article thumbnail

Empower donors with a personalized portal

Bloomerang

Donors can: Access their account anytime, and from anywhere Update their contact information and upload a profile image Update the frequency, next payment date, amount, or Fund on their recurring donations Nurture relationships Build and maintain donor trust by giving them access to their recent activity, giving history, and tax receipts.

article thumbnail

The Ultimate Nonprofit RFP Guide

Whole Whale

Project Background: Include stakeholders and history of need. What is your firm’s history with our cause and technology stack? Purpose Overview: Purpose and objectives with summary statement of what you’re looking to do. Organization background and mission: You have a mission and vision statement , right?

Guide 59
professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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

Bloomerang

A donor who sees the history of their contributions is more likely to feel a sense of loyalty to your organization—a crucial factor in retaining donors over the long term. The email contains a secure link for recipients to download a PDF containing a comprehensive listing of their tax-deductible contributions from the preceding calendar year.

Summary 81
article thumbnail

GTD Meets GPT: How to Adopt The AI 2-minute Rule

Whole Whale

Be careful not to share sensitive information on any generative AI model that you don’t have an API or paid access to that guarantees information won’t be shared into a model ( ChatGPT bug leaked users’ conversation histories – BBC News ). Or as a hack, convert it to a PDF and process it. MODEL: requires Read.ai

Adopt 52
article thumbnail

Weekly update from PND

Candid

Helmsley Charitable Trust , the first in a series of three Poverty Tracker reports, Health and Health Care in New York City (36 pages, PDF), found that more than two million New Yorkers have high healthcare needs and are more likely to live in poverty. and Harry B. Harvard Graduate School of Education receives $40 million gift.

Chicago 52
article thumbnail

Unlocking Digital Giving: 7 Essential Steps to Accept Donations Online

Nonprofit Tech for Good

Finally, there are more advanced donation forms available currently that are able to pull in a combination of donor giving history, demographic information, and wealth indicators to generate a custom ask amount for every donor. Your donation receipts should be automatically sent to your donors in a PDF format to save time and reduce stress.

Donation 206
article thumbnail

Major article on Benetech

Beneblog: Technology Meets Society

I just received the PDF and was able to post it on Benetech's site. This article was my first big step in writing up some of Benetech's history and why we do what we do, and the process of working with the editors gave me a taste of what I'm in for with a book!

PDF 100