8 reasons why you can’t excel with ‘Excel’

8 reasons your nonprofit can't excel with 'Excel' [PDF] - At first glance, resources such as Microsoft’s Excel seem like the perfect solution for a resource-constrained nonprofit that needs a way to track supporters and donations. But looks can be deceiving, and what appears to be a free and easy option can actually be far from free. Here […] Read More

Creating effective action alerts: A checklist

Creating Effective Action Alerts Checklist [PDF] - Follow this checklist to make sure that your action alert has all of the necessary components to create an effective change.           […] Read More

Get your message across (How to avoid spam filters)

Get your message across (how to avoid SPAM filters) [PDF] - Use this tip sheet to find out how anti-spam devices work, and learn some strategies to avoid filters when sending legitimate emails to your supporters.           […] Read More

Get your message across infographic

Get Your Message Across infographic [PDF] - View a condensed, visual version of the document above.                 […] Read More

Technology documentation worksheet

Technology documentation worksheet (Word Document) - A great resource to couple with the Brief Technology Guide for Staff Transition. Use this worksheet to help document all of your technology in the event of a staff transition.           […] Read More

A brief technology guide for staff transition

A brief technology guide for staff transition [PDF] - You already know that your staff members are your greatest asset, and you've got a great group of people who are passionate about your cause. That's probably why you never want to think about that time when they might leave. But people do leave, and your organization needs […] Read More

Data clean-up checklist

Data clean-up checklist [PDF] - Clean standardized data can help your migration go smoothly, may help you save money, and can help you to hit the ground running with your new system. Every organization may have different criteria when preparing for a transition, but included are some ideas about how to ensure that your data is […] Read More

Data Inventory Worksheet

Data Inventory Worksheet [Word Doc] - Chances are, numerous people in your organization store and access your data in different places - use this worksheet to keep track of where those places are. This will help information to not be lost during staff transitions and will help if/when you're looking to move to a new database solution. Data inventory worksheet […] Read More