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Fundraising Analytics & Reporting

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: Where to Focus Your Attention During the Frenzy of Year End for Fundraising Success

Water Cooler Chat Replay: Where to Focus Your Attention During the Frenzy of Year End for Fundraising Success

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.

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

Thoughts on Annual Campaign Kickoffs

It’s October so your annual campaign is already in gear. However, after the rush of printing and stuffing, or segmenting and emailing, you may have a short time to review your strategy. Here are some thoughts that I have after having run a successful annual… Read More »Thoughts on Annual Campaign Kickoffs