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By chris

Quick and Dirty Guide to Finding New Donors

This post was written by Jeri Alcock, CFRE, West Coast Sales Manager at DonorSearch

We get it. Although fundraising is worthwhile work and a deeply satisfying endeavor, it’s not the easiest job in the world. When looking for donors, it sometimes feels like you’re losing a game of hide and seek. You know the donors are out there, but you can’t find them.

This guide is going to equip you with the tools to yell “olly olly oxen free” and reveal all the donors you’ve been looking for who have been right under your nose.

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By chris

[Guest Post] The Top 3 Biggest Donor Management Mistakes

This blog focuses on the world of prospect research and various related fundraising topics. To diversify our subject matter, we like to feature the work of our friends and colleagues in the community. Join me in welcoming Timi Paccioretti of Little Green Light and please enjoy her post on donor management.

The Top 3 Biggest Donor Management Mistakes

Small shop development offices are notoriously short-handed and over-worked. When you’re tasked with everything from writing copy for your newsletter to organizing a $10M capital campaign, it’s not surprising that finding time to manage your donor database is hard to come by.

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By chris

15 Fundraising Success Metrics to Start Tracking

This post was written by Bill Tedesco, CEO of DonorSearch. 

Measuring your performance is a crucial step that nonprofits must take to succeed.

There’s no better way of isolating and troubleshooting any ongoing problems. And worry not, there’s no shortage of methods of measuring performance.

They’re called fundraising success metrics here, but they are also often referred to as key performance indicators (KPIs). These metrics are the analytical tools nonprofits need to continue raising more and more funds.

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By chris

3 Determiners of Donor Giving Capacity

Although most of us wish it were a science, determining donor giving capability is more of an art form.

Prospect research reveals pieces of data about donors and then does the difficult task of analyzing what those data points mean. That result, a prospect research output, is donor giving capability.

It is determined by three factors:

  1. Connection to Your Cause
  2. Philanthropic Propensity
  3. Wealth Markers

Some researchers start and end with wealth markers, which is a real detriment to giving capability accuracy.

In this article, we’re going to give you the lowdown on all things donor giving capacity, which includes:

  1. A discussion of the three determiners of donor giving capacity.
  2. An investigation into the accuracy of capacity scores.
  3. A summary of major gift capacity scores.

Let’s open with point one, the three determiners.

Think of the giving capacity determiners as legs on a tripod, all necessary and all doing their part. 

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By chris

6 Steps to a Successful CRM Strategy

In an effort to bring our readers the best information available on prospect research and its surrounding topics, we like to sometimes highlight posts from outsides blogs that provide valuable insights and information regarding the nonprofit sector. Today we’re featuring one of those posts.

6 Steps to a Successful CRM Strategy initially appeared on Andar/360’s blog. You can check out the original version here! 

This article was written by Real Bedard, President of Helix Ltd

6 Steps to a Successful CRM Strategy

1: Collect Information

Names, addresses, employer, cell numbers, email addresses, communication preferences, gifts, pledges, payments, formal/nicknames, relationships between accounts, demographics, competitive giving,… the list goes on and on. Information is everywhere and it can all be extremely valuable when getting to know your constituents.

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By chris

[Guest Post] How to Utilize Social Insights for Prospect Research

DonorSearch always aims to provide the best content available regarding prospect research and the broader nonprofit space. As such, we welcome guest contributors occasionally to mix things up here at our blog and provide new perspectives. Today, we’re happy to share a post by Solina Powell of EverTrue.

How to Utilize Social Insights for Prospect Research

While some workplaces frown upon employees spending their time on sites like Twitter, LinkedIn, and Facebook, those working in prospect research should be encouraged to invest their time in these platforms.

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By chris

2 Questions About Planned Giving and Ethics

I know what you might be wondering…is this going to be a wordy, complex discussion of a very legal-heavy topic? The answer is no!

We will be covering that topic that has yet to be named, but this post aims to explain some of those complexities in a manner that is digestible for a layman. There are academic papers for the intricacies of planned giving ethics. This post is for people who are newly and/or casually involved with planned giving and need an introduction to ethical questions associated with such programs.

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By chris

Planned Giving: The Job Description

“The future depends on what we do in the present.”
 -Mahatma Gandhi

No other fundraising method quite captures the essence of that quote like planned giving does.

In its simplest form, planned giving refers to a future donation that a supporter decides to give in the present.

Moving past the basic definition of the term, deeper complexity enters the mix and it goes from a concept that everyone can grasp to a lot of technical talk, legal jargon, and financial language. It’s still great for fundraising and highly recommended, but your organization is going to need someone on hand to translate all the complexities.

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