NEW: Rearrange Form and Survey Items with “Drag and Drop”

You can now use “drag and drop” to rearrange the order of items on a registration or form or survey! In case you’re not familiar with drag and drop, here’s how to move an item on a form or survey page:

  1. On the form or survey page, position the mouse over the item you want to move. The cursor will change to a crossbar, and a dotted line will appear around the item.
  2. Hold down the mouse button to “grab” the item.
  3. With the mouse button held down, drag the item you’re moving to the new location. To place the item you’re moving (Item A) before another item (Item B), move Item A “on top” of Item B. As you begin to drag, the cursor will change to a pointer with the outline of rectangle beneath it.
  4. Let go of the mouse button. Item A will now be located in front of Item B.

In this example, we’ll move Item A in front of Item B. First, hold down the mouse button over the item you want to move (Item A ). The cursor will change to a crossbar, which indicates that you can drag the item to a new location.

As you move an item, the cursor changes to an arrow with the outline of a rectangle. Drag the item you’re moving (Item A) on top of the item that you want it to appear in front of (Item B).

When you release the mouse, Item A will appear before Item B. 

Reporting Webinars Available Online!

Videos of the following reporting webinars are available online:

Upcoming Webinars for Membership Reports, Financial Reports and More!

There are three more webinars in our reporting webinar series. Sign up today!


Understanding Membership Reports and Tailoring Them to Your Needs

Audience: All organizations that use the Membership Management module
Description: This webinar explains the reports available in the Membership Management module and how to modify them to meet your needs.
Date: Tuesday, March 24, 2015
Time: 4 PM Eastern/1 PM Pacific
Registerhttps://attendee.gotowebinar.com/register/8262587255769655810

Understanding Financial Reports and Tailoring Them to Your Needs

Audience: All organizations
Description: This webinar explains the financial reports that are available and how to modify them to meet your needs.
Date: Thursday, March 26, 2015
Time: 2 PM Eastern/11 AM Pacific
Registerhttps://attendee.gotowebinar.com/register/4923370442213965570

Additional Reports and Reporting Features

Audience: All organizations
Description: This webinar explains additional reports such as Registrations by Zip Code report and the Daily Registrations reports, and how to modify them to meet your needs.
Date: Wednesday, April 1, 2015
Time: 2 PM Eastern/11 AM Pacific
Registerhttps://attendee.gotowebinar.com/register/1175826895939482626

WEBINAR SERIES: Understanding and Customizing Doubleknot Reports

The response to Thursday’s reporting webinar was so positive that we’ve developed a continuing series of webinars about Doubleknot’s reporting features. Sign up for any or all of these webinars to learn how to get exactly the data you need. If you miss a webinar, the video will be posted online (the video from the first webinar will be available soon). The upcoming webinars are:

Understanding Program Reports and Tailoring Them to Your Needs

Audience: All organizations that use the Programs module
Description: This webinar explains the reports available in the Programs module and how to modify them to meet your needs.
Date: Tuesday, March 17, 2015
Time: 4 PM Eastern/1 PM Pacific
Registerhttps://attendee.gotowebinar.com/register/6441065924451671041

Understanding Reservations & Facilities Reports and Tailoring Them to Your Needs

Audience: All organizations that use the Facilities module
Description: This webinar explains the reports available in the Facilities module and how to modify them to meet your needs.
Date: Thursday, March 19, 2015
Time: 2 PM Eastern/11 AM Pacific
Registerhttps://attendee.gotowebinar.com/register/1903955381689882882

Understanding Membership Reports and Tailoring Them to Your Needs

Audience: All organizations that use the Membership Management module
Description: This webinar explains the reports available in the Membership Management module and how to modify them to meet your needs.
Date: Tuesday, March 24, 2015
Time: 4 PM Eastern/1 PM Pacific
Registerhttps://attendee.gotowebinar.com/register/8262587255769655810

Understanding Financial Reports and Tailoring Them to Your Needs

Audience: All organizations
Description: This webinar explains the financial reports that are available and how to modify them to meet your needs.
Date: Thursday, March 26, 2015
Time: 2 PM Eastern/11 AM Pacific
Registerhttps://attendee.gotowebinar.com/register/4923370442213965570

Additional Reports and Reporting Features

Audience: All organizations
Description: This webinar explains additional reports such as Registrations by Zip Code report and the Daily Registrations reports, and how to modify them to meet your needs.
Date: Wednesday, April 1, 2015
Time: 2 PM Eastern/11 AM Pacific
Registerhttps://attendee.gotowebinar.com/register/1175826895939482626

Double Your Donations with Matching Gifts

If you’re not asking your donors whether their employer offers matching gifts, you may be leaving thousands of dollars on the table. About 65 percent of all Fortune 500 companies and many smaller companies match their employees’ gifts to nonprofits, but many of these programs have unclaimed funds at the end of each year because employees don’t report their donations to eligible nonprofits. In fact, GreatNonprofits.org estimates that as much as $10 billion in workplace matching funds are unclaimed each year. Here are the general steps to start taking advantage of corporate matching funds programs:

  • Learn about the employee matching gifts programs offered by the major employers in your area. Check the “About” section of the company’s web site, and look for links to corporate giving, corporate responsibility, social responsibility, citizenship, etc. If a site-wide search is available, try “matching donations” or “matching gifts.”
  • Ask for the necessary information on your donation forms! For example, if you’re using the integrated checkout donation request to ask for a donation with every purchase, add fields on the form to identify donors whose companies match gifts (as well as a link that opens in a separate browser window to a list of companies offering matching gifts).
  • Most matching gift programs require the donor to submit an online or paper form to their employer documenting the donation, and require the nonprofit recipient to register and request the funds. Find out the gift policies of the major employers in your area, and make sure that you have all the information you need to make it easy for your donors to follow through with the matching gift.
  • Remember to follow up! When you write your thank-you letter, mention how much you and your organization appreciate their participation in their employer matching gifts program. Because you researched how to obtain funds from major employers in the area, you can provide the donor with all the information they need (such as additional receipts, paper forms or links to onine forms, and instructions for submitting to their employer) to follow through on the matched gift. Because following through on an employer match can require additional effort, be sure to thank the donor for their time and explain how the match increases their gift’s impact.

Tracking matching funds does require additional time and effort, but failing to take advantage of employer programs literally leaves money on the table.

Check It Out: Free Monthly Writing Prompts Make It Easier to Create Fresh Content

If one of the hats you wear at your organization includes creating content—for newsletters, appeals, blogs and/or social media— you might occasionally find yourself in front of a blank screen wondering what to write about. If that’s the case, check out the Nonprofit Marketing Guide’s free monthly writing prompts for nonprofits!

Every month, Kivi Leroux Miller and her team send an email with at least ten writing prompts and ideas for the following month (for example, the March email contained writing prompts for April). The suggestions include:

  • Upcoming calendar events (for example, April includes National Volunteer’s Week, International Children’s Book Day, Take Our Sons and Daughters to Work Day, among many others)
  • A metaphor for the month with ideas for how to incorporate the metaphor into your writing (April’s metaphor is gardening and landscapes)
  • A list of pop culture events and news
  • A suggested source to find additional inspiration for your content

You can sign up for the free writing prompts email at http://kivilm.com/prompts.