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Best Practice for Donor Record Retention in CRM Software
I am wondering if anyone has best practices for how long you keep an inactive donor's record in a database? We keep all donation history in our accounting system but our CRM (DonorPerfect) charges based on number of profiles, so we have been culling some small batches of donor records to stay within the current bracket for…
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RFP for Senior Programs/Projects
Hi all, We are planning to open a call for proposals from local nonprofits to support programs/projects focused on seniors specifically. We want to keep the initial RFP flexible and do not want to add many requirements on the type of program it should be however we are thinking we should avoid funding any programs that…
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Could you share your Universal Scholarship Applications?
We're building out a universal application for our 2021 scholarships and I'm looking for examples of universal scholarship applications. Would anyone be able to provide me with a copy of their application? The question list pdf version would be great. Thanks!
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Could you share your scholarship evaluation form?
We are starting to work on creating a new evaluation form for scholarship reviews. We want the evaluation to be numerical, but what we have right now is outdated since we no longer ask for SAT/ACT scores, essays, or letters of recommendation. I have attached our current form but would love to see how others set up their…
