Julep’s Blog
Timesaver Tip: How to Organize Data in Julep
The beginning of the new year is a great time to review your Julep data to clean up or organize your Source Codes. Understanding the difference between Fund Codes, Program Codes, Initiative Codes and Source Codes helps your nonprofit fully use all the available Julep tools and features.
Timesaver Tip: Thank You List Select + Mail Merge
The Thank You List Select tool automatically pulls a list of donors from the last three months that need to receive thank you letters or acknowledgements. This feature can be combined with the Mail Merge tool to complete the printing of letters from within Julep.Please note, the results will be on a transactional level so if a donor has made more than one gift in the period selected, and neither gift has been thanked yet, they will pull into the output once for each gift that fits the criteria
Nonprofit Glossary: A New Resource from Julep
Have you ever wished for a glossary of nonprofit and philanthropy words? Have you come across a word while writing a grant or reading about philanthropy that you don’t know? Do the various types of 501c organizations baffle you? Are you confused about the different types of foundations or donations?
The nonprofit and philanthropy sectors have their own lexicon of words, phrases, and jargon, which can be confusing to understand. Because there’s so much to learn, the Julep team put together a comprehensive dictionary of nonprofit words to help you navigate. For example, do you understand the different types of endowments?
The June Tour of Julep
This Thursday, June 24, we’ll be offering a free, guided tour of the new Julep CRM.
How to Take the Uncertainty Out of Fundraising
Have you read the new Giving Tuesday report predicting the outcome of 2021? The biggest takeaway: it’s complicated.
Timesaver Tips: Customizing People Profiles
Did you know that both the Julep Home Dashboard and People Profile are fully customizable? It’s easy to activate the customize setting and either remove cards and graphs not being used, or drag-and-drop items to your preferred location.
This simple, yet powerful, new feature is extremely fast to set up. Scroll to the bottom of the page and click on the edit button to activate the customize feature. When you hover over each card or graph, you can either drag-and-drop each element into a new location or delete them entirely. Once the page is arranged, click on the blue checkmark button to save.
Are you in the 25% of nonprofits?
According to NTEN’s 2020 Data Empowerment Report, nearly 25% of nonprofits store their critical fundraising data on individual computers.
That means nearly one-quarter of nonprofits are a coffee spill or hard drive crash away from losing all their fundraising data!
Watch: Keeping Giving Tuesday Donors Engaged
Have you followed up with any of your Giving Tuesday donors yet?
Before you add them to your next email or direct mail appeal, take 30 minutes to watch our latest webinar, Keeping Giving Tuesday Donors Engaged.
Since 63% of these donors will only contribute on Giving Tuesday, many nonprofits need to rethink the typical donor journey before contacting them.
Webinar: Keeping Your Giving Tuesday Donors Engaged
Great news! Early results from Giving Tuesday project that the event broke new fundraising records. Your hard work and preparation paid off! Now, it’s time to thank these donors, add their information to your database, and focus on end-of-year giving.
Giving Tuesday – 4 Factors Most People Overlook
What are your plans for Giving Tuesday? It’s easy to dismiss the idea of creating a separate strategy for the day and simply plan general Giving Tuesday messages across all channels and networks. While it’s tempting to use a one-size-fits-all approach, spending an hour to sketch out a plan will make your Giving Tuesday more effective and efficient.
The Benefits of Shifting to Sustainer Giving
Last week, the nonprofit sector finally had some good news! The Fundraising Effectiveness Project announced that donations under $250 increased by 19.6% compared to the first half of 2019. These grassroots donors helped propel a 7% increase in total giving over 2019.
Optimizing Donor Data for Giving Tuesday
Last week, Philanthropy News Digest published a blog post on optimizing your donor data to prepare for Giving Tuesday 2020. They suggested keeping your data clean, identifying your best prospects, segmenting your donors, optimizing future outreach, and looking for opportunities to match gifts.
A Flexible CRM for a Changing Time
Have you noticed how the nonprofit and philanthropy sectors are changing? Here’s how Giving USA recently described this year:
The plates of institutional giving are shifting under our feet. 2020 is proving to be a year of seismic events—the COVID-19 pandemic and resulting economic fallout, the mainstreaming of Black Lives Matter as a global movement, a U.S. presidential election that we can expect will impact nonprofit fundraising more than in other election years—that are changing life, and also philanthropy, as we’ve known it.
Rise of the Small Donor?
Last week, the Fundraising Effectiveness Project released grim numbers for the first quarter report of 2020. While headlines focused on the decline of major gifts and cancellation of special events, the FEP’s data provided one optimistic statistic. Major donors were down 7.4% and mid-level donors were down 2.2% year-over-year, but donations under $250 increased by 5.8% compared to the first quarter of 2019.
Making a Non Profit Mailing List
When launching a new organization or starting a new initiative, creating a mailing list can be one of the hardest steps. Here’s an inside look at how data companies how organizations build a solid mailing list.