Julep’s Blog
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: How to Set Up the Anedot Integration
Anedot is an online donation platform that easily integrates with Julep. Through this service, you can embed sign up forms and donation forms on your website and set up text-to-give programs. Once set up, this integration will push real-time data directly into your Julep database.
Timesaver Tip: Moves Managment, Part 2
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.
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.
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.
