AFP Discussion Threads

Members of AFP South Sound have access to the AFP International Discussion Threads for sharing ideas and samples as well as requesting advice and feedback. The 50 most recent messages are shown below, or you can visit the AFP Open Forum for all threads and to create a new thread as a logged in member.

AFP International Discussions

  • Thank you Cher! The best way to get directly notified ... More

  • Sure, they have articles under their help section on ... More

  • I am working with a board that I know could benefit ... More

  • We are in the middle of a capital campaign, and as ... More

  • Hi all, I have a friend who recently came into quite ... More

  • If you are looking to move into leadership positions ... More

  • Jessica, Would you be willing to share more details ... More

  • I also use Bloomerang. I just started using it earlier ... More

  • Hi Eric! I just wrapped up our first year of a new ... More

  • I know this one isn't on your list, but, hear me out... ... More

  • Hi Jamie,  I'm a big fan of having some examples ... More

  • This message was posted by a user wishing to remain ... More

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    RE: Excel help

    Coursera and Udemy are both good resources. Coursera ... More

  • Hi, Because questions have arisen about affordable ... More

  • In my past roles, I worked extensively with both ... More

  • This message was posted by a user wishing to remain ... More

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    Degrees to Advance Career

    This message was posted by a user wishing to remain ... More

  • CrowdChange seamless and natively connects to all versions ... More

  • At one of my previous jobs, our MarComs and I (we were ... More

  • We are looking to give our corporate giving program ... More

  • Thank you for the recommendation Stacy! ------------------------------ ... More

  • Hello Robin, Have you considered taking a course ... More

  • I would recommend looking at @Joy Stephens website ... More

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    RE: Grant Policy examples

    This message was posted by a user wishing to remain ... More

  • Instrumentl is wonderful. You can try a month for free: ... More

  • Hi Wayne - THANKS for the reminder on this! It's been ... More

  • Hello, everyone. My organization is moving away from ... More

  • Omatic Software has a great solution for integrating ... More

  • Whatever you do, do NOT use zip code/postal code or ... More

  • We actually use Bloomerang for grant tracking. We have ... More

  • Hi Jamie, I'm sharing a few resources developed by ... More

  • We use Instrumentl.  I mainly use it for research and ... More

  • Hi! We switched from Givesmart to GoFundMe on NPSP ... More

  • Best online Excel trainer my colleagues amd I have ... More

  • I think the key to the success stories being posted ... More

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    RE: Planned Giving Mailings

    This message was posted by a user wishing to remain ... More

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    Donation platform when using Salesforce as CRM.

    This message was posted by a user wishing to remain ... More

  • Hi Robin, I'm happy to chat and to answer questions, ... More

  • I recommend this book: Book ------------------------------ ... More

  • The other firm to look at for screening is Kindsight ... More

  • I've really enjoyed insights from Diana Farias Heinrich ... More

  • Hi there - While I do extensive storytelling development ... More

  • Check out Dr. Chantell Frazier / Anansi Research . ... More

  • Good day, all, I'm curious if other Development professionals ... More

  • I'm in the same boat and was thinking of a small targeted ... More

  • Looking at other cases can be helpful, but a truly ... More

  • Hi! We're in the same boat with a small pool of planned ... More

  • It would seem to me that the policies and procedures ... More

  • First bit of advice is be gentle how you navigate this. ... More

  • I don't know anything about grant policies, but I have ... More

  • Let's pretend my organization was awarded 3 types of ... More

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    Pledge collection

    This message was posted by a user wishing to remain ... More

  • Two Upcoming Free Webinars! Tomorrow - May 13 ... More

  • We rent lists on behalf of our hospital clients regularly, ... More

  • Interesting - I've never heard of such a thing. What ... More

  • Thanks for the suggestion - I will check that out for ... More

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    RE: Excel help

    not specifically related to Excel, but i've found the ... More

  • Hello everyone -  I am looking for inspiration for ... More

  • a { text-decoration: none; color: #464feb; } tr ... More

    1 person recommends this.
  • it's a good idea Frances. A few things - like mail ... More

  • If the fact that you are looking for information on ... More

  • Following! We currently use Donor Search and are also ... More

  • Yes! An internal policy for researching, responding ... More

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    Board Giving Policy

    Hello,  The Development Committee in our arts nonprofit ... More

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    RE: Excel help

    Check out LinkedIn Learning - or your local library!  ... More

  • Thank you, Stan! I very much appreciate your perspective! ... More

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    OneCause Technical Issues

    This message was posted by a user wishing to remain ... More

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    OneCause

    This message was posted by a user wishing to remain ... More

  • Thank you for being candid. I'm thinking "yesterday's ... More

  • Hi Cynthia, Donor acquisition by mail is a process, ... More

    1 person recommends this.
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    Courses on storytelling for fundraisers, any tips?

    This message was posted by a user wishing to remain ... More

  • Can you clarify what you mean by a grant policy? ... More

  • Sorry to say buying a list is a waste of money, and ... More

    1 person recommends this.
  • Hello friends - Curious to know whether any of you ... More

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    Excel help

    This message was posted by a user wishing to remain ... More

  • We use GiveButter for our online auction. It works ... More

  • Hi! I work for a small organization with a very small ... More

  • Hi all - would anyone have an example of a grant policy ... More

  • Hi, Natalie, You might consider doing an online auction. ... More

  • You've already received some great input and have a ... More

  • This message was posted by a user wishing to remain ... More

    1 person recommends this.
  • I found this post really interesting that shows what ... More

  • You have some great responses so far.  I am a consultant ... More

  • I work with major gift teams and we meet every two ... More

  • Hi Natalie, I would not necessarily give up on an ... More

  • Take a look at this book , which was written just ... More

  • Hi Natalie, Putting on an auction is indeed a heavy ... More

  • Hi, my first thought was have you asked your donors ... More

  • Hello! I'm looking for suggestions of successful fundraising ... More

  • Hi esteemed colleagues! I am looking for someone ... More

  • I agree that stewardship is one of the most important ... More

  • I'm going to start this by saying that A) I don't love ... More

  • The question is a good one. And my thought is that ... More

    1 person recommends this.
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    Pipeline Management Meetings

    This message was posted by a user wishing to remain ... More

  • Good morning! As a fundraising event consultant, I ... More

    1 person recommends this.
  • i feel you may have taken my response more personally ... More

    2 people recommend this.
  • I am concerned by the "concern" over the question itself ... More

    1 person recommends this.
  • like Michael, i'm a bit concerned by your question. ... More

    1 person recommends this.
  • B. Michael McFarland what a strong statement: ... More

    1 person recommends this.
  • Hi Lisa, Our organization is larger ($3.5m), but ... More

  • Looking for advice from peers who have had to set up ... More

  • Hi Lisa, hand written TY notes are suitable for personal ... More

  • I want to be gingerly in my response, but I am concerned ... More

    1 person recommends this.
  • My understanding of best practices is to do an automated ... More

  • Hello Lisa, Our rule of thumb is that everyone, regardless ... More

  • Hello! Please add me to your waitlist. And thank you, ... More

  • At NCC we have the acknowledgement letter within 1 ... More

  • Hi Lisa, Seconding Mallory that you should review ... More

  • Lisa, If I were in this situation, this is what I ... More

    1 person recommends this.
  • I'd suggest talking to an organization with predictive ... More

  • I am new to a small, established non-profit (revenue ... More

  • HI Diana! I can speak to the student phil orgs ... More

  • We open our auction a full week in advance to build ... More

  • I work for a nonprofit arts organization that oversees ... More

  • Hi Tracy ... wealth screening tools are a great start ... More

  • Hi! We use iWave and we are loving it so far. I also ... More

  • Hello AFP Community - We are a small foundation ... More

  • Hi Kara, I have not worked directly with anyone ... More

  • Wow my friends, there has been SO much interest!  I ... More

  • Great question Kate - I've had this same question within ... More

  • This is always a sticking point, especially when transitioning ... More

  • Hi Steve! What deceased suppression service and/or ... More

  • Great question, Kate. In my experience, a couple ... More

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    RE: Planned Giving Mailings

    This message was posted by a user wishing to remain ... More

  • You just never know when someone is going to engage ... More

    1 person recommends this.
  • I appreciate the feedback, Brian. I am leaning in the ... More

  • Thanks Brian, that is informative! I am going to take ... More

  • Hey Kathie! It's a good idea to take those folks who ... More

  • It's full again, can you add me to your waitlist? asorley@shpantry.org  ... More

  • Thank you so much! ------------------------------ ... More

  • Assuming you always give mass email recipients a mechanism ... More

  • Along the same lines, how do you handle lapsed donors ... More

  • We do our online auction reveal two weeks in advance. ... More

  • Hello and good for you for being open to change. We ... More

  • This message was posted by a user wishing to remain ... More

  • Great suggestion! Blessings, Elinor Kinnier ... More

  • That's the hardest situation, when you have to pay ... More

  • Thanks so much for asking this question! We just moved ... More

  • I would actually give yourself a bigger head start. ... More

  • I would avoid purging donors from your database if ... More

  • Thanks so much - this was my gut instinct - and I appreciate ... More

  • Hi there, great question. Any prior donor to your organization ... More

    1 person recommends this.
  • Susan King Cope reacted to your message: More

  • Is there a best practice for long lapsed culling or ... More

    1 person recommends this.
  • Hi all, We're doing our first online auction ... More

  • Hello everyone,  Thank you so much for your interest ... More

  • It's free!  ------------------------------ Vanessa ... More

  • Hi Nancy, I appreciate your feedback and questions! ... More

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    RE: Donor Thank You events versus fundraisers

    This message was posted by a user wishing to remain ... More

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    RE: Donor Thank You events versus fundraisers

    This message was posted by a user wishing to remain ... More

  • Hi Vanessa, I would like to sign up as well:-) ... More

  • Hi Vanessa, I am interesting in signing up for the ... More

  • Hi! I would love to participate. I tried to register ... More

  • Hi Vanessa, I am trying to register, but it takes ... More

  • Hi Vanessa! How much is the workshop? It also appears ... More

  • Three years is not too long of a tradition to look ... More

  • It can be challenging to scale back an appreciation ... More

    1 person recommends this.
  • Hi there, so glad you are thinking through these events. ... More

    1 person recommends this.
  • Awesome Kate! Glad it was helpful and you can take ... More

  • Hello colleagues,  I'm not sure whether this kind ... More

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    Donor Thank You events versus fundraisers

    This message was posted by a user wishing to remain ... More

  • Jeff, this is great - We are working on our strategic ... More

  • Eric! Love this. I just started in the world of development ... More

  • In my experience, you should always record the stock ... More

  • I have seen and supported a number of young professional ... More

  • Hi Eric, earlier in my career I built a very robust ... More

  • I worked at a library/archive organization and created ... More

  • I haven't done anything quite like this but the idea ... More

  • Thank you for sharing your question. In my experience ... More

    1 person recommends this.
  • Let me ask another question to add to this mix. What ... More

  • If you're headed to AFPICON this weekend, I've got ... More

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    Recording Stock Payments Toward Pledges

    This message was posted by a user wishing to remain ... More

  • Hi Brittany, For all of our first time donors, regardless ... More

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    Young Donor Society

    Our nonprofit arts organization is looking to create ... More

  • I am sharing our document retention policy.  I hope ... More

  • Our Advancement Office retains physical copies of documentation ... More

  • I always recommend dressing up rather than down. Im ... More

  • Yes! Dress for comfort. This is a big conference with ... More

    1 person recommends this.
  • Your organization should have a document retention ... More

  • Hi, Julie, Wear what makes you feel confident, ... More

    1 person recommends this.
  • Something that works is to identify your loyal segment ... More

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    RE: AI Policies

    Hi Natalie ... I was on a webinar yesterday with Teri ... More

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    How long to retain physical documents?

    This message was posted by a user wishing to remain ... More

  • Hi Brittany, We started doing this a few years ago ... More

  • Excellent point. Thank you for your comment. ... More

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    AFP ICON Dress Code

    Hi, all! I'm attending my first AFP ICON conference ... More

    1 person recommends this.
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    AI Policies

    Are there AI policy examples that would be able to ... More

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    Planned Giving Mailings

    This message was posted by a user wishing to remain ... More

  • Hi Josh, I am a founder at Forward Cadence Constulting ... More

  • I don’t see why not as long as Benevoty offers those ... More

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    Addressing Default Opt-out Donors

    This message was posted by a user wishing to remain ... More

  • I can't think of any reason why a donor should not ... More

  • Thanks for sharing! For me, it comes down to your last ... More

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    RE: Do you restrict revenue from program-focused a ...

    This message was posted by a user wishing to remain ... More

  • The only reason I can think of that would prevent you ... More

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    RE: LGBTQ @ AFPICON

    In case you didn't see it, AFP just sent an email with ... More

  • Hi,  I direct the Cal State East Bay Nonprofit Management ... More

  • More pure gold, as Bates said. Look forward to your ... More

  • Thank you Roy and everyone else who responded.  I will ... More