Best Practices

Clean Up Your Donor Database in 5 Easy Steps

Start on Monday and be done by Friday. Check out our quick guide on how to clean up your donor database in time for end-of-year fundraising! To download the presentation please provide your email address:

5 Invaluable Tips for Year-End Fundraising

Fall fundraising season is upon us! If you haven’t begun working on your year-end campaign and appeal letters, START NOW! Check out Sage70’s 5 keys to a successful year-end campaign that every organization should employ.   Host a Thank-A-Thon! Get your board members, staffers, and even volunteers involved in making brief calls to your donors. […]

Best Practices: Why Quickbooks Can’t Help (Part 1 of 3)

How often have you asked, “How much did we spend on our core program so far this year?” Seems like a basic question that any nonprofit executive should have at their fingertips, but often getting the answer can take days. Your donors aren’t patient, and your decision can’t wait until you have the right information […]

Best Practices: Stop Sending PDF Email Newsletters!

Every now and again a request will come in over the wire for us to write a “Best Practice” article or white paper, to help explain to decision-makers what the current state of the art is in technology for nonprofits. I thought I’d start sharing some of these pieces here on the Sage70 blog. Today’s […]

How Should Nonprofits Staff Technology?

Does your organization struggle with technology? Or are you zooming ahead? NTEN’s latest study, the Nonprofit Technology Staffing and Investments Report suggests that leading organizations are ramping up their tech spending. Key findings include: Leading organizations have 9x more total technology staff than struggling organizations Software spending has exceeded hardware spending for the first time, […]

The No-Nonsense Guide to ROI in Social Media

Stop what you’re doing. Set aside 10 decent minutes. Then read this link. You’ll come out the other understanding ROI, funnels, conversions, and how to use social media. Honest. It’s that good. The No-Nonsense Guide to ROI in Social Media.

Maximizing Your Fundraising Funnel

You work hard to bring potential donors to your website and expose them to your work. You tell good stories and make a strong case for why money donated to your organization can help solve major problems facing society. Don’t let a leaky conversion funnel get in the way of collecting those important donations. Check […]

Cloud CRM Image

Thinking About A New CRM? Read This First!

The phrase I hear most often from my clients whenever they talk about their business problems and pain points is “but we’re moving to a new CRM soon, so that won’t be a problem anymore.” That’s definitely the promise and the appeal of CRM, and it’s why organizations will spend over $20 billion on them […]

A Fundraiser’s One Week Spring Challenge!

Deep inside the website for JCamp180 is a terrific guide for cleaning up your database and reorienting yourself to your best prospects.   A Fundraiser’s One Week Spring Challenge!.

Buying New Technology? Don’t Ignore These 3 Rules

Whether you’re just switching over from Constant Contact to Mailchimp, or taking the plunge and implementing a custom Salesforce solution, change is hard. For all the promised benefits of new technology, the success rate for adopting new tools is low, and that’s frightening. What can leaders do to help staff adopt new technologies successfully? Technology […]

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About us

  • Isaac Shalev President

    Isaac combines technical, product and digital marketing knowledge with a keen sense of how people and organizations relate to technology and change.

  • Brittany Schwartz Associate Consultant

    Brittany leads the Advancement Services practice area, rebuilding fundraising functions from database and process to people and policy.

  • Brad Sugar Associate Consultant

    Brad is an experienced nonprofit leader and major and principal gift fundraiser. He holds an MBA from Kellogg and leads the Cryptocurrency Advising practice at Sage70.

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