Create or Update a Donations Dashboard
This video walks through what data you need and how to fill out the dashboard.
April 29, 2022
Courses
Topics
Individual Lessons
Regular Non-Profit Filings
1099s – 1/31 990s – May 15th Year-end statements – by 1/31 Annual state filing – Usually around April Annual state charitable registrations for solicitation
February 1, 2022
November 6, 2021
Quality Assurance (QA) Process
We use a Quality Assurance Process in all major steps of our work. Please review the various steps below to ensure we are creating the best content for our clients.
November 6, 2021
Team Leads: Assigning Website Tasks
Accordus can build or maintain websites for clients. Our preferred website building system is Squarespace. We can also build in WordPress or other platforms such
November 6, 2021
Constant Contact: Overview
This is another email sending platform that is popular and used to send mass communications for clients. There are no limitations to the number of
November 6, 2021
Client Selfie Videos
How to do the video: see walk-through here Set the camera on something (not someone holding it). Camera should be at chest-height. Camera should be
November 6, 2021
Adding AccordusTeam to New Client MailChimp Account
Mailchimp is Accordus’ preferred email sender. Most clients are located under our “AccordusTeam” login. Some clients have their own login that we share. If
November 6, 2021
Klenty
We use this system to send “direct emails” that look like they are coming personally from the client. This should be set up by the
November 6, 2021
Accordus Team Calendar
Because you have an Accordus email, you have access to our shared calendar automatically. However, you MUST still add the [email protected] shared calendar to be
November 6, 2021