Technology & Operations

Systems and services solutions to improve fundraising operations or convert CRMs

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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