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Category: Tips
April 7, 2015
Behind the scenes of data migration
On Friday, March 13, Timi Paccioretti, Felicia Terry, and I gathered with a group of 20 or so nonprofit staff and volunteers in Nashville, TN. (Yes, we did experience several Friday the 13th-type problems, including Felicia's car getting rear-ended! Happily, no one was injured, except…
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January 4, 2015
Do you survey your donors?
I recently donated to the International Rescue Committee, and today I received an envelope with the phrase on the outside that said: "Donor Preferences Survey Enclosed." What a great way to follow up with a new donor. What got me to open the letter was…
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using filters in excel
July 14, 2014
Top 10 Excel tips for nonprofits
Here are my go-to Excel techniques that, time and again, make my work easier, more efficient, and sometimes even fun! These tips are not exclusively for nonprofits, by any means; they are used in business all the time too. I've included links to help resources…
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