4 Routine Data Hygiene Best Practices for Nonprofit CRMs
With accurate and up-to-date information, your nonprofit can better understand its supporters, make informed fundraising decisions, and drive greater impact. However, managing data in a
This page goes along with the book Monthly Giving Made Easy, a How-To Guide.
If you ordered the e-book version, you can find the full Monthly Giving Made Easy Book with images right here.
Here you’ll find all downloadable assets. Note the page numbers refer to the pages in the paperback version.
Jump to page 7 — Monthly Giving Calculator
Jump to page 17 — Monthly Donor Annualizer
Jump to page 29 — Downloadable Online Form for Donor
Jump to page 54 — Donor Testimonial Template (Bonus)
Jump to page 73 — Monthly Donor Planner Template
Jump to page 75 — Stewardship Plan Example (Bonus)
Jump to page 79 — Sample Recurring Donor Thank You Letter
Jump to page 88 — Tax Letter Template
Jump to page 92 — Monthly Donor Retention Play Book
Jump to page 97 — Monthly Giving Process Flow for Customization
Jump to page 99 — Monthly Donor Annualizer (Bottom for Value at Risk)
Jump to page 104 — Survey Template (Bonus)
And of course, if you have any specific questions, please don’t hesitate to contact me at erica@adirectsolution.com.
With accurate and up-to-date information, your nonprofit can better understand its supporters, make informed fundraising decisions, and drive greater impact. However, managing data in a
As a fundraising professional, you’re always looking for ways to level up giving. But to raise funds efficiently, your nonprofit’s operations must be streamlined to
It’s that time of year again. The holidays are near and the year-end giving crunch is on. GivingTuesday results are in. Were you up? Were you down?
One time, on a movie set, Chris Davenport, president of 501 Videos and founder of the Nonprofit Storytelling Conference, noticed a nickel on the floor in a
Last month, I shared answers to the top five questions on monthly giving. This month, I’d like to share the top three tips for fundraisers who
As I’m sure you can imagine, fundraisers ask me questions about monthly giving all of the time. That’s why I wanted to answer a few
Reach out to us to schedule time to talk about your Monthly Giving Program.
Contact Details
Mailing Address: P.O. BOX 757
Marstons Mills, MA 02648
Phone: 508-776-1224
E-mail: info@adirectsolution.com
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