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How to Conduct an Honest Mid-Year Fundraising Evaluation

Get Fully Funded

When you’re halfway through the year, it’s a good time to conduct a midyear fundraising evaluation. A midyear evaluation will show you how you are doing and highlight areas where you need to improve. And you’ll know exactly how much you need to raise during that season if you take the time to do a midyear evaluation now.

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Prioritizing authentic connections through trust-based philanthropy 

Candid

We only ask for the information we need to understand the proposal and then dive deeper via phone calls. By doing so, we start to build relationships early and reduce the amount of time and energy applicants spend on their proposals, while also reducing the amount of HF staff time spent on the review process.

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Nonprofit CRM Training: Empowering Your Team to Manage Data

Greater Giving

For instance, if you use Blackbaud as a CRM provider, you may review their partner network , define how your system will connect with various partners, and explore the data migration process. Additionally, it can be beneficial to host these meetings on a regular basis to review updates made to the system and answer any lingering questions.

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Four Staff Recruitment Strategies to Decrease Nonprofit Turnover

Pamela Grow

Hard skills are measurable technical skills or certifications such as CRM management proficiency. Soft skills are typically shown through previous experience and hard skills can be measured through technical assessments. Offer a skills testing assessment to measure a candidate’s capabilities.

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Four Staff Recruitment Strategies to Decrease Nonprofit Turnover

Pamela Grow

Hard skills are measurable technical skills or certifications such as CRM management proficiency. Soft skills are typically shown through previous experience and hard skills can be measured through technical assessments. Offer a skills testing assessment to measure a candidate’s capabilities.

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How to Get Leadership Buy-in for Streamlining Your Grantee Application

sgEngage

Do you use it to inform your decisions, evaluate your outcomes, or improve your practices? Collect and review any qualitative feedback you’ve received from applicants in the past. Does it ask for information that helps you measure your progress, evaluate your impact, or learn from your failures?

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How to Use AI Fundraising Tools to Boost Donor Engagement

sgEngage

In this guide, we’ll review the basics of AI fundraising tools and a few strategies for using these solutions to improve donor relationships. Anticipate donors’ future behavior As mentioned, AI solutions can evaluate historical donor data to help predict donors’ future behaviors.

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