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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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How to Streamline Your Grant Management Process with Technology

sgEngage

Having a predictable and consistent grant cycle will ensure your team members are able to evaluate each request efficiently and effectively. Statuses will help you know which task needs to be performed next for the request under review. Will several teams review the requests? Do you have outside reviewers leaving feedback?

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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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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

Action items not assigned to an active team member can lead to phone calls, meetings, and other crucial tasks not being completed. Evaluate the tasks the new user will perform regularly before handing over keys to the system. And be sure to assign phone calls, meetings, and other tasks to new users in the form of activity records.

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How to Monitor & Adjust Your Fundraising Development Plan Throughout the Year

CauseVox

If you already have a plan in place, it’s time to pull it back up and review the hard numbers. Are you on track to meet your goals? There is still plenty of time left in the year -including important events like Giving Tuesday and end-of-year campaigns – to reset and get back on track. Get Back On Track (Or Stay on Track!)

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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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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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