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[ASK AN EXPERT] How To Document Legacy Gift Intent

Bloomerang

Today’s question comes from a nonprofit employee who wants advice on how to talk to legacy givers as you document their legacy gift intent. . How do you go about asking for amounts and documenting it? For example, we want to document that he is a legacy giver, and we’d love to enter the amount as a pledge.

Gift 102
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4 Tips For Maintaining Your Nonprofit’s Databases

TechImpact

Database are extremely useful in simplifying business operations, communication, and workflow for both the for-profit sector and nonprofit sector. Nonprofits and charities use databases to manage donor, volunteer, and B2B profiles and aggregate data. But of course, a good database can go down-hill if it is not properly maintained.

Database 238
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Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program.

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Database 101: How to Improve Your Nonprofit Donor Database for Fundraising Success

Qgiv

Tricia Marsherall is the Founder & President of Marsherall Partners, LLC, a consulting firm specializing in nonprofit donor database management & operations support and virtual & traditional fundraising events. This makes it difficult to know where to start when you’d like to turn your database nightmare into a pleasant dream.

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5 Must-Have Productivity Software Products Nonprofits Need to Be Effective in 2021

Nonprofit Tech for Good

By Alan Tyson , CEO of DATABASICS – a software product that enables nonprofits to report, approve, and track employee hours, activities, and spending from anywhere, something that is especially important in an increasingly decentralized environment. 2) Online Document Sharing & Management. DATABASICS. Recommendation ?

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Training on your new database

Robert Weiner

A question was posted to a listserve for nonprofit techies looking for tips on training staff on a new database. The trainer needs to understand the database, present technical concepts clearly and without jargon, teach at the students' level, and be incredibly patient. Train end users on a sample database, not production data.

Database 166
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4 Reasons to Invest in Nonprofit Database Software

DNL OmniMedia

Juggling all of these tasks is where nonprofit database software comes in. Nonprofit database software solutions serve as your nonprofit’s hub of information and documentation, allowing your nonprofit to make data-driven decisions to improve operations while staying organized. . It can help make data-driven decisions.