Special Thanks

Donor management systems are a great way to streamline your development office processes and procedures. Generating gift acknowledgments is a great example. The ability to merge gift and demographic information into an email template or word processing document means your thank-yous are accurate and timely and on the way to your donors very soon after a gift arrives.

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Pitch the Spreadsheets: 7 Tips for selecting a Nonprofit CRM

You’ve been carefully tracking your donor’s data on meticulously organized Excel spreadsheets with military-like precision for years. They have become such an integral part of your job that you can’t fathom what you would do without these color-coded, alphabetically-organized, formulized rows and columns. Leaving your spreadsheets in the hands of someone else is enough to raise your stress level and your blood pressure. But the amount of data is getting overwhelming as your organization continues to grow and you realize that your tedious – yet cherished - methods are outdated.

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Donor management software proves beneficial for fundraisers

Keeping track of donor data, including past gifts, correspondence, event attendance and personal information, is one of the many tasks in a fundraiser’s job description. For organizations – big or small – it is often difficult to make sure that this information is organized, clean and able to be analyzed.

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Keep it Clean- Your database, that is

While everyone is busy making (and trying to keep) resolutions in the New Year, jump on the bandwagon and consider making one for your donor management system. Resolve today to get your data cleaned up and standardized so you’re ready for any mass mailing you might decide to do in the months ahead. And then make another resolution to keep it that way – by scheduling an NCOA update every quarter.

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Take a Detour: Making the most of ResultsPlus CRM shortcuts

Shortcuts can sure get a bum rap.  They’re too often associated with negative concepts like laziness, poor quality and undesirable outcomes. But I’m a fan, and I personally think they have some pretty important uses. (Example: that store-bought pie crust I used for my Thanksgiving Day offering last week.)

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Nonprofit Software Advice: Take it Digital

It may be hard to believe, but there are still plenty of organizations out there who are using “manual methods” to store and manage their fundraising information. They may be keeping lists on paper or in spreadsheets, but they apparently don’t have software that is specifically designed to manage donors and other information specific to nonprofits, according to the results of the ‘BuyerView 2014’ survey conducted by Software Advice, an organization that reviews and provides software-purchase advice throughout all sectors of the business community.

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