Is it taking you a long time to find donor information and therefore missing opportunities? Do you want to streamline the management of your contacts, and track donations easily? If yes, then you need a CRM – a Customer Relationship Management software. What Exactly Is a CRM? A CRM or Customer Relationship Management is a …
They say that being organized is key to being productive. With your business slowly expanding, your stored data also increases – making it harder to pull up information if data is not well-managed and organized. What exactly is Data Organization? The practice of categorizing and classifying data in order to make it more usable is …
The holidays are basically synonymous with giving. So it’s no wonder that the Christmas season is the busiest time of the year for organizations and their fundraisers. People come up with a lot of creative ways to raise funds and spread the holiday spirit. Here are a few tips to push your Holiday fundraising a …
5 tips for Fundraising Success during the Holidays Read More »
It’s that time of year and here’s a great article from Network for Good on planning your year-end campaign. Step 1:Â Set a goal so you know where you’re going. Step 2:Â Figure out how you’re going to get there (hint: tell a great story). Steps 3-7:Â Map out the details. Plan Your Year-End Campaign in 7 Steps …
Non-Profit Tips: Plan Your Year-End Campaign in 7 Steps Read More »
You can associate a transaction (donation/sale) to another contact as a soft-credit. Â This is useful for example when a donation is coming through an employee matching grant and you need to record the donation as coming from the employer of your donor, but you also want to record that same donation in your donor’s record …
