Wealth Screening Cheat Sheet
Every nonprofit knows that building meaningful relationships with donors is the key to growing support. But how do you identify...
Cheat Sheets
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Crafting a Winning Grant Proposal
Cheat Sheet Crafting a Winning Grant Proposal
Crafting a compelling grant proposal is essential for securing funding and bringing your project to life. This cheat sheet provides...
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Donor-Advised Funds
Cheat Sheet Donor-Advised Funds
Donor-Advised Funds, frequently referred to as a DAF, are not new in the philanthropic realm, but they are certainly on...
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Donor Thank You Letters
Cheat Sheet Donor Thank You Letters
Did you know that 37% of donors are annoyed if an organization doesn’t thank them for their charitable donation? What...
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Donor Ratings
Cheat Sheet Donor Ratings
Donor ratings or scores are used by education, healthcare, and nonprofit organizations to evaluate and categorize their donors based on...
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10 questions to include in your CRM RFP
Cheat Sheet 10 questions to include in your CRM RFP
With the technological advancements in the last decade, it’s become more appealing to update or change CRM systems if your...
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Foundation Research
Cheat Sheet Foundation Research
While individuals make up the largest group of donors, foundations also present fantastic opportunities for other nonprofits like yours. Why?...
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Planned Giving
Cheat Sheet Planned Giving
Planned gifts have wide-reaching effects, not only for your organization but for your dedicated donors as well. If you’re looking...