Supercharge Your Giving Tuesday with Julep: 10 Game-Changing Features

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Written By Adrienne Royer

With Giving Tuesday just around the corner, nonprofits across the country are gearing up for one of the most critical fundraising days of the year. With up to 4% of annual fundraising happening in just one day, it’s essential to have the right tools in place. Are you ready to make the most of it? Julep is here to help you succeed!

With so much to do between Giving Tuesday and the end of the year, you need a fundraising program that works with you. Below are the top 10 features in Julep that will make Giving Tuesday easier.

Here are 10 ways Julep can supercharge your Giving Tuesday Campaign, making your fundraising efforts more efficient and impactful.

1. Moves Management: Track Your Major Gift Program

 Struggling to stay on top of follow-ups with key donors? Julep’s Moves Management tracker makes it easy. Our dashboard helps you visualize every stage of the donor journey—from discovery to donation—so nothing falls through the cracks. You’ll always know exactly where your major gift prospects stand.

2. Flags: Organize Your Data from the Top

Flags are useful in organizing your People records and categorizing them in easily searchable groups. Julep automatically creates a few common flags, but you can create flags as needed at any time. With Flags, you can create groups like DNM (do not mail), DNC (do not contact), BADADDRESS to help your database remain organized when mailing or contacting donors.

3.  Attributes, Actions & Keywords: Organize and Code Key Data

These customizable codes exist in your People Profile and help you organize and flag data points:

  • Attributes help you categorize People Records based on their involvement with your nonprofit, such as active and inactive volunteers, grassroots donors, and sponsors. Attributes are completely customizable.

  • Actions track how your donor or volunteer interacts with your organization. Use this tool to log involvement from volunteer hours to opens or clicks on a fundraising email. Actions are customizable, so you can tailor this tool to fit your specific need.

  • Keywords help organize top-level information found on People Records into searchable groups, such as giving clubs, issues, or donor group.

4. Seamless Integrations: All Your Tools, Together

Need your tools to work together? Julep integrates with Anedot for online and offline donation processing, Constant Contact and MailChimp for email marketing, and Wealth Engine for donor research—helping you create a unified Giving Tuesday strategy.

5. Thank Yous Needed: Streamline Your Donor Appreciation

Don’t let donor acknowledgments fall by the wayside. Julep’s Thank Yous Needed tool automatically generates a list of donors who need thank-you letters, ensuring no one is overlooked. Thank Yous Needed can be combined with the Mail Merge tool to complete the printing of letters from within Julep.

6. Mail Merge: Personalize Your Giving Tuesday Communications

Create personalized communications at scale, making every donor feel valued on Giving Tuesday with a custom letter printed from within Julep. Mail Merge helps users combine the results from searches, such as People Search, Money Search, Thank You List Select and merging the results with a Microsoft Word template you can customize and upload. 

7. Custom Searches & Reports: Automate Your Data Insights

Easily save and automate your key searches. Julep allows you to run custom queries and generate reports with just a few clicks. Want to keep track of donations or volunteers? Use the Email Scheduler feature to set it up once and have results sent directly to your inbox regularly. Julep also automatically preserves the last 10 searches so that you can later go back and save them later!

8. Map It: Plan Local Outreach with Precisions

 Where are your donors? Use the Map It feature, Julep’s integration with Google Maps, to visualize your donor base geographically. Perfect for planning events and targeted Giving Tuesday outreach based on location. . You can use Map It on the Events Dashboard to see where events are located or under People Search to find donors or volunteers within a certain radius.

9. Automatic Dupe Detection: Keep Your Data Clean

Julep is always on the lookout for duplicates. From Data Entry to Reporting, Julep identifies and prevents duplicates as they are imported or added to the system, which allows you to maintain pristine data quality.

10. Julep Mailbox: Keep Communication Organized

With the Julep Mailbox, you can forward entire email conversations and attach documents and files to a People Profile. This feature is helpful to log conversations, stay updated on major donors, and save important information relating to prospects, donors, board members or volunteers.

Julep Helps Giving Tuesday.

These are only a few features that can help you with Giving Tuesday. Julep's Event Dashboard allows you to manage your Giving Tuesday activities seamlessly, while our interactive graphs and cards  provide a 360-degree view of your supporters, enabling hyper-personalized engagement.

And don't forget about the power of recurring donations. With Julep, you can easily set up and manage recurring gifts started on Giving Tuesday, turning one-time donors into long-term supporters.

Ready to revolutionize your Giving Tuesday? Julep is here to help you make the most of this global day of giving. Our platform, designed by fundraising veterans and data experts, understands the unique challenges nonprofits face.

Don't let another Giving Tuesday pass without the tools you need to succeed. Schedule a demo with Julep today and discover how we can help you turn Giving Tuesday into a springboard for year-round fundraising success!

Adrienne Royer
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Maximizing Year-End Fundraising Success: Best Practices and Tips for Nonprofits