Skip to content

Redefining Major Donor Identification with the Power of Velocity

In the fast-paced world of fundraising, identifying potential donors can often feel like searching for a needle in a haystack. But what if I told you there’s a way to spot the needle without having to rummage through the haystack? This is where ‘velocity’ comes… Read More »Redefining Major Donor Identification with the Power of Velocity

Hibernating while Working: Methods to Stay on Task with Your Prospect Management

Hibernating while Working: Methods to Stay on Task with Your Prospect Management

As we approach the holiday season, it can be easy to get swept up in the festivities and lose focus on our professional goals. But with the right methods and strategies, you can stay on task with your prospect management even while hibernating at home.… Read More »Hibernating while Working: Methods to Stay on Task with Your Prospect Management

Feast on Effective Prospect Management Techniques

Feast on Effective Prospect Management Techniques

In November, we gather to feast and celebrate abundance. In this Water Cooler Chat, we discussed effective ways to manage prospects during the holiday season. We provided tips for staying organized, prioritizing your outreach, and maintaining positive relationships. Watch now for our practical advice on… Read More »Feast on Effective Prospect Management Techniques

Managing Your Prospects During the Holiday Season

Managing Your Prospects During the Holiday Season

​The holiday season is not only a time for joy and celebration but also an opportunity to effectively manage your prospects and continue your outreach efforts. Balancing the festive spirit with your prospecting goals can be challenging, but with the right strategies, you can make… Read More »Managing Your Prospects During the Holiday Season

From Scary to Savvy: How to Clean Your Data for Better Decision Making

From Scary to Savvy: How to Clean Your Data for Better Decision Making

In this Water Cooler Chat, we explore how to keep your data clean so that it’s ready for analysis. We discuss auditing techniques and best practices for ensuring that your data is accurate and up-to-date. We provide practical tips for improving your data analysis skills… Read More »From Scary to Savvy: How to Clean Your Data for Better Decision Making

Optimize Strategic Decisions by Maximizing Your Data’s Potential

Optimize Strategic Decisions by Maximizing Your Data’s Potential

​Liz Rejman, Principal of Liz Rejman + Co. lead this Water Cooler Chat on how to optimize your organization’s data by understanding the data life cycle. The chat will covered ideas such as developing a data governance policy, selecting data, onboarding data, performance management, and… Read More »Optimize Strategic Decisions by Maximizing Your Data’s Potential

Mapping Out Your Fiscal Year Begins with Preparing Your Portfolios

Mapping Out Your Fiscal Year Begins with Preparing Your Portfolios

​Know Where You Are Going When I was a kid, my dad loved to get us all in the car on a beautiful summer day and go for a drive. This was back in the days before cell phones, so there was no GPS to… Read More »Mapping Out Your Fiscal Year Begins with Preparing Your Portfolios

Water Cooler Chat Replay: Proactive Prospecting That Supports End of Year Fundraising

Water Cooler Chat Replay: Proactive Prospecting That Supports End of Year Fundraising

​What kind of prospecting can you do to get the maximum benefit at the end of the calendar year? Join us at May’s Water Cooler Chat, where our special guest Jen Filla will be joining the discussion. Jen will present a few ways to help… Read More »Water Cooler Chat Replay: Proactive Prospecting That Supports End of Year Fundraising