sgEngage

NOVEMBER 19, 2023

Planned gifts are often donated through a will at an individual’s bequest so that the nonprofit receives the gift upon the donor’s death. Typically, planned giving is a legal process coordinated between a lawyer and a nonprofit, as these gifts are taxed differently than a standard donation.

Giving 52

Giving Blackbaud Gift Policy 52

M+R

APRIL 5, 2023

We get it: this policy is intended to prevent hate speech. Was the policy being fairly applied across different religions or … not? It’s a bummer to be right, especially when being right means that a major advertising — and everything else — platform is enforcing policy inequitably. So, we did a little experiment.

Google 106

Google Policy Offline Press 106

Bloomerang

MARCH 22, 2024

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., Develop user-friendly donation landing pages and gift processing. Develop gift acceptance policies and procedures. CFRE, our very own Fundraising Coach , also known as Charity Clairity. Develop a direct mail donor acquisition program.

Consultant 107

Consultant Develop Teach Problem 107

Bloomerang

JUNE 2, 2023

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., If you’re a small charity If you’re a small charity, and receive just a few gifts a day, you could reasonably call every donor. Learn More If you’re a larger charity Of course, I’ve worked places that receive 50+ gifts a day.

Donor 98

Donor Charity Gift Test 98

Get Fully Funded

JANUARY 16, 2024

Corporate contributions such as matching gifts and sponsorships. Fiscal Policies and Procedures Along with your budget, your fiscal policies and procedures provide guidance for how your team should handle your organization’s funds day to day. Compile all of these policies in a handbook to serve as a reference for your employees.

Files 52

Files Policy Nonprofit Profit 52

Bloomerang

MARCH 17, 2023

After a fundraising career of making solicitations for three different institutions of higher education and now serving as a trainer/consultant for a wide range of nonprofits, I’d like to share several fundraising lessons on what to do after your major gift ask is turned down. Very often donor prospects will ask for more time.

Lesson 116

Lesson Donor Fundraising Gift 116

Kindful

JUNE 3, 2021

The question isn’t why they should support you. The question is how does supporting you help them ? Matching gifts. In-kind gifts. Matching employee gifts. The Council of Nonprofits boasts a treasure trove of free sample gift acceptance policies. They’re in the business of making money.

Support 91

Support Sponsor Gift Benefit 91

sgEngage

JUNE 12, 2023

Critical information gets added here such as a new gift, a breakthrough conversation with a potential donor, or the assignment of a fundraiser to manage the relationship with a major donor. For the individual(s) who grant the rights to users, it’s important to answer questions like: What does this user need to perform on a weekly basis?

System 90

System Search Evaluation Policy 90

Bloomerang

MAY 4, 2023

This is an important question. For many of us, the problem answering the question “Are your donors also your customers?” Donors frequently need guidance about where and how their gifts will have the biggest impact. I welcome your feedback and/or questions. Donor Cultivation. Customer Service.

Donor 97

Donor Attitude Journal Studies 97

Get Fully Funded

MAY 4, 2021

If your organization relies on volunteers, even just a little, you need a volunteer handbook that spells out expectations, policies, and procedures. A volunteer handbook gives volunteers the information they need about the organization and its mission, and answers any common questions they may have.

Volunteer 119

Volunteer Create Policy Roles 119

sgEngage

APRIL 17, 2023

We’ve recently witnessed an unprecedented number of what many consider to be “transformational gifts” across the social sector. The momentous impact the gift will have on the trajectory and pace of the organization and its work. The first question my team and I typically hear is, “How exactly do we do this?” The common thread?

Philanthropy 77

Philanthropy Literacy Gift Grant 77

Beth's Blog: How Nonprofits Can Use Social Media

OCTOBER 26, 2009

I encounter a lot of social media skeptics who ask me pointed questions. I can answer most, but sometimes I get hit with a question that I can't answer (adequately) on the spot. I love those questions - they are a real gift. . They do offer our opinions or promote any one policy or get into politics. .

Policy 94

Policy Social Media Research Impact 94

Double the Donation

OCTOBER 25, 2021

One thing that phonathons have historically struggled with has been identifying donors who may be eligible for a matching gift from their employer?—and So how do you optimize matching gifts in your phonathons? Train callers on matching gifts. Include matching gifts in call scripts. Prepare for donor questions.

Guide 98

Guide Script Tips Gift 98

ASU Lodestar Center

APRIL 5, 2022

Some apprehension is understandable, but we’re here to answer some common questions. We’ll start with a few basics, and then move into questions about the advantages (and the risks) for nonprofits. The IRS treats donations of cryptocurrency as property, or “noncash gifts,” just like stocks. What is cryptocurrency?

Argentina 97

Argentina Nonprofit Digital Storytelling 97

Nonprofit Tech for Good

APRIL 3, 2022

Make a “ stretch gift ” that is very generous and is outside your normal giving pattern. Be familiar with every fundraising program, event, campaign, and activity so you can tell others (sustainers, major gifts, events, direct mail, giving circles, etc.). It doesn’t have to be a gift. Then help implement these tools.

Fundraising 336

Fundraising Mail Law Donation 336

sgEngage

APRIL 2, 2024

So how can you minimize these errors and create data entry policies for your users? Managing your grants within your fund accounting system will allow you to budget by grant, report on budget vs actuals, and review grant activity, so you can quickly and easily answer these questions. Tracking: Cut Out the Spreadsheets!

Grant 98

Grant Fund Report Software 98

Bloomerang

MARCH 17, 2023

After a fundraising career of making solicitations for three different institutions of higher education and now serving as a trainer/consultant for a wide range of nonprofits, I’d like to share several fundraising lessons on what to do after your major gift ask is turned down. Very often donor prospects will ask for more time.

Lesson 67

Lesson Donor Fundraising Gift 67

Qgiv

DECEMBER 7, 2022

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. It will establish rules, expectations for gift officer interactions, and coordinates activities amongst staff. Getting Started.

Database 52

Database Track Donor Management 52

Classy

JUNE 7, 2021

Even though monthly donors generally give smaller amounts on a per gift basis, they are over five times more valuable to your nonprofit than one-time donors and are more likely to take additional actions for your nonprofit on top of their monthly gift. Emphasize the Impact of Boosting Your Gift Size.

Donor 105

Donor Sudan Storytelling Template 105

OneCause

JULY 7, 2022

The Many Risks of Poor Donor Privacy Policies. Yet one factor in poor donor retention that nonprofits still need to appreciate fully is the negative effect of inadequate donor privacy policies. Another critical risk of poor donor privacy policies that nonprofits need to consider is the potential for legal action.

Donor 59

Donor Online Policy Retention 59

Bloomerang

JANUARY 22, 2024

What questions should you ask before starting a nonprofit? Before taking the steps to start a nonprofit, ask yourself these questions: What need or problem will the nonprofit address? Vision statement Answers the question: What will the world look like if your nonprofit’s mission succeeds?

Nonprofit 85

Nonprofit Files Policy Software 85

Robert Weiner

JULY 10, 2012

My colleague Charlie Hunsaker posted the following question on the FUNDSVCS Advancement Services listserve: I have two clients who are looking for new systems and want a “cost justification” for their acquisition to share with their management. So with some background, I’ve got some questions.

Database 181

Database ROI Donor Listserv 181

Nonprofits Source

OCTOBER 6, 2023

For nonprofits interested in workplace giving, this guide will dive into how modern workplace giving software impacts these corporate philanthropy initiatives by answering these questions : What is workplace giving software? Search a matching gift database. Why does workplace giving software matter to nonprofits?

Software 52

Software Giving Gift Nonprofit 52

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 9, 2008

When I was in Minnesota, one of the questions I got was about blogging and social networking policies. Now, I swear I remember seeing something from Easter Seals or another nonprofit on a listserv that mentioned either social networking policy or blogging policy. Do any nonprofits have a formal blogging policy?

Social Network 74

Social Network Policy Examples Network 74

Qgiv

AUGUST 10, 2022

Yes, it’s basic, but too many board members, especially those with deep business backgrounds, just think of nonprofits as “businesses who take charitable gifts.”. For example, the board member may question why you maintain a particular program that loses money. Program volunteers will also have policy implementation duties.

Nonprofit 52

Nonprofit Policy Advocacy Awareness 52

Bloomerang

JULY 6, 2023

For instance, say your organization has an incredible grant writer, an excellent executive director, a communicative and empathetic major gift officer, and very capable fundraisers. You may provide an overall fundraising goal for your fundraisers and major gift officer to work on together. Donor-centric stewardship. Online fundraising.

Examples 122

Examples Guide Model Nonprofit 122

Qgiv

OCTOBER 27, 2021

Give donors the choice to make ongoing gifts. When you make your online donation form recurring gift-friendly, be sure to modify gift amounts to reflect that they’re for recurring gifts. Chances are, recurring gifts will be smaller in size, but they make up for that with the frequency with which they’re given.

Platform 52

Platform Online Fundraising Gift 52

Qgiv

SEPTEMBER 7, 2021

There are a variety of merchant processors available, and each has its own policies, procedures, and processing fees. You can compare their perks, policies, and fees before settling on a merchant processor and online fundraising company to partner with. The second is PCI Compliance and secure data policies.

Online 52

Online Giving Widget Phase 52

Robert Weiner

JANUARY 15, 2015

The original question: My organization is working on a data retention policy and wondering if others have insights to share. good questions to consider – “How much space does a record take up?”, “How much space do you you have/need/can get?”, “How much space do our backups take up?”, “How many new records do we amass per year?”

Retention 100

Retention Discussion Data Donor 100

CauseVox

JULY 18, 2023

Sample SMART fundraising goals Reflect on Your Focus Areas Begin by asking yourself some key questions related to your goals and focus areas. As you reflect on these questions, feel free to update the answers accordingly in your fundraising plan. Your narrative should inspire donors by showcasing the impact of their gifts.

Develop 77

Develop Fundraising Pledge Track 77

Nonprofits Source

SEPTEMBER 25, 2023

In this guide, we’ll answer the following questions related to corporate giving: What Is Corporate Giving? Matching Gifts By far, the most popular form of corporate giving is matching gifts, with 65% of Fortune 500 companies offering matching gift programs. Volunteer grants function very similarly to matching gifts.

Guide 52

Guide Giving Grant Gift 52

Bloomerang

MAY 24, 2021

This is a question I broached in “ What Will a Post-COVID Nonprofit Economy Reveal ? ” Here are several questions for your consideration. Ask questions like: Which of the following describes your mood over the past 6 months? Clearly you would need to answer these questions: What is your compelling mission vision?

Nonprofit 137

Nonprofit Digital Virtual International 137

Neon CRM

JUNE 20, 2023

That’s why all nonprofits should have a clear, established policy in place for accepting in-kind donations. It should include donation criteria, restrictions on what you accept, contact parties to handle the donation, and your organization’s policies for valuing the item. This will be helpful if there are questions later.

Track 52

Track Donation Guide Laptop 52

Bloomerang

DECEMBER 10, 2021

The key to successful fundraising is asking smarter questions. We’re here to talk about “Raising More Money By Asking and Answering Better Questions.” There’s also a Q&A box specifically, your questions might be a little more visible there if you use that one. We’ll take questions at the end.

Money 110

Money Question Raise Video 110

BoardAssist

FEBRUARY 27, 2014

i) Financial controls are policies and procedures designed to protect your organization’s assets. i) Financial controls are policies and procedures designed to protect your organization’s assets. Ask questions about anything you don’t understand. i) Comply with donor restrictions on gifts.

Tips 96

Tips New York Government Policy 96

Candid

JANUARY 24, 2022

With that in mind, we’d like to kick off 2022 by actively questioning the use of certain words—and what is meant—so that we can continue to improve by phasing out terms that might be overused, harmful, or inaccurate. But to read time and again how a nonprofit is devastated by recent news or policy changes gives us some pause.

Language 115

Language Alternative Audience Impact 115

Robert Weiner

AUGUST 1, 2014

I was recently contacted by the vendor behind a new cloud-based donor management system with this question: We have noticed that our clients have become much more conscious about archiving/deleting old donor/prospect records because our pricing model is based on the number of records. But don’t delete them.

Donor 112

Donor Database Module Model 112