Category Archives: Data Management

Making Your Data Work For You

By | Data Management | No Comments

A mantra that we live by at DonorLynk, and want you to live by as well: make your data work for you, not against you. For years you have built up data from all operations at your nonprofit. If you are not learning or growing from the data you have, then the data is not working for you. We advise you to look to a few key pieces when evaluating if your CRM is representing your success and relationships best.

Custom Fields

Record layouts for contacts, accounts, events, etc. that are tailored to the organization’s way of understanding the data gives way to accurate expectations for donors and volunteers. Custom fields reflect how they have been involved and can be involved. Custom fields in event and campaign records ensure you have year by year comparisons of budgets, sponsorships, goals met, and much more. Customization is essential in having your data work for you.

Internal Communication

Shared calendar, email sync, meeting requests, and chatting within your CRM allow you to share snapshots of data in no time at all with fellow members of your team. Donor acknowledgment process need an update? Make changes on the fly by scheduling a short meeting with your development team. You’ll all understand what changes work because you’re dealing with the same data every day.

Reporting

With the data exchanged through internal communication and taken from custom fields, you have the perfect environment to keep reporting simple. Reporting will deliver the final verdict on if your data is working for you or not. Keep data clean, keep it organized, and let your reports do the talking.

Refine and refresh your nonprofit’s data management practices by connecting with us!

Marianna Woodruff is Director of Brand Awareness at DonorLynk, LLC. DonorLynk aims to provide nonprofits with tailored solutions that work for you, not against you.

Get a Sense for Your Events

By | Data Management, Fundraising | No Comments

This ain’t your first rodeo, and, no doubt, that it is not your first event either. You know the ropes, but there are still key steps that are being delayed or are forgotten altogether. The event management piece of our custom Salesforce solutions for nonprofits ensure that you never miss a beat again.

Send invitation emails through Salesforce so that every contact record reflects that that individual was indeed invited. Keep eyes on responses, the many yeses and the few nos, so that you can follow up appropriately with automated event reminders or tickets sent to their email inboxes.

For many contacts in your system, the invitation will look differently. For these select businesses and companies, you will send a sponsorship package. You can then monitor the different levels of sponsorship that are confirmed by these partner businesses, and continue to plan your event accordingly. These supplements give your event the extra support it needs to really achieve new levels of success.

As you continue monitoring individual and sponsorship invitation responses, you can rest easy that email reminders and important notifications are performing as expected within the Salesforce framework. Direct your attention to the many deadlines and milestones of event planning. For annual events that have the same general to do list from year to year, use Salesforce to overlay these to do list tasks in your event record. Be able to check off and date when tasks are completed and auto generate reminders as needed for upcoming deadlines.

As you plan for the event and after all is said and done, utilize Salesforce to track donations pouring in to support your good work. Supply updates to your team and board of how much of the fundraising goal has been met leading up to the event through simple reporting. Then, for the weeks following the event, know that your goal can still be met or even exceeded as you follow up with attendees.

Ready to shape up your event management process? Give us a call at 615-624-4176!

Marianna Woodruff is Director of Brand Awareness at DonorLynk, LLC. DonorLynk aims to provide nonprofits with tailored solutions that work for you, not against you.

5 Tips for Improved Communication at Your Nonprofit

By | Donor Management, Fundraising, Operations, Volunteer Management | No Comments

The words you use to communicate with your constituents are powerful and purposeful. However, the words from your donors’ and volunteers’ mouths are even more impactful as they seek to build up support on your behalf. Focusing on the relationships you have with supporters can time, but these relationships are of the highest value. Here are five tips on improving communication at your organization:

  • Coordinate Campaigns with Communication

Active fundraising appeals and campaigns that you have going on should have a creative social media schedule to coincide with it. Use emails and calls to get in touch with regular donors; rely on social media to direct fresh attention to campaign giving.

  • Keep Hashtag Count Low

It only takes 1-3 carefully chosen hashtags to tap into some major post engagement. Identify the most popular hashtags for your cause, your audience, and your message, and highlight these as keywords that make a post pop.

  • Immediate Acknowledgment

Handwritten acknowledgement letters have their time and place. Following the initial donation is not one of them. Have personally worded email templates waiting in the wings to send off when a much appreciated donation arrives.

  • Internal Messaging and Collaboration

Email and texts not cutting it with your team? No one looking at your grant proposal rough draft email attachment or text about volunteer count for Saturday’s event? An internal messaging platform (like Slack) and collaborative document sharing (like Google Apps for Nonprofits) can instantly make a difference in the work success of your nonprofit team members.

  • Going Behind the Scenes

Use Instagram and Snapchat to regularly offer behind the scenes glimpses into ongoing projects and daily programs. Bridging the gap between no interaction and first interaction is simple with these popular platforms.

Connect with us when the time is right to rejuvenate your communication strategy!
Marianna Woodruff is Director of Brand Awareness at DonorLynk, LLC. DonorLynk aims to provide nonprofits with tailored solutions that work for you, not against you.

3 Ways to Increase Nonprofit Reach

By | Donor Management, Fundraising, Volunteer Management | No Comments

With all the hype around increasing your followers, getting more likes, and boosting your posts, it’s easy to get wrapped up in chase for fresh faces to get involved at your nonprofit. New people with a new sense of purpose and excitement for your cause can have the power to inspire many, but do not neglect the faces that have been a big part of your mission from day one. These loyal constituents are one of the most valuable resources you have; use them!

First, to increase your nonprofit reach, you must improve relationships with existing donors and volunteers. Organize your donor data. Automate your acknowledgement and retention plans. Communicate intentionally with these important supporters. Donors and volunteers have already made a choice to get behind your events and help you reach your goals. Make the choice to prioritize these relationships and secure their partnership with your nonprofit.

Second, to help in increasing your reach, appeal to your existing donor and volunteer’s social and professional networks. Call your donors to encourage their friends and followers to learn more about the work you do in your community. Boost engagement by having volunteers bring one friend the next time they register. Connection goes hand in hand with retention.

Third, to continue increasing your organization’s reach, encourage current constituents to share content and fundraise on your behalf. Peer to peer fundraising can still be a powerful tool to have on your side. The ability to offer the opportunity of custom fundraising to your immediate and extended networks can enhance participation in events and campaigns. Sharing links to register for or attend certain events can gain those fresh faces you seek in a more organic fashion.

Looking to increase with your reach with the help of a powerful CRM and fundraising platform? Give us a call at 615-624-4176!

Marianna Woodruff is Director of Brand Awareness at DonorLynk, LLC. DonorLynk aims to provide nonprofits with tailored solutions that work for you, not against you.

Identifying Areas for Improvement at Your Nonprofit

By | Donor Management, Fundraising, Volunteer Management | No Comments

Almost a full month into a new fiscal year, DonorLynk is seeking to help prepare your nonprofit for its most successful and well organized year yet. How can you achieve these levels of success and organization? By identifying the areas in which you need most improvement. We have taken the liberty to highlight several key areas in which DonorLynk is able to assist nonprofit in improving most often.

Donor Management

Valuing donors and their investment in your mission is of utmost importance. If your relationships with donors are following through the cracks, it’s time to recognize the power that an automated and organized CRM can have in your day to day operations. With custom data fields, automated donor acknowledgement, tailored donor retention plan, and sync up with online giving, a Salesforce solution built by DonorLynk can jump start the improvements you seek.

Volunteer Management

Has this summer seen a boost in volunteer sign ups? Can’t keep up with the interest in being an active part of your mission? Evaluating if your current volunteer management set up is handling your needs appropriately is your next step. Custom registration forms, easy to complete volunteer shifts, unique volunteer login portals, and email reminders leads to volunteer management that improves your volunteer experience for all involved.

Online Giving

Controlling fundraising in house is no longer a luxury, but the reality of fundraising today. Custom online giving forms that are created by YOU and framed on your donate page. No redirecting, no additional tabs. Two clicks for your donors to give successfully to your organization.

Have you identified the improvements that need to be made at your nonprofit? Connect with us today to get started?

Marianna Woodruff is Director of Brand Awareness at DonorLynk, LLC. DonorLynk aims to provide nonprofits with tailored solutions that work for you, not against you.