software limitations. We have always had a policy to thank every donor no matter how big or small. We also made our articles shorter and easier to read. Letters go out within 48 hours.

Donation 148

Donation Fundraising Software Retainer 148

NonProfit PRO

JUNE 6, 2025

hide(); }});--> Momentive Software, a provider of cloud-based software, services and payment solutions for purpose-driven organizations, announced the acquisition of Cobalt, a provider of association and certification management software built on the customer relationship management (CRM) platform Microsoft Dynamics 365.

Software 52

Software Management Retail Media 52

NonProfit PRO

APRIL 25, 2024

Quorum and Axios announced a new integrated policy news and legislative tracking solution with premium news subscription.

Policies 78

Policies Policy Government Software 78

Tech Soup

AUGUST 16, 2013

An acceptable usage policy (AUP) is a set of rules applied by the. The AUP is an integral part of security policies for businesses, universities, schools, Internet Service Providers (ISPs) and website. In short, a policy ensures that every user understands that. What sanctions will be applied if the policy is breached.

Policies 56

Policies Policy Liability Software 56

Blackbaud

JANUARY 9, 2025

if the organizations mission involves disaster relief) Dependence on one key person Obligations resulting from your commitments to a donors purpose restrictions Amount of unsecured debt carried by the organization Fund Accounting Software that Drives Impact Find out how Blackbaud’s Financial Edge NXT fits your organization.

Contract 104

Contract Contracts Budget Nonprofit 104

Blackbaud

JANUARY 14, 2025

Make sure your own data governance and data management policies are up to date so you have processes in place if an issue does arise. Youll want to keep informed about updates to the software that may change your workflows. This is also important after the integration is established.

Grant Management 97

Grant Management Management Grant Grants 97

Pamela Grow

NOVEMBER 6, 2023

Let’s take a closer look at how you can leverage this software to not only gain valuable donor insights but also protect your nonprofit’s supporters. Invest in secure software First and foremost, the CRM itself must be secure. But what does secure software look like? Data encryption: This is a safety standard you can’t ignore.

CRM 130

CRM Software Training Nonprofit 130

Blackbaud

AUGUST 12, 2024

How to do it Pull a list of your income sources from your accounting system or fundraising software. Use fund accounting software that can handle multiple funds and sub-funds. Integrate your fund accounting with your fundraising software to ensure data consistency and accuracy across your systems.

Management 98

Management Policies Policy Budget 98

Tech Soup

JULY 7, 2010

Red Earth's new Policy Patrol Mail Security Bundle 7 is now available at TechSoup to eligible organizations for an admin fee of $60 (retail value: $595). Tags: Privacy Security Security Software Troubleshooting and Maintenance. New features include support for: read more.

Policies 47

Policies Policy Retail Software 47

Candid

NOVEMBER 29, 2023

But before receiving funds, you need to show you’re legally registered, governed by a board, and have solid financial management policies. software, business intelligence, data storage, financial reporting) to ensure they can operate smoothly. It would have been easy for our core team to come up with policies ourselves.

Policies 105

Policies Policy Contract Contracts 105

Blackbaud

APRIL 23, 2024

Here are some of the internal controls your grantees should have: Formal Written Policies and Procedures You want to make sure your grantees have documented and defined ways of managing and tracking the funds they receive. Adequate Monitoring Having great written policies is key, but how do your grantees ensure that they are followed?

Grant 111

Grant Grants Policies Policy 111

Blackbaud

APRIL 2, 2024

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

Policies 108

Policies Policy Training Management 108

Blackbaud

NOVEMBER 8, 2023

Pre-Award Preparation Have certain policies and processes in place before applying for a grant so you can be confident you meet their requirements and there are no surprises. Tip 1: Have your leadership drive the conversation on grant funding and the policies associated with this revenue stream. Update your policies accordingly.

Government 116

Government Indirect Cost Indirect Grant 116

Blackbaud

MAY 5, 2025

Technology Limitations Whether your reviewers arent comfortable with your systems or your technology creates more roadblocks than workflows, software limitations can slow down your decision-making process. This could be a good use case for a generative AI tool (just make sure you have a good AI policy in place first).

Grant 59

Grant Grants Applicant Application 59

Blackbaud

SEPTEMBER 13, 2024

So, while bequests, insurance policies and planned gifts are exciting for the organization, those donations won’t be reflected in the GAAP reporting. Kudos to your development team for getting the payout from an insurance policy of a 45-year-old. It also integrates with your fundraising tools and automates the reconciliation process.

Insurance 104

Insurance Insurance Finance Nonprofit 104

Ann Green's Nonprofit

AUGUST 27, 2024

Just think about how businesses offer generous return policies, leverage easy-to-use e-commerce platforms, and train employees to provide excellent service. Provide a positive supporter experience. A crucial part of convincing consumers to make a purchase is the customer experience. Build a strong brand.

Nonprofit 156

Nonprofit CRM Software Donation 156

Candid

JUNE 8, 2021

According to a 2018 NTEN Study , 80 percent of nonprofits lack a policy to address cyberattacks. This omission has led to an overall increase in the number of cyberattacks , making protective IT software and cybersecurity crucial to protect sensitive data.

IT 119

IT Nonprofit Software Policy 119

GiveSmart

DECEMBER 11, 2023

With the help of a high-quality fundraising software solution, your nonprofit can stay organized and ensure every important need is met to continue growing and serving your mission. We are breaking down compliance considerations for nonprofit organizations and the ways fundraising software can help streamline compliance management.

Software 52

Software Fundraising Nonprofit Finance 52

Candid

JUNE 1, 2022

On top of Google searches, check out more in-depth reviews from trusted sources, like TrustRadius or Software Advice. . Examine each processor’s policies. As you drill down into the specifics of each payment processor you’re considering, remember to thoroughly examine each company’s policies. Data portability policies.

Policies 105

Policies Policy Nonprofit Contract 105

Get Fully Funded

FEBRUARY 10, 2025

Also, DNL OmniMedias nonprofit digital strategy guide recommends regularly auditing your organizations fundraising tech stack to ensure you arent paying subscription costs for software you dont use or that has overlapping functionalities with your other tools (e.g., if you pay for a separate donation processor when your CRM has one built in).

Management 52

Management Nonprofit Finance Software 52

Qgiv

FEBRUARY 6, 2024

Regularly updating your antivirus software and conducting security audits can help you mitigate the risk. Vulnerable software. One of these primary risks for cyberattacks is vulnerable software. These scans help you identify and address any weaknesses or outdated versions of old software. Automatic software updates.

Nonprofit 111

Nonprofit Software Training Education 111

Blackbaud

APRIL 15, 2025

This includes assessing their investment strategies, spending policies, and alignment with UPMIFA standards. Its imperative that your organization has accounting software with sub-fund capabilities in place that can ensure you are in compliance with these reporting standards and can provide timely information to various stakeholders.

Finance 59

Finance Management Funding Software 59

Candid

OCTOBER 9, 2024

Develop an AI policy The first step is to create a policy that guides, rather than restricts, AI use. But keep in mind, as AI evolves and its capabilities improve, you’ll need to update the policy regularly and communicate the changes to staff. So, how can you foster this organization-wide, inclusive approach to AI adoption?

AI 98

AI Ethics Policies Policy 98

Blackbaud

MARCH 7, 2025

Pandemics, natural and man-made disasters, economic challenges, and governmental policy and funding changes are all potentially budget-tweaking scenarios. Honest communication is the best policy. Can you include details without compromising privacy and organizational policies? What changes should be communicated?

Budget 81

Budget Management Finance Utilities 81

Blackbaud

NOVEMBER 13, 2024

I was graced to be instrumental in not only reviving this solution but bringing all the players to the game so that we could collectively work on utilizing this software. Q 7: What are some of the many hats that a Senior Director of Advancement Operations have to wear?

Software 98

Software Management Education Utilities 98

Blackbaud

FEBRUARY 15, 2024

Enter this information into your volunteer management software to share it each quarter, highlighting both areas of support and opportunities for improvement. Create a Volunteer Engagement Policy Remember that volunteers are donors (of time, talent, and often financial support), but not all donors are volunteers. Authors Barbara L.

Retainer 111

Retainer Policies Policy Training 111

NonProfit PRO

JUNE 11, 2025

The views expressed within may not directly reflect the thoughts or opinions of the staff of NonProfit PRO. window.dfp_npp_ros_inline = googletag.defineSlot("/124057991/npp_ros_inline", [fluid], "napco-ad-npp_ros_inline").addService(googletag.pubads()).setCollapseEmptyDiv(true).setTargeting("ic", addService(googletag.pubads()).setCollapseEmptyDiv(true).setTargeting("ic",

Award 66

Award Retail Grant Grants 66

NonProfit PRO

JUNE 13, 2025

The views expressed within may not directly reflect the thoughts or opinions of the staff of NonProfit PRO. window.dfp_npp_ros_inline = googletag.defineSlot("/124057991/npp_ros_inline", [fluid], "napco-ad-npp_ros_inline").addService(googletag.pubads()).setCollapseEmptyDiv(true).setTargeting("ic", addService(googletag.pubads()).setCollapseEmptyDiv(true).setTargeting("ic",

Funding 59

Funding Retail Fundraising Award 59

Tech Soup

JANUARY 26, 2015

To read about how open-source software might benefit your nonprofit or public library, check out part one of this series. The software itself has been in development since 2010, but the OpenProject Foundation that supports it was established in 2012. Making the Right Decision About Open-Source Software. Project Management.

CRM 77

CRM Software Nonprofit Management 77

Blackbaud

DECEMBER 20, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Update the policy based on your current and future needs. Watch an on-demand product tour today.

Indirect Cost 105

Indirect Cost Indirect Finance Government 105

Tech Soup

AUGUST 17, 2012

Further complicating the issue of security is the delicate balance between ensuring staff are being productive online — ensuring they aren't doing inappropriate things on their work-issued network devices and platforms — while also not violating their privacy with overly intrusive software and policies.

Policies 55

Policies Policy Software Management 55