Comments on: Process: Renewing donors and following up on open pledges http://gokubi.com/archives/process-renewing-donors-and-following-up-on-open-pledges Tue, 29 Nov 2011 19:15:53 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Brett Coder http://gokubi.com/archives/process-renewing-donors-and-following-up-on-open-pledges/comment-page-1#comment-38882 Brett Coder Fri, 22 Jun 2007 20:12:22 +0000 http://gokubi.com/archives/process-renewing-donors-and-following-up-on-open-pledges#comment-38882 Steve, I don't know how I stumbled across your site, but this is awesome! I am a fundraiser for a medium sized nonprofit and this definitely encapsulates the basic processes and flow behind donor/donation management. These are great at showing the behind the scenes work and can help inform written policies/procedures related to fundraising. Obviously, agencies can and should tailor such a diagram to fit their exact organizational processes, but this provides a great template to start from. Is there a way to make the Visio document available to make it easier for other organizations (like ours) to customize them? Just wanted to give my kudos to you for making these and making them available to us all! THANKS!! Steve,

I don’t know how I stumbled across your site, but this is awesome! I am a fundraiser for a medium sized nonprofit and this definitely encapsulates the basic processes and flow behind donor/donation management. These are great at showing the behind the scenes work and can help inform written policies/procedures related to fundraising. Obviously, agencies can and should tailor such a diagram to fit their exact organizational processes, but this provides a great template to start from. Is there a way to make the Visio document available to make it easier for other organizations (like ours) to customize them?

Just wanted to give my kudos to you for making these and making them available to us all!

THANKS!!

]]> By: Steve http://gokubi.com/archives/process-renewing-donors-and-following-up-on-open-pledges/comment-page-1#comment-18952 Steve Thu, 22 Mar 2007 20:20:46 +0000 http://gokubi.com/archives/process-renewing-donors-and-following-up-on-open-pledges#comment-18952 Most of the groups that I work with keep their Accounting separate in an app like Quickbooks. Most groups are conflicted about having to do double entry, but end up keeping the systems separate because of the acceptable volume of transactions. It can be painful, but usually not painful enough to pay for an integration between the two systems. Most of the groups that I work with keep their Accounting separate in an app like Quickbooks. Most groups are conflicted about having to do double entry, but end up keeping the systems separate because of the acceptable volume of transactions. It can be painful, but usually not painful enough to pay for an integration between the two systems.

]]> By: Sophia Katt http://gokubi.com/archives/process-renewing-donors-and-following-up-on-open-pledges/comment-page-1#comment-18801 Sophia Katt Wed, 21 Mar 2007 16:24:30 +0000 http://gokubi.com/archives/process-renewing-donors-and-following-up-on-open-pledges#comment-18801 When the checks are handled, does the relevant data stay within Salesforce, or is it copied/ported to another app, like Quickbooks or MIP? When the checks are handled, does the relevant data stay within Salesforce, or is it copied/ported to another app, like Quickbooks or MIP?

]]> By: gokubi.com » Blog Archive » What I’ve learned about donor management http://gokubi.com/archives/process-renewing-donors-and-following-up-on-open-pledges/comment-page-1#comment-18554 gokubi.com » Blog Archive » What I’ve learned about donor management Mon, 19 Mar 2007 21:34:46 +0000 http://gokubi.com/archives/process-renewing-donors-and-following-up-on-open-pledges#comment-18554 [...] Part 2 [...] [...] Part 2 [...]

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