Gift Policy Question Search 
Bloomerang
AUGUST 4, 2023
Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., Today’s question comes from a nonprofit employee who wants advice on how to accept a real estate gift for the first time: Dear Charity Clairity, We have a board member who wants to donate a gift of real estate.
sgEngage
JUNE 6, 2024
An audit query can be as simple as looking for data entry errors, like a recent cash gift with a gift date of two years later. This could spur new data entry rules like restricting a gift date used in a current appeal to match the fiscal year. You are focused on policies and procedures. Brush up on planned gifts.
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sgEngage
JUNE 12, 2023
Critical information gets added here such as a new gift, a breakthrough conversation with a potential donor, or the assignment of a fundraiser to manage the relationship with a major donor. Develop a habit to search It’s easy to get excited about a new prospect we have discovered or met in person. Have you searched in at least 3 ways?
Bloomerang
JUNE 21, 2024
Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., Today’s question comes from a nonprofit employee who wants advice on how small nonprofits should approach using artificial intelligence (AI): Dear Charity Clairity, Everyone is talking about AI, so I fear I can’t ignore it. AI is here to stay.
Bloomerang
MARCH 22, 2024
Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., Develop user-friendly donation landing pages and gift processing. Develop gift acceptance policies and procedures. Optimize content and messaging for mobile and search. Develop a direct mail donor acquisition program.
Nonprofits Source
OCTOBER 6, 2023
For nonprofits interested in workplace giving, this guide will dive into how modern workplace giving software impacts these corporate philanthropy initiatives by answering these questions : What is workplace giving software? Some workplace giving platforms have search tools that allow businesses to find specific nonprofits to support.
Double the Donation
OCTOBER 25, 2021
One thing that phonathons have historically struggled with has been identifying donors who may be eligible for a matching gift from their employer?—and So how do you optimize matching gifts in your phonathons? Train callers on matching gifts. Include matching gifts in call scripts. Prepare for donor questions.
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