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For leaders and ops team members at small to midsize nonprofits to get guidance, uplifting, and resources for nonprofit data, database, and operations.
Ops Insights #028 Use CUE to Strengthen the Partnership
We have tremendous opportunities in the fundraising sector to strengthen the partnership between data and frontline professionals. Gone are the days when the data team was the “back office.” Today, data professionals should stand side-by-side with frontline professionals as true partners to drive fundraising efforts forward. One way we can strengthen this partnership is by learning and using CUE - Communication, Understanding, and Empathy. Let’s talk through it.
Ops Insights #026 Research Profiles
If you are a small to midsize organization and one of your many duties is prospect research, this edition is for you. If prospect research is your entire role, you can skip this week, as this is for beginners with multiple roles. Often, when tasked with various roles, prospect research tends to get pushed to the bottom of the priority list. I’ve been there and got it, and I am here to help you with the basics.
Ops Insights #025 My Wish for You
You have so much good inside of you. A thought, an idea, and a voice to share. The nonprofit space is already filled with enough pressure to go faster, do more with less, and innovate without investment (heard of AI?). Let’s help you find those positive-minded people to uplift you and fuel your ambitions!
Ops Insights #023 Recurring Gift vs. Pledge
We are covering the differences between recurring gifts and pledges. A recurring gift/donation is different from a pledge, and your CRM should be able to handle both. As you continue looking for ways to increase fundraising dollars while having efficiency, I highly recommend doing recurring gifts. It’s gained lots of traction over the last few years, making renewing donors automatic.
Ops Insights #022 Continuous Learning
Continuous learning, also referred to as lifelong learning, is the ability to develop, build, and grow your skills on an ongoing basis. There is no way we can know everything already, especially as the data and tech landscape evolves and changes. Look at the cell phone you rely so heavily on… what version number are you on?
It’s a practice you can build in as a habit and it will support your growth as you continue to evolve in your role. Let’s go through some examples.
Ops Insights #021 Remote Work 101
I am an advocate of remote work, and I found it to be highly effective for me and for the ones I work with. For this reason, today we are diving into the basics of remote work. You can learn from what I experienced to either get started yourself or help your team get moving. Whether it’s fully remote or hybrid, these tips will help guide you.
Ops Insights #020 Your Story is Your North Star
Ever looked back at your career and thought how did I get here? Today, I want to encourage you to reflect on your start in the nonprofit sector. Why did you get into philanthropy in the first place? There are moments for us to remember, such as you witness a child’s life saved because of donations; Or you witness a single mother crying as she looks at the house that was re-built for her after a natural disaster because of donations. Why don't we talk about these moments more? Let’s help you take a few minutes to remember your story because it is your north star.
Ops Insights #018 Gift Processing and Finance
Finance should not dictate how you enter gifts into your fundraising CRM database. Yes, we want a healthy and collaborative relationship with our finance peers, but there are only a few fields in your CRM that need to be dictated by finance. Your fundraising CRM database is for fundraising purposes, not for finance purposes, and in order to be donor-centric, you need your CRM database to be donor-centric.
Ops Insights #017 Enhance Problem-Solving Skills
Are you ready to elevate your philanthropy operations skill set? In the world of nonprofits and fundraising, problem-solving isn't just about identifying obstacles; it's about presenting actionable solutions that empower positive change. Let's explore how the art of effective problem-solving can make you an invaluable asset to your leader and team members.