How to Set Up Your Report For Success—4 Steps
Setting up your reports doesn't have to be a lengthy, grueling process. We developed a reporting set-up process that will help you build a strong foundation so that you can create more effective reports in less time.
Fundraising Checklist: Finish the year strong
Be honest—after last year-end’s mad rush with donors, did you promise that 2018 was going to be different? Use our checklist for rounding home.
Your Resource Guide to System Selection
Want to know how to get the CRM you've always wanted? Start here.
The 6 Most Common Data Mistakes Fundraisers Make—And How to Fix Them!
Over our three decades of work with clients, we've noticed some common mistakes that fundraisers make with their data. So, we decided to round up the six most frequent mistakes that we see and explain exactly how you and your team can fix them.
Segmentation and Targeting: Don’t Use One without the Other
Grouping donors into categories based on shared characteristics is called segmentation. But—here’s the important thing—segmentation needs targeting to be most effective.
Is Your Nonprofit Data Intelligent? Data visualization vs. business intelligence.
There's a big difference between data reporting, data visualizations, and business intelligence. Here's a breakdown of the terms nonprofits working with data should know.
10 Ways to Prepare for the New School Year
Is it ever too early to start getting ready for the next school year? Not for Higher Ed Advancement professionals! Before you know it, Labor Day will be in the rear view window, new students will be filling up the classrooms, and the academic year will be in full swing. Our advice? Make use of the lazy days of summer to prepare for the fast-moving fall by taking on one or more of our 10 Ways to Prepare for the New School Year.
Individuals vs. Households and How to Use Them
In order to use Household records effectively, an organization must decide what information belongs put on the Household itself and what belongs at the individual level.