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.

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.

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.