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The Role Of Tax Summaries In Nonprofit Donor Stewardship

Bloomerang

While delivering year-end donation tax summaries to donors before January 31st is a crucial part of your role, it’s not just a compliance step—it’s a golden opportunity to reconnect and thank your donors for their contributions and remind them of their incredible impact through your mission. But the engagement doesn’t stop there.

Summary 101
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List of Donor Wealth and Lead Tracking Software

Whole Whale

Lead tracking software is common in the business-to-business (B2B) world where sales teams need to know the when/where/who of companies checking out their online resources. However, if you need to understand how one specific user/company/email is behaving on your site these tools can’t help.

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Identify, Track, and Analyze Gifts with New Grants Management on EveryAction

EveryAction

Organizations need a structured and effective way of following their grants throughout the grant's lifecycle so they can easily manage this very important revenue stream and track these funds in the same place as major gifts and other sources of revenue. The Grant Proposal section allows users to specify the Grant Type (i.e.

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Turning Tax Season Tears Into Cheers: Your Chance To Cultivate Donors

Bloomerang

As 2023 has drawn to a close, tax season looms on the horizon, and we nonprofits gear up for a unique opportunity—issuing tax summaries to our donors. Bloomerang refers to them as tax summaries—which they are—but they also summarize each donor’s cumulative giving. What are tax summaries? Allow me to explain.

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Getting the board on board with nonprofit technology changes

EveryAction

They can help drive a culture of adoption , which allows leadership to focus on change management activities to ensure you succeed with significant tech shifts. What issue is the board keenly aware of that this new tool can help solve? This helps demonstrate the holistic impact of the desired shift on the entire organization.

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Empower donors with a personalized portal

Bloomerang

It makes it easy and convenient for your donors to manage their recurring donations, download summaries, support your causes, and more The portal is directly connected to your Bloomerang donor management, so you and your donors always have the most up-to-date information. Take a minute to learn more by reading this help article.

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From Stress to Success: How Coaching Can Help Your Nonprofit Achieve Its Fundraising Goals

Bloomerang

Why Your Nonprofit Could Benefit From Coaching Services At its core, hiring a coach means bringing on someone to help with a specific role. That is why the most successful nonprofits use coaching services — to relieve the stress and help them find areas to be more efficient.

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