Remove History Remove Phase Remove Review Remove Track
article thumbnail

7 Database Goals for Your Independent School’s Capital Campaign

sgEngage

Review reporting. Work closely with administrators to identify reports that need to be run and the metrics to track during the campaign, which will inform your fund setup and gift entry process. Identify major donor giving potential and help build the gift pyramid, a crucial step in the first two phases of a campaign.

article thumbnail

Moves Management: The Guide for Effective Fundraising

DNL OmniMedia

Each step you take with a prospect, from the first communication to receiving a gift, needs to be carefully tracked and planned for. In the nonprofit world, this tracking process is referred to as moves management. Securing major gifts is an incredibly strategic effort. Seeking feedback from prospects regarding an upcoming campaign.

professionals

Sign Up for our Newsletter

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

article thumbnail

Survival in the New Age of Successful Grant Management

sgEngage

The team must review and communicate the importance of these concepts and their practical applications for programs staff, human resources, and IT. Additionally, as the project moves into the post-award phase, funding agencies and prime recipients have new requirements to manage risk over the life of the award.

Grant 80
article thumbnail

Capital Campaigns During COVID-19: 3 Core Considerations

Achieve

Give yourself plenty of time to plan and host them during your campaign’s public phase. You’ll also need to consider affinity markers (like past major donations, interests, history in the community, and service on other nonprofits’ boards) to find the perfect prospects with both the ability. virtual events. online auctions.

article thumbnail

What is your organization’s “One Metric That Matters”?

Beth's Blog: How Nonprofits Can Use Social Media

.” Here’s a quick review of both books. When you know what the right question is, you’ll know what metric to track in order to answer that question. Thus, performance management was a way to drive activities, not results. That’s the OMTM. It forces you to draw a line in the sand and have clear goals.

Metrics 101
article thumbnail

3 Steps for Higher Ed Gift Officer Communication During a Crisis

Connection Cafe

Track the Data. This is a vital time to keep track of information and data. Gift officers are (literally) writing history with every contact report. The institution will need data from all contact reports to track trends and how it responded in this time of crisis. Keep track of their concerns. Build Relationships.

Gift 27
article thumbnail

Nonprofit Fundraising: How to Run an Effective Campaign

Qgiv

A good CRM will help you track your donors’ giving history, document their engagement with your organization, and help you identify opportunities to build strong donor relationships that will last for years. Use your CRM or your fundraising platform’s dashboard to track the number of: . New, lapsed, or at-risk donors. .