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Mobile App for staff expenses
This is a rather practical question. Our staff have travel and office expenses paid personally to be reimbursed by our Foundation. Is there a reasonably priced Mobile App that you might suggest to capture and categorize the receipts to make things easier and less time consuming for our staff and bookkeeper?
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What techniques have you used to sound more assertive when doing cold calls with prospects?
Hello, I recently had great training regarding fundraising prospecting and cold calling. My background is programs and customer service and my feedback was that I sounded like a recording and I could be more commanding. I was giving energy that said "you can get rid of me." It was a great lesson because I realize I need a…
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COI Tracking in Csuite
Hello- We are wondering if anyone uses CSuite to track conflict of interest for boards and committee. We have been looking at using the Org Roles to identify conflicts AND easily export that information for meetings and 990 prep. Example: a profile would be connected to ABC Organization with the role type "COI- Board…
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What are best practices when establishing a new 501c3 funding arm for an existing nonprofit?
I'm working with a nonprofit in "Start-Up" mode that has actually been established for about ten years, but is now seeking new sources of funding (they were primarily funded by a single donor). Now that we've applied for a separate 501c3 as a "Friends Of (name of nonprofit)", what are our best practices for explaining this…
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What's the best lesson you learned this year?
I don't know about you, but I can hardly believe 2022 is coming to an end. I always view the New Year as a time to reflect and set new goals. As I look back, I am reflecting on the lessons learned last year and how I might use those to help me become my best self in 2023. Lesson 1: Quality means much more to me than…
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Looking for unique or favorite grant application questions...
Our LOIs and Applications are very similar from year to year. I am looking for some new questions that would help us learn more from the organizations. What questions would make the organizations stand out based on their potential answers? They could be very specific targeted questions or larger, big picture questions.…
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Cyber Security Awareness Month: Are your passwords L.U.C.?
It is week two of cyber security awareness month! Don’t reuse the same password across websites. If one of those sites gets compromised, hackers will try that password on other sites as well. No matter the account, all passwords should be created with these three words in mind: Long – At least 12 characters Use the longest…
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Cyber Security Awareness Month: Password tips!
It is week two of cyber security awareness month! Don’t reuse the same password across websites. If one of those sites gets compromised, hackers will try that password on other sites as well. No matter the account, all passwords should be created with these three words in mind: Long – At least 12 characters Use the longest…
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Texting service
Hi all, I am looking into a texting service to communicate with volunteers, share information about nonprofit events and fundraising. Does anyone use one that they like? Thanks!
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Do Other Sources of Funding Impact Your Grantmaking Decisions?
Hi, I work for a Community Foundation in Vero Beach, Florida and we have a quarterly grant cycle process. Throughout our county we have about six other funders (our local United Way and several philanthropic neighborhoods) who have annual grant cycle processes. Do you have a similar network of local funders? Do you…
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Travel Grants/Scholarships
Are any Foundations managing a scholarship process for travel grants/awards? We've been approached by someone who is interested in supporting individuals who desire to travel to other countries for work, educational opportunities, and/or cultural exchanges. We have awarded scholarships to high school students for mission…
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Amaze your Friends: Tech Tricks & Resources
Favorite Excel Keyboard Shortcuts: Shift+Space: Select an entire row Ctrl+Space: Select an entire column Ctrl+Shift+Plus: Insert a new row or column above or to the left of the selected row or column Ctrl+Minus: Delete the selected row or column Alt+Plus: Calculate the sum of selected cells Ctrl+9: Hide selected rows…
