Julep’s Blog
Timesaver Tip: People Profile Basics
The People Profile is an integral part of the Julep platform. For the rest of the year, the Timesaver Tip posts will focus on different aspects of People Profiles each month. In September, we’ll start off the series with People Profile Basics.
What to Do About Declining Donations?
Recent headlines for nonprofit fundraising present a challenging picture. According Giving USA donations dropped 3.4% from 2021 or 10.5% when adjusting for inflation. The Fundraising Effective Project from AFP reported that donor participation fell by 10% in 2022. This is the second consecutive year that fewer existing donors contributed. The FEP also found that 90% of this decrease is from donors making gifts under $500, and gifts from new donors dropped by 18% from 2021.
Timesaver Tip: How to Use Tasks
Do you need to delegate work to your team or create a to-do list to ensure a project is finished? Julep Tasks help you assign work projects to individual staff members or yourself, set a deadline, and track the progress and completion of it through the Julep dashboard.
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: 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.