by Janet | May 13, 2021
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...
by Janet | Oct 22, 2018
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...
by Janet | May 30, 2018
Donorfy has been rated best charity CRM software and supplier four times since 2016 in the Charity Finance and Fundraising Magazine Survey. As a Partner Consultant, helping many charities implement Donorfy over the past four years, I’ve had a unique opportunity to get...
by Janet | Aug 21, 2017
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...
by Janet | Jun 20, 2017
Workshop: July 27th, 2017 FINDING YOUR TREASURE: How to identify and manage your major donor prospect pipeline I have previously expressed concern at how recent fines by the ICO for charities carrying out activities such as wealth screening, have created an...
by Janet | May 2, 2017
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...