Donor Relationship Management

Development Reporting 101: A Guide to Designing Insightful Reports
April 24, 2023

Learn how to build development reports that help you strategically pursue your goals. This guide, in partnership with Altrunext, will walk you through all the details around how to design insightful reports for daily and long-term planning. Start here to elevate your reporting and support the growth of your nonprofit organization.

Nonprofit Fund Development Planning Done Right
April 24, 2023

After the several years of uncertainty and change, how can you plan for fundraising success in the future? The value of a Fund Development Plan is not only the plan itself, but the intentional process of putting it together. How do you analyze the strategies you’ve used in the past? How do you decide which new activities to pilot?

What Americans Think About Nonprofits, Per New Study
April 10, 2023 at 1:54 pm

What Americans Think About Philanthropy and Nonprofits,” a new study from the Indiana University Lilly Family School of Philanthropy, polled about 1,300 Americans over the summer of 2022 to learn more about how the American public perceives philanthropy and the nonprofit sector. 

3 Tips to Help Your Donors Become Smart About Philanthropic Giving
April 6, 2023 at 12:14 pm

Philanthropic giving is a crucial part of society. It enables individuals, nonprofits, and corporations to invest in causes and initiatives that can help create a better world. But now, we’re in the midst of the artificial intelligence revolution. And it's going to change philanthropy fundamentally.

How to Create Your Caseload Communication Plan in 2 Hours or Less
April 6, 2023 at 9:51 am

Creating individualized 12-month communication plans for all 150 donors on your major gifts caseload to a fundraiser may initially sound like a lot of touch points to create. But the truth is you can create the vast majority of your planning for each donor in less time than you think.