CauseVox

JULY 18, 2023

If you already have a plan in place, it’s time to pull it back up and review the hard numbers. Sample fundraising calendar Be sure to update your quarterly and monthly totals for the year, comparing them to your original goals. Pledges are not only a great way to get larger gifts over time, they’re also incredibly convenient.

Develop 77

Develop Fundraising Pledge Track 77

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

Connection Cafe

JANUARY 13, 2020

Facilitating online donations, sign-ups, pledges, and more. The start of the new year is the perfect time for reviewing your technology and making improvements of any size. Let’s dive into the basics of reviewing your website and what it’s like to take on a full web design project. Your donation page and tools. Visual Design.

Websites 35

Websites Design Site Web 35

NTEN

APRIL 28, 2010

And our members also rely on technology to take part, booking reminders in online calendars or using GPS-enabled cell phones to get to events. Senator Patrick Leahy agreed that "our federal electronic privacy laws are woefully outdated" and members of Congress pledged to hold hearings this spring to review current law.

Law 55

Law Time California Government 55

BoardAssist

DECEMBER 15, 2014

The average age of a donor in a “house file” is 67. Set up a calendar of mailings and plan ahead. A reply/pledge card. Now use this list as a checklist – review your mailing program against it and then highlight the tips that you need to implement. Write on the 5th grade level for easy reading. like these tips.).

Mail 61

Mail Money Raise Tips 61

Bloomerang

JUNE 25, 2021

And appeals can be very specific things like your fall appeal, your calendar year-end appeal. So I’ll do something like calendar year-end appeal 2020, calendar year-end appeal 2021, and make sure the naming conventions are consistent. So it’s updating your data file with changes of address. Hey, grants.

Database 69

Database Donor Video Mail 69

Judi Sohn

SEPTEMBER 25, 2010

I don't have the resources to hire anyone or purchase a tool to automate a sync between Salesforce/Common Ground and Quickbooks, so it's a manual download file/upload into QuickBooks process for now. Create pledges and add pledge installments. Associate a donation with an open major gift or pledge.

Convio 100

Convio Pledge Contact Gift 100