Understanding the distinction between services and opportunities in your NonprofitCore site is vital to ensuring your data is imported accurately and you are utilizing the software correctly. Depending on the system that you are migrating from, these terms may have had a different meaning in the past.
Services
Services are used as a way to define a nonprofit’s functional programs for reporting purposes. Services can be broken down into two groups: program services and supporting services. Additionally, budgets can be created based on program or supporting services.
- Program Services - A way to group revenue and expenses according to the nonprofit’s mission. Program services are specific to your organization.
- Examples of program services include:
- Childcare and After School Programs
- Health Services
- Foodbank
- Senior Services
- Examples of program services include:
- Supporting Services - A way to group revenue and expenses that aid management and general (administrative) and fund development needed to support the nonprofit. Supporting services are consistent and cannot be added or changed.
- The two types of supporting services that exist in NonprofitCore are:
- Management & General
- Fund Development
- The two types of supporting services that exist in NonprofitCore are:
If you are migrating from Quickbooks to NonprofitCore, what is referred to as “classes” in Quickbooks are likely “program services” in NonprofitCore.
Opportunities
Opportunities are a source of potential revenue and can be used to track specific strategies. The functionality that exists within NonprofitCore allows for a substantial amount of opportunity planning and management. Within an opportunity, you can add notes and tasks, assign users and profiles, and view the associated revenue and expenses. You can also track an opportunity's status, due date, and amount.
See below for a list of examples of what would be considered an opportunity in your NonprofitCore site:
- Grants
- Events - such as a silent auction, a fundraising event, galas, etc.
- Volunteer Recruitment
- Annual Appeals