Expert insights. Personalized for you.
Not all organizations run on the calendar year, but if yours does, you know that we've entered "crunch time." Budgets are set, the fundraising calendar is in place, and 2019 is looking you squarely in the eyes. During these last few weeks of the calendar year it's important you feel confident in your fundraising goal for 2019. The post 3 (Foolproof) Ways to Set Data-Driven Fundraising Goals for 2019 appeared first on Fundraising Report Card. Analysis MORE
Spoiler alert: the Family Foundation is suing the University for not meeting all of the requirements outlined in the 60-page charitable bequest agreement. As a result the Foundation would like the $22.9 million they’ve already given returned, and to revoke the rest of the donation. The post Do You Really Want Every Donation? appeared first on Fundraising Report Card. Culture MORE
It may be disappointing, but one of the best outcomes you can arrive at after analyzing your organization's data is to realize that you need to measure a different set of metrics. The post 2 Outcomes You Should Arrive at after Analyzing Your Fundraising Data appeared first on Fundraising Report Card. Analysis Culture MORE
Unlike other business-focused resources though, I have great empathy and understanding for the unique circumstances and challenges nonprofit organizations face. How then can we take what is considered best practice in the for-profit space and make use of it at your development shop? The post How to Improve and Develop Process at Your Nonprofit appeared first on Fundraising Report Card. Culture MORE
Relationships are tricky. They’re also scientific. Many smart people have dedicated their lives to researching and understanding why human beings interact with one another. As fundraisers, we can leverage this research to inform how we approach raising major and planned gifts. The post Knapp’s Relational Model: The Key to Raising More Major (and Planned) Gifts appeared first on Fundraising Report Card. Research MORE
Guest post by Candace Cody from CauseVox. If you’ve ever run a GivingTuesday campaign before, then you know that there’s a whole lot more involved than merely setting up an online fundraising website for one day. MORE
Preparing for the end of year is stressful. Executing your end of your strategy can be even more challenging. We get it. No matter what, 2019 will be here before you know it, and the beginning of the calendar year is a great time to audit your annual fundraising performance. The post 6 Simple Steps To Your Annual Fundraising Audit appeared first on Fundraising Report Card. Analysis MORE
Today we’ll walk through 3 metrics you’ll absolutely want to share with your board members at the next annual meeting. These metrics come from our team’s experience presenting to dozens of boards over the past few years. The post 3 Key Fundraising Metrics Your Board Members Want to See at the Next Annual Meeting appeared first on Fundraising Report Card. Analysis MORE
I wish I didn’t have such a “clickbait” title. Even I’d think twice before reading a blog post that suggests it can make you more effective at everything. But, before you press the back button or open a new tab, please hear me out. The post One Simple Tactic You Can Use to Be More Effective at Everything appeared first on Fundraising Report Card. Culture MORE
Take these 3 motifs and apply them over the next few months. You can do this, your board will be appreciative, and your organization will grow stronger because of it. The post 3 Tips to NAIL Your Year End Board Report appeared first on Fundraising Report Card. Culture MORE
Learn how to stand out and be novel on Giving Tuesday in this episode of Metrics That Matter. Click here to listen on YouTube! Topic Timestamps Introduction [00:00] How do you stand out? [02:30] 02:30] Where do you start? [04:56] 04:56] Novelty [06:34] Go Offline [07:50] Getting ahead of the rush [13:11] Blue Ocean Strategy [13:20] Timing … Continue reading "Giving Tuesday – Season 2, Episode 9". MORE
When it comes to major gifts can we use the concept of the outlier to determine our major giving threshold? Since we qualitatively and psychologically agree that a major gift is one that has a major impact on your organization, would it also be fair to then suggest that an outlier gift is the same thing? The post How Big is a Major Gift? appeared first on Fundraising Report Card. Analysis Culture MORE
Zach and Tim discuss the Pearson Family Members Foundation vs. The University of Chicago lawsuit and when you should turn down a major gift. Read this blog post for additional context for this episode: [link] Click here to listen on YouTube! Topic Timestamps Introduction [00:00] Lawsuits! [00:34] 00:34] Pearson Family Members Foundation vs. The University of … Continue reading "Do You Really Want Every Donation? – Season 2, Episode 7". The post Do You Really Want Every Donation? MORE
Over the next fifteen minutes we’ll discuss proven and documented techniques you can implement to win business, grow your consultancy, and check all of those boxes off our original checklist (while still maintaining your sanity). The post How to Grow Your Nonprofit Consultancy appeared first on Fundraising Report Card. Consultants Corner MORE
Let’s discuss apps, tools and other resources you could (and should) be using at your development shop to save time and reduce inefficiencies. The post 3 Tools Our For Profit Company Uses That Your Nonprofit Should Too Pt. 2 appeared first on Fundraising Report Card. Culture MORE
Dashboards, and the information that they provide, can be useful — the operative word being can. Thinking through what’s needed and setting up a fundraising dashboard is the tricky part of the process. The post What to Include in Your Organization’s Fundraising KPI Dashboard? Plus a FREE Template!) appeared first on Fundraising Report Card. Analysis MORE
Learn what database a small nonprofit should use, how to deal with data outliers, and how to get your team onboard with making data-driven decisions in this special Michael Jordan themed episode. Call (575) 815-4573 to leave a voicemail with your questions. Write in to tim@imarketsmart.com to email in your questions. Click here to listen … Continue reading "Advice for Small NonProfits, Data Outliers, and Getting Your Team Onboard (Season 2, Episode 3)". MORE
Zach and Tim interview Dan Doyle, the new Chief Evangelist at Fundraising Report Card. Learn about Dan’s background, why FRC is such a powerful tool for nonprofits and consultants, and how Dan can help you make the most out of it. Click here to listen on YouTube! Topic Timestamps Introduction [00:00] Who are you? [01:16] 01:16] … Continue reading "Introducing Dan Doyle and Using the Right Tools for Fundraising (Season 2, Episode 10)". MORE
“What does leadership mean to you?” Ever since we started hiring for four positions at once, I’ve been asking a lot of candidates this question. if you’re reading this, checkout our current open positions!) Well, I think it means not being afraid to roll up your sleeves every once in a while and doing … Continue reading "The Best Answer I’ve Ever Heard to “What Does Leadership Mean to You?”". The post The Best Answer I’ve Ever Heard to “What Does Leadership Mean to You?” MORE
As a development professional, it’s safe to say you have a lot on your plate. Coordinating appeals, engaging constituents, helping with programs; the list of responsibilities you oversee is undoubtedly long. The post How Your Nonprofit Can Find the Time to Be More Data-Driven appeared first on Fundraising Report Card. Culture MORE
Learn just how important donor retention is and how to make smarter decisions to improve retention and donation revenue. Download the Metrics That Matter eBook at [link] Click here to listen on YouTube! Topic Timestamps Donor retention [02:00] Overall revenue impact? [03:10] 03:10] What mistakes do people make analyzing this data? [06:06] 06:06] Segmenting your data [06:46] … Continue reading "Beyond the Basics with Donor Retention (Season 1, Episode 5)". MORE
Zach and Tim discuss some of their favorite apps, services, and tools. Have your question answered on the podcast by calling in to (575) 815-4573. Click here to listen on YouTube! Topic Timestamps Introduction [00:00] Tools! [01:16] 01:16] 2017 Blog Post [01:35] 2018 Blog Post [01:43] Evernote [02:17] Blog Post (Evernote Tagging) [03:38] Slack [06:08] Workflow’s … Continue reading "Apps, Services, and Tools For Nonprofits (Season 2, Episode 6)". MORE
Philanthropy tends to be fairly transactional — I give you some money, you send me a year-end appeal — and less relational — I give you some money, you ask me about my life story and connection to your mission. This could be (and most likely is) a contributing factor to dismal donor retention rates. The post Three Steps to Build Meaningful Relationships in Life (and with Your Donors) appeared first on Fundraising Report Card. Culture MORE
Yes, it is busy right now. Yes, we are in the midst of a heavy fundraising season, but in two weeks, when we all return to our offices after a brief holiday respite, it will be a clean 12 month slate for us to work with. The post Goal Setting for 2018: Three Metrics You Must Measure appeared first on Fundraising Report Card. Analysis MORE
This is a guest post from our friends OneCause. Running a charity auction involves tracking many moving parts. But, one of the most important elements of your event is the items you procure. Without a solid list of auction items, you’ll have a harder time hitting your fundraising goals. MORE
No BS, no trickery, no cajoling… here’s a foolproof way you can retain your soon-to-be lapsed donors. The post A Foolproof Strategy to Retain Lapsed Donors appeared first on Fundraising Report Card. Analysis MORE
Reporting to the board may be daunting, but it’s incredibly important. Your board is tasked with overseeing your organization, and providing them with a snapshot into the health of the organization’s fundraising is critical to their success. The post What You Should Include in a Board Presentation (with Examples & A Free Template) appeared first on Fundraising Report Card. Culture MORE
Engaging with donors (just like I engage with my clients) takes thought, skill, and care. Your content — the materials you use to interact with your constituents en masse — carries great weight with them. The post Original Content is Crucial For Fundraising Success appeared first on Fundraising Report Card. Culture MORE
The quest to become a data-driven nonprofit is not simple or easy. Use these three steps as guidelines. If you had a checklist for “becoming a data-driven organization,” these three steps would be on it. The post How to Become a Data-driven Nonprofit (in 3 Simple Steps) appeared first on Fundraising Report Card. Analysis MORE
Fundraising plans, starting a major gifts program, engaging in a capital campaign and a host of other nonprofit initiatives are like caverns — they take time, diligence and patience to develop. The post Building a Fundraising Program Takes Time appeared first on Fundraising Report Card. Culture MORE
Zach and Tim answer questions about handling negative metrics, what the one monthly or weekly metric every fundraiser should monitor is, and benchmarking in tribute donations. Have your question answered on the podcast by calling in to (575) 815-4573 or by emailing tim@imarketsmart.com. Click here to listen on YouTube! Topic Timestamps TJ from Indianapolis, Indiana … Continue reading "Handling Negative Metrics, The One Metric To Track, and In Tribute Donation Metrics (Season 2, Episode 4)". MORE
You tell me, is that what’s really holding back nonprofits from growth — their lack of machines to make decisions in place of their staff? The post Artificial Intelligence Is the Newest Shiny Object — Don’t Fall Prey appeared first on Fundraising Report Card. Culture MORE
That’s when it clicked. I didn’t mean to say “work” earlier that day, instead I meant to say “company culture.” I derive meaning from my life by giving to others, and our culture at MarketSmart allows me to do that. It began to crystallize as I watched the road pass by in the window. The post Something to Be Thankful For: A Great Company Culture (Plus 3 Ways You Can Foster It) appeared first on Fundraising Report Card. Culture MORE
Transitioning your organization into one that is fueled by numbers, metrics, and data-driven decisions is not impossible. Yes, organizations with larger endowments may have been able to bypass some of the challenges you face (budget, staff, etc.), but we can use their successes as a roadmap for implementing data-driven practices at the small or mid-size scale. The post 2 Ways You Can Become a Data-driven Nonprofit in 2019 appeared first on Fundraising Report Card. Culture MORE
Measuring your organization’s fundraising performance against itself (year over year analysis for example), is the first step towards benchmarking. After that comes peer comparison. The post Fundraising Benchmarks — What Can You Learn from $40B in Donations? appeared first on Fundraising Report Card. Analysis MORE
Yogi Berra once said, “If you don’t know where you’re going, you’ll wind up somewhere else.” That sentiment couldn’t be more true when it comes to achieving fundraising success. The post One Simple Rule for Fundraising Success appeared first on Fundraising Report Card. Culture MORE
Measuring key metrics monthly provides the president to “move fast.” Take for instance a three month trend in donor lifetimes values. If month over month over month you see LTV decreasing it would be a sign that something is going on in the minds of your supporters. The post How Often Should You Measure Fundraising Metrics? appeared first on Fundraising Report Card. Analysis MORE
Achieve fundraising success by creating a plan. Zach and Tim discuss the components of a successful plan and how to create one for your organization. Click here to listen on YouTube! Topic Timestamps Introduction [00:00] Success [00:36] Defining Success [01:22] FundraisingReportCard.com/Benchmarks [04:23] Heather Yandow [04:35] A Plan [05:33] Blog Post on FRC [06:24] Is anything … Continue reading "The Plan for Fundraising Success – Season 2, Episode 8". MORE
Does this shift in thinking mean that fundraising is more science than art? I don’t think so. It could be that the entire argument is actually broken. Successful fundraising relies on neither art nor science to perform its best. Let’s add another phrase to the conversation: evidence based. The post Art vs. Science in Fundraising? It’s Neither. Try Evidence Based. appeared first on Fundraising Report Card. Analysis MORE
Zach and Tim respond to three listener questions that include: what is a healthy percentage of donor increase year to year, when should you add a donor or prospect to your database, and what should be considered a major gift? Have your question answered on the podcast by calling in to (575) 815-4573 or by … Continue reading "Healthy Growth, Database Management, and Major Gifts (Season 2, Episode 2)". MORE
Whereas most nonprofits send the same old mail to each and every donor (a newsletter, an annual report, a solicitation), the “learn from your experiences” organizations send out something different: they survey their donors. The post Learn from Experiences (and Build Stronger Relationships as a Result) appeared first on Fundraising Report Card. Culture MORE
The biggest barrier to entry that I have discovered over the past 4 years isn’t being unsure what to measure, or having access to information. No, it is a lack of organizational culture that supports this new way of thinking. The post 3 Steps to Build a Data-Driven Organizational Culture appeared first on Fundraising Report Card. Culture MORE
Zach and Tim answer questions on what data can be ignored and how the approach changes for a larger nonprofit. Have your question answered on the podcast by calling in to (575) 815-4573 or by emailing tim@imarketsmart.com. Click here to listen on YouTube! Topic Timestamps Terry from San Francisco, California [01:58] Blog Post – Nonprofit … Continue reading "What Data Can Be Ignored and Does the Approach Change for Small and Big Nonprofits (Season 2, Episode 5)". MORE
To suggest that fundraising has become saturated would be an understatement. There are more than 1.5 million nonprofits in the United States alone, many with overlapping missions and visions. Nonetheless, each works tirelessly to secure your financial contribution. The post How to Stand out in the #GivingTuesday Crowd appeared first on Fundraising Report Card. Culture MORE
Fundraising Report Card
NOVEMBER 21, 2019
Guest post by Candace Cody from CauseVox. If you’ve ever run a GivingTuesday campaign before, then you know that there’s a whole lot more involved than merely setting up an online fundraising website for one day.
Fundraising Report Card
DECEMBER 18, 2019
This is a guest post from our friends OneCause. Running a charity auction involves tracking many moving parts. But, one of the most important elements of your event is the items you procure. Without a solid list of auction items, you’ll have a harder time hitting your fundraising goals.
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Fundraising Report Card
JANUARY 29, 2019
You tell me, is that what’s really holding back nonprofits from growth — their lack of machines to make decisions in place of their staff? The post Artificial Intelligence Is the Newest Shiny Object — Don’t Fall Prey appeared first on Fundraising Report Card. Culture
Fundraising Report Card
JANUARY 8, 2019
Transitioning your organization into one that is fueled by numbers, metrics, and data-driven decisions is not impossible. Yes, organizations with larger endowments may have been able to bypass some of the challenges you face (budget, staff, etc.), but we can use their successes as a roadmap for implementing data-driven practices at the small or mid-size scale. The post 2 Ways You Can Become a Data-driven Nonprofit in 2019 appeared first on Fundraising Report Card. Culture
Fundraising Report Card
SEPTEMBER 25, 2018
Yogi Berra once said, “If you don’t know where you’re going, you’ll wind up somewhere else.” That sentiment couldn’t be more true when it comes to achieving fundraising success. The post One Simple Rule for Fundraising Success appeared first on Fundraising Report Card. Culture
Fundraising Report Card
NOVEMBER 13, 2018
Not all organizations run on the calendar year, but if yours does, you know that we've entered "crunch time." Budgets are set, the fundraising calendar is in place, and 2019 is looking you squarely in the eyes. During these last few weeks of the calendar year it's important you feel confident in your fundraising goal for 2019. The post 3 (Foolproof) Ways to Set Data-Driven Fundraising Goals for 2019 appeared first on Fundraising Report Card. Analysis
Fundraising Report Card
NOVEMBER 20, 2018
That’s when it clicked. I didn’t mean to say “work” earlier that day, instead I meant to say “company culture.” I derive meaning from my life by giving to others, and our culture at MarketSmart allows me to do that. It began to crystallize as I watched the road pass by in the window. The post Something to Be Thankful For: A Great Company Culture (Plus 3 Ways You Can Foster It) appeared first on Fundraising Report Card. Culture
Fundraising Report Card
APRIL 29, 2019
Over the next fifteen minutes we’ll discuss proven and documented techniques you can implement to win business, grow your consultancy, and check all of those boxes off our original checklist (while still maintaining your sanity). The post How to Grow Your Nonprofit Consultancy appeared first on Fundraising Report Card. Consultants Corner
Fundraising Report Card
FEBRUARY 19, 2019
Measuring your organization’s fundraising performance against itself (year over year analysis for example), is the first step towards benchmarking. After that comes peer comparison. The post Fundraising Benchmarks — What Can You Learn from $40B in Donations? appeared first on Fundraising Report Card. Analysis
Fundraising Report Card
NOVEMBER 28, 2017
Philanthropy tends to be fairly transactional — I give you some money, you send me a year-end appeal — and less relational — I give you some money, you ask me about my life story and connection to your mission. This could be (and most likely is) a contributing factor to dismal donor retention rates. The post Three Steps to Build Meaningful Relationships in Life (and with Your Donors) appeared first on Fundraising Report Card. Culture
Fundraising Report Card
OCTOBER 2, 2018
To suggest that fundraising has become saturated would be an understatement. There are more than 1.5 million nonprofits in the United States alone, many with overlapping missions and visions. Nonetheless, each works tirelessly to secure your financial contribution. The post How to Stand out in the #GivingTuesday Crowd appeared first on Fundraising Report Card. Culture
Fundraising Report Card
MARCH 6, 2018
Does this shift in thinking mean that fundraising is more science than art? I don’t think so. It could be that the entire argument is actually broken. Successful fundraising relies on neither art nor science to perform its best. Let’s add another phrase to the conversation: evidence based. The post Art vs. Science in Fundraising? It’s Neither. Try Evidence Based. appeared first on Fundraising Report Card. Analysis
Fundraising Report Card
JANUARY 14, 2019
No BS, no trickery, no cajoling… here’s a foolproof way you can retain your soon-to-be lapsed donors. The post A Foolproof Strategy to Retain Lapsed Donors appeared first on Fundraising Report Card. Analysis
Fundraising Report Card
JANUARY 16, 2018
The quest to become a data-driven nonprofit is not simple or easy. Use these three steps as guidelines. If you had a checklist for “becoming a data-driven organization,” these three steps would be on it. The post How to Become a Data-driven Nonprofit (in 3 Simple Steps) appeared first on Fundraising Report Card. Analysis
Fundraising Report Card
JUNE 19, 2018
Let’s discuss apps, tools and other resources you could (and should) be using at your development shop to save time and reduce inefficiencies. The post 3 Tools Our For Profit Company Uses That Your Nonprofit Should Too Pt. 2 appeared first on Fundraising Report Card. Culture
Fundraising Report Card
JUNE 12, 2018
Unlike other business-focused resources though, I have great empathy and understanding for the unique circumstances and challenges nonprofit organizations face. How then can we take what is considered best practice in the for-profit space and make use of it at your development shop? The post How to Improve and Develop Process at Your Nonprofit appeared first on Fundraising Report Card. Culture
Fundraising Report Card
DECEMBER 11, 2018
Preparing for the end of year is stressful. Executing your end of your strategy can be even more challenging. We get it. No matter what, 2019 will be here before you know it, and the beginning of the calendar year is a great time to audit your annual fundraising performance. The post 6 Simple Steps To Your Annual Fundraising Audit appeared first on Fundraising Report Card. Analysis
Fundraising Report Card
DECEMBER 4, 2018
“What does leadership mean to you?” Ever since we started hiring for four positions at once, I’ve been asking a lot of candidates this question. if you’re reading this, checkout our current open positions!) Well, I think it means not being afraid to roll up your sleeves every once in a while and doing … Continue reading "The Best Answer I’ve Ever Heard to “What Does Leadership Mean to You?”". The post The Best Answer I’ve Ever Heard to “What Does Leadership Mean to You?”
Fundraising Report Card
OCTOBER 16, 2018
Take these 3 motifs and apply them over the next few months. You can do this, your board will be appreciative, and your organization will grow stronger because of it. The post 3 Tips to NAIL Your Year End Board Report appeared first on Fundraising Report Card. Culture
Fundraising Report Card
APRIL 10, 2018
Today we’ll walk through 3 metrics you’ll absolutely want to share with your board members at the next annual meeting. These metrics come from our team’s experience presenting to dozens of boards over the past few years. The post 3 Key Fundraising Metrics Your Board Members Want to See at the Next Annual Meeting appeared first on Fundraising Report Card. Analysis
Fundraising Report Card
JANUARY 8, 2018
Fundraising plans, starting a major gifts program, engaging in a capital campaign and a host of other nonprofit initiatives are like caverns — they take time, diligence and patience to develop. The post Building a Fundraising Program Takes Time appeared first on Fundraising Report Card. Culture
Fundraising Report Card
SEPTEMBER 4, 2018
As a development professional, it’s safe to say you have a lot on your plate. Coordinating appeals, engaging constituents, helping with programs; the list of responsibilities you oversee is undoubtedly long. The post How Your Nonprofit Can Find the Time to Be More Data-Driven appeared first on Fundraising Report Card. Culture
Fundraising Report Card
AUGUST 14, 2018
Reporting to the board may be daunting, but it’s incredibly important. Your board is tasked with overseeing your organization, and providing them with a snapshot into the health of the organization’s fundraising is critical to their success. The post What You Should Include in a Board Presentation (with Examples & A Free Template) appeared first on Fundraising Report Card. Culture
Fundraising Report Card
DECEMBER 12, 2017
Engaging with donors (just like I engage with my clients) takes thought, skill, and care. Your content — the materials you use to interact with your constituents en masse — carries great weight with them. The post Original Content is Crucial For Fundraising Success appeared first on Fundraising Report Card. Culture
Fundraising Report Card
DECEMBER 19, 2017
Yes, it is busy right now. Yes, we are in the midst of a heavy fundraising season, but in two weeks, when we all return to our offices after a brief holiday respite, it will be a clean 12 month slate for us to work with. The post Goal Setting for 2018: Three Metrics You Must Measure appeared first on Fundraising Report Card. Analysis
Fundraising Report Card
NOVEMBER 7, 2018
Learn how to stand out and be novel on Giving Tuesday in this episode of Metrics That Matter. Click here to listen on YouTube! Topic Timestamps Introduction [00:00] How do you stand out? [02:30] 02:30] Where do you start? [04:56] 04:56] Novelty [06:34] Go Offline [07:50] Getting ahead of the rush [13:11] Blue Ocean Strategy [13:20] Timing … Continue reading "Giving Tuesday – Season 2, Episode 9".
Fundraising Report Card
JUNE 26, 2018
When it comes to major gifts can we use the concept of the outlier to determine our major giving threshold? Since we qualitatively and psychologically agree that a major gift is one that has a major impact on your organization, would it also be fair to then suggest that an outlier gift is the same thing? The post How Big is a Major Gift? appeared first on Fundraising Report Card. Analysis Culture
Fundraising Report Card
FEBRUARY 27, 2018
Measuring key metrics monthly provides the president to “move fast.” Take for instance a three month trend in donor lifetimes values. If month over month over month you see LTV decreasing it would be a sign that something is going on in the minds of your supporters. The post How Often Should You Measure Fundraising Metrics? appeared first on Fundraising Report Card. Analysis
Fundraising Report Card
OCTOBER 3, 2018
Achieve fundraising success by creating a plan. Zach and Tim discuss the components of a successful plan and how to create one for your organization. Click here to listen on YouTube! Topic Timestamps Introduction [00:00] Success [00:36] Defining Success [01:22] FundraisingReportCard.com/Benchmarks [04:23] Heather Yandow [04:35] A Plan [05:33] Blog Post on FRC [06:24] Is anything … Continue reading "The Plan for Fundraising Success – Season 2, Episode 8".
Fundraising Report Card
MAY 16, 2018
Learn just how important donor retention is and how to make smarter decisions to improve retention and donation revenue. Download the Metrics That Matter eBook at [link] Click here to listen on YouTube! Topic Timestamps Donor retention [02:00] Overall revenue impact? [03:10] 03:10] What mistakes do people make analyzing this data? [06:06] 06:06] Segmenting your data [06:46] … Continue reading "Beyond the Basics with Donor Retention (Season 1, Episode 5)".
Fundraising Report Card
SEPTEMBER 19, 2018
Zach and Tim discuss the Pearson Family Members Foundation vs. The University of Chicago lawsuit and when you should turn down a major gift. Read this blog post for additional context for this episode: [link] Click here to listen on YouTube! Topic Timestamps Introduction [00:00] Lawsuits! [00:34] 00:34] Pearson Family Members Foundation vs. The University of … Continue reading "Do You Really Want Every Donation? – Season 2, Episode 7". The post Do You Really Want Every Donation?
Fundraising Report Card
SEPTEMBER 5, 2018
Zach and Tim discuss some of their favorite apps, services, and tools. Have your question answered on the podcast by calling in to (575) 815-4573. Click here to listen on YouTube! Topic Timestamps Introduction [00:00] Tools! [01:16] 01:16] 2017 Blog Post [01:35] 2018 Blog Post [01:43] Evernote [02:17] Blog Post (Evernote Tagging) [03:38] Slack [06:08] Workflow’s … Continue reading "Apps, Services, and Tools For Nonprofits (Season 2, Episode 6)".
Fundraising Report Card
AUGUST 28, 2018
I wish I didn’t have such a “clickbait” title. Even I’d think twice before reading a blog post that suggests it can make you more effective at everything. But, before you press the back button or open a new tab, please hear me out. The post One Simple Tactic You Can Use to Be More Effective at Everything appeared first on Fundraising Report Card. Culture
Fundraising Report Card
APRIL 3, 2018
Relationships are tricky. They’re also scientific. Many smart people have dedicated their lives to researching and understanding why human beings interact with one another. As fundraisers, we can leverage this research to inform how we approach raising major and planned gifts. The post Knapp’s Relational Model: The Key to Raising More Major (and Planned) Gifts appeared first on Fundraising Report Card. Research
Fundraising Report Card
AUGUST 22, 2018
Zach and Tim answer questions on what data can be ignored and how the approach changes for a larger nonprofit. Have your question answered on the podcast by calling in to (575) 815-4573 or by emailing tim@imarketsmart.com. Click here to listen on YouTube! Topic Timestamps Terry from San Francisco, California [01:58] Blog Post – Nonprofit … Continue reading "What Data Can Be Ignored and Does the Approach Change for Small and Big Nonprofits (Season 2, Episode 5)".
Fundraising Report Card
AUGUST 21, 2018
Spoiler alert: the Family Foundation is suing the University for not meeting all of the requirements outlined in the 60-page charitable bequest agreement. As a result the Foundation would like the $22.9 million they’ve already given returned, and to revoke the rest of the donation. The post Do You Really Want Every Donation? appeared first on Fundraising Report Card. Culture
Fundraising Report Card
JULY 31, 2018
It may be disappointing, but one of the best outcomes you can arrive at after analyzing your organization's data is to realize that you need to measure a different set of metrics. The post 2 Outcomes You Should Arrive at after Analyzing Your Fundraising Data appeared first on Fundraising Report Card. Analysis Culture
Fundraising Report Card
JULY 25, 2018
Zach and Tim answer questions about handling negative metrics, what the one monthly or weekly metric every fundraiser should monitor is, and benchmarking in tribute donations. Have your question answered on the podcast by calling in to (575) 815-4573 or by emailing tim@imarketsmart.com. Click here to listen on YouTube! Topic Timestamps TJ from Indianapolis, Indiana … Continue reading "Handling Negative Metrics, The One Metric To Track, and In Tribute Donation Metrics (Season 2, Episode 4)".
Fundraising Report Card
JULY 17, 2018
Dashboards, and the information that they provide, can be useful — the operative word being can. Thinking through what’s needed and setting up a fundraising dashboard is the tricky part of the process. The post What to Include in Your Organization’s Fundraising KPI Dashboard? Plus a FREE Template!) appeared first on Fundraising Report Card. Analysis
Fundraising Report Card
JULY 11, 2018
Learn what database a small nonprofit should use, how to deal with data outliers, and how to get your team onboard with making data-driven decisions in this special Michael Jordan themed episode. Call (575) 815-4573 to leave a voicemail with your questions. Write in to tim@imarketsmart.com to email in your questions. Click here to listen … Continue reading "Advice for Small NonProfits, Data Outliers, and Getting Your Team Onboard (Season 2, Episode 3)".
Fundraising Report Card
JULY 10, 2018
The biggest barrier to entry that I have discovered over the past 4 years isn’t being unsure what to measure, or having access to information. No, it is a lack of organizational culture that supports this new way of thinking. The post 3 Steps to Build a Data-Driven Organizational Culture appeared first on Fundraising Report Card. Culture
Fundraising Report Card
JANUARY 30, 2018
Whereas most nonprofits send the same old mail to each and every donor (a newsletter, an annual report, a solicitation), the “learn from your experiences” organizations send out something different: they survey their donors. The post Learn from Experiences (and Build Stronger Relationships as a Result) appeared first on Fundraising Report Card. Culture
Fundraising Report Card
JUNE 28, 2018
Zach and Tim respond to three listener questions that include: what is a healthy percentage of donor increase year to year, when should you add a donor or prospect to your database, and what should be considered a major gift? Have your question answered on the podcast by calling in to (575) 815-4573 or by … Continue reading "Healthy Growth, Database Management, and Major Gifts (Season 2, Episode 2)".
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