The summer is often a time for fundraising organizations to review their strengths and weaknesses, and to improve their tools, for the upcoming fiscal year. One of the most popular targets for this improvement is the organization’s database, as the database affects all aspects of… Read More »Three Principles for a Practical Data Audit
Year-end fundraising is always a frenzy. In this Water Cooler Chat, our special guest Maya Gasuk, Managing Partner at West Wind Consulting, shares some best practices for making sure that your year-end annual giving program.
Nonprofits are continuously combing through various lists of constituents in order to find those who will be the right prospects for a particular initiative. They may be looking for those who can make a certain sized gift, those who can give to a particular… Read More »Proactive Prospecting: Prioritizing Prospects by Removing an Internal Bias
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
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.
