Salesforce Reporting 101 for Nonprofits

If you use a Salesforce-based product, such as the Nonprofit Success Pack™ (NPSP) or Luminate CRM™, you have some of the most powerful, flexible reporting tools available for nonprofits. But do you know what reporting capabilities Salesforce has to offer? I recently teamed up with my colleague, Dan Weik, data consultant at Cathexis Partners, to […]

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[GUEST POST] 3 Ways Nonprofit Web Design Can Drive Donor Engagement

We know just how important your website is for driving online donations. However, online fundraising is only one objective of a great nonprofit site. When you make thoughtful web design choices, you can inspire your supporters (and potential supporters) to stay on your site longer and ultimately engage with your nonprofit both online and offline […]

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Don’t Miss a Donation!: Proactively Review Sustaining Gift Credit Card Expirations

Sustaining gift donors are some of your most engaged constituents. But, just like most people, they don’t always remember when their credit cards are expiring, or they don’t remember which cards they are using for which ongoing payments. This inevitably leads to declined transactions, and then you’re left to follow up with your sustaining donors […]

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Top Picks for Fundraisers at 2018 AFP International and NTC Conferences in the Big Easy

It seems like the Big Easy will be the center of the nonprofit universe this April with both AFP International Fundraising Conference and the Nonprofit Technology Conference (NTC) in New Orleans. I won’t miss out on any of the fun: Cathexis Partners will be sponsoring and exhibiting at the events (booth #541 at NTC, and […]

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Why Peer-to-Peer Fundraising is on My Mind

I’m often thinking about peer-to-peer fundraising. That’s not too surprising, given my role leading a team that helps nonprofits use technology to raise funds and engage with constituents. But, it’s been on my mind even more than usual lately. I recently did a podcast on peer-to-peer fundraising with Successful Nonprofits.  In the podcast, I had […]

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Creative Approaches to Peer-to-Peer Fundraising

This isn’t the first time I’ve written about creative approaches to peer-to-peer fundraising (and likely not the last). I typically try not to repeat subjects often, but I was recently asked by the Direct Marketing Association of Washington (aka DMAW) to present the webinar Beyond the Event: Creative Approaches to Peer-to-Peer Fundraising, and we continue […]

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