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Key Insights from the 2024 Philanthropy Technology Survey
Key Insights from the 2024 Philanthropy Technology Survey

- November 20, 2024

In today’s rapidly evolving tech landscape, understanding the needs, challenges, and emerging trends in philanthropy is essential for successful grantmaking. This report reveals key trends and strategic opportunities.

Protected: Enhancing Inventory Visibility with Custom Measures in D365
Protected: Enhancing Inventory Visibility with Custom Measures in D365

- October 24, 2024

There is no excerpt because this is a protected post.

NetSuite 2024.2 Release: Hot Topics for Nonprofits
NetSuite 2024.2 Release: Hot Topics for Nonprofits

- August 12, 2024

The latest NetSuite 2024.2 release has arrived, bringing a host of new features and enhancements tailored to meet the unique...

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RSM Celebrates Outstanding Team Members with Microsoft Most Valuable Professional Awards

- July 11, 2024

                  RSM proudly announces the recognition of its exceptional team members through...

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New for Nonprofits – Automating Net Asset Release
New for Nonprofits – Automating Net Asset Release

- April 26, 2024

As a financial management platform suited to the unique needs of nonprofits, Sage Intacct has evolved from good to better....

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How well are companies navigating workforce balance?
How well are companies navigating workforce balance?

- April 2, 2024

HCM solution provider Dayforce surveyed 8,700+ global workers to find out  It is up to employers to discern whether the...

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Upcoming Nonprofit’s Events
Upcoming Nonprofit’s Events

- March 13, 2024

Upcoming Event: Explore the future of your board: Digital transformation and risk Join Directors & Boards’ executive publisher David Shaw...

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NetSuite Creating Custom Sublists and Common Sublists for Non Profit Clients
NetSuite Creating Custom Sublists and Common Sublists for Non Profit Clients

- February 29, 2024

Introduction One of the benefits of NetSuite’s unified data structure is the interconnectivity of data. NetSuite sublists can be utilized...

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NetSuite 2024.1 New Release – NetSuite Pay SuiteApp (version 1.0.0)
NetSuite 2024.1 New Release – NetSuite Pay SuiteApp (version 1.0.0)

- February 28, 2024

The latest NetSuite 2024.1 Release introduces upgrades aimed at empowering organizations to optimize their data management, bolster software security, and...

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Automated Cash Application
Automated Cash Application

- February 16, 2024

Month-end close is a stressful time for many of our clients, and simplifying that process is one of the many...

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NetSuite 2023.2 Quality Management SuiteApp Enhancements
NetSuite 2023.2 Quality Management SuiteApp Enhancements

- February 15, 2024

This blog is co-authored by Nikita Kumari and Brittany Quinlan. Effective quality management helps organizations meet regulatory and internal quality...

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Change on the Horizon: WORK Transactions Deprecated in D365 Finance & Supply Chain
Change on the Horizon: WORK Transactions Deprecated in D365 Finance & Supply Chain

- February 1, 2024

We want to ensure you know of an upcoming change to how inventory transactions associated with WORK/inventory movements within an...

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Unlocking Opportunities: RSM at the Nonprofit Innovation Hub
Unlocking Opportunities: RSM at the Nonprofit Innovation Hub

- January 16, 2024

Embark on a journey into innovation with RSM! We’re thrilled to sponsor the National Mentoring Summit, an exclusive gathering where...

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Microsoft Nonprofit Global Summit
Microsoft Nonprofit Global Summit

- December 20, 2023

Welcome to the heart of innovation! RSM is excited to participate in the Global Nonprofit Leaders Summit, an exclusive event...

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Is it time to migrate from your legacy ERP?
Is it time to migrate from your legacy ERP?

- December 7, 2023

Is it time to Migrate from your Legacy ERP? Signs to Migrate from an Old System include: Unsupported Technology The...

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RSM’s Nonprofit Relationship Management Practices – Activity Update
RSM’s Nonprofit Relationship Management Practices – Activity Update

- October 23, 2023

Giving back.  RSM’s Support of our nonprofit and association industry clients. 2023 has been a hectic year for RSM.  Here’s...

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Tracking Nonprofit Committed vs. Encumbered Costs in Sage Intacct
Tracking Nonprofit Committed vs. Encumbered Costs in Sage Intacct

- October 16, 2023

For nonprofits to make the biggest impact, comply with all funding requirements, and maintain a positive reputation, they must carefully...

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NetSuite Revenue Recognition with Grant Billing
NetSuite Revenue Recognition with Grant Billing

- September 7, 2023

Overview Many Nonprofit organizations leverage NetSuite’s Advanced Revenue Management (ARM) and Projects modules to automate monthly revenue recognition for Grant...

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NetSuite for Non-Profits: Releasing Funds from Restriction
NetSuite for Non-Profits: Releasing Funds from Restriction

- July 21, 2023

NetSuite’s SuiteSuccess package for Non-Profits allows users to release funds from restriction once sufficient expenses have been spent towards Revenue...

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Streamline your Systems to Up your Impact: Microsoft Tools for Nonprofits
Streamline your Systems to Up your Impact: Microsoft Tools for Nonprofits

- July 7, 2023

Thank you so much for joining our sessions! Please find the videos below! May 25th, 2023: A new approach to...

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Revolutionizing Non-Profit Fundraising: Harnessing AI for Hyper-Personalized Donor Outreach Introduction
Revolutionizing Non-Profit Fundraising: Harnessing AI for Hyper-Personalized Donor Outreach Introduction

- June 28, 2023

In the non-profit world, fundraising campaigns are vital in driving positive impact. However, creating compelling and personalized donor outreach content...

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A new approach to Fundraising – Microsoft Cloud for Nonprofit
A new approach to Fundraising – Microsoft Cloud for Nonprofit

- May 1, 2023

As the world becomes more interconnected and technology continues evolving, nonprofits constantly search for new and innovative ways to raise...

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Using Data to Better Tell Your Nonprofit’s Story: A Webcast Review
Using Data to Better Tell Your Nonprofit’s Story: A Webcast Review

- April 25, 2023

DDS (Data and Digital Services) Leadership recently presented a webcast for nonprofits, Using Data to Better tell your Nonprofit’s Story....

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Salesforce Person Accounts Overview
Salesforce Person Accounts Overview

- April 20, 2023

If you’ve been following the Salesforce Nonprofit Cloud news (Nonprofit Cloud), you know one of the significant changes between Nonprofit...

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Empowering Nonprofits: How Microsoft’s Cloud Solutions and RSM’s Advisors are Driving Digital Transformation
Empowering Nonprofits: How Microsoft’s Cloud Solutions and RSM’s Advisors are Driving Digital Transformation

- April 19, 2023

The nonprofit industry has undergone a significant digital transformation in recent years, with an estimated value of over $50 billion....

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Intro to Nonprofit Cloud
Intro to Nonprofit Cloud

- April 13, 2023

If you’re a Salesforce fan or just plugged into nonprofit tech, you have likely heard rumors about Salesforce’s change to...

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NetSuite Grant Allocation with Restricted Donations
NetSuite Grant Allocation with Restricted Donations

- April 12, 2023

Non-Profit organizations can utilize NetSuite to allocate donations with purpose or time restrictions. Purpose restricted donations can be strategically associated...

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RSM’s Nonprofit Relationship Management Practice
RSM’s Nonprofit Relationship Management Practice

- April 11, 2023

Expanding and strengthening our resources for the greater good. RSM has once again aligned industry resources and expertise to bring...

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How Sage Intacct Nonprofit Upgrades Decision-Making on Day One
How Sage Intacct Nonprofit Upgrades Decision-Making on Day One

- March 29, 2023

A recent survey highlights why reporting matters more important than ever for nonprofits of all shapes and sizes. The survey...

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Member Scoring Analytics for Not-For-Profit (NFP) Organizations
Member Scoring Analytics for Not-For-Profit (NFP) Organizations

- March 29, 2023

The RSM DDS Data Analytics team recently created Power BI reports that tracks Member Scoring Analytics for Not-For-Profit (NFP) organizations....

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Microsoft Catalyst: An Overview for Non-Profits
Microsoft Catalyst: An Overview for Non-Profits

- March 13, 2023

Microsoft Catalyst is a program designed to help non-profits with technology. The program provides non-profits access to Microsoft’s latest products...

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Actionable Member and Grants Insights Day 1
Actionable Member and Grants Insights Day 1

- March 9, 2023

As a not-for-profit organization, using data as an asset functionally is imperative for understanding the business and the metrics surrounding...

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Person-Centered Systems: Part 3
Person-Centered Systems: Part 3

- January 6, 2023

So what have we learned? First, in an increasingly decentralized world, where remote work has become more prevalent, it is...

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A Microsoft Packed Toolbox for Grants Organizations
A Microsoft Packed Toolbox for Grants Organizations

- January 6, 2023

If you have been following my series, “A Microsoft Packed Toolbox for Fundraising Organizations,” found here, you may have anticipated...

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Why Not-For-Profit Organizations are choosing Business Central
Why Not-For-Profit Organizations are choosing Business Central

- November 21, 2022

Not-For-Profit organizations have faced many challenges during this Covid-19 pandemic. Near the top of that list is how they can...

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Microsoft Dynamics GP with Nonprofits
Microsoft Dynamics GP with Nonprofits

- November 8, 2022

Microsoft Dynamics GP allows your nonprofit organization to manage more than just financial statements. With integrated financial management, project accounting,...

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Nonprofit – Benefits of Human Resources Outsourcing for Nonprofits
Nonprofit – Benefits of Human Resources Outsourcing for Nonprofits

- November 2, 2022

HRO: Helping Nonprofits Focus on Mission, rather than Administration Nonprofits often have limited financial and people resources, which can exacerbate...

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A Microsoft Packed Toolbox for Fundraising Organizations
A Microsoft Packed Toolbox for Fundraising Organizations

- October 31, 2022

A Microsoft Packed Toolbox for Fundraising Organizations “A Microsoft Packed Toolbox for Fundraising Organizations” – Part 4 Microsoft Power Apps...

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Actionable Fundraising & Engagement Insights
Actionable Fundraising & Engagement Insights

- September 29, 2022

Non-profits keeping up with the increased need for analytics to address member engagement, member retention, and more… Using data effectively...

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A Microsoft Packed Toolbox for Fundraising Organizations
A Microsoft Packed Toolbox for Fundraising Organizations

- June 21, 2022

Part 3: A Microsoft Packed Toolbox for Fundraising Organizations – Power BI Previous blogs in this series Part 1: Dynamics...

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In the spirit of the Yankees and Mets, two first place teams…
In the spirit of the Yankees and Mets, two first place teams…

- June 15, 2022

Here comes RSM!  Your first-choice advisors – we play to win. Meet the RSM Team: The RSM lineup is an...

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NFP Industry Event Highlights and Takeaways
NFP Industry Event Highlights and Takeaways

- May 4, 2022

As a subject matter expert in the not-for-profit (NFP) industry, attending industry specific events is critical. It gives the RSM...

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Volunteering with Fundraising and Engagement
Volunteering with Fundraising and Engagement

- April 12, 2022

A common challenge associations face is not having one common source of truth for all their incoming data. For instance,...

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Fundraising: Seize the (Awkward) Moment with Five Simple Steps
Fundraising: Seize the (Awkward) Moment with Five Simple Steps

- April 10, 2022

Nonprofit organizations are driven to success largely by two factors: individual passion and generous donations. Interestingly, although these two vital elements...

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Adapting nonprofits missions for digital strategies
Adapting nonprofits missions for digital strategies

- March 23, 2022

Nonprofits are being forced to look closely at their missions and adapting them to their current and future digital environment....

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A Microsoft Packed Toolbox for Fundraising Organizations
A Microsoft Packed Toolbox for Fundraising Organizations

- February 25, 2022

Part 2: Dynamics Marketing In part one of this blog series an overview was provided of RSM’s engagement with a...

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Tips on How to Integrate your Event Management Solution with your D365 Accounting System
Tips on How to Integrate your Event Management Solution with your D365 Accounting System

- February 16, 2022

Not-For-Profit organizations often face challenges retaining and engaging donors in a way that provides the capital necessary to successfully execute...

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Harnessing Digital Strategies to Break Down Nonprofit Silos
Harnessing Digital Strategies to Break Down Nonprofit Silos

- February 15, 2022

Modern nonprofits understand that cross-program initiatives are key to promote fundraising efforts, rally volunteers, and reach previously untouchable donor segments....

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Leveraging Technology and the Influencer Effect for Nonprofit Advancement
Leveraging Technology and the Influencer Effect for Nonprofit Advancement

- February 2, 2022

Nonprofit organizations play a pivotal role in the development of stronger, safer communities by providing crucial services that fortify socioeconomic...

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Data and Digital Opportunities for Nonprofits
Data and Digital Opportunities for Nonprofits

- January 25, 2022

 “What question do we want to ask that we cannot answer today? And what do we want to do with...

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Data Governance for NFP: Why You Need It & How To Get Started Today
Data Governance for NFP: Why You Need It & How To Get Started Today

- January 25, 2022

When searching through the abyss of the internet for “data governance”, it can be overwhelming. The questions come pouring out:...

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Person-Centered Systems: Part 2, Multi-channel Communications
Person-Centered Systems: Part 2, Multi-channel Communications

- December 29, 2021

Last week we discussed the idea of using a Person-Centered approach to designing your CRM system, and the benefits of...

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Person-Centered Systems: Part 1
Person-Centered Systems: Part 1

- December 22, 2021

As we continue to acclimate to the new normal of decentralized work, many find themselves running into the same familiar...

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Leveraging Technology and the Influencer Effect for Nonprofit Advancement
Leveraging Technology and the Influencer Effect for Nonprofit Advancement

- December 10, 2021

Nonprofit organizations play a pivotal role in the development of stronger, safer communities by providing crucial services that fortify socioeconomic...

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A Microsoft Packed Toolbox for Fundraising Organizations
A Microsoft Packed Toolbox for Fundraising Organizations

- December 10, 2021

Part 1: Dynamics Fundraising and Engagement Microsoft dynamics is a powerful tool used across all industries. The focus of this...

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Why Nonprofits Can’t – and Shouldn’t – Do it Alone
Why Nonprofits Can’t – and Shouldn’t – Do it Alone

- October 20, 2021

There is no denying that COVID-19 had an intense impact on nonprofits and the communities they serve. The Nonprofit Leadership...

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Changing the Way We Think About Nonprofit
Changing the Way We Think About Nonprofit

- October 12, 2021

As a young professional going through training at a RSM, I was introduced to the variety of industries the company...

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Pandemic Obstacles, Technology Opportunities
Pandemic Obstacles, Technology Opportunities

- October 5, 2021

It is no news that this past year’s pandemic has challenged companies to reimagine how they go about their daily...

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Your super user is leaving, now what?
Your super user is leaving, now what?

- June 7, 2021

There is a reason organizations ask for two weeks’ notice. When a key resource decides to leave an organization, a...

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