Time for a Change: 5 reasons why you need donor management software

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We talk a lot about utilizing your nonprofit CRM/donor management software to its full potential and making sure you’re taking advantage of all the features available to you, but we also understand that many of our readers may not have transitioned to using donor management software to track donor data yet. If you’re still using….. Read more »

Hidden Treasure

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I’d be willing to bet that one of the most valuable features of ResultsPlus (or any donor management system, for that matter) is also one of the most under-utilized. I’m talking about constituent-relationship management: the fields in your database that allow you to define, record, monitor, compile, analyze, and report on your major donor cultivation….. Read more »

The Not-So-Social Butterfly: How to network at your next nonprofit conference

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For the not-so-social butterfly, attending a conference with the intention of meeting new people and making connections can be nerve-wracking. Talking to people you don’t know, in an unfamiliar environment… What do you talk about, the weather? Where should you approach people? What do you do with those new connections when the conference is over? Isn’t….. Read more »

“The Magic of Catholic Philanthropy” - NCDC 2015

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The National Catholic Development Conference (NCDC) is approaching fast, and there is so much at the conference that you don’t want to miss! So, mark your calendars for Sept. 12-16, book your plane ticket to Lake Buena Vista, Fla. and get ready for “The Magic of Catholic Philanthropy”. Saturday, Sept. 12 2:00 pm – 3:30….. Read more »

Guest Post: 7 types of donor data for your next wealth screening (Infographic)

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By Richard Smith, DonorSearch Interested in learning more about your current donors but don’t know where to start? Researching prospective or current donors can be a daunting challenge, especially if your organization hasn’t conducted prospect research before. As long as your organization has an effective system to keep track of donor data, performing a prospect….. Read more »

Document Archival: It’s in Store For You

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For years our customers have been asking for the ability to store gift-related collateral materials in their ResultsPlus database. I’m talking about things like pledge forms, check images, and other correspondence included with donations that arrive in your mailbox. You know, those things we feel compelled to store - just in case we’re ever asked….. Read more »

System Administrators: Your personal technology superheroes

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Tomorrow is System Administrator Appreciation Day, and we want to use this week’s blog post to say how much we appreciate our System Administrators here at Metafile, and why you should show yours how truly thankful you are for them. Our System Administrators work endlessly to make sure that our networks, servers and equipment are….. Read more »

Pitch the Spreadsheets: 7 Tips for selecting a Nonprofit CRM

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You’ve been carefully tracking your donor’s data on meticulously organized Excel spreadsheets with military-like precision for years. They have become such an integral part of your job that you can’t fathom what you would do without these color-coded, alphabetically-organized, formulized rows and columns. Leaving your spreadsheets in the hands of someone else is enough to….. Read more »

Versions Come, Versions Go

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In case you haven’t seen an announcement, Microsoft is ending support for its Windows Server 2003 program this week: Microsoft Alert: Support will end July 14, 2015 for Windows Server 2003 Businesses using Windows Server 2003 may be at risk starting on July 14th 2015. End-of-support means that Microsoft will no longer issue technical support….. Read more »