As the end of the fiscal year approaches, there’s always a need for some last-minute prospecting strategies to help meet your fundraising goals. Learn to identify prospects who may be willing to give and how to use RFM values to support year-end prospecting. Additionally, understand… Read More »Last-Minute Prospecting to Help Meet Your Fundraising Goal
The old saying “April showers bring May flowers” holds true in fundraising. Join us for this Water Cooler Chat as we discuss last-minute prospecting techniques to bring in last-minute gifts.
By Dr. Greg Duke During our Water Cooler Chat, I presented some powerful Excel techniques— Watch the replay video for tips on: Ranking prospects using =RANK.EQ(), Adding up gifts to a specific campaign or fund using =SUMIFs and related “ifs” functions, Bringing in fresh data from… Read More »More Excel Tricks for Fundraisers
March is normally a quiet time in fundraising, but June is coming up fast. Join Greg Duke to discover more ways to ease your administrivia load with Greg’s latest Excel tricks and tips.
In our February Water Cooler Chat, we were asked if it were possible to do a word cloud from contact reports using Excel because it’s a tool that is familiar and used often.Although it is possible, the process is clunky. Since Excel wasn’t built to… Read More »How to Create Word Clouds from Your Contact Reports Using Excel
In this session, we’ll show how to build a word cloud in Excel based on the content of your organization’s contact reports. You’ll find those keywords that relate to major gifts donors vs. those that defer or refuse the ask.
In the world of nonprofit data management, we work really hard to smart code all of our interactions with our audience so that we can successfully report on them. However, we work in a relationship industry and that often requires detailed explanation, which, translated to… Read More »Text Mining Is No Longer Intimidating
In colder locations, January starts the Travel to Florida season for our frontline staff. While you’re back at the office, take a look at some ideas to automate your tasks, update your frontline staff portfolios, and build alert systems to serve your internal clients.
Every moment of down time in fundraising is a gift. We often try to make up for low budgets by spending more time. However, at some point, we have to reduce the time that we spend on tasks in order to meet the increasing demands… Read More »7 Tips to Make the Rest of Your Fundraising Year Easier
As the tax year comes to a close, our organizations try to catch those last few gifts from donors. This week we discussed ideas on identifying possible re-asks and on modeling those who are likely to give at a certain time of year.