Microsoft Making Strides with Nonprofit CRM Strategy

Microsoft is starting to make strides with nonprofit CRM strategy. As I wrote in April 2018 after the Nonprofit Technology Conference in New Orleans, Microsoft indicated it wants to support the nonprofit sector in an entirely different way. One year later, Microsoft is still acting on that vision. What is happening at Microsoft today is a radical change from decades of simply donating licenses to nonprofits. New CEO Satya Nadella is Microsoft has not been afraid to tear up the old Microsoft playbook and work in new ways. One of those new ways is the formation of their Tech for Social Impact team.

Spotlight

NH Center for Nonprofits

The NH Center for Nonprofits is a 501(c)(3) nonprofit, statewide association dedicated to providing programs and resources that support nonprofit organizational capacity building and to partnering with sector leaders, businesses, and the broader community to elevate the visibility and status of the nonprofit sector.

OTHER ARTICLES
Nonprofit Management

Non-Profits Cannot Afford to Ignore These Business Practices

Article | July 20, 2022

While not-for-profit organizations have different missions and objectives than for-profit businesses, both need the appropriate management team and operational procedures to operate and develop. Unfortunately, maintaining good business processes can be problematic in the not-for-profit sector due to funding, staffing, and management resource limitations, which prevent companies from attaining their full potential. Through this article, you can learn about business tactics that would help build a strong foundation and structure for your non-profit organization to reach its full potential. Management and Board Supervision Management and its governing board must understand their roles, responsibilities, and authority. The rules, processes, and board training materials of the not-for-profit should formally reflect this knowledge. Board members need to be trained and made aware of their duties. Depending on the size of the organization and the backgrounds of its board members, the training's regularity and formality will probably change. CPA firms and other organizations offer resources and instruction on good board procedures. The training should include organization-specific topics, including the entity's programs, activities, mission and philosophy, strategy, finances, and the board's relationships with the organization and its employees. Management of Finance and Cash Flow For any firm, having strong finances is essential. The majority of not-for-profit organizations create annual budgets, but many fail to take into account setting up operating reserves or keeping track of and anticipating unrestricted net assets and cash flows. A formal operational reserve policy that outlines guidelines for how and when the reserves can be used as well as how they are funded should exist and be authorized by the board. Implementing Technology Investment in IT ought to be included in the overall strategy. For not-for-profit organizations, there are numerous options for systems and software, including cloud-based resources, in areas including general accounting, donor administration, record retention, and management reporting. Monthly-fee subscriptions could offer hosting, better functionality at a reduced price, and little IT support. The market for cloud-based services has improved in recent years, offering higher quality at significantly lower prices. In addition, many cloud service providers give discounts to not-for-profit organizations. Adhering to these above-mentioned business tactics would undoubtedly help your non-profit organization be structurally sound with a solid foundation. However, to develop a value proposition and new revenue sources, leadership must be able to view a not-for-profit company differently.

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Nonprofit Management

How Nonprofits Can and Should Approach Machine Learning and AI

Article | July 14, 2022

Nonprofits can learn a lot about technology, operations, and more from companies in the for-profit sector. One technology that has been gaining popularity among c-level executives is machine learning and its contributions to modern Artificial Intelligence (AI). Since true AI — the ability for computers to process unstructured data, form conclusions, and take action — is not yet on the horizon of possibilities, machine learning models have become synonymous with AI.

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Nonprofit Management

Marketing Your Nonprofit Organization in 4 Simple Steps

Article | July 12, 2022

It's not difficult to learn how to market your non-profit. Organizations can take a lot of simple steps to get in front of their target audience, inform the public, and win more people on board for their cause. These four stages will help kickstart marketing initiatives and put them on the right track to achieving their company's objectives. The non-profit is missing out on critical chances if its only marketing efforts are to organize an annual benefit event and periodically update its website. For a non-profit to expand and remain active, consistent marketing is just as important as for 'for-profit' enterprises. Without public awareness, even the greatest charitable group will be unable to accomplish anything. To properly carry out its objective, a non-profit needs strong ties with funders, volunteers, the media, and even governmental bodies. In order to retain relationships, attract regular donations, and keep an organization's activities in the public view, continual marketing initiatives are necessary. However, there are still stages that every employee can help with to establish a marketing plan, even if the non-profit doesn't have the funds for a professional marketing team. Choose the Target Market A non-profit must identify its target audience and the actions it wants them to adapt before it can take any steps to advertise its organization. Organizations can adjust their marketing initiatives to reach their target audience and motivate them to act once they are aware of who they are and where to find them. For example, they might find it helpful to look into firms that are comparable to their own to discover how they sell to the same demographic. Set Measurable Objectives Organizations can't determine whether their non-profit marketing is successful without knowing their goals. They are better equipped to assess what is working and what needs to change when they have quantifiable goals. After establishing their objectives, they should plan with their team how they'll gauge their success in achieving them. Curate Marketing Materials Marketing materials are necessary for non-profits whenever they engage with the public. These materials should be customized for their group, exhibit their achievements, offerings, and core principles, and provide information on how to get involved or donate. Build a Database Once the promotional strategies are ready, it's time to put them to use. But before they accomplish that, organizations must create a database of present and potential members. Organizations can use databases to categorize their audience into different groups depending on things like whether or not they've donated in the past, their economic level, or whether they prefer to be reached through email or physical mail. While deploying these above-mentioned steps, non-profit organizations can effectively boost their marketing capabilities that would, in return, aid in achieving their organizational goals.

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Nonprofit Management

7 Reasons to Invest in a Volunteer Program

Article | May 20, 2022

Volunteers are the lifeblood of any nonprofit. Your services, fundraising campaigns, and even day-to-day operations of your nonprofit can depend on volunteers. An estimated 30 percent of Americans or 77.9 million people reported they volunteered for an organization or association.” AmeriCorps published survey So, if people want to volunteer, the key to garner willing volunteers is to: Communicate your needs Share your “why” Make it easy While all nonprofits know they need volunteers, investing time and energy into building a program can naturally fall by the wayside. As you look to recruit and retain volunteers, a best practice is to put a strategic volunteer program in place. You may be asking, “What’s the benefit to me, the nonprofit?” Let’s dive into it! First, let’s start with the basics — what are the top reasons to invest in a volunteer program? We’ve got you covered. A dynamic volunteer program: Creates ambassadors for your mission. Volunteers spread the word in your community and increase your community engagement. They can advocate for you with their friends, family, and local and state legislatures. Provide your volunteers with messaging so they can share their “why” on social media and by word of mouth. One pro tip shared by Points of Light is to provide a digital badge to add to your volunteer leaders’ email signatures. Develops new funding sources. The line between a volunteer and donor should be fluid, not separate. A 2014 study by Fidelity Charitable found that 83% of volunteers report supporting the same nonprofits with their donations. Don’t silo your volunteers and your donors! Reduces your operating costs. According to the Independent Sector, the value of a volunteer hour was estimated at $28.54 in 2020. Since payroll is often the largest expense for a nonprofit, volunteers provide essential support to your cause with minimal costs to you. Increases the quantity and quality of your programs and services. It’s a win-win situation for professional development and your lengthy project list! That list will be met by an eager, talented volunteer, and your volunteer will improve their professional skills at the same time. Maximizes your limited staff resources. We’re sure there’s been a few items on your wish list that you’d love to check off if you had more resources, like being open on holidays or offering more services to your community. Volunteers can fill in those gaps! Maybe they are looking for ways to give back over a holiday, or they may have the connections to develop a new service opportunity for you. Increases your diversity and brings in new ideas. Although your nonprofit may always strive to diversify or get out of the “we’ve always done it this way” rut, you may not meet the potential of those goals with your staff. Volunteers can provide unique perspectives, different experiences, and even that spark of excitement that comes with a new idea. Minimizes volunteer turnover.Just like staff onboarding, volunteer onboarding takes time and money. If you recruit and onboard well with easy-to-access opportunity matching, training, and tracking mechanisms in place, your volunteers will be well on their way to a successful experience. Build on that by learning more about your volunteers’ interests and skills, and they will feel seen and appreciated. An upfront investment will pay off in years of dedicated service. Are you convinced? If so, it’s time to take the next step of how to start putting a volunteer program into place. Then you can scale your volunteering as your nonprofit grows! Here are our 5 fundraiser-approved steps to developing a bullet-proof volunteer program. Step 1: Quantify your current volunteer impact. Gather data on number of volunteers, hours and skills contributed. Measure the return on investment (ROI) including your program cost and total estimated volunteer value (# of volunteer hours x est. volunteer wage per hour). You can even take it a step further and consider the monetary savings to the community when volunteers provide the service or in-kind donation versus a private provider (e.g. number of children tutored or trees planted). Step 2: Educate your staff and board on the benefits of volunteering. Share your ROI and other data with your executive team and board and garner to get them on board. Recruiting, onboarding, engaging, and retaining your volunteer base will be much smoother when you have their support. Step 3: Purchase or build a volunteer management software system. Track volunteer hours, record your volunteers’ information, and create reports. Your software/tracking system should include a personalized volunteer dashboard where they can track their hours and volunteer services provided, demonstrating to them their impact in real-time. Step 4: Develop a plan for recruitment, training, and growth opportunities for your volunteers. Share the plan with your current volunteer leaders and solicit their feedback before rolling out to the community. Step 5: Make the case for even more investment in your program next year. Give insight into how your efforts to recruit, engage, and retain volunteers positively impact your mission and your bottom line.

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Spotlight

NH Center for Nonprofits

The NH Center for Nonprofits is a 501(c)(3) nonprofit, statewide association dedicated to providing programs and resources that support nonprofit organizational capacity building and to partnering with sector leaders, businesses, and the broader community to elevate the visibility and status of the nonprofit sector.

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Fundraising, Nonprofit Management, Philanthropy

The National Geographic Society Breaks Fundraising Record with $122.8 Million in New Commitments

PR Newswire | January 25, 2024

Today, the National Geographic Society announced its largest fundraising year in its 136-year history with $122.8 million in new commitments for 2023 the Society's third record-breaking year in a row. Contributions came from individuals, corporations and foundations to support the nonprofit's mission work, including the transformation of its Base Camp in Washington, D.C., global community of National Geographic Explorers and portfolio of impactful programs. The Society invests 100 percent of donor contributions into the organization's programmatic priorities to strengthen its mission of illuminating and protecting the wonder of our world. Donors and partners fuel the Society's ability to leverage scientific research, exploration, education and unparalleled storytelling to spark curiosity in hundreds of millions of people to learn about and care for our planet. These philanthropic investments accelerate the Society's sustainable business model and build a culture of philanthropy, key to the organization's five-year strategic plan, NG Next. This achievement underscores our community's belief in our mission and vision for the future," said CEO Jill Tiefenthaler. "The dedication of our donors is instrumental to funding the extraordinary National Geographic Explorers who are driving positive change for our planet and its people. Thank you to all those helping us support our Explorers, transform our Base Camp, and achieve our mission and global impact. Last year, the Society launched its newly formed Principal Donors Society, the highest designation for lifetime giving, which recognizes individuals, corporations and foundations who have championed the nonprofit through cumulative philanthropic support of $1 million or more for pivotal priorities and impact areas. The second annual Principal Donors Society induction ceremony and celebration will take place on February 7, 2024 in Los Angeles, California. "We are most grateful for the unprecedented generosity of our donors that this year's giving reflects, as it clearly demonstrates the growing global support of the National Geographic Society's mission to illuminate and protect the wonderful of our world," said the Society's Board Chair Jean Case. 2023 fiscal year fundraising highlights include: Secured the largest commitment in the Society's history from long-time partner, Rolex $122.8 million in overall new commitments, a 4% increase from the previous record-breaking fiscal year ($117.9M) 81 new commitments of $100,000 or above, a 16% increase over 2022 16 new commitments at $1 million or above $13.2 million raised through Annual Giving & Membership, a 13% increase over 2022 100% participation by the Board of Trustees 100% participation by the Society's Senior Leadership team Increased membership in the Hubbard Council (annual donors of $50,000 or more) by 30% Launched the Principal Donors Society in January 2023, recognizing donors of lifetime giving of $1M or more to the Society, with 65 donors; adding an additional 11 donors during 2023 "We accomplished this tremendous fundraising year thanks to our loyal, global network of industry and thought leaders who are personally dedicated to the Society's success," said Chief Advancement Officer Kara Ramirez Mullins. "It's encouraging to see real investment in, and momentum for, the Society's key priorities like the Base Camp renovation project. We have a bold vision for the future and the time to invest in the Society is now!"

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Nonprofit Management, Nonprofit Technology, Social Movements and Community

AnitaB.org Launches Executive Peer Groups Program to Shape Future of Tech Leadership

PR News | January 31, 2024

AnitaB.org has launched a distinctive opportunity aimed at fostering the advancement and success of women and non-binary leaders in technology: AnitaB.org Peer Groups for Executives (APG). Designed specifically for current and aspiring CEOs, the inaugural executive program extends beyond traditional professional development offerings. It's one of many ways the organization is furthering its mission of creating a more diverse and equitable tech ecosystem. AnitaB.org is honored to facilitate the inaugural executive peer groups," said Brenda Darden Wilkerson, President and CEO of AnitaB.org. "I have personally participated in a CEO peer group, and the experience was transformational. I gained hard skills, confidence, and an expanded network. I think about how much more powerful it would have been if the group was curated to women leaders in tech, with the open space to explore how intersectional identities create additional challenges to leadership, especially in a changing tech environment. We created AnitaB.org Peer Groups for Executives for just this reason. Data indicates that a big factor holding women back from moving into the most senior positions is a lack of confidence and training. Peer groups are a proven and powerful tool for advancement but are often imbalanced with men seeking participation more than women. APG for Executives is a new and unique opportunity specifically for executive women in tech who seek advancement and access to connection, support, and a proven curriculum for success in the C-Suite. With only 11% of tech CEO and senior-level leadership positions being held by women, if the gender imbalance continues in CEO-level trainings, this gap in representation in the industry will continue. This is important because when more women ascend to executive positions, organizations hire more equitably across intersectional gender identities — another key goal of the program. To promote a safe and empowering learning environment where women and non-binary technologists are seen and heard, the program features thoughtfully curated peer groups, consisting of 8-12 members each, led by an expert group chair. The selection and vetting process reinforces the integrity of the program, ensuring that participants are qualified, committed to engagement, and bring diverse perspectives and experiences. This intentional approach is the foundation for building a vibrant and inclusive APG community where members can participate in meaningful discussions, exchange ideas, and benefit from the collective wisdom of their peers. The program will kick off with a two-day, world-class, CEO-level training at an idyllic 150-acre ranch and retreat near Austin, Texas. Designed as an immersive experience, the retreat will delve into the unique challenges women and non-binary tech executives face, seamlessly progressing into conversations on the practical leadership tools needed to succeed in the high-pressure CEO position. Post-retreat, the program continues with monthly virtual and quarterly in-person group sessions for a year, fostering a continuous environment for executive-level learning, collaborative problem-solving, and strategic decision-making. Each participant will also gain exclusive access to one-on-one monthly coaching sessions with Angela Tucci, a longtime tech executive serving as the inaugural APG Leader. Tucci added, "Throughout my career as a C-Suite executive in tech, I have navigated and understand the challenges women in the industry often face in such roles. It requires specific skill sets and resilience to succeed, and that's what APG will offer. It's important for me to foster and support the upcoming community of women executives who will shape our tech ecosystem for the future.

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Fundraising, Nonprofit Management

Charlotte Community Health Clinic Opens the Dave Cathcart Pediatric Clinic in Partnership with Thompson Child & Family Focus

PR News | January 30, 2024

In partnership with Thompson Child & Family Focus (Thompson), Charlotte Community Health Clinic (CCHC) announces the January 30, 2024 grand opening of the Dave Cathcart Pediatric Clinic, named after the long-serving volunteer and Board member who passed away in 2022. The clinic will offer comprehensive pediatric care, including well and sick child visits, acute care services, dental services, immunizations, and behavioral health integration. With this new location at the Dave Cathcart Pediatric Clinic, we uphold our vision of a healthy community where all individuals, regardless of their ability to pay, have access to comprehensive, coordinated, affordable, and quality health care," said CCHC CEO Carolyn Allison. This new CCHC location is the result of a convergence of three main factors – the people, the place, and the project funding. Initially, the introduction of CEOs led to a relationship between the two agencies who serve similar populations of youth and families receiving Medicaid or are under-insured. Then came the discussion of the existing Thompson location in Grier Heights that could accommodate the clinic space needed and fill an unmet need for pediatric care in the area. Finally, CCHC received Health Resources and Services Administration funding focused on capital projects for community health centers – the investment needed to renovate and upfit the space donated by Thompson.When CCHC approached us to collaborate – we could foresee the benefits this partnership would bring to the youth in this community. Integrating physical health care services to our main hub for community mental health services is a triple win, stated Thompson President/CEO Will Jones. "It's a win for those we serve who need physical health care, a win for CCHC's patients who need mental health care, and a win for the Thompson mission to strengthen children, families, and communities. The Dave Cathcart Pediatric Clinic is located at 769 N. Wendover Road, Suite A, Charlotte, NC 28211.

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Fundraising, Nonprofit Management, Philanthropy

The National Geographic Society Breaks Fundraising Record with $122.8 Million in New Commitments

PR Newswire | January 25, 2024

Today, the National Geographic Society announced its largest fundraising year in its 136-year history with $122.8 million in new commitments for 2023 the Society's third record-breaking year in a row. Contributions came from individuals, corporations and foundations to support the nonprofit's mission work, including the transformation of its Base Camp in Washington, D.C., global community of National Geographic Explorers and portfolio of impactful programs. The Society invests 100 percent of donor contributions into the organization's programmatic priorities to strengthen its mission of illuminating and protecting the wonder of our world. Donors and partners fuel the Society's ability to leverage scientific research, exploration, education and unparalleled storytelling to spark curiosity in hundreds of millions of people to learn about and care for our planet. These philanthropic investments accelerate the Society's sustainable business model and build a culture of philanthropy, key to the organization's five-year strategic plan, NG Next. This achievement underscores our community's belief in our mission and vision for the future," said CEO Jill Tiefenthaler. "The dedication of our donors is instrumental to funding the extraordinary National Geographic Explorers who are driving positive change for our planet and its people. Thank you to all those helping us support our Explorers, transform our Base Camp, and achieve our mission and global impact. Last year, the Society launched its newly formed Principal Donors Society, the highest designation for lifetime giving, which recognizes individuals, corporations and foundations who have championed the nonprofit through cumulative philanthropic support of $1 million or more for pivotal priorities and impact areas. The second annual Principal Donors Society induction ceremony and celebration will take place on February 7, 2024 in Los Angeles, California. "We are most grateful for the unprecedented generosity of our donors that this year's giving reflects, as it clearly demonstrates the growing global support of the National Geographic Society's mission to illuminate and protect the wonderful of our world," said the Society's Board Chair Jean Case. 2023 fiscal year fundraising highlights include: Secured the largest commitment in the Society's history from long-time partner, Rolex $122.8 million in overall new commitments, a 4% increase from the previous record-breaking fiscal year ($117.9M) 81 new commitments of $100,000 or above, a 16% increase over 2022 16 new commitments at $1 million or above $13.2 million raised through Annual Giving & Membership, a 13% increase over 2022 100% participation by the Board of Trustees 100% participation by the Society's Senior Leadership team Increased membership in the Hubbard Council (annual donors of $50,000 or more) by 30% Launched the Principal Donors Society in January 2023, recognizing donors of lifetime giving of $1M or more to the Society, with 65 donors; adding an additional 11 donors during 2023 "We accomplished this tremendous fundraising year thanks to our loyal, global network of industry and thought leaders who are personally dedicated to the Society's success," said Chief Advancement Officer Kara Ramirez Mullins. "It's encouraging to see real investment in, and momentum for, the Society's key priorities like the Base Camp renovation project. We have a bold vision for the future and the time to invest in the Society is now!"

Read More

Nonprofit Management, Nonprofit Technology, Social Movements and Community

AnitaB.org Launches Executive Peer Groups Program to Shape Future of Tech Leadership

PR News | January 31, 2024

AnitaB.org has launched a distinctive opportunity aimed at fostering the advancement and success of women and non-binary leaders in technology: AnitaB.org Peer Groups for Executives (APG). Designed specifically for current and aspiring CEOs, the inaugural executive program extends beyond traditional professional development offerings. It's one of many ways the organization is furthering its mission of creating a more diverse and equitable tech ecosystem. AnitaB.org is honored to facilitate the inaugural executive peer groups," said Brenda Darden Wilkerson, President and CEO of AnitaB.org. "I have personally participated in a CEO peer group, and the experience was transformational. I gained hard skills, confidence, and an expanded network. I think about how much more powerful it would have been if the group was curated to women leaders in tech, with the open space to explore how intersectional identities create additional challenges to leadership, especially in a changing tech environment. We created AnitaB.org Peer Groups for Executives for just this reason. Data indicates that a big factor holding women back from moving into the most senior positions is a lack of confidence and training. Peer groups are a proven and powerful tool for advancement but are often imbalanced with men seeking participation more than women. APG for Executives is a new and unique opportunity specifically for executive women in tech who seek advancement and access to connection, support, and a proven curriculum for success in the C-Suite. With only 11% of tech CEO and senior-level leadership positions being held by women, if the gender imbalance continues in CEO-level trainings, this gap in representation in the industry will continue. This is important because when more women ascend to executive positions, organizations hire more equitably across intersectional gender identities — another key goal of the program. To promote a safe and empowering learning environment where women and non-binary technologists are seen and heard, the program features thoughtfully curated peer groups, consisting of 8-12 members each, led by an expert group chair. The selection and vetting process reinforces the integrity of the program, ensuring that participants are qualified, committed to engagement, and bring diverse perspectives and experiences. This intentional approach is the foundation for building a vibrant and inclusive APG community where members can participate in meaningful discussions, exchange ideas, and benefit from the collective wisdom of their peers. The program will kick off with a two-day, world-class, CEO-level training at an idyllic 150-acre ranch and retreat near Austin, Texas. Designed as an immersive experience, the retreat will delve into the unique challenges women and non-binary tech executives face, seamlessly progressing into conversations on the practical leadership tools needed to succeed in the high-pressure CEO position. Post-retreat, the program continues with monthly virtual and quarterly in-person group sessions for a year, fostering a continuous environment for executive-level learning, collaborative problem-solving, and strategic decision-making. Each participant will also gain exclusive access to one-on-one monthly coaching sessions with Angela Tucci, a longtime tech executive serving as the inaugural APG Leader. Tucci added, "Throughout my career as a C-Suite executive in tech, I have navigated and understand the challenges women in the industry often face in such roles. It requires specific skill sets and resilience to succeed, and that's what APG will offer. It's important for me to foster and support the upcoming community of women executives who will shape our tech ecosystem for the future.

Read More

Fundraising, Nonprofit Management

Charlotte Community Health Clinic Opens the Dave Cathcart Pediatric Clinic in Partnership with Thompson Child & Family Focus

PR News | January 30, 2024

In partnership with Thompson Child & Family Focus (Thompson), Charlotte Community Health Clinic (CCHC) announces the January 30, 2024 grand opening of the Dave Cathcart Pediatric Clinic, named after the long-serving volunteer and Board member who passed away in 2022. The clinic will offer comprehensive pediatric care, including well and sick child visits, acute care services, dental services, immunizations, and behavioral health integration. With this new location at the Dave Cathcart Pediatric Clinic, we uphold our vision of a healthy community where all individuals, regardless of their ability to pay, have access to comprehensive, coordinated, affordable, and quality health care," said CCHC CEO Carolyn Allison. This new CCHC location is the result of a convergence of three main factors – the people, the place, and the project funding. Initially, the introduction of CEOs led to a relationship between the two agencies who serve similar populations of youth and families receiving Medicaid or are under-insured. Then came the discussion of the existing Thompson location in Grier Heights that could accommodate the clinic space needed and fill an unmet need for pediatric care in the area. Finally, CCHC received Health Resources and Services Administration funding focused on capital projects for community health centers – the investment needed to renovate and upfit the space donated by Thompson.When CCHC approached us to collaborate – we could foresee the benefits this partnership would bring to the youth in this community. Integrating physical health care services to our main hub for community mental health services is a triple win, stated Thompson President/CEO Will Jones. "It's a win for those we serve who need physical health care, a win for CCHC's patients who need mental health care, and a win for the Thompson mission to strengthen children, families, and communities. The Dave Cathcart Pediatric Clinic is located at 769 N. Wendover Road, Suite A, Charlotte, NC 28211.

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