Technology & Operations

Systems and services solutions to improve fundraising operations or convert CRMs

Defining the Meaning of CRM Implementation Success

Defining the Meaning of CRM Implementation Success

Identifying complexities of the landscape will help you develop a concrete and executable technology and operations roadmap.

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Grateful Patient Fundraising and Concierge Services

Grateful Patient Fundraising and Concierge Services

While most healthcare concierge programs are not focused on philanthropy, these programs are playing an increasingly important role in fundraising. With the blurring lines between concierge services and intentional grateful patient fundraising, the question becomes what the appropriate use of data is.

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Counting vs. Accounting

Maximizing Philanthropy: Counting vs. Accounting

In the midst of uncertainty caused by shrinking profit margins and limited resources, C-Suite interest in and reliance on cash flow generated by development shops has never been greater.

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Creating a Comprehensive System Training Plan

Creating a Comprehensive System Training Plan

Organizations recognize the value and benefits of developing training plans and delivery on the software system. When done properly, training can make employees more efficient—increasing proficiencies, productivity, and morale, while decreasing costs. But creating effective training isn’t easy.

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Defining Roles: Gift Processing and Finance

Defining Roles: Gift Processing and Finance

Organizations often struggle to fully understand the distinctions between gift processing and finance roles and responsibilities. While these departments are sometimes viewed as one, they serve different but complementary purposes. Outlining the goals, priorities, processes, and needs of each department can help build a more cohesive and collaborative relationship.

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Establishing a Data Governance Committee

Establishing a Data Governance Committee

Data governance committees can be a valuable resource in developing policies and procedures for effective data management and communication of the organization’s data standards. BWF reviews the components of a data governance committee and advises on how to establish one successfully.

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Bridging the Divide Between Frontline Fundraisers and Operations Staff

Bridging the Divide Between Frontline Fundraisers and Operations Staff

One critical but often overlooked aspect in achieving a successful fundraising program is the relationship and interaction between gift officers and operations staff. While gift officers interact directly with donors and strive to build lasting relationships to garner support for the organization’s mission, operations staff are the gatekeepers of valuable data and ensure proper processes for data accuracy.

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Best Practices for Processing Donor-Advised Funds

Best Practices for Processing Donor-Advised Funds

Donor-advised funds represent an important and growing fundraising opportunity. But what happens once a donor-advised fund transaction comes through a nonprofit organization’s door? Here are some best practices.

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Best Practices for Data Storage and Collection

Best Practices for Data Storage and Collection

Storing large quantities of data is no longer a technological challenge. With the widespread adoption of fundraising analytics and the next generation of scoring systems on the horizon, the impulse is for organizations to store everything.

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