Blog
Guides and playbooks.
Practical, no-fluff writing on fundraising, donor management, and getting more from your stack.
12 articles
GivingTuesday 2026: the complete guide to winning one day without losing December
A GivingTuesday 2026 guide for nonprofits: what to do before, during, and after December 1, plus how that one day fits inside your full year-end campaign.
Year-End Fundraising Calendar: September Through December
A week-by-week 2026 year-end fundraising calendar for nonprofits, from September planning through GivingTuesday, December 31, and January stewardship.
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The 2026 Year-End Fundraising Guide for Nonprofits
Plan a stronger 2026 year-end campaign with a week-by-week strategy for messaging, GivingTuesday, donation forms, stewardship, and retention.
Donor retention: the complete guide for nonprofits
Learn how to calculate donor retention, improve first-to-second gift conversion, strengthen stewardship, and build longer donor relationships.
The fundraising metrics every nonprofit should track
A practical nonprofit fundraising scorecard with the metrics, formulas, and warning signs that help teams make better fundraising decisions.
What is a nonprofit CRM? A practical guide for fundraising teams
Learn what a nonprofit CRM should actually do, what donor data belongs in it, and how to choose a system that makes fundraising easier.
Nonprofit storytelling: why the best stories out-raise the best asks
Learn how to turn real moments of impact into donor-centered fundraising stories that build trust, inspire action, and strengthen retention.
Keeping Salesforce as your source of truth for fundraising
If Salesforce is your system of record, your fundraising tools should write back to it, not around it. Here is what to look for in a two-way sync.
Donation forms your donors actually finish: a conversion guide for nonprofits
A practical guide to reducing donation-form friction, improving mobile giving, and helping more motivated supporters complete their gifts.
Beyond contacts and opportunities: syncing Salesforce custom objects from your donation platform
Most donation tools sync only contacts and opportunities. Here is why that leaves your Salesforce custom objects out, and what a real sync looks like.
Your mission isn't a template: custom fields and objects on your donation forms
Donation forms that almost fit cost you data. See how custom fields and no-code custom objects capture what your mission runs on, without a developer.
From one-time to monthly: story-driven recurring giving that sticks
Recurring giving grows when donors can see the ongoing impact their monthly support makes. Here is how to build that experience.