https://www.philanthropyops.com/insights daily 0.75 2026-03-31 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/d58eee34-e2ca-43f1-bc67-e07b0e9e8646/Insights+E-Newsletter+Website+Banner+%281%29.png https://www.philanthropyops.com/insights/ops086-optimize-processes-before-your-processes-outpace-you monthly 0.5 2026-03-31 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/402631be-91aa-4688-a3eb-e3e954ec767e/Jenny+Kleintop+message+to+optimize+processes.png PhilanthropyOps Insights - #086 Optimize Processes Before your Processes Outpace You - Need: There is a tremendous opportunity in many areas to optimize processes, as currently, they are labor-intensive with lots of manual steps, which fosters inefficiencies and low bandwidth. Why this is important: This would free up time and energy to focus on more impactful processes such as multi-step stewardship touches to retain donors or data mining and proactive identification to acquire more prospects and donors. Steps to take: Increase efficiency and productivity to redirect resources toward more forward-thinking, momentum-building activities. Reduce manual error risks to ensure accuracy in workflow and data handling. Improve resource allocation by optimizing processes, allowing space to move beyond the unnecessary weeds and into the more meaningful initiatives that will move the needle faster in fundraising efforts. https://www.philanthropyops.com/insights/ops085-trust-nothing-question-everything monthly 0.5 2026-03-31 https://www.philanthropyops.com/insights/ops084-do-you-have-the-8-buckets-covered monthly 0.5 2026-03-31 https://www.philanthropyops.com/insights/ops083-respond-like-a-leader-recurring-donors monthly 0.5 2026-03-31 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/7c7f2444-edee-4ffd-9de0-971c3dd84fbb/Recurring+Gift+Plans+by+Calendar+Year+%28By+Date+Signed+Up%29.png PhilanthropyOps Insights - Ops Insights #083 - Respond Like a Leader: Recurring Donors Report https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/6eb08a3d-d859-4884-977b-ce703d2b895e/Recurring+Gift+Plans+by+Calendar+Year+%28By+Transactions%29.png PhilanthropyOps Insights - Ops Insights #083 - Respond Like a Leader: Recurring Donors Report - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/c3e16e3f-c5f0-4856-b2f4-4b6e7599e98b/Recurring+Donors+Why+Signed+Up2.png PhilanthropyOps Insights - Ops Insights #083 - Respond Like a Leader: Recurring Donors Report - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops082-4-steps-to-assess-online-fundraising-platforms monthly 0.5 2026-03-06 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/b595cb8b-2ab1-45aa-b57c-0e5b0a271c72/Assess+Online+Fundraising+Platforms.png PhilanthropyOps Insights - Ops Insights #082 - 4 Steps to Assess Online Fundraising Platforms - Following is a post-vendor session survey I sent to team members that you can use. I asked them to reply to the email with their answers, then copied the responses into the Excel sheet I had, as it was the best method for this team. However, you can use an online survey tool or form to collect the responses if that works for your team. https://www.philanthropyops.com/insights/ops081-ai-objectives-for-lapsed-and-lost-donors monthly 0.5 2026-01-17 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/c9b7c354-c33c-4da6-98fb-0ac2ba570748/AI+Objectives+for+Lapsed+and+Lost+Donors+-+ROI+Stats.png PhilanthropyOps Insights - Ops Insights #081 AI Objectives for Lapsed and Lost Donors https://www.philanthropyops.com/insights/ops080-giftofficer-using-crm-performance-measures monthly 0.5 2026-01-06 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/87ee1fd7-245d-4077-800c-08730e94c4ca/Gift+Officer+Using+CRM+Performance+Measure.png PhilanthropyOps Insights - Ops Insights #080 Gift Officer Using CRM Performance Measures https://www.philanthropyops.com/insights/ops079-goal-setting-development-ops monthly 0.5 2026-01-03 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/43dd8092-a60a-4137-becf-74950abbaf17/Woman+Goal+Setting.png PhilanthropyOps Insights - Ops Insights #079 Goal Setting for Development Ops https://www.philanthropyops.com/insights/ops078-why-hired-gp-with-zero-experience monthly 0.5 2026-01-03 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/11ba874b-9c7d-46f1-ba7a-5ce0a55a6729/Jenny+Kleintop+Saying+to+Hire+for+Donor-Centricity.png PhilanthropyOps Insights - Ops Insights #078 Why I Hired a Gift Processor with Zero Experience - What I learned about hiring gift processors: You can train someone to do gift entry. You cannot train someone to genuinely care about donors. The person who notices people will notice patterns in your data. If you only hire for CRM experience, you miss the human touch. https://www.philanthropyops.com/insights/ops077-thoughtfully-moving-toward-ai-ready monthly 0.5 2026-03-06 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/e43bd249-1073-4d23-91b0-509eb05671e8/Treat+AI+as+a+Partner+-+Chat+AI.png PhilanthropyOps Insights - Ops Insights #077 - Why I Decided to Treat AI as a Partner https://www.philanthropyops.com/insights/ops076-scams-stop-question-verify monthly 0.5 2025-11-16 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/7c80880d-ff1a-4e72-9a3e-5392963908ca/Massive+Scams.png PhilanthropyOps Insights - Ops Insights #076 - Scams: Stop - Question - Verify https://www.philanthropyops.com/insights/ops075-share-quanitifiable-ops-wins monthly 0.5 2025-11-01 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/58c98d92-febc-4296-9c8d-235483db509b/Share+Quantifiable+Stats.png PhilanthropyOps Insights - Ops Insights #075 - Share Quantifiable Ops Wins - Take the following 3 steps to make sure you can report out impactful stats for data and ops initiatives. 1 ➡ ONE: Track everything. You can do this through your data requests process and/or have a project-based tracking sheet as well. Keep it simple so you want to actually keep track. 2 ➡ TWO: Get in the habit of quantifying whenever possible. How many records did it include? What percentage improvement was it? What time savings does it do for the team? Etc. 3 ➡ THREE: Learn to add the benefit, as in the reason it mattered, such as improved data integrity so our stewardship letters are better, or declutter screens to improve the user’s experience, or added 100 new prospects to portfolios to increase pipeline opportunities. Etc. Try to flip to the front-end user and what they benefit from. If it’s hard for you to do this, ask them. https://www.philanthropyops.com/insights/ops074-tips-for-conferences monthly 0.5 2025-10-05 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/5531b47b-1791-4794-8aa8-6ae518bd11df/Conference+Thumbnail.png PhilanthropyOps Insights - Ops Insights #074 - Tips on Attending Conferences for My Introverts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops073-not-worth-compromising monthly 0.5 2025-09-27 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/c15db5a1-5008-462c-8444-40039032b7a6/Stop+Compromising%2C+It%27s+Hurting+Your+Donor+Retention.png PhilanthropyOps Insights - Ops Insights #073 - It’s Not Worth Compromising as Your Donors Expect Better - You tell yourself: We manage with sub-par data because our team is busy. We hobble along with a database that is burdensome because we don’t have the expertise to fix it. We go slower than we’d like because many of our data requests or processes take a long time. https://www.philanthropyops.com/insights/ops072-three-questions-to-ask-leader monthly 0.5 2025-09-07 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/9a47b46b-f4e3-44e4-830b-23a53aa7e726/Move+toward+being+a+proactive+operations+professional.png PhilanthropyOps Insights - Ops Insights #072 - 3 Leading Questions to Ask Your Leader Today - Then, determine how to utilize the data, database, or processes to better support those priorities. For example, if total dollars raised toward a certain initiative is a priority, what data, dashboards, or reports are needed to tell the story that the team will meet that target? If you already have something in place, take it a step further. Rather than simply showing the dollars raised toward the goal, provide the amount still needed to raise, identify opportunities likely to close within the timeframe, and help pinpoint where the gaps lie. This is moving from a reactive operations professional to a proactive operations professional, and leaders need team members who are proactive. https://www.philanthropyops.com/insights/ops071-simple-board-reports monthly 0.5 2025-09-07 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/2853a186-418d-47eb-b3a3-a921d47f9aab/Simple+Board+Reports.png PhilanthropyOps Insights - Ops Insights #071 - Simple Board Reports - Where are you in terms of progress toward the goal? Are you on track to meet the goal? What is needed? Where are the gaps? What is in the pipeline to help fill the gaps? Where do the gaps still exist, and where can the board help with those gaps? Use the data to tell the story. https://www.philanthropyops.com/insights/ops072-2-lists-to-find-pg-prospects monthly 0.5 2025-09-07 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/0d2aa4fa-2297-47db-8dfa-248044e88771/2+Lists+to+Find+Planned+Gift.png PhilanthropyOps Insights - Ops Insights #070 - 2 Lists to Find Planned Gift Prospects - Please include the following fields: Name Spouse Name City, State Phone Email Birthday Lifetime giving amount and number of gifts (new gifts and pledge payments) Last gift date and amount (any gift) Assigned relationship manager Last action date, type, and description Any opt-out coding https://www.philanthropyops.com/insights/ops069-grants-in-moves-tracking monthly 0.5 2025-09-07 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/6c3563fa-faa8-4c8a-b8f0-fe3321a1f149/Grants+in+Moves+Tracking.png PhilanthropyOps Insights - Ops Insights #069 - Grants in Moves Tracking - Track grants in a similar way that you track your major gifts. Keep it simple and follow your overall moves tracking processes for clarity. https://www.philanthropyops.com/insights/ops068-7-data-flows-to-retain-donors monthly 0.5 2025-09-07 https://www.philanthropyops.com/insights/ops067-navigate-disagreements monthly 0.5 2026-03-06 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/c4364dee-8152-41a3-9963-f71df17c3465/You%27ve+Got+This+Jenny+and+Doug.png PhilanthropyOps Insights - Ops Insights #067 - 6 Strategies to Navigate Disagreements Between Operations and Fundraisers https://www.philanthropyops.com/insights/ops065-learn-gain-confidence-3x-erdat monthly 0.5 2025-06-10 https://www.philanthropyops.com/insights/ops065-learn-gain-confidence-3x monthly 0.5 2025-06-10 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/74c20c52-6601-4b3e-a71a-152c71f77f42/Learn+and+Gain+Confidence+3x+Faster.png PhilanthropyOps Insights - Ops Insights #065 - Learn and Gain Confidence 3x Faster - I believe you don’t have to pick only one of the three options. Use all three. I still do to this day. Depending on what you are tasked with and where you have to get to and how quickly, pick the right option for you. Just make sure not to be afraid to ask for what you need. https://www.philanthropyops.com/insights/ops064-always-become-very-curious monthly 0.5 2025-05-14 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/d8dc92c4-6ec8-47b0-b612-1fd7e9d0ca63/Become+Very+Curious.jpg PhilanthropyOps Insights - Ops Insights #064 - Always Become Very Curious - Lean into your curiosity and find ways to keep learning, growing, and evolving. https://www.philanthropyops.com/insights/ops063-save-3xhours monthly 0.5 2025-05-09 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/3b135645-9e1a-4869-ad5d-0abcfced4d96/Save+3x+Hours+Image.png PhilanthropyOps Insights - Ops Insights #063 - Save 3x Hours by Finding Unique Identifiers - Here’s why we did it: We went from 18 hours to 6 hours to do EOM, saving us 3x the time and effort. And each month we let out a sigh of relief that we figured it out. I used the time we got back and redirected it to set up some automated monthly pulls using Queue. The takeaway: If you find yourself saying there has to be a better (or quicker) way, there usually is. Lean into that and go find it. https://www.philanthropyops.com/insights/ops062-8buckets monthly 0.5 2025-04-27 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/fee3d691-6bc3-4045-8a7d-259bd6b54604/8+Buckets+Video+PLAY.png PhilanthropyOps Insights - Ops Insights #062 - Philanthropy Operations 8 Buckets - For the graphic, the follow-up prompt I used "Are you able to give me a graphic of this that I can share in a LinkedIn post?" It asked me about my color scheme and branding and I asked "Please use branding colors from my website and minimalist style". I didn't love the first graphic so I asked "Let’s try more dynamic with bold colors" Then I took the graphic (which was pretty good for ChatGPT" and put it in Canva where I used their magic tools to make some edits. Fun way to get a quick image. https://www.philanthropyops.com/insights/ops061-nonprofit-album monthly 0.5 2025-04-27 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/83a822bc-ae1c-49b6-b294-de9d823f0ea1/Level+Up+Album+Cover.png PhilanthropyOps Insights - Ops Insights #061 - If Your Nonprofit Was an Album - For the graphic, the follow-up prompt I used "Are you able to give me a graphic of this that I can share in a LinkedIn post?" It asked me about my color scheme and branding and I asked "Please use branding colors from my website and minimalist style". I didn't love the first graphic so I asked "Let’s try more dynamic with bold colors" Then I took the graphic (which was pretty good for ChatGPT" and put it in Canva where I used their magic tools to make some edits. Fun way to get a quick image. https://www.philanthropyops.com/insights/ops060-dev-services-leader monthly 0.5 2025-04-27 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/69fd3db4-8d99-47d0-836c-61dc7d6c3148/Dev+Services+Leader.png PhilanthropyOps Insights - Ops Insights #060 - CEO & CDO’s Strategy for Dev Services Leader - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops059-fast-stats-part3 monthly 0.5 2025-04-27 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/a372cf47-a6de-4605-9f8b-74e6ea0abeaa/2025-01+Prospect+Review+Session+Stats+Overall.png PhilanthropyOps Insights - Ops Insights #059 - Fundraiser Fast Start Initiative (Part 3 of 3) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/b8e68474-0b9b-402e-a248-34c5b5817669/2025-01+Prospect+Review+Session+Stats+for+Fundraisers.png PhilanthropyOps Insights - Ops Insights #059 - Fundraiser Fast Start Initiative (Part 3 of 3) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/a2fa1944-b4d7-4202-853d-c67958f3965e/2025-01+Prospect+Review+Session+Stats+Missing.png PhilanthropyOps Insights - Ops Insights #059 - Fundraiser Fast Start Initiative (Part 3 of 3) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops058-fast-stats-part2 monthly 0.5 2025-04-27 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/28a7ec93-d0eb-404d-ab8f-771294ee3de9/2025-01+Prospect+Review+Session+1+Spreadsheet.png PhilanthropyOps Insights - Ops Insights #058 - Fundraiser Fast Start Initiative (Part 2 of 2) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/bf29a291-31d2-4fab-a3e0-5f82b77530f6/2025-01+Prospect+Review+Session+2+Balance.png PhilanthropyOps Insights - Ops Insights #058 - Fundraiser Fast Start Initiative (Part 2 of 2) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops057-fast-stats-part1 monthly 0.5 2025-04-27 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/5d944468-8a9c-4726-8ec1-c726e40ba0b3/Insights+57+-+3+Steps.png PhilanthropyOps Insights - Ops Insights #057 - Fundraiser Fast Start Initiative (Part 1 of 3) - Now, it’s your turn. Follow this path to launch your own Fast Starts initiative: ➡ For part 1 of 3: Follow the above steps to develop your own objective (or feel free to use the one provided) and create a timeline of when you’d like to start an initiative like this. Then get moving on cleansing and locking in portfolios. https://www.philanthropyops.com/insights/ops056-move-you-forward monthly 0.5 2025-04-27 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/967b3a27-b846-48d5-9453-ac35d575d762/Incredibly+Grateful.png PhilanthropyOps Insights - Ops Insights #056 - Let’s Move You Forward - You are what keeps our nonprofit sector amazing. All the good you do day in and day out. All the good you do by connecting with others, sharing, learning, and doing things together. I thank you for this. Thank you for showing up! Thank you for being a reader! Thank you for engaging and doing. You make a positive difference, and I’m incredibly grateful for you. https://www.philanthropyops.com/insights/ops055-ai-headshots-to-ai-agents monthly 0.5 2025-04-27 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/3ffe081b-8bc7-45ac-86a2-f120ec25abae/Ai+Headshots+Gallery.png PhilanthropyOps Insights - Ops Insights #055 - From AI Headshots to AI Agents - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/0f726954-1a54-44df-83bb-db51a4608629/Allie+Miller+Intro+to+Ai+Agents.png PhilanthropyOps Insights - Ops Insights #055 - From AI Headshots to AI Agents - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops054-thankful-grateful monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/168519ab-84b5-4cbc-b607-1d8c5777b2ad/Thankful+Grateful+Cup.jpg PhilanthropyOps Insights - Ops Insights #054 - Thankful, Grateful https://www.philanthropyops.com/insights/ops053-ambassadors-refer-potential-donors monthly 0.5 2025-04-28 https://www.philanthropyops.com/insights/ops052-build-organziation-wide-relationships monthly 0.5 2025-04-28 https://www.philanthropyops.com/insights/ops051-donors-do-not-say monthly 0.5 2025-04-28 https://www.philanthropyops.com/insights/ops050-3-teaching-techniques monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/7d8ffcda-b9ae-4ae0-959d-0d5f097877bf/3+Learning+Techniques.png PhilanthropyOps Insights - Ops Insights #050 - 3 Teaching Techniques that Increase Engagement https://www.philanthropyops.com/insights/ops049-get-uncomfortable-to-stay-relevant monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/c179efca-9af2-4469-a7cb-d68df186583b/Education+is+4+Way+Street.png PhilanthropyOps Insights - Ops Insights #049 Get Uncomfortable to Stay Relevant https://www.philanthropyops.com/insights/ops048-use-history-when-no-mentor monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/fad552a8-9bbc-4f8f-9fe1-684fb778f612/25+Ways+Gifts+Are+Coming+In.jpg PhilanthropyOps Insights - Ops Insights #048 Use History When You Have No Mentor - Here’s how I went about diving in: I conducted discovery by talking with all the remaining team members, the leader, the front-end folks, finance, marketing/communications, and even the head of strategy. I wanted to hear from each of them what they had experienced in the past, what they are in need of today, and where they see needs as we head into a new fiscal year. That was a lot of learning in a short period of time, which I call necessary discovery. I reviewed the fundraising database and reviewed all the known ways gifts were coming in. I say known because at the time we knew of 4 of the platforms. Then as I dove into gift processing, we learned of the 25 various ways gifts were coming in. I reviewed their historic gift processing efforts by pulling the gifts entered over the past year to see what fields were used, what coding was added, and what records the gifts were entered on. Then I dove in and started to enter their gifts. There was no one there to say this is how it was done and little documentation to review, but it wasn’t uncommon territory to me. I taught myself what was done historically to enter the gifts to adhere to existing processes while noting what to adjust to align with best practices. As the new team members started, I taught and mentored them while doing double time in the background to catch them up. I was going to ensure they made the deadline. https://www.philanthropyops.com/insights/ops047-organize-to-ward-off-stress monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/2150fa3e-a20d-4851-9484-07ff30aa37fb/Organize+to+Ward+off+Stress.png PhilanthropyOps Insights - Ops Insights #047 Organize to Ward off Stress - Take some time now to get yourself in the right mindset for the upcoming fall schedule. By using the ideas above, here is one strategy you can use: Grab those schedules. Organize your calendar first. Take time to organize as a household. Communicate, communicate, communicate. Hold a weekly quick-touch base. https://www.philanthropyops.com/insights/ops046-interview-questions monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/a3b73d4c-8688-4281-a2ab-4dcfb4279f0b/Jenny+on+Zoom+Call.png PhilanthropyOps Insights - Ops Insights #046 Interview Questions You Can Use - ➡ Look for someone who knows the data and tech so you can trust they got it covered but is also a good people-person who can interact with all team members/various roles and is donor-centric minded. ➡ Find yourself a philanthropy operations professional. You’ve got this and I’ve got you! See you next time. https://www.philanthropyops.com/insights/ops045-hire-ops-professional-not-database-admin monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/5d9f1ec2-06e1-4c59-832b-aaaaaadea9d1/Database+Admin+Vs+Ops+Professional.png PhilanthropyOps Insights - Ops Insights #045 Hire an Ops Professional Not a Database Admin - The image on the left of the database admin is completely stereotypical, and don’t get me wrong I still have days today when that looks like me. It’s typically when I’m doing a ton of coding to build out converters to streamline processes or large data projects, as I like to be in the zone. For some reason, a hoodie with music playing in the background allows me to be in the zone. The point here is to find someone who can do both the left and right sides. That is when you know you’ve found a true gem and want to do what you can to keep that person as we hard to find. https://www.philanthropyops.com/insights/ops044-become-a-futuristic-fixer monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/de5c5c14-c434-4483-b1a5-3af1c06ca903/Become+a+Futuristic+Fixer.png PhilanthropyOps Insights - Ops Insights #044 Become a Futuristic Fixer - Ready to become the Futuristic Fixer? Here are 7 steps you can take: 1) Assess yourself to understand what type of fixer you are. 2) Make an oath to yourself to become the next level fixer. Write it down, tell someone, work it into your goals - do something as this will help you work toward it. 3) Be a self-starter and take the initiative. 4) Seek out resources or get help from someone else if you need to learn. 5) Say yes more than you say no, as this will open up opportunities to work at finding solutions because people will come to you more for help. 6) Learn to be proactive in listening to what the problem is and going after finding a solution. 7) Don’t look to others for approval or a pat on the back before applying a simple fix, just do it and fix it already. https://www.philanthropyops.com/insights/ops043-help-fundraisers-embrace-crm monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/9998944a-8ad5-43bc-9f67-8794aaff88ee/Help+Fundraisers+Embrace+the+CRM+Database.png PhilanthropyOps Insights - Ops Insights #043 Help Fundraisers Embrace the CRM - Ready to help fundraisers embrace the CRM database? Here are 3 ways to get moving: ➡ Find ways to observe, listen, and take steps to understand what it is like for fundraisers to use the CRM database and then find ways to make it easy for them to do so. ➡ Start with the above strategies to build positive working relationships. ➡ Strive for better and find ways to move forward together and more effectively. You’ve got this and I’ve got you! See you next time. https://www.philanthropyops.com/insights/ops042-reasons-i-write-for-you monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/d5e2b01f-bd24-432e-8943-6c2b5f4b6d58/Jenny+2024-03-06B.png PhilanthropyOps Insights - Ops Insights #042 Reasons I Write for You - You’ve got this and I’ve got you! See you next time. https://www.philanthropyops.com/insights/ops040-top-linkedin-posts monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/28f8a571-aca4-473d-ae3d-3b783ae4b61d/Jenny+Happy+Birthday+Cake.png PhilanthropyOps Insights - Ops Insights #041 My Top 8 LinkedIn Posts for YOU - Join in the celebration today and take one of these 3 steps: Take one item from the posts, and run with it. Share it, implement it, and go for it. Find 3 ways to celebrate your wins so far this year. Nonprofit work can be grueling at times, show yourself some love. Find 3 ways to recognize and celebrate your team members for doing this good work with you. Nonprofit work can be grueling at times, show your team some love. https://www.philanthropyops.com/insights/ops040-introverts monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/fd15cf8f-28fb-4f56-8613-71e690212e3b/Jenny+-+Inch+your+way+into+pushing+past+your+comfort+zone.png PhilanthropyOps Insights - Ops Insights #040 Introverts this Edition is for YOU - Fast forward from those first years as I started to walk in the room, own the space, held my head high and sat at the table right in the middle of all the action. Yes, my stomach still had some butterflies, but I pushed outside my comfort zone. And you know what started happening? I started connecting with colleagues. I started working more effectively with people cross-functionally. I started to find my voice, my place, my seat at the table. At the table, I was able to proactively be a part of the conversations, the decisions, and the plans. I proactively provided input and stopped what could have been rabbit-hole projects. I began to learn how to be a better team player and started to find my wings as a leader. https://www.philanthropyops.com/insights/ops-insights-039-data-optimization monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/8e900bd9-52f3-4dfa-baf6-de0a840451cc/Woman+working+at+computer.png PhilanthropyOps Insights - Ops Insights #039 Data Optimization - Here is a mini-review you can use: Question to Answer: What data do we have access to and manage continuously? Reason to Answer: Ensuring all the data you house inside or outside the CRM database is the best way to position you well for all the fundraising outreach you will do. https://www.philanthropyops.com/insights/ops038-prospect-strategy-vs-portfolio-reviews monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/b143e770-c0bb-49f5-887c-78a2055379b2/Review.png PhilanthropyOps Insights - Ops Insights #038 Prospect Strategy vs. Portfolio Review Sessions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops037-when-everything-is-a-priority monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/58eec87e-dbff-41f8-af1b-34ff233c4ce2/Priorities+Matrix.png PhilanthropyOps Insights - Ops Insights #037 When Everything is a Priority - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/33718557-ccff-4b45-8713-f8ef597fec9d/Project+List+Re-Order.png PhilanthropyOps Insights - Ops Insights #037 When Everything is a Priority From the matrix above, re-order your priority list. Then, review it with your leader to ensure you are on the same page. Ask your leader to help chime in on the right side of the matrix. https://www.philanthropyops.com/insights/ops036-nonprofits-leaders-summit monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/398147d7-7fb4-4fad-8773-7f6cba3c77ea/Microsoft+for+Nonprofits+2024-02-01.jpg PhilanthropyOps Insights - Ops Insights #036 Debrief from Nonprofits Leaders Summit - You can view the post from Microsoft for Nonprofits here. You can watch the LinkedIn Live streams here. https://www.philanthropyops.com/insights/ops035-stop-the-drama monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/cf7493ad-81b4-45a8-9a2f-c2e06c2c986d/More+people+will+benefit+if+we+can.png PhilanthropyOps Insights - Ops Insights #035 Stop the Internal Drama - Here are a few ways to turn that ship around: ➡ Assess – How do team members interact (or not interact)? You can observe and see how team members interact, even in the virtual world. ➡ Admit - Recognize and admit that you must do something before it is too late. ➡Act - Get tools, techniques, and strategies to help you do it. If you have other departments, such as HR, that can help, lean on them. If not, lean on external resources. It’s a short-term investment that will have a long-term benefit. The key is finding someone who can understand both sides and eliminate the gap. Then, put a plan in place and act on that plan. https://www.philanthropyops.com/insights/ops034-thanking-donors monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/7402c53b-7e05-433a-96c6-31c083f1ad32/Generosity.png PhilanthropyOps Insights - Ops Insights #034 Thanking Donors - There is something about seeing the gift come in, entering it, adding a personal note, and hand-folding that thank you letter to drop in the mail. Rooting for and supporting you, always! https://www.philanthropyops.com/insights/ops033-how-to-say-goodbye-to-past-year monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/0134ec1c-05e8-4b83-bc91-7588d001f69d/New+Year+-+Fireworks+and+Clock.png PhilanthropyOps Insights - Ops Insights #033 How to Say Goodbye to the Past Year - Goodbye 2023 Hello 2024! https://www.philanthropyops.com/insights/happy-holidays-2023 monthly 0.5 2023-12-15 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/239351e4-338e-42f8-8184-8103be58ba83/Happy+Holidays+from+Jenny.png PhilanthropyOps Insights - Happy Holidays https://www.philanthropyops.com/insights/ops032-philanthropy-operations-areas monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/a2d22d68-9384-45b6-baff-361adb419132/Philanthropy+Operations+Areas.png PhilanthropyOps Insights - Ops Insights #032 Philanthropy Operations Areas - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1701473252658-POPVU4SN9I2MUMF6UWYP/image-asset.jpeg PhilanthropyOps Insights - Ops Insights #032 Philanthropy Operations Areas - If you are in philanthropy operations, take a minute to pat yourself on the back… look at all you do. Then go find a way to advocate for more support and resources. If you are a fundraising leader, note all the areas that fall in philanthropy operations. Then, find a way to bring in more support and resources. https://www.philanthropyops.com/insights/ops-insights-031-building-your-grateful-patient-program monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/c5ba041f-dc60-4176-9ca6-e2589ca2c277/GPPs+-+Three+Strategies+to+Get+You+Started.png PhilanthropyOps Insights - Ops Insights #031 Building Your Grateful Patient Program - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/0e9f412f-f320-420f-8e0f-8b7b73b11427/GPP+-+I+am+Grateful.png PhilanthropyOps Insights - Ops Insights #031 Building Your Grateful Patient Program - Take advantage of these key takeaways to build your grateful patient program. Remember, if it starts to get overwhelming, start small. Take one or two of these tips and run with them. Then over time, you’ll see you’ve built a program in no time. You’ve got this! https://www.philanthropyops.com/insights/ops030-addressing-burnout monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/d950eb3c-0a35-4a2e-91e4-cb4cbc9aaedc/Burnout-thank+you.png PhilanthropyOps Insights - Ops Insights #030 Addressing Burnout in the #Nonprofit Workplace - Thank you for joining us on this journey to address burnout in the nonprofit workplace. Together, let’s keep the conversation going. https://www.philanthropyops.com/insights/ops029-4-go-to-tech-tools monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/e2a30048-a546-4e68-9464-0f2194916c4b/4+Tech+Tools+-+SnagIt.PNG PhilanthropyOps Insights - Ops Insights #029 4 Go-To Tech Tools - I’ve gotten way more out of it than the cost. You can even look at places like Tech Soup to get discounted rates if you are purchasing it through your nonprofit organization. Here are two things you can use it for: Take a copy of an image or message that you want to email to a team member and paste it into your email for the visual effect. Capture screenshots from your CRM database and paste them into your documentation for visual learners. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/f36cf6b0-a08e-4b98-91ff-8d2893a0b0e9/Canva+Released+Magic+Features.png PhilanthropyOps Insights - Ops Insights #029 4 Go-To Tech Tools - Tip: Try out the AI image generator in Canva, and you can say you’ve used artificial intelligence, here's how: Click Elements. Scroll down to "AI image generator" and click "Create Your Own Image." Type in what you are looking for. Click generate. If you want it to generate other choices, click generate again. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/e8213523-6a51-4c18-bb40-266230a79a6e/4+Tech+Tools+-+Clipchamp.png PhilanthropyOps Insights - Ops Insights #029 4 Go-To Tech Tools - It’s also helpful for quick training videos for your team. You can record a “how-to” do something in the CRM database or use dashboards and then add some music and even text to it. And in no time, you have a quick training video you can send out as a weekly or monthly tip. I honestly do not know the costs as it comes with my Microsoft Office subscription. I click the Windows button on the bottom left of my computer and then type in Clipchamp to get to it, which means it’s an App already installed on my machine. https://www.philanthropyops.com/insights/ops-insights-028-use-cue-to-strengthen-the-partnership monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/abe6dc35-9bac-4929-8583-9d3e8973b4d9/Strenghtening+the+Partnership+-+CUE.png PhilanthropyOps Insights - Ops Insights #028 Use CUE to Strengthen the Partnership - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops027-screening-and-scoring monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/e36853ee-33db-4074-b9dc-eff3a79ea861/Engagement+Score+Example+2023-10-27.png PhilanthropyOps Insights - Ops Insights #027 Screening and Scoring - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops026-research-profiles monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1697767525028-O28G2DLUJKJJMIQQ50N1/image-asset.jpeg PhilanthropyOps Insights - Ops Insights #026 Research Profiles - A sample base-level profile is below if you are asked to provide research profiles. It typically takes me 30 minutes to compile one of these, and many times, I can go down many rabbit holes (oh, those rabbit holes) but have to keep re-focusing on the task at hand. This is a quick informational profile to gather so a frontline partner can make a personalized outreach/connection. https://www.philanthropyops.com/insights/ops025-my-wish-for-you monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/fd13357e-c873-417d-ae41-0a63f35ae9b9/Wish+for+You+-+Surround+Yourself+with+Positive+People.png PhilanthropyOps Insights - Ops Insights #025 My Wish for You - You have so much good inside of you. A thought, an idea, and a voice to share. The nonprofit space is already filled with enough pressure to go faster, do more with less, and innovate without investment (heard of AI?). https://www.philanthropyops.com/insights/ops024-data-and-tech-innovation monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/3b410156-a898-4505-90a8-33cf140bc250/The+Future+of+Fundraising+in+Here+-+Data+and+Tech+Innovation+Cover.png PhilanthropyOps Insights - Ops Insights #024 Data and Tech Innovation in Fundraising - I saw some of you there, which was such a wonderful treat. Thanks for saying hi! https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/bddeb47d-147f-4a9f-9b7c-df107bf9e231/AI+face.png PhilanthropyOps Insights - Ops Insights #024 Data and Tech Innovation in Fundraising In simple terms, AI means the computer is doing things a human would do. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/d997bead-a80a-4650-8465-a5ce0326fde5/Chose+Your+Adventure.png PhilanthropyOps Insights - Ops Insights #024 Data and Tech Innovation in Fundraising - Have you ever seen those movies where it’s “choose your adventure?” The movie will ask should I mention Paul or not mention Paul? It will pause, you make a choice, and then the movie goes in that direction. You can even choose to undo it and go back and watch the other choice. Today, it’s click what you prefer, but in the future, it will automatically know and go in that direction. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/09742f62-ef68-45d5-aa98-84f117024231/Future+of+Fundraising+is+Here.png PhilanthropyOps Insights - Ops Insights #024 Data and Tech Innovation in Fundraising - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops023-recurring-gift-vs-pledge monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1695929104426-I6TYTRAML04RFB874F1H/image-asset.jpeg PhilanthropyOps Insights - Ops Insights #023 Recurring Gift vs. Pledge As you continue looking for ways to increase fundraising dollars while having efficiency, I highly recommend doing recurring gifts. It’s gained lots of traction over the last few years, making renewing donors automatic. https://www.philanthropyops.com/insights/ops022-continuous-learning monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/57fec4f7-1803-4099-9709-0e6f3dd76d13/Jenny+and+Stacie+Going+Live+2023-09-14b.png PhilanthropyOps Insights - Ops Insights #022 Continuous Learning - Make it stand out Here we are two minutes before pressing Go Live https://www.philanthropyops.com/insights/ops-insights-021-remote-work-101 monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/af02c08d-551c-40ea-8280-d31129743d1b/Headset%2C+Keyboard%2C+Mouse.png PhilanthropyOps Insights - Ops Insights #021 Remote Work 101 - Fast forward 8 years and we now have fancy tools. I have a ton of stories I could share about the learning journey. Ever heard of the bike under the desk? Or the laptop on top of a bike? Or the work and treadmill at the same time? Yes, I tried them all and none of them worked. Here are seven of the basics that did work: https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/35c1d80d-ad69-42f2-af67-1a2acb5820e3/Office+Now.png PhilanthropyOps Insights - Ops Insights #021 Remote Work 101 - My Office Set-up Post-Pandemic There is no one-size-fits-all. I researched a lot and got tips from others, but most were trial and error and figuring out what worked for me and for those I was interacting with. You can take these tips and try them out and adjust for what works for you and your team. https://www.philanthropyops.com/insights/ops020-your-story-is-your-north-star monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/c77366c7-2834-439d-9b99-2b3dffc093d3/Philanthropy+Definition+2023-08-22.jpeg PhilanthropyOps Insights - Ops Insights #020 Your Story is Your North Star - How about the moments? The moments where: You witness a child’s life saved because of donations. You witness a little boy hugging his grandfather because donations helped his grandfather get the treatment he needed. You witness a single mother crying as she looks at the house that was re-built for her after a natural disaster because of donations. You witness a hopeful girl who persevered through much adversity growing up, graduating from college, and going on to dedicate her life to helping others (this is me by the way). https://www.philanthropyops.com/insights/ops019-learn-to-communicate-with-leaders monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/c202af9e-6abc-40a4-9274-f2f4dc84052f/Workshop+PM+Clip+Styles+with+PLAY+button.png PhilanthropyOps Insights - Ops Insights #019 Learn to Communicate with Leaders - The first step is to understand different styles. Have you taken one of those personality tests? The ones where you answer a bunch of questions, and it tells you your behavioral style? I’ve always been amazed at how accurate they are. To hear how I explained this in a recent workshop, watch this video clip. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/e81a2e89-a35a-4dc7-81ed-35e26ab65b9a/Leaders+-+How+Absorb+Process+Utilize+Data.png PhilanthropyOps Insights - Ops Insights #019 Learn to Communicate with Leaders https://www.philanthropyops.com/insights/ops018-gift-processing-and-finance monthly 0.5 2025-04-28 https://www.philanthropyops.com/insights/ops017-enhance-problem-solving-skills monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/20321962-799d-49e4-8ac3-88b3042bd125/Become+Invaluable+2022-08-10.png PhilanthropyOps Insights - Ops Insights #017 Enhance Problem-Solving Skills - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops016-sink-or-swim monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/dd52952f-8193-4c22-a8b6-ea2277ae7ec1/Clock+-+Time+to+Give+New+Team+Members+Support.png PhilanthropyOps Insights - Ops Insights #016 Sink or Swim - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1691634457914-54LRB3DHFPCZWDADF51J/image-asset.jpeg PhilanthropyOps Insights - Ops Insights #016 Sink or Swim - Take these steps today: 1. If you have an onboarding timeline for new employees, review it to see if it still meets today’s needs. If you do not have an onboarding timeline for new employees, take the ideas from up above and create one. https://www.philanthropyops.com/insights/ops015-streamline-another-process monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/df486047-69ad-49f7-a7ad-3642bd83d79b/Streamline+Another+Process.png PhilanthropyOps Insights - Ops Insights #015 Streamline Another Process - Time is one of our most precious resources, and in the world of fundraising, it’s easy to feel like there’s never enough of it. What if you could get more time to focus on other tasks? What would you do with that extra time? It is possible to get that time through the power of streamlining. Make the decision today to streamline one more initiative as streamlining your processes can make all the difference. If you are not sure where to start, look at last week’s Insights to get you started. Then look at your list and see what process or task has manual and repetitive steps. https://www.philanthropyops.com/insights/ops014-automate-one-process monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/4c79ab97-0cea-413d-a9f9-d072cd8f1fb1/Tools%2C+Techniques%2C+Processes.png PhilanthropyOps Insights - Ops Insights #014 Automate One Process Today - For example: Push notifications sent to you so you can take the last step to engage with your prospects. Data mining automatically happens in the background to surface personalized messaging for you to use in outreach efforts. Alerts for social media announcements on your donors so you do not miss an opportunity to connect with them. Auto-generated analytics and insights to highlight opportunities and gaps for you to address. Prepping, cleansing, and mapping the data imports so it auto-runs to save you hours of manual work. Better streamlined processes so you can get your online gifts into your CRM/database quicker and with less risk for errors. Auto-generated thank you notes, videos, and communications that do not look auto-generated, so your stewardship efforts help with retaining your donors. https://www.philanthropyops.com/insights/ops013-fiscal-year-end monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/bb2d4555-6eac-4f87-bc48-6cc273982a20/End+of+Fiscal+Year+Reminders.png PhilanthropyOps Insights - Ops Insights #013 Fiscal Year End Treat all donors like their gift matters. Make donors feel like they make a difference – less like an ATM, and more like a meaningful difference. If you are underwater with getting those gifts in, ask for help (it takes a village in nonprofit fundraising, especially at year-end. Thank, thank, thank, and thank those donors for their generosity, and show them the impact that their gift is making. https://www.philanthropyops.com/insights/ops012-prospect-lifecycle monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1686184683067-NPOA5TPF64512GCJZFC1/Do+It+Now.jpeg PhilanthropyOps Insights - Ops Insights #012 Prospect Lifecycle - Step 1 Go get better data. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/3545630d-b762-402a-97b1-b85a6b08d24b/Prospect+Lifecycle+Image.png PhilanthropyOps Insights - Ops Insights #012 Prospect Lifecycle - Step 2 Set-up or solidify your Prospect Lifecyle. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/e50943c3-8bff-4dcd-940f-a66dcdea80bf/Team+around+Table.png PhilanthropyOps Insights - Ops Insights #012 Prospect Lifecycle - Step 3 Work and analyze the process so you can finetune or make adjustments. https://www.philanthropyops.com/insights/ops011-track-your-praises monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/102331ea-ae8c-40e4-a270-c8d541272d7b/Thank+You+From+Donna.png PhilanthropyOps Insights - Ops Insights #011 Track Your Praises - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops010-soft-skills monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1686184377158-Q92KOORRP1GAKUOLZMQN/image-asset.jpeg PhilanthropyOps Insights - Ops Insights #010 Build Your Soft Skills - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops-insights-009-becoming-a-hyper-connected-team monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/083efef3-463e-49e8-a46c-952f00cf45a1/Teams+-+Be+Open.png PhilanthropyOps Insights - Ops Insights #009 Becoming a Hyper-Connected Team - Start by being open with team members. You want all team members to feel safe when they share their ideas with everyone around them. Plus, you need an environment where team members can share opinions without fear of being put down and accept feedback with an open-mind. If you or team members do not feel they can be open with each other, enlist the help of a leader to take steps to create an environment where team members can be open with each other. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/827036c3-e207-4981-8de7-6efe5b411832/Teams+-+Respect+POVs.png PhilanthropyOps Insights - Ops Insights #009 Becoming a Hyper-Connected Team - Next you want to make an effort to understand each team member’s points of views. Each person comes to the table with various perspectives, backgrounds, experiences, and ideas. It’s a good thing as we want the team to have diverse points of views as that’s when more effective solutions are created. Share in a respectable and positive manner as that tends to be received more openly. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/c24a4d38-5efd-44ea-a8a1-72ab6d554b1a/Teams+A+-+Mutual+Consensus.png PhilanthropyOps Insights - Ops Insights #009 Becoming a Hyper-Connected Team - You and team members need to come to an agreement that works for both sides, or at least have all options shared first before deciding on the best path forward. You want to make sure it’s not a one-sided conversation as that tends to deflate teams. Help the team come to a mutual consensus on the decision and clearly understand that it’s the right decision for the entire team overall. https://www.philanthropyops.com/insights/ops008-pm-make-the-case monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/dc42160e-cc05-4200-b285-8602ac6145eb/Help+Sign+with+Team.PNG PhilanthropyOps Insights - Ops Insights #008 Prospect Management Make the Case - Ways people try to make the case - they go to their leadership and say: We need to free up time. We need more staff. We need professional development dollars. We need to enlist external resources. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/3545630d-b762-402a-97b1-b85a6b08d24b/Prospect+Lifecycle+Image.png PhilanthropyOps Insights - Ops Insights #008 Prospect Management Make the Case - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops007-pm-limited-resources monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1684953687053-WPMKJRE0DRXY3FN5ZPPW/image-asset.jpeg PhilanthropyOps Insights - Ops Insights #007 Prospect Management Limited Resources - You dig into the data. You surface the prospects. You set up the tracking systems. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1684953792135-BODN5F8G51XQHMW5ZKOH/image-asset.jpeg PhilanthropyOps Insights - Ops Insights #007 Prospect Management Limited Resources - You allow for a personalized approach. You bring visualizations to show successes and opportunities. https://www.philanthropyops.com/insights/ops006-pm-limited-time monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1684499188845-LQ2BNH59XMVLWRE1CFQI/image-asset.jpeg PhilanthropyOps Insights - Ops Insights #006 Prospect Management Limited Time - Limited time? https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1684499237582-K3PVMTZBV3KQ6312EEJA/unsplash-image-GWe0dlVD9e0.jpg PhilanthropyOps Insights - Ops Insights #006 Prospect Management Limited Time - Limited staff? Limited staff? https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1684499355768-2ORI6FZ0EWC9W2EPRVNL/image-asset.jpeg PhilanthropyOps Insights - Ops Insights #006 Prospect Management Limited Time - Limited internal expertise? https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1684499392197-QQMYIK5X29SJ5RYO256C/unsplash-image-7okkFhxrxNw.jpg PhilanthropyOps Insights - Ops Insights #006 Prospect Management Limited Time - Limited budget to enlist external resources? https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1684499713333-HQ8I8AL8O97YNMXFMLTB/image-asset.jpeg PhilanthropyOps Insights - Ops Insights #006 Prospect Management Limited Time - Last week I took a day to do #1-3 and yesterday I did #5. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1684499745572-22U70A0JDPZ2S5LL55VL/image-asset.jpeg PhilanthropyOps Insights - Ops Insights #006 Prospect Management Limited Time - I sent a link to the document I created that is stored on a secure network (as remember email is not secure). https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1684499799626-ZKRLIAV328PHW9OE1AUB/image-asset.jpeg PhilanthropyOps Insights - Ops Insights #006 Prospect Management Limited Time - The meeting is scheduled for Monday to talk through the names (notice how I said talk through). https://www.philanthropyops.com/insights/ops005-seat-at-table monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/bc60ac57-af20-4d1f-8fdb-ca84e7aec9e0/Kleintop%2BPhotos%2B2023-03-29-207B.jpg PhilanthropyOps Insights - Ops Insights #005 Seat at the Table - When I went to work for my second nonprofit organization, I was invited to the director’s weekly meeting. When I sat down, the VP said “Everyone give Jenny all your data requests so she can leave and get to work.” I politely asked if I could stay. Later I talked with the VP and found out the last person in my role made that request. I thanked her for explaining and made my case for staying at the table. She had no problem with letting me stay. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/e50943c3-8bff-4dcd-940f-a66dcdea80bf/Team+around+Table.png PhilanthropyOps Insights - Ops Insights #005 Seat at the Table - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops004-ask-the-purpose-of-a-data-request monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1683042556028-40S5VBVZIWKDPP6Z25VM/Why+Ask.png PhilanthropyOps Insights - Ops Insights #004 Ask the Purpose of a Data Request - When you know the purpose, it guides what data you pull, how you pull the data, and how you present that data so it is most helpful. It also helps you learn how to provide next-level insights to the requestor. To them, it will be like you provided information they wanted, but may not have known how to ask for it. https://www.philanthropyops.com/insights/ops-insights-003-quality-data monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1683053503498-1PZ8U46VKPW6C7R4GGX6/unsplash-image-wkFRvw2lTAg.jpg PhilanthropyOps Insights - Ops Insights #003: Quality Data - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1683042520327-ESQ7IL5FHUU3K4TPIJKY/Data+Integrity.png PhilanthropyOps Insights - Ops Insights #003: Quality Data - If it has been a while, now is a good time to do a sweep through all the data you have and see what kind of shape it is in. Then enlist resources (internal and external) to help improve it. Data integrity is an ongoing effort and those who keep up with it propel their fundraising efforts forward faster. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/5057ef0e-d71d-4076-8456-c7d147388775/01+Welcome+-+Data+Coming+In.png PhilanthropyOps Insights - Ops Insights #003: Quality Data - You can perform a data feed audit to ensure you know all the sources and frequency of data you are currently receiving. Is it still beneficial for you to be receiving that data. How are you receiving it, cleaning it, and preparing it for use and entry into your CRM/database? What data are you not receiving that you need in order to get to the next level in your fundraising efforts? https://www.philanthropyops.com/insights/ops002-hyper-connected-teams monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/7fe6bbf2-1c9c-4f1d-ba4e-764e1b3daf66/03+Teams-What+are+they.PNG PhilanthropyOps Insights - Ops Insights #002 Hyper-Connected Teams - Hyper-connected teams are when frontline fundraisers and development operations are working in unison. They come ready to work and are ready to listen and give needed suggestions. To be hyper-connected, you make sure everyone is moving in the same direction and at the same speed. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1683051585070-X8Y06P8294F29UNU6CPH/Teams+A+-+Why+you+want+them.PNG PhilanthropyOps Insights - Ops Insights #002 Hyper-Connected Teams - When you have a hyper-connected team, you become more efficient and effective in your fundraising efforts. You thrive and move forward in a cohesive way. This translates to raising more money for your nonprofit organization. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/1683042340886-KZV7WUWDU2FTJR7TRAL3/Teams+A+-+Do+you+have+them.PNG PhilanthropyOps Insights - Ops Insights #002 Hyper-Connected Teams - During a meeting, observe team members: 1) Are all team members positively engaging in everybody’s ideas? 2) Does the team work together to come up with a solution? 3) Do team members show respect toward each other? If the answer is yes to all of these, you likely have a hyper-connected team. https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/d150dd69-46b7-461e-aa92-33839dedf0c1/03+Teams+video+cover.PNG PhilanthropyOps Insights - Ops Insights #002 Hyper-Connected Teams - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.philanthropyops.com/insights/ops001-chaptgpt monthly 0.5 2025-04-28 https://images.squarespace-cdn.com/content/v1/63f97b7207bbb8019cf9b912/297f3b3e-2703-4a04-a52f-ff9b85f0f1f1/ChatGPT+-+Hype.PNG PhilanthropyOps Insights - Ops Insights #001: ChatGPT is Next Level Support for Fundraising - Don’t get left behind. Sign-up for your free account at Open Ai’s website. 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