Julep’s Blog
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.
Predicting the Trends in Nonprofit Fundraising for 2022
With January and end-of-year fundraising wrapped up, it’s time to turn to the rest of 2022 and tweak fundraising plans. Given the continuance of the pandemic, an unpredictable stock market, and concerns over inflation, there’s a lot of uncertainty in the philanthropy sector. What are the experts predicting for this year?Julep staff reviewed many blog posts and articles predicting trends for 2022, and below is a summary of what we found.
How Julep Data is Organized
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: 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.
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.