An organization’s success is inevitably linked to the record-keeping within their database. You can hire the best consultants and strategists in the world to plan your fundraising – but if your data is incomplete and bogged down by “dirty data”, your organization will never achieve the financial goals to support your mission and values.

As more organizations turn to online services such as OneDrive or Google Drive, life seems to get easier in some ways but awkward in other ways. Learn how to map these drives to you local machine to save time and reduce security risks.

In case you need a reminder, the deadline for charities to issue their 2022 income tax receipts is quickly approaching. The 2022 Income Tax Receipts Deadline is February 28, 2023. Issuing tax receipts in a timely manner is an important task within the stewardship journey.

Creating a list of needs, goals, and limitations that you can clearly communicate to vendors allows you to avoid some of the biggest pitfalls in selecting a new database. Building on those internally defined criteria with external experience then helps you use what the sector has learned.

It’s the most wonderful and busy part of the year. So how do we make sure receipting is easy and helpful?