Your Resource Guide to System Selection
Want to know how to get the CRM you've always wanted? Start here.
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.
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.
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.
Top Questions to Ask Your CRM Data Conversion Testing Partner
Data conversion is an opportunity to transform your data to make your organization more efficient, and to help you gain and leverage your fundraising insights. Why simply convert your data, when you can transform it?
Should we outsource our direct response campaigns? What you may be missing.
As your organization grows, managing direct response campaigns internally may leave you questioning if your team should continue to handle it all in-house. If it is time to think about outsourcing, it is important to thoroughly examine all aspects.
Should we insource our direct response campaigns? What you may be missing.
Many organizations use outside vendors to help with direct response campaigns. Inevitably a question will arise: “Couldn’t we do this ourselves in-house?” Here's a checklist of key questions to consider.
Rounding the Bases for Major Gifts
Find out how one expert fundraiser uses a simple, powerful analogy to help his major gift officers succeed.