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

Bloomerang

Today’s question comes from a nonprofit employee who wants advice on how to credit and acknowledge donor advised fund gifts in their donor database: Dear Charity Clairity, I’m unsure how to enter donor advised fund gifts in our database so they’re credited and acknowledged appropriately.

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Multi-Year Gift Agreements: Your Donor Retention ‘Ace-In-The-Hole’

Bloomerang

But there’s one unsung strategy that can elevate your donor retention rates, while expanding mid-level and major giving: multi-year gift agreements. Studies also show that the best major gift and planned gift prospects are donors that have been retained for multiple years. Does this r eally improve donor retention?

professionals

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Life after Common Ground: Part 2 – Click & Pledge

Judi Sohn

I started this series by talking about the Nonprofit Starter Pack , now I’m going to focus on Click & Pledge. Click & Pledge isn’t just a Salesforce application, it’s a platform. An organization can build their forms to “speak” to Click & Pledge’s processor. And wow, is it robust.

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[ASK AN EXPERT] How To Document Legacy Gift Intent

Bloomerang

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. . For example, we want to document that he is a legacy giver, and we’d love to enter the amount as a pledge. How do you go about asking for amounts and documenting it?

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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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Introducing Apsona batch gift entry for the Nonprofit Starter Pack

Judi Sohn

At KELL Partners , we couldn’t migrate them to a NPSP-based solution without a decent batch gift entry solution. You have to match those gifts to existing donors or create new ones if they don’t exist. You have to make sure those gifts aren’t already attached to pledges. What do you think?

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12 School & Higher Ed Fundraising Platforms That Match Gifts

Double the Donation

360MatchPro by Double the Donation , the leading provider of matching gift automation software, integrates with the best school and university fundraising platforms. This allows your institution to raise more and take advantage of the $4-7 billion in matching gift revenue left unclaimed each year. GiveCampus & Matching Gifts.