Most nonprofit stores end each month knowing one number: total sales. That number tells you how the month went, but not why. It won’t show you that donations are sitting in the back room for two weeks, that one shift asks for roundups far more often than the others, or that your most loyal shoppers […]
Key Takeaways: Effective donor data management—the continuous process of gathering, organizing, and analyzing supporter information in a centralized CRM—is crucial for maintaining strong relationships and securing ongoing support. To keep databases organized and secure, your nonprofit should standardize formatting, consolidate information into a single system, and regularly train staff on entry procedures. Additionally, implement strong […]
According to Virtuous, 92% of nonprofits use AI for some part of their workflows. While only 7% report strategic use, this figure indicates a major shift in a sector that has often struggled with capacity limits. Increasingly automated processes, paired with AI-powered insights and content creation, can help small development teams scale to serve more […]
Many healthcare practices become fixtures in their communities: their reputation for excellent patient care keeps patients coming back time and time again. When you prioritize your existing patient base and keep them engaged, you build trust within your community and avoid costly patient acquisition initiatives. This guide provides four actionable tips to keep patients engaged […]
Collecting, analyzing, and applying data is essential for your nonprofit’s volunteer program to succeed long-term. Volunteer data plays a critical role in maintaining engagement and trust with program participants, making informed decisions about administrative processes, and demonstrating your volunteers’ value and impact to stakeholders and the broader public. Just like your organization’s fundraising and donor […]
The best medical practices balance exceptional care with complicated financial realities. This is why proper revenue cycle management (RCM) is so important, as it encompasses everything before, during, and after a patient’s visit that affects a medical practice’s ability to get paid. Effective RCM improves the patient experience while supporting your practice’s long-term financial stability. […]
Proper financial management starts with a solid foundation. To keep your finances organized, stay accountable to stakeholders, and maintain GAAP compliance, you need strong financial policies. Whether you’re developing nonprofit finance policies for the first time or want to strengthen your existing framework, this article will help guide your strategy by reviewing core finance policies, […]
Data enables your organization to make confident decisions by establishing credibility with evidence and unifying your team around concrete results. However, making data-backed decision-making second nature in your organization can be a challenge, especially if you’re unsure which insights to prioritize. Not to mention, unorganized, missing, or unhygienic data can stall your progress or lead you down […]
Traditional prospect research often creates an incomplete picture of your donor base. As a result, your team is left to rely on static indicators like real estate value or historical political giving. While these data points offer insight into long-term giving capacity, they completely bypass a donor’s current professional footprint. After all, the workplace is […]
TL;DR: What’s the difference between wealth screening and prospect research? Wealth screening evaluates a donor’s financial capacity to give based on public assets like real estate, stock holdings, and business ownership. Prospect research, on the other hand, is a broader, holistic process that combines wealth data with affinity, personal interests, and giving history to identify a […]