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[ASK AN EXPERT] How To Enter And Credit Donor Advised Fund Gifts In Your Database

Bloomerang

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., My boss says we only thank the administrator, because the donor has already been thanked for their gift and received a tax deduction. Plus, the donor wants to know you received the gift, and will put it to work as they intended.

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[ASK AN EXPERT] How To Document Legacy Gift Intent

Bloomerang

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., 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 ask questions like that? Have a question for our Fundraising Coach?

Gift 101
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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. Donor Database Management Essentials. It will establish rules, expectations for gift officer interactions, and coordinates activities amongst staff.

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[ASK AN EXPERT] If Donors Giving From Donor-Advised Funds Want Anonymity, How Do You Cultivate Them?

Bloomerang

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., Today’s question comes from a nonprofit employee who wants tips on how to connect with and cultivate Donor-Advised Fund (DAF) donors: Dear Charity Clairity, My boss thinks we should get more funding through DAFs. This is BIG.

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Five myths and misconceptions about Candid’s grant data

Candid

Myth 3: Candid’s databases are updated once a year. Additionally, although about 99% of Candid’s “transactions” data are traditional grants, we also capture information about a wide variety of transactions between donors and nonprofits, such as volunteer services, in-kind gifts, matching grants, and pledges.

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Phonathons: The Fundraiser’s Ultimate Guide & 15+ Top Tips

Double the Donation

One thing that phonathons have historically struggled with has been identifying donors who may be eligible for a matching gift from their employer?—and So how do you optimize matching gifts in your phonathons? Train callers on matching gifts. Include matching gifts in call scripts. Prepare for donor questions.

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Cracking into corporate giving

Candid

In-kind gifts are contributions by corporations of goods or services, other than cash grants. . To find corporate funders and details about their giving, use Foundation Directory , our searchable database of grantmakers. Have a question? What types of support do corporations give? . How do I find corporate funders? .

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