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6 Ways to Ensure the Wellness of Your Donor Data

In many ways, your donor data is your most valuable asset. It drives your donor communications, powers your fundraising efforts, and feeds your reports. Shouldn’t it be complete, accurate, and clean as a whistle? Here are six ideas for keeping your donor data in tip top shape: Think about who needs what data and for […]

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For Peer-to-Peer Fundraising Success, Think: Integration!

As with any fundraising campaign, getting an overall picture of how your constituents interact with your organization and how your organization interacts with your constituents is vitally important to the success of your peer-to-peer fundraising campaigns. So it’s important to consider how (and if) your peer-to-peer fundraising software platform shares data with your constituent relationship […]

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The Peer-to-Peer Fundraising Technology Landscape – 2018 Edition

The peer-to-peer fundraising technology landscape is changing all the time.  In the last year alone, new tools have come out (Arreva and Givehero to name just two), and mergers abound with GivGab acquiring Kimbia, OneCause acquiring Great Feats, Razoo rebranding as Mightycause, and just last week, Neon and Rallybound joined forces to become NeonOne.   How […]

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FREE Consulting and Other Can’t-Miss Opportunities at #bbcon2018

Blackbaud’s bbcon2018 is less than a month away, and there are a few opportunities I think you won’t want to miss: FREE consulting at bbcon2018. If you’d like help in any of the following areas, please sign up for a 1:1 consulting session with Cathexis Partners: Luminate CRM / Salesforce Luminate Online Marketing / Fundraising […]

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Salesforce Reporting for Nonprofits

If you use a Salesforce-based product, such as the Nonprofit Success Pack™ (NPSP) or Luminate CRM™, you have powerful, flexible reporting tools at your fingertips. But, you do need to know how to make the most of them. The Cathexis team has you covered, with two on-demand webinars that will give you the background you […]

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How to Prepare for a CRM System Implementation for Your Nonprofit

Your nonprofit may be moving beyond spreadsheets to track and manage your organization’s relationships with donors, volunteers, advocates, and other supporters. Or, your team may be replacing its current system. Either way, implementing a new Constituent Relationship Management (CRM) system requires planning and preparation. To help ensure your project runs smoothly and stays on track, […]

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[GUEST POST] Data Freedom and the Modern Nonprofit

Data has become more important than ever to nonprofits, especially those in the peer-to-peer fundraising space. Massive increases in charitable giving conducted through multiple devices (phone, tablets, desktops) driven by multiple marketing channels (social, mobile, search, etc.) has grown exponentially over the last several years. This has generated an enormous amount of data, creating an opportunity for organizations to […]

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Top Picks for Fundraisers at the 2017 Nonprofit Technology Conference

I’ll start this article about top picks for fundraisers at the 2017 Nonprofit Technology Conference (NTC) with full disclosure: I’m excited about #17NTC partly because Cathexis Partners will be exhibiting (booth #508!) and presenting at the event later this month. But, I’m also excited about the lineup of great content for fundraisers. Here are my […]

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