Year-end fundraising always proves to be a busy season for nonprofits. And as nonprofits juggle staffing shortages and recession fears, it is critical that your organization has an efficient and robust process for creating reports that will enhance your chances of getting much-needed funding.
Brooklyn Community Services (BCS) recently joined a webinar co-hosted by Social Solutions and Nonprofit PRO on Aug. 24 to discuss how case management software has enabled the organization to complete reports in just a few clicks of a mouse.
A nonprofit that operates more than 50 programs across more than 20 sites in Brooklyn, New York, BCS began implementing Social Solutions’ Apricot software in 2020. BCS’ programs are spread across four divisions: education and youth development; family, community building, and workforce development; health, housing, and homelessness solutions; and services for people living with disabilities. Since adopting Apricot, the nonprofit has transformed its reporting capabilities and its communications across its many divisions and services.
Within the organization, BCS has reported smoother communications and data sharing among staff members.
One feature of Apricot that BCS shared its excitement about when first implementing the software was its referral feature. Before Apricot, BCS noted that it was difficult to determine how many individuals were being served across its agency with a high level of confidence. The organization’s previous data management system required staffers to create a new profile for individuals for each program they were a part of. Whereas, in Apricot, nonprofits can assign a single individual profile to any program those participants are involved in. BCS has now been able to track improvements in its referrals.
Compiling reports was also a significant pain point at BCS before it adopted Apricot. In the past, the program director manually tallied services or pulled data together from multiple case worker spreadsheets over the span of a month or more in the reporting period. This took them countless hours and days to tally all that information and submit reports.
At the click of a button in their Apricot portal, the program director and other staff members can now pull a report in a format that meets the requirements of an existing or potential funder.
Creating robust reports that funders want to see is critical in boosting your fundraising efforts. In early 2022, Social Solutions replicated a 2017 survey of hundreds of foundations, charitable trusts, and corporate giving programs across the U.S. The goal was to provide nonprofits insights into what they need to communicate to funders in order to secure more money.
From 2017 to 2022, we have seen a marked increase in the preference for digitization and data-based reporting. Previously, when funders were asked what reporting format they preferred, they said they wanted to see impact stories, paper, and spreadsheets. Now, funders primarily want to see a digital portal or dashboard. While some still want to see spreadsheets and impact stories, our survey shows that digital formatting is becoming the preferred format.
Social Solution’s Apricot software makes it easy for your nonprofit to meet these new, preferred formatting needs when creating reports for funders. In moments, you can create dynamic, beautiful digital reports for potential and current funders.
When it comes to the content of those reports, we have discovered that funders primarily want to see program outcomes when looking at nonprofits’ reporting. Smart software like Apricot allows organizations to organize and analyze their data in a centralized place. This means that at any time, staff members can log in and see every data point across every program.
Your program directors juggle a lot, even without the added burden of year-end fundraising. Social Solutions’ easy-to-use Apricot software not only ensures their time is spent well, but it also improves your nonprofit’s chances of securing the funding needed to continue serving your community. Get a demo today.
|_biz_flagsA||1 year||A Cloudflare cookie set to record users’ settings as well as for authentication and analytics.|
|_biz_pendingA||1 year||A Cloudflare cookie set to record users’ settings as well as for authentication and analytics.|
|_biz_sid||30 minutes||This cookie is set by Bizible, to store the user's session id.|
|ARRAffinity||session||ARRAffinity cookie is set by Azure app service, and allows the service to choose the right instance established by a user to deliver subsequent requests made by that user.|
|ARRAffinitySameSite||session||This cookie is set by Windows Azure cloud, and is used for load balancing to make sure the visitor page requests are routed to the same server in any browsing session.|
|BIGipServerab09web-nginx-app_https||session||This cookie is associated with a computer network load balancer by the website host to ensure requests are routed to the correct endpoint and required sessions are managed.|
|cookielawinfo-checbox-analytics||11 months||This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".|
|cookielawinfo-checbox-functional||11 months||The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".|
|cookielawinfo-checbox-others||11 months||This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.|
|cookielawinfo-checkbox-advertisement||1 year||Set by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Advertisement" category .|
|cookielawinfo-checkbox-necessary||11 months||This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".|
|cookielawinfo-checkbox-performance||11 months||This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".|
|CookieLawInfoConsent||1 year||Records the default button state of the corresponding category & the status of CCPA. It works only in coordination with the primary cookie.|
|__atuvc||1 year 1 month||AddThis sets this cookie to ensure that the updated count is seen when one shares a page and returns to it, before the share count cache is updated.|
|__atuvs||30 minutes||AddThis sets this cookie to ensure that the updated count is seen when one shares a page and returns to it, before the share count cache is updated.|
|__cf_bm||30 minutes||This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.|
|_biz_nA||1 year||This cookie, set by Bizible, is a sequence number that Bizible includes for all requests, for internal diagnostics purposes.|
|_biz_uid||1 year||This cookie is set by Bizible, to store user id on the current domain.|
|bcookie||1 year||LinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser ID.|
|lang||session||LinkedIn sets this cookie to remember a user's language setting.|
|lidc||1 day||LinkedIn sets the lidc cookie to facilitate data center selection.|
|UserMatchHistory||1 month||LinkedIn sets this cookie for LinkedIn Ads ID syncing.|
|_gaexp||2 months 10 days 10 hours||Google Analytics installs this cookie to determine a user's inclusion in an experiment and the expiry of experiments a user has been included in.|
|_uetsid||1 day||Bing Ads sets this cookie to engage with a user that has previously visited the website.|
|_uetvid||1 year 24 days||Bing Ads sets this cookie to engage with a user that has previously visited the website.|
|SRM_B||1 year 24 days||Used by Microsoft Advertising as a unique ID for visitors.|
|_BUID||1 year||This cookie, set by Bizible, is a universal user id to identify the same user across multiple clients’ domains.|
|_ga||2 years||The _ga cookie, installed by Google Analytics, calculates visitor, session and campaign data and also keeps track of site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognize unique visitors.|
|_ga_33YSH1JFFW||2 years||This cookie is installed by Google Analytics.|
|_gcl_au||3 months||Provided by Google Tag Manager to experiment advertisement efficiency of websites using their services.|
|_gd_session||4 hours||This cookie is used for collecting information on users visit to the website. It collects data such as total number of visits, average time spent on the website and the pages loaded.|
|_gd_visitor||2 years||This cookie is used for collecting information on the users visit such as number of visits, average time spent on the website and the pages loaded for displaying targeted ads.|
|_gid||1 day||Installed by Google Analytics, _gid cookie stores information on how visitors use a website, while also creating an analytics report of the website's performance. Some of the data that are collected include the number of visitors, their source, and the pages they visit anonymously.|
|_hjAbsoluteSessionInProgress||30 minutes||Hotjar sets this cookie to detect the first pageview session of a user. This is a True/False flag set by the cookie.|
|_hjFirstSeen||30 minutes||Hotjar sets this cookie to identify a new user’s first session. It stores a true/false value, indicating whether it was the first time Hotjar saw this user.|
|_hjIncludedInPageviewSample||2 minutes||Hotjar sets this cookie to know whether a user is included in the data sampling defined by the site's pageview limit.|
|_hjIncludedInSessionSample||2 minutes||Hotjar sets this cookie to know whether a user is included in the data sampling defined by the site's daily session limit.|
|_hjTLDTest||session||To determine the most generic cookie path that has to be used instead of the page hostname, Hotjar sets the _hjTLDTest cookie to store different URL substring alternatives until it fails.|
|at-rand||never||AddThis sets this cookie to track page visits, sources of traffic and share counts.|
|CONSENT||2 years||YouTube sets this cookie via embedded youtube-videos and registers anonymous statistical data.|
|undefined||never||Wistia sets this cookie to collect data on visitor interaction with the website's video-content, to make the website's video-content more relevant for the visitor.|
|uvc||1 year 1 month||Set by addthis.com to determine the usage of addthis.com service.|
|_fbp||3 months||This cookie is set by Facebook to display advertisements when either on Facebook or on a digital platform powered by Facebook advertising, after visiting the website.|
|_mkto_trk||2 years||This cookie, provided by Marketo, has information (such as a unique user ID) that is used to track the user's site usage. The cookies set by Marketo are readable only by Marketo.|
|ANONCHK||10 minutes||The ANONCHK cookie, set by Bing, is used to store a user's session ID and also verify the clicks from ads on the Bing search engine. The cookie helps in reporting and personalization as well.|
|fr||3 months||Facebook sets this cookie to show relevant advertisements to users by tracking user behaviour across the web, on sites that have Facebook pixel or Facebook social plugin.|
|loc||1 year 1 month||AddThis sets this geolocation cookie to help understand the location of users who share the information.|
|MUID||1 year 24 days||Bing sets this cookie to recognize unique web browsers visiting Microsoft sites. This cookie is used for advertising, site analytics, and other operations.|
|test_cookie||15 minutes||The test_cookie is set by doubleclick.net and is used to determine if the user's browser supports cookies.|
|VISITOR_INFO1_LIVE||5 months 27 days||A cookie set by YouTube to measure bandwidth that determines whether the user gets the new or old player interface.|
|YSC||session||YSC cookie is set by Youtube and is used to track the views of embedded videos on Youtube pages.|
|yt-remote-connected-devices||never||YouTube sets this cookie to store the video preferences of the user using embedded YouTube video.|
|yt-remote-device-id||never||YouTube sets this cookie to store the video preferences of the user using embedded YouTube video.|
|_an_uid||7 days||No description available.|
|_clck||1 year||No description|
|_clsk||1 day||No description|
|_dc_gtm_UA-718299-1||1 minute||No description|
|_hjSession_2602456||30 minutes||No description|
|_hjSessionUser_2602456||1 year||No description|
|6suuid||2 years||No description available.|
|AnalyticsSyncHistory||1 month||No description|
|CLID||1 year||No description|
|d-a8e6||1 year||No description available.|
|dpi_test||1 day||No description|
|dpi_utmOrigVals||5 months 27 days||No description|
|intercom-id-rbb6qelf||8 months 26 days 1 hour||No description|
|intercom-session-rbb6qelf||7 days||No description|
|li_gc||5 months 27 days||No description|
|loglevel||never||No description available.|
|referrer||session||No description available.|
|s-9da4||15 minutes||No description available.|
|SM||session||No description available.|
|xtc||1 year 1 month||No description|