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[ASK AN EXPERT] How Do I Credit DAF Gifts In My CRM, And Also Recognize These Gifts?

Bloomerang

Todays question comes from a nonprofit employee who wants advice on how to recognize and credit donor-advised fund gifts in their CRM: Dear Charity Clairity, I have a nuanced question on how to record DAF gifts in my CRM. I think I give a hard credit to the sponsor and a soft credit to the individual?

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AI Fundraising vs. Wealth Screening: Which Strategy Wins for Your Organization?

Nonprofit Tech for Good

Wealth Screening: Focus on High-Value Donors Wealth screening identifies major gift prospects by analyzing financial assets, property ownership, and other wealth indicators. Here’s what it offers: Financial Intelligence Wealth screening uses public and proprietary data sources to uncover high-net-worth individuals who can make large gifts.

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How to Improve Donor Retention: 3 Surprising Strategies from Top-performing Nonprofits

Nonprofit Tech for Good

Your team spends hours bringing new supporters through the door, only to watch too many quietly leave after their first gift. According to Rachel, “Every step you remove from the donation process increases the likelihood a donor will complete the gift.” Donor retention can feel like a never-ending cycle. Just by asking.

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Next-Gen Nonprofit Fundraising: How Personalization Powers Success

Nonprofit Tech for Good

AI-Powered Insights: Salesforce’s Einstein AI analyzes donor data to predict future giving potential, identify major gift prospects, and recommend personalized engagement strategies. About the Sponsor iMission is a full-service digital-first marketing agency working exclusively with nonprofits, public sector organizations, and schools.

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3 Reasons Why Nonprofits Should Embrace Stock Gifting (and How to Do It)

Nonprofit Tech for Good

And while stock gifting has been limited either by lack of awareness among potential donors or a painstaking process, the prize for nonprofits is enormous. “If As a result, pre-tax stock gifts are generally much larger than after-tax cash gifts. Non-profits don’t have to be experts in stock gifting,” Latham said. “We

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HOW TO: Easily Accept Stock Donations on Your Nonprofit’s Website – and Why You Should

Nonprofit Tech for Good

By Kyle Brown , COO at DonateStock – a fundraising platform that makes stock gifting to nonprofits easy and accessible. DonateStock has ignited a conversation in philanthropy with their innovative approach to stock gifting. Why Stock Gifting? Donors can deduct the fair-market value of the gifted stock on tax returns.

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How to Issue Donation Receipts for Different Types of Gifts

Get Fully Funded

Donation tax receipts allow you to confirm that youve processed and implemented a charitable contribution while expressing appreciation for donors gifts. In addition to the essential details youd include on a cash donation receipt, your in-kind donation tax receipts should feature the following: Gift description.

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