sgEngage

APRIL 2, 2024

Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.

Data 74

Data Blackbaud Policy Database 74

Whole Whale

MARCH 27, 2023

The next step is to store this in your company’s cloud storage (Microsoft 360 or Google Drive) in a structured manner. When exporting historical information from Universal Analytics, it’s important to establish a consistent file naming structure to ensure that your data is organized and easy to work with.

University 52

University Analytics Data API 52

Bloomerang

FEBRUARY 1, 2022

And if you think about this pie chart, what I really want to call out is that bequests, which are about 9%, are gifts made by individuals. And the way that I’m going to talk about these case studies is the purpose, the structure, and the outcome of each. We’ll have an FAQ that we like to provide our board members.

Leadership 60

Leadership Fundraising Gift Slides 60