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Latest Discussion Posts

  • Great advice from Isaac, as always. To expand, I've been working a lot recently with Salesforce overlays where absolutely everything is entered with ...

  • Hi Tina, The specifics depend quite a bit on the donor management system you're using, and the structure of your organization and its fundraising. Your ...

  • Can anyone point me to a good resource as to how campaign, fund and purpose tables should be set up? Best practices? Thank you, Tina Gorski-Strong, ...

  • A partial answer to the coordination effort rests with Third-Party Fundraising Policies. While they do not always "fix" the problem, if they have backing ...

  • Your privacy policies are sound, and they are consistent with the Donor Bill of Rights. I would not share any information with any student organization ...