Old donor data is a risk your Board can measure and reduce
Equitable Philanthropy and EP Law have released a free Donor Data Retention Policy template for Australian charities. Blaze Your Trail’s Retention Clock helps Boards...
In this quick demonstration, Jessica demonstrates our solution for managing offline community fundraising opportunities. She'll walk you through the process of collecting information, creating leads in Salesforce, converting them into contacts, accounts, and opportunities, and generating letters of authority using DriveConnect. She'll also demonstrate how to send emails with attachments and track the progress of your fundraising activities. This video will provide you with important insights and actionable steps to streamline your fundraising efforts.
