Successful major gift management using Donorfy CRM

How can you make best use of your CRM database to support your major gift fundraising, whether from trusts, corporates or individual major donors? In this webinar I offer practical solutions based on the Donorfy CRM software, but there are lots of general tips that...

Top tips to make your fundraising CRM database work for your charity

Many charities and not-for-profit’s take on fundraising CRM systems, but find they don’t deliver what they hoped, or worse, become a time-consuming hindrance. Without a clear rationale for using a database, and the right kind of environment and support, staff may find...

Fundraising Strategy: Five top tips

A good fundraising strategy is an essential road map, helping to steer your charity successfully into the future, with the resources needed to fulfil your mission. However, there are some potential pitfalls along the way that you also need to avoid. Here are five tips...

Wealth screening…the way forward

Whilst the waters have yet to clear on the topic of wealth screening and prospect research, some excellent commentary and research is emerging to inform the way forward. Many people, myself included, find all this eye-wateringly boring, and would rather not spend...