Donor Prospecting Whitepaper

whitePaper | February 3, 2020

In 1990, domestic automobile manufacturers found themselves in deep trouble. The innovative design and the quality of production long associated with the three dominant American brands, Ford, General Motors and Chrysler, had long been consigned to the annals of memory. The autos that rolled off of the Detroit assembly lines were notoriously ill designed and were, in general, very unreliable. Additionally, the oil crisis of the 1970s, one that would drive the American consumer to more fuel efficient vehicles, prompted the production of domestic compact vehicles that could not compete with the new foreign imports of Toyota, Mazda and Honda.

whitePaper | March 10, 2020

We live in a connected world. Making the most of one’s network connections can mean a key introduction can lead to fulfilling personal and professional goals. The game ‘six degrees of separation from Kevin Bacon’ might seem frivolous but it does serve to illustrate that our connections to people of influence are closer than we might think. Ask any successful veteran fundraiser and they will tell you that if they can “get in the door,” when they leave, they will have a committed donor. The key is getting in the door – securing time with the potential major donor.

whitePaper | June 1, 2022

When you are trying to get to the same place as everyone else, you can use the same map. But when you are blazing your own trail, those directions might help you get started, but they won’t get you where you ultimately want to go. With financial reporting, you need the standardized reports that everyone uses—such as a cash flow statement or budget to actuals—to give you an understanding of where you sit financially. These reports also help you see how you compare with industry benchmarks and other not-for-profit organizations. Knowing that the entire industry is seeing their expenses increase because of inflation makes your tighter margins easier to understand.

whitePaper | December 17, 2021

The ability to create specific approval processes, automate sequential steps, and enable remote employees to complete a variety of tasks, without physically moving paper from location A to location B can be incredibly efficient.

whitePaper | April 13, 2020

Nonprofits make a significant contribution to both the quality of life and the economy in this country. From chambers of commerce and hospitals to churches, disaster relief organizations, environmental advocacy groups, homeless shelters and labor unions, it would be difficult to find an American who is not touched in some way by one of the nearly 1.5 million nonprofits.

whitePaper | October 28, 2021

A recent survey sent to over 1,000 foundations and nonprofits showed that both stakeholders agree that collaboration is the key to tackling complex issues. However it also illuminated a lack of alignment around key outcomes of collaboration and the advantages it can offer. So how can we create an optimal approach to collaboration, reaping its potential benefits, if we aren’t all approaching partnerships with the same goals? Learn more about the findings of the survey in this new report from UpMetrics, and get your next steps to set your organization up for success with future collaborative efforts.