
Julep’s Blog

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.

The Power of Focused Targeting: Why Julep Prioritizes Integrations Over Built-In Email (and How It Benefits Your Nonprofit)
In the competitive world of fundraising, data-driven decision making is the lifeblood of success. Nonprofits need laser focus – reaching the right donors with the right message at the right time. That's where a robust donor/fundraising growth management database like Julep comes in. But what about email functionality? Julep takes the best practices approach. We prioritize seamless integrations with leading email marketing platforms like Constant Contact and Mailchimp, rather than offering a built-in email solution.

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.

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.
