Julep’s Blog
Fundraising in 2024: Challenges and the Power of Data-Driven Solutions
Good fundraising data management, empowered by a robust Constituent Relationship Management (CRM) system like Julep, offers powerful solutions to these challenges.
Data Silos & Limited Visibility: Unify Your Data and Empower Your Fundraising
You're in the midst of a fundraising Jenga game. You're carefully pulling out resources – staff time, marketing budget, donor information – trying to build a robust fundraising campaign. But then, disaster strikes! A crucial piece – your donor data – crumbles in your hand, scattered across a dozen different spreadsheets and dusty filing cabinets. This, my friends, is the peril of data silos.
Shrinking Resources, Soaring Impact: Optimizing Fundraising in Challenging Times
You're trapped in a fundraising escape room. Ticking clocks represent rising operational costs, and puzzles symbolize stagnant donor pools. The pressure's on to break free and secure funding for your vital mission. Feeling claustrophobic? Welcome to the reality of non-profit fundraising in 2024.
Guide: Uncovering Hidden Donors in Your Database, Part 2
Welcome back. Yesterday, we looked at finding hidden donors in your first-time donors, multi-engagement, monthly, and women donors. Today, we’ll delve into mid-level donors, planned giving and lapsed donors.
Guide: Uncovering Hidden Donors in Your Database, Part 1
In the dynamic world of nonprofit fundraising, tapping into hidden donor potential can be a game-changer. Among these hidden gems are women first-time, monthly donors, multi-channel supporters, mid-level donors, and female philanthropists. These groups, when properly engaged, can significantly boost your organization's philanthropic efforts. Let's explore strategies to identify and upgrade these often-overlooked donor segments. In part one of this two-part post, we’ll look at what is a hidden donor, first-time donors, monthly donors, multi-engagement donors, proactive donors, and women. The second part of this series will discuss mid-level and lapsed donors.
Donor Fatigue: Are You Giving Your Donors a Case of the Fundraising Blues?
How can you break free from the crowd and prevent your donors from experiencing fatigue? The answer lies in shifting your focus from simply asking for money to building genuine relationships with your supporters. Here are some strategic suggestions to get you started, along with how Julep can empower you to implement them.
Donor Acquisition & Retention: The Lifeline of Non-Profit Success in a Crowded Landscape
Imagine this: you're running a marathon for a cause you deeply care about. You've trained for months, endured sore muscles and early mornings, all because you believe in the impact your efforts will create. But what if, after crossing the finish line, the charity you championed barely acknowledged your accomplishment? Disappointing, right?
Bridging the Giving Gap: Engaging Donors Across Generations
Generational giving is undergoing a significant transformation as demographics shift, values evolve, and technology reshapes how we connect and contribute to causes we care about. As the torch of philanthropy passes from one generation to the next, nonprofits must adapt their strategies to engage donors effectively across age groups. In this post, we explore insights and tips from recent research to understand the nuances of generational giving, and we offer practical advice for nonprofits seeking to build lasting relationships with donors of all ages.
Leveraging AI Tools for Efficiency and Donor Engagement: A Julep Guide
As nonprofits look to tighten budgets and maximize fundraising, they are turning to artificial intelligence (AI) tools to streamline operations and enhance fundraising efforts. One study found, “nonprofits that are considered “digitally mature” are four times more likely to meet mission goals. Another study from Nonprofit Tech for Good found that 80% of nonprofits use AI for automating online fundraising and 15% use it for donor prospecting.
Cracking the Code: Data Strategies for Unearthing Hidden Donors in Nonprofit Fundraising
For nonprofit fundraisers, the journey to success is paved with strong donor relationships. As your donor database grows, it's vital to ensure that you're not missing out on hidden donor prospects.
Timesaver Tip: People Profile, Part III
This month, we are continuing to examine the different parts of the People Profile. In this post, we’ll take a look at two boxes – the Code and Actions panels. The Code panel contains three important segmentation and organizational tools – Flags, Keywords, and Attributes, and the Action panel tracks any interaction with your organization.
Timesaver Tip: How to Use the Fundraiser Portfolio
Need help tracking how a team of fundraisers is performing? The Fundraiser Portfolio enables your organization to track major donor programs and the progress of individual fundraisers from the convenience of your home dashboard.
Organizing Data in Julep
Do you know how Julep organizes your data? Learn about how each type of code operates, including Program Codes, Initiative Codes, and Source Codes. This can help you maximize the features of Julep and get the best analysis of your data.
Timesaver Tip: How to Enable Dark Mode
Last month, Julep rolled out the option to toggle between a light and dark background. This easy addition only takes a few seconds to implement, and Julep will remember the setting when you log out.
Why the Donor Life Cycle is Different for Giving Tuesday
Approximately 63% of Giving Tuesday donors will never make another gift to your organization. Why? The giving cycle is disrupted. The motivations for giving on that event are completely different from the motivations of a donor forming a long-lasting relationship with your nonprofit. While they are identified and solicited, they skipped the integral step of cultivation.
Timesaver Tip: How to Use Keywords, Attributes & Actions
Organizing data and tagging information for individual and groups of donors is easy to do in Julep with the help of the Flags, Keywords, Attributes and Actions features.
How Julep Helps Manage Giving Tuesday
Julep’s Actions, Attributes and Keywords feature helps you track and segment donors from Giving Tuesday.
Timesaver Tip: Saved Searches
Saved and Recent Searches is one of Julep’s most flexible features that allows you to build custom searches and reports. Once saved, you can then use the Email Scheduler tool to schedule these custom searches and reports to run automatically at specified times.
Timesaver Tip: Mass Append
Have you ever needed to add a keyword or event details to a large number of records in your database? Julep’s Mass Append tool was designed for users to update multiple records at once. Through this feature, Julep users can add or update flags, keywords, notes, tasks, and events in bulk to their People Search result records.
Timesaver Tip: Moves Management, Part 1
Tracking your major gift program can be a challenge. With multiple donors at different points in the giving cycle, it’s easy to forget to follow-up or not meet deadlines. Julep’s Moves Management solves those issues for fundraising and development teams with our Moves Management tracker. This dashboard visually organizes the process of moving prospective donors through the major giving process. Starting with discovery and cultivation through the completed donation, Moves Management helps organizations keep track of how they are reaching these prospects.