GuideStar led the first revolution in nonprofit transparency by posting IRS Forms 990 online nearly two decades ago. That resulted in greater accountability in nonprofit practice and greater transparency in compensation, program effectiveness, and giving across the sector. Now we’re helping to lead a second revolution. We want to expand the definition of transparency to be more timely, interactive, inclusive, and comprehensive.  On Monday, February 24, at 2 pm ET, we are holding the first ever Impact Call, and we invite you to join us. Loosely based on the quarterly earnings calls held by publicly-owned companies, the Impact Call is open to everyone and will be the first step in addressing these new transparency definitions.Read more

There’s much talk about having an integrated marketing campaign to engage your donors. But what about a mobile campaign? Angela Whaley, Client Experience Director at mGive and Claudia Perrone, Marketing Specialist at No-Kill LA shared how they did just during WealthEngine’s webinar Puppies, Kitties and Mobile: Donor Engagement with mGive & Best Friends Animal Society.  Myths about Mobile: First, they addressed some common mobile myths which have discouraged many from going forward with a mobile campaign.Read more

I’ve long been a big fan of the wit and wisdom of Jeff Schreifels and Richard Perry of the Veritus Group.  Recently, in their Passionate Giving blog they exhorted major gift officers to clean out their clogged middle donor pipelines. Say Jeff and Richard, “So in 2014, if you want to maintain a healthy major gift program, you’re going to need to invest in some good donor plumbing… to get your mid-level donor program flowing freely.” Truer words were never spoken.  But these two worthy fundraising gurus actually glossed over one of the most important tools (other than a Roto-Rooter) to clean out said pipeline: regular data screening of your donors.  They give a nod to it by suggesting you “…conduct a wealth overlay on all your midlevel and major donors to get a better understanding of capacity.”Read more

So, your organization has finally decided to move to a new database. This is great news! You’re ready to have a fresh start with new software. Before you can start using this updated software, you have to import, or map, your data into the new system, which can be a big task. Here are some tips on data conversion that Heller Consulting’s Susie Saxten has learned over her years of consulting that your organization should consider before you move any data into a new system. These tips will help you get the conversion process started off right.Read more

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