You have a lot on your plate. A quick, kind sweep of your donor records this week will save hours in January and make year-end acknowledgments smoother. This close to the holidays (and year end!(, we'll keep it simple and practical. Hour 1: tidy the data that powers your thank yous Merge obvious duplicate donor records so each person has one clean history. Your CRM likely has a duplicate finder or merge tool ready to go. Bloomerang, for example, flags possible matches and let

Year-end giving is picking up for our clients. As we've seen over the years, the fastest way to build trust and avoid headaches is to send clean, timely acknowledgments that hit the must-have elements and still sound human. Below is a simple checklist you can drop into your CRM template today. The “musts” are drawn from IRS guidance, but this is not tax advice. It is good nonprofit practice. What every acknowledgment for gifts of 250 dollars or more must include Your organiza

January gets easier when deadlines, owners, and documents are planned in October. Consider this a simple kit for your staff. We are glad...