Technology & Operations

Systems and services solutions to improve fundraising operations or convert CRMs

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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