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Happy Holidays from the.orgSource Team

.orgSource

Taking time to recharge is a gift to yourself that makes a difference for everyone. The post Happy Holidays from the.orgSource Team appeared first on.orgSource. I hope the season brings holiday magic and a break from your professional responsibilities to enjoy other activities that enrich your life. Rest is a leader’s best friend.

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

Nonprofit Tech for Good

Efficiency Gains By automating tasks like donor targeting and messaging, AI frees up your team to focus on building relationships and crafting high-level strategies, driving more value from every interaction. It allows you to zero in on individuals most capable of giving more significant gifts.

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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. First there is a corporate listing, determined by cumulating all gifts from a single sponsor (e.g.

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What to Do About Ignorance in Major Gifts

NonProfit PRO

Major gifts fundraising is generally misunderstood. So, if you are facing ignorance in your nonprofit, here are some ways you can educate your fellow team members on the role. There is more to it than the art of asking.

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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.

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What’s Your End-of-Year Strategy for Planned Gifts of Assets?

sgEngage

He was a donor to one of our charity clients and we had talked about the possibility of gifting assets to reduce or eliminate tax liability. After a tremendous team effort, the donor successfully transferred his entire ownership into a donor advised fund (DAF) on December 30. How, then, should you talk about year-end gifts of assets?

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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. Provide ongoing training and support: Empowering your team to effectively utilize Salesforce’s features. So make sure youre on board.

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