Top Questions to Ask Your CRM Data Conversion Testing Partner
Data conversion is an opportunity to transform your data to make your organization more efficient, and to help you gain and leverage your fundraising insights. Why simply convert your data, when you can transform it?
Organizational Readiness: The five Cs
Let our five Cs of organizational readiness guide your team's conversation at the next planning meeting.
10 Ways to Prepare for the New School Year
Is it ever too early to start getting ready for the next school year? Not for Higher Ed Advancement professionals! Before you know it, Labor Day will be in the rear view window, new students will be filling up the classrooms, and the academic year will be in full swing. Our advice? Make use of the lazy days of summer to prepare for the fast-moving fall by taking on one or more of our 10 Ways to Prepare for the New School Year.
Individuals vs. Households and How to Use Them
In order to use Household records effectively, an organization must decide what information belongs put on the Household itself and what belongs at the individual level.
Segmentation and Targeting: Don’t Use One without the Other
Grouping donors into categories based on shared characteristics is called segmentation. But—here’s the important thing—segmentation needs targeting to be most effective.
Your Resource Guide to System Selection
Want to know how to get the CRM you've always wanted? Start here.
Advancement Services is More Than Gift Processing
The biggest piece of the Advancement Services pie is gift processing, receipting, and donor acknowledgment. But there is so much more to the job that we can't forget...
Relationship Mapping in Fundraising
Capacity + Inclination = Your New Donor Prospect, right? You may be missing one piece of the equation.