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Lessons from MotivateMonday | 5 Things You Can Do to Start the New Year Strong

Pamela Grow

How will you stay on track? Check gift reports daily If you know a gift was supposed to be received by year-end and you don’t see it posted, follow up with your Data/Donor Ops team Do what you can to support gift processing – and thank your team! These tips will help you not only care for your donor, but for yourself as well.

Lesson 69
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Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program.

professionals

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Four Lessons From Candid About Balancing Grantee Data Protection and Transparency

sgEngage

Along the way, we’ve learned important lessons about balancing data protection and transparency. While it focuses specifically on grants data, many of the lessons are applicable to other data types as well. Keeping track of where this data has been shared, whether by program officers, grants management staff, or others, is essential.

Lesson 76
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6 Tips for Analyzing Online Fundraising Campaigns

Bloomerang

Also, be sure to set up more detailed reports for deeper analysis. The way you set up your dashboards and reports will depend on multiple factors, including your data analysis goals and what data you need to inform your analysis. Run final reports after your campaign has ended, and all donations have been entered.

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Get More Out of AI, Start Chatting

.orgSource

Leverage ChatGPT to generate reports, articles, and newsletters. Associations could take a lesson in customer delight from Las Vegas. Put the Bot to Work Remember the news story about the Bing chatbot and New York Times reporter Kevin Roose? Develop an interactive onboarding chatbot to help new members navigate the offerings.

Las Vegas 221
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Find the Silver Linings in GA4

Forum One

There’s very little “out-of-the-box” Universal Analytics was designed to be useful immediately, providing over 30 pre-made reports. While some of us exported our data from UA, those pre-made reports served the data needs of most people well. GA4 helps users get quick access to a useful report.

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48 Top Nonprofit Podcasts in 2023

Whole Whale

Explore the Nonprofit Podcast List Tracking podcast downloads can be difficult and a bit messy. Encourage the development of small organizations by sharing lessons learned. We hope that you enjoy this summary of great nonprofit podcasts and please let us know if we left some off ! Provide a platform to showcase awesome nonprofits.

Podcast 96