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Donations via Donor Portal
Do you ask permission from your fund creators if they want their fund 'promoted' in order to receive donations to the fund, or do you automatically make that an option for all funds?
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Giving Days
Does anyone charge a fee to nonprofits that participate in your Day of Giving? If so, how much?
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Grant Type Categories
We're looking to streamline the Categories for Grant Types, i.e. Arts and Culture, Health and Human Services, etc. Would love to hear what categories all of you are using? Thank you.
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Does anyone have an example of a Donor Survey or Donor Intake Form that they are willing to share?
We would like to use this to, not only update Donor Profiles, e-mails, phone numbers, etc, but would like to to engage and track donor interests. Thank you. Renee
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Annual Reports vs. Community Reports
We're on a calendar year and typically do not have our audit completed until August. Therefore, our Annual Report isn't published until September, but we would like to move the publication to earlier in the year. Is anyone transitioning to publishing a Community Report (instead of calling it an annual report) and not…
