Contact Evaluation Guide Policy 
sgEngage
APRIL 2, 2024
Here are some best practices for effectively managing staff turnover and onboarding with your grantmaking software, including some methods of reassigning existing records to new staff members, establishing clear security roles, and building a comprehensive policies and procedures guide to keep everyone on the same page.
Neon CRM
SEPTEMBER 1, 2023
That way, you will know what decisions your board is making and can provide them with the data that will guide them to the right ones. Mission statement: Clear statement of the nonprofit’s purpose, future aspirations, and guiding principles. Let’s look at the Red Cross mission statement as an example.
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Whole Whale
DECEMBER 11, 2022
There are two new major online privacy policy changes coming in 2020, the CCPA in California and SHIELD act in New York. These acts mimic the standard set by the European Union with GDPR and many of the policies will sound familiar. The New York Stop Hacks and Improve Electronic Security act and the California Consumer Privacy Act.
DNL OmniMedia
JANUARY 15, 2021
A nonprofit technology assessment is an evaluation of the digital maturity of your organization. It’s not always roadblocks that guide a nonprofit to conduct one of these assessments. In this stage, we help guide your team through internal surveys to understand your current use of technology.
Neon CRM
JUNE 20, 2023
That’s why all nonprofits should have a clear, established policy in place for accepting in-kind donations. It should include donation criteria, restrictions on what you accept, contact parties to handle the donation, and your organization’s policies for valuing the item. To learn more, request a demo !
Double the Donation
OCTOBER 25, 2021
By segmenting your contacts prior to reaching out, you’re ensuring that each call is a more valuable use of your team’s time and resources. If the answer is yes, the caller begins the donation process with the new donor and helps guide them through the experience. Scripts take the guesswork and pressure out of calls. Rob Schlitts.
Qgiv
OCTOBER 27, 2021
In this guide, we’ll introduce you to volunteer recruitment and its importance. As you implement the strategies given in this guide, you’ll be able to find and recruit people who want to dedicate their time and talent to helping your organization. But volunteers don’t just appear out of thin air.
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