Regardless of when your organizations’ fiscal year ends, your donors operate on a ‘fiscal’ year that ends on December 31st. We know that because that’s what the IRS tells us. And since donors often behave in predictable ways based on the calendar (e.g. giving surges in December), it makes sense for you to use the January-December timeframe for analysis and reporting – regardless of what your accounting year is.Read More
Regardless of where your organization is in terms of your fiscal year, you can’t ignore the fact that the calendar year is quickly coming to a close. And even if your fiscal year doesn’t end for another 6 months, you might consider that yourdonors’ fiscal year – the one determined by the IRS – ends on December 31st.Read More
We’re nearing the end of summer, which generally causes some predictable things to happen here at Metafile. Our support team tends to get busier as our customers return to a ‘normal’ office routine. Summer vacations wind down, new school years are prepared for, and employees on reduced summer schedules are back in the office full-time.Read More
You may have received an email this week about some exciting news for our company. Metafile is preparing to move to a brand new location – a beautiful new building of our own after 20 plus years of leasing space in various locations in Minnesota and New Jersey.Read More
Memorial Day – the official start of summer. For schools, it’s the start of those precious 2-3 months when all the planning gets done. Often it’s a time when people take vacations or are just not as available as they are at other times of the year. And for many, it’s the slowest time of the year in terms of donor activity.
In my January 20th post I committed to sharing items from a ‘Wish List’ - things I wished I would have known when I was an active ResultsPlus database user. Well it’s time for wish number three, and no one was more surprised than me that I never took advantage of some very basic functionality in ResultsPlus: the calendar.Read More
I've recently been getting communications from an organization of which I've been a member for a number of years. And I've been getting communications regarding my lack of renewal, which prompted me to go online and renew. The reason I'm mentioning this is because it reminded me of a number of things that I like when it comes to communications from my favorite organizations-especially in regard to lapsed donor/renewal communications. Each of these things can be managed/made easier with CRM software. If you're a ResultsPlus user and don't know how, please give us a call!Read More