Best Of
CRM Best Practices for Vulnerable Populations
Does anyone have suggestions for best practices when it comes to gathering data on vulnerable populations? I'd welcome articles, webinars, personal experience, etc. The practical concern of my colleagues is what information should/should not be included in Profile notes for our CRM, as well as the pros/cons of adding custom fields to measure impact and meet grant deliverables that could potentially identify constituents as members of a vulnerable population.
Re: Best Practices for using ACHs
Has anuone had difficulty with the exported csv file?
Specifically, column D formatting is scientific number, and it needs to be TEXT for our bank upload.
We have tried converting it and saving the file – but the Receivers routing number keeps reverting to scientific “E+11” format.
Please help – thank you, Jackie
AI for Community Foundations
Has any organization integrated AI into their daily work beyond just taking minutes and sending emails? We are struggling to find resources and training applicable to community foundation work, and our staff, particularly development staff, are asking for more. I would love to chat with someone who has found unique approaches to AI!
