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
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
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
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
With the “back to school” season upon us, now is the perfect time to learn some techniques to fine-tune your portfolio for the upcoming campaign year. In this Water Cooler Chat, Ruthie Giles shared some of her best practices for profile management.
Will you be celebrating your fundraising success with fireworks? In this Water Cooler Chat, Greg Duke will share methods for developing reports that pinpoint where your fundraising successes and opportunities lie to better prepare you for your next campaign.
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.
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
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 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.