Julep Outreach
Stewardship Plan Development
Stewardship is the last step in the donor life cycle, but it is most important.
Applying for a Grant: First Steps
Receiving a grant can make a significant difference in an organization’s ability to make change in their communities. Applying for and writing grant applications can be a complex process to start, so here are some suggestions for first steps.
Should Your Organization Start a Capital Campaign?
What is a capital campaign?
A capital campaign is usually a project started to raise funds for a specific goal with a defined start and end date. Often, they focus on a brick–and–mortar project, such as expansion or construction of a new building.
What Makes a Successful Board Member?
Your board of trustees is made up of individuals responsible for overall governance of a nonprofit. There is no rule or guideline on who can be a trustee, so anyone can serve. What makes a successful board member? When looking at potential candidates, prudently consider these factors:
Tips for Prospect Research
Research is essential in identifying prospective donors for your organization. Identification is the first step in the donor lifecycle. In order to create a donor pipeline, you need to establish ways to identify giving capacity and affinity to your organization.
Understanding Direct Mail Blueblooks
The standard Response Analysis report, often referred to as a “Bluebook”, is used for direct mail return analysis. Through a direct mail bluebook, you can compare segments within a package, look at returns, and even compare packages within programs. The information you see in the bluebook depends on what information you provide. The more information you upload to your CRM, the more you can assess your direct mail program.
Goal Setting in CRM: Benefits of Using a CRM
A CRM stands for customer relationship management and is a tool used by for-profit and nonprofit organization to manage data. The benefit of a CRM is that all your organization’s data is in one place and can help track goals.
Goal Setting in CRM: Customer Relationship Management
A CRM stands for customer relationship management and is a database tool used by for-profit and nonprofit organization to manage data. The benefit of a CRM is that all your organization’s data is in one place and can help create and track goals.
Choosing the Right Software for Nonprofits: A Julep Guide
Using a software for nonprofits is the best way to customize your donor’s experience with your organization. Nonprofit database software has donor management at the forefront. This kind of database is essential to being more effective by having all your data centralized. It can also give your organization peace of mind with security and compliance features that you need to ensure donor information is secure. An effective software for nonprofits will be designed to bring together your security need and around your relationships tracking needs with donors and volunteers.
Sustainer Giving: Recurring Donor Programs and Campaigns
How can I attract monthly donors for sustainer giving programs?
Sustainer giving or recurring giving programs provide a stable revenue stream for your organization. Those who give monthly are more likely to give more overtime and are invested in your organization, increasing overall donor funds. You can provide opportunities for your donor to contribute monthly through recurring donor campaigns with finite start and end periods or through setting up monthly giving programs. Monthly giving program examples include membership programs or monthly giving to a specific area of your organization.
Nonprofit CRM: Using Nonprofit Software at Your Organization
Looking for information on how to create a donor database? Start with searching for a nonprofit CRM built with your organization in mind. There are CRMs on the market built specifically with donor management in mind. This kind of database is essential to being more effective by having all your data all in one place.
Donor Engagement vs Donor Retention: Julep Explains
Do any kind of research on nonprofit fundraising, and you'll stumble upon phrases like, "donor engagement," and "donor retention." While there is overlap between these two terms, there are key differences between both of these terms, which are critical to successful nonprofit fundraising.
Donor Engagement: Julep Fundraising Strategies for Nonprofits
Do any kind of research on nonprofit fundraising, and you'll stumble upon phrases like, "donor engagement," and "donor retention." While there is overlap between these two terms, there are key differences between both of these terms, which are critical to successful nonprofit fundraising.
Grassroots Fundraising 101: An Introduction
Grassroots fundraising is a broad term to describe fundraising strategies and tactics that motivate groups of people, who are passionate about your cause, to work together and encourage people they know to donate small gifts, like $10 or $25, that all add up to meet a specific goal or meet a need.
Grassroots Fundraising: How to Raise Money for Charity
Grassroots Fundraising is a way to raise funds for your organization through the power of community. Through peer-to-peer interactions, you can enable your donors, who are passionate about your organization’s mission, to contribute through various activities. This kind of fundraising allows nonprofits, big and small, to raise money for charity fast and effectively.
Nonprofit CRM: A Free Guide to Finding One in 4 Steps
Are you contemplating a new nonprofit CRM? It can be a big investment for many charitable 501(c)3 and 501(c)4 organizations. The decision can be overwhelming with so many options on the market at every price point. In order to help charitable and philanthropic organizations make the best decision possible, Julep published 4 Steps to Finding the Best Nonprofit CRM.
Why You Should Use a Nonprofit CRM: A Julep Guide
Finding an effective CRM is essential. Now more than ever, having a cloud based fundraising CRM gives your organization the tools to build a donor database. It allows you to further your organization's mission from anywhere! When looking for the best CRM for your organization, we recommend searching for CRM software that is geared for nonprofit fundraising.
Why Direct Mail?
If you ask the average person, they might say that fundraising through the mail is a dying field. However, this is far from the truth. While digital fundraising is on the rise, it is clear that direct mail can still be an effective strategy to cultivate donors and raise critical funds. Deciding to create or build a direct mail program is unique to every organization, but there are universal benefits.
Getting the Meeting: Major Gifts
To make a fundraising ask, you first must gain an audience with your major donor. Traditionally, most major donor asks are best in person, however, this process has changed given the current global pandemic. Whether personal or virtual, the basic principles are the same.
Virtual Donor Events: Best Practices
It is important to remain engaged with your donors when in-person events are unable to happen. Virtual events are the best and safest way right now to interact with your donors. There are many options for free or low-cost technology that powers virtual events, but how?
Virtual donor events are now the norm.