Donor Ratings
Donor ratings or scores are used by education, healthcare, and nonprofit organizations to evaluate and categorize their donors based on...
Cheat Sheets
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Cheat Sheet 10 questions to include in your CRM RFP
With the technological advancements in the last decade, it’s become more appealing to update or change CRM systems if your...
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Cheat Sheet Foundation Research
While individuals make up the largest group of donors, foundations also present fantastic opportunities for other nonprofits like yours. Why?...
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Cheat Sheet Planned Giving
Planned gifts have wide-reaching effects, not only for your organization but for your dedicated donors as well. If you’re looking...
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Cheat Sheet Live Profiles
So what is the modern way to wealth screen? Live Profiles. Live Profiles are donor profiles that are always up-to-date....
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Cheat Sheet Capital Campaign
Looking for guidance on how to successfully execute your next capital campaign? Look no further! Whether you’re a seasoned campaign...
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Cheat Sheet Moves Management
Taking a prospect from an unknown individual, foundation, or company to a consistent and committed long-term donor can be a...