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For leaders and ops team members at small to midsize nonprofits to get guidance, uplifting, and resources for philanthropy data, database, and operations.
Ops Insights #081 AI Objectives for Lapsed and Lost Donors
When Mike was looking into AI tools that vendors offered, he asked me, “Do you have any thoughts about who would be the best targets for our AI, event donors, lapsed donors, etc.? Here’s how I responded: It depends on the goal of the AI. Is it to steward and thank donors to retain them? Is it to re-engage lapsed or lost donors? Is it to try to convert more donors into sustaining donors? Is it to upgrade donors whom we can’t get a fundraiser linked to? AI should not be a catch-all to try to do too many things. There should be various journeys with one goal/purpose/thing to solve for.
Ops Insights #080 Gift Officer Using CRM Performance Measures
When the CDO asks how can we incorporate CRM performance measures for gift officers, you know that it is a CDO who values the CRM Database. And that is a good thing. Here is a real-life example of a performance measures I helped set for gift officers at one nonprofit.
Ops Insights #079 Goal Setting for Development Ops
As our current year comes to a close and goals for the new year are set, it’s important to participate in goal-setting actively. Often, many think it’s hard or even impossible to set goals because we are not frontline fundraisers with a dollar goal. However, that’s not the case.