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Within the dynamic environment of nonprofit foundations that manage large numbers of funds (sometimes called projects), successful accountants have found that automation is the key to overcoming common productivity challenges. Frequent interruptions...

Leading controllers within higher education foundations have a clear understanding of the challenges associated with manual financial reporting processes. Managing extensive volumes of monthly reports traditionally involves considerable...

In today’s higher education landscape, successful Chief Financial Officers at leading foundations recognize that timely, accurate financial data is critical to strategic decision-making. Rather than relying on outdated monthly reporting cycles,...

One feature of Blackbaud’s Raiser’s Edge is that RE will attempt to assign “overall wealth ratings” to each active “individual” constituent (non-deceased) with a US address. The rating is based on “public assets” such as real estate holdings,...

Repeat donors are the lifeblood of any nonprofit. However, sometimes your most recent campaigns or appeals may not have resonated with some donors. Or, life may have gotten in the way of their paying attention to your appeals. Regardless, keeping...

Throughout most weeks, I communicate with members of various development and advancement teams. We discuss their data and strategies to maximize its potential. There are two recurring issues that I commonly encounter.

Thanks to professional development and continuing education, many nonprofit fundraising teams have a solid understanding of high-level fundraising analytics. They know what their data can reveal, from donor segmentation to lifetime value...

When people think about the benefits of an automated reporting platform, they often first consider the impact of eliminating tedious, time-consuming, and occasionally error-prone tasks from the plates of their most competent data-crunching team...

Leveraging AI to Maximize Sales Potential One of the most powerful applications of generative AI in sales organizations involves enhancing your ability to leverage the massive amounts of customer and prospect data that well-run companies tend to...