Bloomerang

DECEMBER 9, 2022

Our auditors later told us the gifts should have been recorded as pledges, with the payment showing as being applied in the new year. If I send them a letter in the new year stating their gift was received in 2023 instead of 2022, that may impact their tax filing, especially if it is a larger gift. — In a Dilemma.

Gift 80

Gift Charity Mail Pledge 80

CauseVox

JULY 18, 2023

Sample fundraising calendar Be sure to update your quarterly and monthly totals for the year, comparing them to your original goals. Recurring Donations And Pledges In addition, CauseVox enables you to offer recurring donations, allowing donors to make ongoing contributions. Are you on track to meet your goals? Ready, (Re)set, Go!

Develop 77

Develop Fundraising Pledge Track 77

CauseVox

OCTOBER 21, 2021

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.

Campaign 80

Campaign Fundraising Calendar Template 80

CauseVox

JULY 1, 2022

Once a donor chooses to give monthly, their credit card on file will automatically be charged on a recurring schedule. Of course, they have the option to opt out at any time, but there is a 90% retention rate for monthly givers. Include Monthly Giving On Your Content Calendar. Offer Pledge Now, Pay Later.

Program 69

Program Giving Pledge Calendar 69

NonProfit Hub

APRIL 29, 2015

Right, of course that data is in an Excel file on the Invisible Man’s laptop, wherever he is. Many CRM tools can help you can stay on top of all your prospects with tools such as: Reports with information on donations, pledges and grants. Set email alerts and reminders on a calendar. Data to understand donor trends.

Software 28

Software Donor Management Fundraising 28

Connection Cafe

JANUARY 13, 2020

Facilitating online donations, sign-ups, pledges, and more. Your calendar and sign-up or registration forms. Having all of these files in one place can save a ton of time down the line if you undertake a larger design or relaunch project for your website. . Sharing updates and information on your campaigns or projects.

Websites 35

Websites Design Site Web 35

Michael Stein's Non-profit Technology Blog

DECEMBER 29, 2005

Integrated Calendaring I see we have some calendar-related requests lined up to deal with in the next month or two. There are a number of web-based calendars being touted as "web2.0" What they want are calendars tied directly into their facilities management and events management databases. Business rules change.

AJAX 40

AJAX Calendar Wiki Database 40