Resources

Getting to Know Convio Products

We really like nonprofit software. We know it well. What can we say — we’re techies. That’s why we’ve created these resources to help you get to know your Convio products better.

Accounting Reconciliation in Common Ground

Reconciliation with accounting is a business process that many fundraising staff think would be best solved with "one-button" integration. Yet, full integration between development and accounting databases is rarely the best solution for dealing with this essential task. This guide helps Common Ground administrators design efficient accounting reconciliation business processes and effectively communicate financial information to their accounting counterparts.

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Acknowledgement and Stewardship in Common Ground

This guide discusses the foundations of good acknowledgment practices and leads you through the development of your own acknowledgment letter structure. It also outlines the "golden rules" of good donor stewardship and explains how you can develop your own stewardship plan to take your program to the next level. Throughout the guide, you'll find examples of ways to use Common Ground to support your acknowledgment and stewardship practices.

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Data Hygiene and Duplicate Management Best Practices in Common Ground

Duplicate records and records with little useful information take up space and can cost your organization time and money. This guide is intended for system administrators who are struggling with duplicate management or are wondering if their system has a data quality problem. It will teach you how to bring clean data into your Convio Common Ground system, how to merge duplicates that are already in the system, and how to assess the quality of your data.

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Financial Coding in Common Ground

A streamlined set of codes provides the structure for efficient gift entry. They're the key to measuring success and tracking progress to goal. Thinking about your fundraising goals and patterns will help you create the best financial code structure for your needs. And, a well thought-out structure will allow you to take advantage of native output tools, minimizing the need for reporting workarounds and manual procedures. This document includes our recommendations for financial coding best practices.

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Gift Entry Business Processes in Common Ground

The setup and usage of financial codes is only one side of making the best use of Common Ground. It is equally important to have well-designed business processes that will efficiently and accurately capture gift information. This document discusses our recommendations for gift entry best practices.

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