There’s no question that customer experience (CX) is a data-driven discipline. After all, at the foundation of most CX programs are close-ended surveys designed to capture and analyze customer feedback. Yes, metrics are a crucial element of every successful CX program. With metrics, you can establish a clear performance baseline and track trends based on … Continue reading More Than Just Data: Why Actionable Insights Matter
4 Steps to Strategic Communications
Picture this: a wealthy donor opens up the daily newspaper at her kitchen table and sees a heart-warming story about a school-age child benefiting from your nonprofit’s services. On her drive to work, she hears your executive director interviewed on morning news radio. Before an afternoon meeting, the same donor scans her Instagram and Facebook … Continue reading 4 Steps to Strategic Communications
Alumni Engagement: What We’ve Gotten Wrong And How To Fix It
At some level, every fundraiser knows that alumni engagement is an important driver of alumni giving. At the same time, the advancement profession seems perpetually perplexed by how to measure engagement and apply those measures to increase philanthropy. Why is that? Generally speaking, advancement offices have access to a pretty accurate picture of who alumni … Continue reading Alumni Engagement: What We’ve Gotten Wrong And How To Fix It
7 simple steps to qualify your donors
Unsuccessful fundraisers don’t understand qualification. They don’t recognize its power. They wait for the next wealth screened list. They fiddle with it in Excel or in some other database. They make a few calls. They don’t get any appointments. They give up. Then they say the list was no good. Unsuccessful fundraisers don’t use the … Continue reading 7 simple steps to qualify your donors
Countdown to CCPA: Updating your Privacy Policy
The California Consumer Protection Act requires businesses and charities to make disclosures in their public-facing privacy policies and to update annually such disclosures, starting January 1, 2020. To comply with the CCPA, the privacy policy must include the eight points listed in this useful guide. https://www.pillsburylaw.com/en/news-and-insights/ccpa-privacy-policy.html
California Consumer Privacy Act (CCPA): What you need to know to be compliant
The California Consumer Privacy Act could have more repercussions on U.S. companies than the European Union’s General Data Protection Regulation (GDPR) that went into effect in 2018. The California law doesn't have some of GDPR's most onerous requirements, such as the narrow 72-hour window in which a company must report a breach. In other respects, … Continue reading California Consumer Privacy Act (CCPA): What you need to know to be compliant
Here Comes America’s First Privacy Law: What the CCPA Means for Business and Consumers
On January 1 2020, a landmark new data law comes into effect, subjecting U.S. businesses to a sea change of privacy regulations. After that date, Americans will be able to demand that charities disclose what personal data they have collected about them, and also ask them to delete that data. The California Consumer Protection Act … Continue reading Here Comes America’s First Privacy Law: What the CCPA Means for Business and Consumers
6 assumptions you should make about donors
Jeff Brooks takes guidance produced on customer experience and reviews it through the lens of a fundraiser because it's a look at how people think and decide. Here are the "6 components of human beings" with what each might mean for fundraisers to give you a powerful advantage. https://www.futurefundraisingnow.com/future-fundraising/2018/03/6-assumptions-you-should-make-about-donors.html
What Donors Want When It Comes to Communication
The fine art of donor communications is a constant topic of study and analysis. But while nonprofits don’t always know what type of communications donors want, common sense would dictate that donors are looking for some kind of feedback about how their money is used. But what kind of contact do they want and how … Continue reading What Donors Want When It Comes to Communication
Asking on the first meeting: good practice, or scandalously impolite?
Shaun Horan starts this thought piece with: "Nothing splits a room like asking this question: should you ask for a gift from a prospective donor on the first meeting?" So, what are his reasons? Click below to find out. https://halpinpartnership.com/debate/asking-first-meeting-good-practice-or-scandalously-impolite
Propper Fundraising 