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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

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

How to Create Word Clouds from Your Contact Reports Using Excel

​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