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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.

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Why your code of ethics is a top-ranking member benefit

Nimble AMS

When was the last time you reviewed your association’s Code of Ethics? It might be time to revisit this crucial organizational document. Oftentimes, a Code of Ethics document will define the best practices within one’s field and offers a set of rules that all members must follow. The Code of Ethics offers compliance standards.

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professionals

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The One Tool/Strategy Nonprofits Wish They Implemented Sooner

Blue Avocado

” Here’s a summary of some of the best answers we received: Early Struggles with Donor Management I wish we’d been better at tracking the details on the donors sooner: How they know about our organization (knowing a board member, advisor, volunteer, intern, one or more of the above, etc.),

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How to Craft a Post-Event Case Study

Greater Giving

Review your planning materials, budget, marketing collateral, attendance data, event photos, and any other documentation you have. TIP: Greater Giving Event Software will help you easily track all the details related to an event, making the creating of a great case study easier than ever before!

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Employee Recruitment and Retention: 4 Engagement Tips

Forj

Did you know that 47% of HR professionals have said that retention is the top talent management challenge they face, closely followed by recruitment at 36%? In the broadest sense, employee retention depends on a combination of factors, including work-life balance, benefits, compensation, development and learning opportunities , and more.

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Four Staff Recruitment Strategies to Decrease Nonprofit Turnover

Pamela Grow

One of the best ways to attract talent is by creating a culture that encourages retention from the get-go. Here are a few standard steps to follow: Pre-screen your candidates by reviewing resumes, performing brief phone calls, and checking references to quickly filter out remaining unqualified candidates.

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Four Staff Recruitment Strategies to Decrease Nonprofit Turnover

Pamela Grow

One of the best ways to attract talent is by creating a culture that encourages retention from the get-go. Here are a few standard steps to follow: Pre-screen your candidates by reviewing resumes, performing brief phone calls, and checking references to quickly filter out remaining unqualified candidates.