Your endowment system contains the most critical information about your most extraordinary donors– yet spreadsheets, homegrown databases, and paper files are often the only way to maintain records of the most influential [or most heavily restricted] gifts. So...
Read moreDonors & Beneficiaries: Finding an Ethical Middle Ground in Fundraising
When I was in college, I had the opportunity to interview the director of a large museum in our area. One of the questions I asked was “What is the most difficult issue you face in your position?” and his answer has stuck with me all these years later....
Read moreThe Importance of Balance
As I reflect on the past 12 years of my non-profit technology career, and more specifically the last four years at Zuri Group, I am struck by the similarities found in both the Higher Education Advancement and Healthcare fundraising spaces: specifically, the question...
Read moreTechnology+Data=Awesome Advancement Services
Have you seen Spectre, the newest 007 edition? It’s great fun. As with recent Bond films, technology and data play an increasingly important role in achieving success. Sound familiar? I had an “aha” moment during the film that the great and vital coupling of 007 and Q...
Read moreDriven Mad by Over-Segmentation, Part 1: Key Questions
Segmentation is a given in any annual giving direct mail solicitation effort; everyone knows you need to tailor the message to the audience, right? Of course no one would dispute the value of tailored communications, but in my experience in the fundraising world I’ve...
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