Organizations recognize the value and benefits of developing training plans and delivery on the software system. When done properly, training can make employees more efficient—increasing proficiencies, productivity, and morale, while decreasing costs. But creating effective training isn’t easy.

Organizations often struggle to fully understand the distinctions between gift processing and finance roles and responsibilities. While these departments are sometimes viewed as one, they serve different but complementary purposes. Outlining the goals, priorities, processes, and needs of each department can help build a more cohesive and collaborative relationship.

Data governance committees can be a valuable resource in developing policies and procedures for effective data management and communication of the organization’s data standards. BWF reviews the components of a data governance committee and advises on how to establish one successfully.

One critical but often overlooked aspect in achieving a successful fundraising program is the relationship and interaction between gift officers and operations staff. While gift officers interact directly with donors and strive to build lasting relationships to garner support for the organization’s mission, operations staff are the gatekeepers of valuable data and ensure proper processes for data accuracy.

Donor-advised funds represent an important and growing fundraising opportunity. But what happens once a donor-advised fund transaction comes through a nonprofit organization’s door? Here are some best practices.

Storing large quantities of data is no longer a technological challenge. With the widespread adoption of fundraising analytics and the next generation of scoring systems on the horizon, the impulse is for organizations to store everything.