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Nonprofit & Government Financial and Operations Management in the New Normal

BlogImage NewNormal2020 thumbnailFrom every corner of the world and including every community member, collectively, we are charged with operating under a new normal. Basic communication, friendly greetings, social interaction, making plans, helping others – everything we were accustomed to, is done differently now. With more caution, taking more precautions.

We are all trying to do our part in minimizing the spread of COVID-19, brought about by the novel coronavirus. Following reported safety measures to keep our friends, family, and community members safe during this challenging time is the least we can do.

The varying impact of this current health crisis has taken

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Driving Fundraising Dashboard Development

DasbBlog19 main visualDriving Dashboard Development. Step-by-Step Guide to Generating Relevant Fundraising Dashboards.

What’s the first thing you do when you get into a new car? Adjust the seat, adjust the mirrors, check the gas gauge, set the radio channel (and volume). Once you’re confident it feels right, you look both ways and you’re off!

Just like driving a new car, the process for driving dashboard development takes some planning and initial adjustments to set you on a course for success.

And as every make/model car is different and every driver is different, so too is the need for driving dashboard development. How

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Establishing Donor Historical Data with Salesforce Can Lead to Increased Giving.

DonatewithGraph ThumbnailPart of AccuFund's Small Formulas – Big Impact Series: Donor Participation Ratings    


HOW ESTABLISHING DONOR HISTORICAL DATA CAN LEAD TO INCREASED GIVING.

Who are your frequent donors?
Who are your major donors this year?
Who is close to moving into these categories?
How much has any one donor given in their lifetime?

A total sum of giving helps create a better picture of your donor. It helps you gauge the strength of a donor’s relationship to your organization. But, how easily can you access that information?

By establishing predefined segments in your database, it makes life easier at

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Exponential Expectations – Automating Donations on Last Gift Amount with Salesforce

Salesforce logoFor fundraisers, knowing the appropriate amount to ask of a potential donor is half the battle (and arguably, the most important). Ask too little and you miss an opportunity. Ask too much and you risk scaring the donor away.

A little known and scarcely used tool in Salesforce helps guide the fundraising/development team in knowing the appropriate amount to ask.

When you talk with a donor, is your database customized to tell you what that next appropriate ask should be?

This blog post will walk you through, step by step, to automate the appropriate donation ask amount.

The two previous

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Part 2: Small Formulas – Big Impact. Setting Individual Giving Increases

Salesforce logoIn an earlier blog post, we showed you how to increase last year’s giving total for ALL your contacts by 10%. Oftentimes, this standardized increase will help you achieve a specific fundraising goal set by your team.

In some cases, you might have a select group of donors that you’d like to increase well above the standard, perhaps by 25%, 50%, or even more. This is common practice for organizations using moves management.  

In this blog post, we’ll teach you how to create a calculator out of your Salesforce account to calculate individualized giving goals.  We’ll use

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The Power of Communication for Nonprofits

Thirty years ago the typical nonprofit relied on the paper memo to communicate with their employees, and letters or cards for their constituents.  Twenty years ago email began to appear at least for internal communication, and ten years ago instant communication came on the scene.

Now we have a plethora of options, social media- Facebook, Twitter, LinkedIn, SnapChat, Instagram and Google Hangouts, message systems like “What’s App”, stand-alone message boards, imbedded message systems and yes we still can use email and postal mail. 

The challenge for nonprofits is to match the appropriate communication media with the intent and importance of

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Should You Have a Security Seal on Your Website

seals

AccuFund primarily concerns itself with security and fraud prevention in its accounting products and takes that responsibility seriously.  Separation of duties, auditability and control are all considered in the design of the system.


If you are a senior financial person in your organization you may be expected to think more broadly about security and fraud including your website and the safety of website donations with credit card information.  One way to give your donors confidence is to include a “Security or Trust Seal” on your website.  The seals available from WebTrust, Symantec/Norton, Comodo and other sources provide a level of

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Donated Licenses of Powerful Fundraising for Nonprofits

Your fundraising results are crucial to your mission. Development Directors that can put technology to work employing an easy-to-use and affordable fundraising system are going to see better results than those burdened with manual processes.

When looking for a new system there are two costs that go into your purchase – the cost of the software and the cost associated with implementing the software. AccuFund CRM software will require an implementation fee, but there is no cost for the software itself since it is available through the donated Enterprise Edition Licenses of the Force.com platform.

In addition to the savings,

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