Supporting Fundraising

Whether you’re a development officer, an executive director, or a technology professional, these resources will help you ensure your organization’s processes and software support your fundraising today and for years to come.

Major Gift Income Transmittal

No matter how you define major gifts, they're usually the trickiest and most important gifts to enter correctly in your database. Assigning the correct campaigns, funds, appeals, solicitors, and pledge payment schedules is crucial the first time the gift is processed. The Major Gift Income Transmittal and our guidelines for using it can help. This form allows you to gather important information before the gift is entered. Using it consistently can also quickly inform fundraisers that a major gift has been received and provide an audit trail for coding decisions.

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Managing Fundraising Mailings

Preparing for a direct mail campaign? It requires careful consideration of database-related questions by both fundraisers and support staff. We’ve created this direct mail outline that you can use as a checklist in the planning process.

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Top 10 Donor Recognition Questions to Answer Before Your Capital Campaign Begins

Coordinating the operational side of a capital campaign fundraising effort is like pushing a big rock up a steep hill — it takes tremendous effort to get started, and once that rock goes over the top, it accelerates quickly. Some initial planning can put you in greater control of the back-office demands during a capital campaign, preventing avoidable crashes! This document contains key questions to ask before your campaign kicks off. Answering these questions requires discussion and thought, and documenting the answers can help you avoid costly mistakes.

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Integrating Wealth Data into Your Donor Management System for Better Fundraising Results

WealthEngine and Heller Consulting release new paper on integrating wealth data.

Paper explores the benefits, considerations and challenges of integrating wealth data into the donor management system for better fundraising results.

Download Your Free Copy Here

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Webinar: Improve Your Healthcare System’s Fundraising

These slides are from Heller Consultling’s recent online seminar "Stronger Fundraising Results for Multi-Foundation Healthcare Systems:  A Coordinated Approach to Fundraising Operations and Databases."

Veiw the webinar recording.

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