Connection Cafe

MARCH 12, 2018

This process represents a fast, reliable way to uncover summary wealth insight for large patient populations. If my provider ran a wealth screening on me post-treatment, it would have basic insight—like a summary of my publicly available assets and a few other things. Let’s start with a little about wealth screenings.

Model 25

Model Organization Summary Facilitation 25

Connection Cafe

FEBRUARY 9, 2011

You can check out the presentation by flipping through the slides below or read a full summary of the panel, including how to access your donors from these sites, by checking out my guest post on Kivi's Nonprofit Communications Blog. Can you leverage existing content?

New York City 44

New York City Convio New York Summary 44

Connection Cafe

MARCH 12, 2011

Randy Moss , co-author of The Future of Nonprofits: Innovate and Thrive in the Digital Age , gave Convio the two-minute summary of his SxSW session on innovation in nonprofits. You need a culture and structure that will actually encourage innovation and creativity. Watch it here and forget that old warning of "don't try this at home."

Austin 31

Austin Convio Summary Structure 31

Connection Cafe

JULY 9, 2013

After the Stakeholder Discovery, it’s important to provide a summary of what you learn to make sure you’ve captured everything and to help solidify the consensus building across all stakeholders. I also find that creating slides forces me to synthesize what I learned into really tangible direction for the next steps of the project.

Design 34

Design Process Web Summary 34

Connection Cafe

OCTOBER 13, 2014

She kept doing this until we had reduced our summaries to 100 words; 100 words to summarize 100 pages. She then asked us to summarize that reading assignment into 1,000 words. When we turned in our assignments, she handed them back and told us to edit them to 500 words. The point of this exercise?

Communication 41

Communication Fundraising New York Test 41

Connection Cafe

MARCH 25, 2020

In summary, please don’t make the decision for the donor, ever. During this time, less emphasis should be on acquisition. All attention should be on retention. To that end, 49% say giving is part of my values or my family’s values. Another reason to focus on donors you know now. Your communications must be authentic and caring.

Donor 28

Donor Giving Hunger Gift 28

Connection Cafe

NOVEMBER 2, 2020

If you were unable to attend the conference, we hope you can use the summary below to inspire thoughtful conversations at your institution and help in your planning for the new year. . . departments across campus, including advancement, marketing, financial aid, academic leadership and more,?from?private

Virtual 28

Virtual Blackbaud Award Wisconsin 28

Connection Cafe

MAY 27, 2016

Project budget in summary form. Proposed project in short, narrative format. Needs to be addressed or problems to be solved in narrative format. Relationship to larger projects or past projects. Keywords for research: geographic focus; areas of interest; target population; and types of support.

Grant 35

Grant Proposal Green Strategy 35

Connection Cafe

FEBRUARY 26, 2021

After presenting H&I with a complete report of the project, including both raw data for each campaign and a summary of our recommendations, H&I can take those lessons and continue to run the campaigns to generate even more awareness and, eventually, donations.

Social Media 27

Social Media Research Media Social 27

Connection Cafe

NOVEMBER 26, 2019

you can still use the summary below?to?inspire?meaningful The session topics covered, like learning about the innovations being delivered in Blackbaud CRM, are invaluable to Clemson and enrich our strategy throughout the year.” . – Larissa Riggins Kelly, S enior D irector of A dvancement S ervices, Clemson University .

South Carolina 38

South Carolina Georgia Blackbaud Education 38

Connection Cafe

OCTOBER 23, 2014

The 5 ways to tap Giving USA data for year-round success: Go beyond the helpful, free executive summary The Giving Institute provides on its website , and secure a copy of the full report. Giving USA – the report itself and the event of its annual launch in June – are opportunities for your nonprofit to be more strategic. .

Data 42

Data Giving Indiana Philanthropy 42

Connection Cafe

MAY 7, 2014

Here’s the seminar’s summary: Budgets are the last phase of a longer strategic journey. If you missed it, be sure to take some time to watch the presentation! Budgets are, or should be, more than a record of “what we think we’ll earn, and what we think we’ll spend”.

Blackbaud 36

Blackbaud Team Management Lesson 36

Connection Cafe

DECEMBER 15, 2013

Here’s Your Giving Tuesday Roundup: Mark Hrywnda and Patrick Sullivan’s article - #GivingTuesday Trending and Cashing In - on The Nonprofit Times is one of the best impact summaries I’ve seen.

Donation 37

Donation Change Online Benefit 37

Connection Cafe

MAY 22, 2013

No need to revisit college statistics, Google will calculate your statistical significance and let you know when the experiment has collected enough data, showing you a summary of how your new form compares to the old form. Analyze the data – Once again, Google makes it easy. Google Analytics content experiments.

Technique 44

Technique Analytics Google Test 44

Connection Cafe

MARCH 22, 2011

Hopefully their answers, paired with our summaries, will help you make attendance at your favorite conference a reality the next time around. Live from SXSW! Innovation in Nonprofits. Second, we asked a couple nonprofiteers why attending conferences is important to them.

San Francisco 26

San Francisco Florida Chicago Mentoring 26

Connection Cafe

OCTOBER 18, 2011

There is a nice summary here of three different companies that offer this service. A lot of businesses are jumping on board with mobile payment services to be able to take credit card payments while on the go.

Austin 28

Austin Delicious Summary Profit 28

Connection Cafe

SEPTEMBER 14, 2017

In summary, LOOK FOR PATTERNS!!! If you have a statistician on hand, that is awesome and hand your spreadsheets over to them. My guess is that you don’t, so you will need to do some basic math yourself. Is there anything that jumps out at you right away? What do all of these people have in common? What don’t they have in common?

Profile 38

Profile Donor Gift Examples 38

Connection Cafe

MARCH 26, 2009

To read the executive summary of the 2009 Benchmark Study, go to www.convio.com/benchmark09_blog. Why online engagement is remaining a growth engine for many nonprofits despite the down economy. There is a silver lining for nonprofits as the economy recovers.

Benchmark 20

Benchmark Convio Studies Share 20

Connection Cafe

NOVEMBER 26, 2013

Joanne Fritz’s summary of Monthly Giving: The Sleeping Giant provides some great pointers to getting a recurring program off the ground. Growth in the number of monthly donations as a percentage of total donations also increased from the previous year.

Build 38

Build Donor Channel Sound 38

Connection Cafe

JULY 6, 2016

Summary of a Grant Strategy. Create project description worksheets for each program that requires grant support, and run them through the grants research process. Then you’re ready to start building your grant strategy and use that to guide your grants calendar.

Grant 27

Grant Strategy Calendar Proposal 27

Connection Cafe

SEPTEMBER 16, 2020

From there, only summary transactions are posted from the CRM to the general ledger so that the latter does not become unnecessarily cluttered. Reducing clutter goes to the concept of the integrated fundraising CRM serving as a true subsidiary ledger to the general ledger – the same way that Accounts Payable or Payroll is structured.

Integration 48

Integration Fundraising Pledge Files 48

Connection Cafe

APRIL 11, 2011

You needn’t join the wailing that ‘Google is making us stupid’ to realize that reading — still the most effective means of absorbing complex information — has been profoundly altered by the web’s use of hyperlinked, encapsulated summary exposition.

Mail 52

Mail Web Channel Influence 52

Connection Cafe

APRIL 4, 2019

They receive a unique acknowledgement when they sign up and a gift summary at the end of each calendar year. Instead of just adapting current acknowledgements, welcome series, etc., we created brand new materials specifically tailored to this giving group. They have their own spot on the Foundation’s donor display.

Foundation 35

Foundation Program Giving Tips 35

Connection Cafe

MARCH 3, 2014

In this case, leadership chose to maintain commitment to a go-live date (timeline) despite red flags from technical staff and outside experts (a good summary here and the full must-read deck is here ), resulting in poor quality (scope) and high costs. Changes to one of these constraints will inevitably impact the others.

Government 32

Government Integration System Analysis 32

Connection Cafe

APRIL 18, 2011

Check out their Klout score to see their influence summary. But even without Salesforce or Common Ground there’s a lot you can do to use tools to leverage social data with your CRM system. Interested in checking how much influence someone has one social networks? Do you use Google Apps for email at your org?

Social 33

Social Music Influence Interaction 33

Connection Cafe

APRIL 26, 2011

Gail’s giving pattern is consistent with our research on generational giving and you can see a great summary of these trends in this post on the generational divide. None of the groups she supports have identified her as a major gift or planed gift prospect. So why do so many orgs get this wrong?

Gift 40

Gift Student Script Org 40

Connection Cafe

MARCH 19, 2015

I learned that disseminating that information before my doctoral project was accepted was verboten, but beginning in April, I will both share a summary and write additional blogs about what the findings might be saying to us. And, I owe you. because I promised to share the results of my research.

Challenge 20

Challenge Retention Student Flash 20

Connection Cafe

MARCH 22, 2016

As Mario Morino states in his latest Leap of Reason Newsletter , which includes a summary of an interview with Einhorn Family Charitable Trusts’ Jennifer Hoos Rothberg about their Grantee Perception Report: While EFCT rigorously tracks outcome measurements, it doesn’t use that information punitively.

Track 20

Track Benefit Measure Articulate 20

Connection Cafe

AUGUST 6, 2015

These capital prospects are often going to be the newly discovered contacts who, through predictive modeling, have the unique characteristics of current major gift donors and thus should be prioritized, assigned, and qualified by gift officers and development leadership.

Analytics 20

Analytics Gift Strategy Fundraising 20

Connection Cafe

DECEMBER 7, 2016

They really got involved here, asking for advice as they crafted summary statements and job descriptions. There is a movement toward purpose and profit alignment that will be in full swing by the time they graduate college, and they will be in a position to contribute to that.

Skills 20

Skills Experiment Create Student 20

Connection Cafe

NOVEMBER 5, 2014

In summary, analytics and their broad use across an organization requires some thought, some planning and some care in managing the process of change. As you move forward, have similar sessions to present the status and some of the early wins. It’s not just about the data.

Analytics 40

Analytics Data Analysis Culture 40

Connection Cafe

SEPTEMBER 16, 2009

Summary of debate on his take on nonprofits as resistant to change. “I am not amused by Seth Godin. Doesn't look like many of my #nptech colleagues are either.” ” Via @ cariegrls. “I say use Godin's provocation to strengthen.orgs! link] ” via @ Nancyschwartz. “RE: Seth Godin's non post (@kanter: [link] ).

Social Media 48

Social Media Activities Active Activism 48

Connection Cafe

JUNE 14, 2017

In summary, our risks have wrinkles that are as unique as the nonprofits themselves. Investing in systems that maintain records of whatever it is that we have committed to achieve and that provide sufficient information for us to take timely corrective actions.

International 33

International Test System Journal 33

Connection Cafe

MARCH 5, 2009

The rest of this post will only be a summary of the research. And we found some good stuff. If you are interested in the full detail, please visit www.convio.com/rwr2009_blog to get the whole paper. It's worth the effort, trust me! We approached the research with this frame of mind.

Money 20

Money Raise Metrics Rate 20

Connection Cafe

DECEMBER 1, 2009

You can download the entire guide , but here is my summary of the information – really download the guide. But if not, our experts in our services and support functions took the key findings from the survey and created a last minute guide to help organizations be more successful in the last four weeks of the year.

Research 31

Research Online Giving Influence 31

Connection Cafe

OCTOBER 16, 2013

Get back on their radar with a brief summary of your progress this year, and explain how your school still needs their support. Thank them for their donation, and then tell them how your school is rallying to meet its year-end giving goal. Last year’s donors? Lapsed donors?

Campaign 36

Campaign Websites Social Media Search 36

Connection Cafe

APRIL 20, 2015

Summary of Findings. Related to internal actions to take if overhead were to be negatively impacted by external legislation or regulation, responses typically focused on asking donors to give more; the most frequently chosen option was “ask all donors for an extra gift,” followed by “ask major donors for an extra gift to cover these costs.”

Time 20

Time Donor Research Issue 20