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18 January 2018

Before starting large fundraising projects

Before starting large fundraising projects, you’ll need to know how much money your organization is capable of raising and who might be interested in giving a major gift or serving as a campaign leader.

While large organizations pursuing large capital projects typically conduct feasibility studies, these initiatives are also critical for smaller organizations and smaller projects. 

Does your organization need to conduct a feasibility study before starting its next project? We’ll cover the following basics to help you decide.

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18 December 2017

Tips for Smooth Data Migration

Data is the lifeblood of any nonprofit organization. Although most organization would love to “set it and forget it,” sometimes data has to move. If you’re facing a data migration project—perhaps you’re changing systems and need to move the data from one to another—some key techniques can ease the process. Following best practices when performing data migration tasks can help you ensure that after the data finds its new home, it’s accurate, complete, and easy to access.

Assess Current and Future Needs

Data migration to a new platform is akin to moving house. Before migrating data over, objectively assess the fields and objects you’re using to ensure that they are appropriate to the current and future needs of your nonprofit's operations, processes, and reporting functions. If they are outdated and no longer useful, scuttle them, or adapt them to meet your organization's current needs.

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17 November 2017

4 Ways to Better Understand Constituents with CRM

Constituent relationship management (CRM) software is an incredible tool to help you better understand your constituents and reach them on a more personal level. By providing a holistic view of interactions, preferences and behaviors, you have the information you need to deliver targeted, customized experiences that will serve to strengthen your relationship with constituents.

Here are 4 ways to better understand your donors through CRM:

1. Giving History & Habits

If you are paying attention to a constituent’s giving history, you can develop appropriate and consistent interactions with them that make their journey with you a meaningful one.Since following up is critical to the donor experience, we’ll use that example. Whether a constituent donates $1,000 unexpectedly or sends $10 monthly via automatic payment, receiving a generic thank you message can make them feel disconnected. With a little customization (“your incredibly generous $1,000 donation will make a difference….” OR “we simply cannot express how much it means to us that you’ve committed to making a monthly contribution”), personalized thank-you notes feel more genuine and have a greater impact on a donor’s perception of your organization.

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15 October 2017

3 Ways To Increase Fundraising Results

How to stand out and show your cause is worthy of donors' time, attention, money

Nonprofits spend a lot of time raising money to fund their important programs. Of course a number of different ways are available to get the funding you need--applying for grants, soliciting major gifts from individuals or companies, and using direct mail to make an ask to a larger number of donors and non-donors.

Leveraging a direct mail campaign, like an annual fund appeal, allows an organization to make a case for the needed funds and multiple ways to donate. But the equation is not that simple. You are fighting against other organizations soliciting donations and shorter attention spans from your donors and prospects. How can you stand out and show that your cause is worthy of a donor’s time, attention, and money?

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