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How to Conduct an Honest Mid-Year Fundraising Evaluation

Get Fully Funded

When you’re halfway through the year, it’s a good time to conduct a midyear fundraising evaluation. A midyear evaluation will show you how you are doing and highlight areas where you need to improve. And you’ll know exactly how much you need to raise during that season if you take the time to do a midyear evaluation now.

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How to Decide Which Fundraising Software Your Nonprofit Should Use

Nonprofit Tech for Good

Check out the following breakdown of offerings you may want to consider when evaluating fundraising solutions. An interactive online community hub – Connect with other nonprofits , review your support case history, learn new features, and discover useful tips and best practices. 3) Support. Make Sure You’re Getting the Real Deal.

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How to Streamline Your Grant Management Process with Technology

sgEngage

Having a predictable and consistent grant cycle will ensure your team members are able to evaluate each request efficiently and effectively. Statuses will help you know which task needs to be performed next for the request under review. Will several teams review the requests? Do you have outside reviewers leaving feedback?

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Action items not assigned to an active team member can lead to phone calls, meetings, and other crucial tasks not being completed. Evaluate the tasks the new user will perform regularly before handing over keys to the system. And be sure to assign phone calls, meetings, and other tasks to new users in the form of activity records.

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Prioritizing authentic connections through trust-based philanthropy 

Candid

We only ask for the information we need to understand the proposal and then dive deeper via phone calls. By doing so, we start to build relationships early and reduce the amount of time and energy applicants spend on their proposals, while also reducing the amount of HF staff time spent on the review process.

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Your ‘’Day After” GivingTuesday Plan

Bloomerang

Reflect and analyze Review your results from GivingTuesday , including the total amount raised, donor demographics, and the success of your different approaches and social media channels. Make phone calls or send text messages that solely express your thanks. Take these steps to have a stellar post-GivingTuesday: 1.

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Nonprofit CRM Training: Empowering Your Team to Manage Data

Greater Giving

For instance, if you use Blackbaud as a CRM provider, you may review their partner network , define how your system will connect with various partners, and explore the data migration process. Additionally, it can be beneficial to host these meetings on a regular basis to review updates made to the system and answer any lingering questions.