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Tools I use: basic workflow

Zen and the Art of Nonprofit Technology

I use Canned Responses to provide HTML signatures when needed, and also forward all of my mail to gmail, then send out mail as other identities. (I’ve For sharing files, as well as providing solid file backup, I use Dropbox (it even works on Linux!). It works for multiple projects. I love the collaboration features.

Tools 175
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The Ideal Year-End Fundraising Campaign Timeline

CauseVox

Even if you don’t follow a definitive fundraising calendar, it’s still vital to come up with a year-end fundraising plan—and stick to it. Spreadsheets and shared files (such as on Google Docs or Dropbox) are phenomenal ways to keep everyone on the same page. Delegate Tasks: Once you set your goal and plan, it’s time to delegate.

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Email in the Cloud: A Google Apps Case Study

Tech Soup

Google Apps is a cloud system that can manage your organization's email, calendar, documents and sites. IT staff set up an automatic backup of each employee's Outlook file to their server every night, to ensure that nothing was lost. Since each file was quite large, a lot of space was required to store it all.

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ROI for a donor database

Robert Weiner

The current software does not interface with our current/new technical environment (MS-Exchange and Office, or Google g-mail, calendar, docs, etc.). This is an area of new or expanded emphasis for us. We cannot interface with other desired applications. We need better tools for reporting, analysis, and business intelligence.

Database 181
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How Can Google’s G Suite Help my Nonprofit Thrive?

Twenti - Digital Marketing For Nonprofits

G Suite is Google’s collection of business apps like Gmail, Google Docs and Google Drive. As you can all work on projects at once with Google Docs, and easily share information through the various apps, it will become easier than ever to work efficiently as a team. Keep information and files secure. Google Calendar.

Help 40
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[VIDEO] How to Talk about Legacy Giving Without Seeming Creepy

Bloomerang

You want to make a note of this in your file, on your calendar, some kind of system that you have. ” It’s clever, it’s simple, and they can put it on an inexpensive item that’s easy to mail. And one thing that, you know, you might want to mail to is loyal volunteers. There are new services now.

Video 129
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[VIDEO] Demystifying the Grants Lifecycle: Grant Seeking Lessons and Pro-tips from the Field

Bloomerang

We recommend that you use something like Word or Google Docs to set up a template that you can then use for drafting the application. Now, some of you who work in very small organizations might think it isn’t necessary to draft your application in a separate file, especially if maybe you’re the only person involved with grants.

Grant 74