AFP Discussion Threads

Members of AFP South Sound have access to the AFP International Discussion Threads for sharing ideas and samples and 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

  • The results are in! Over the past two weeks we asked ... More

  • Hi AFP Open Forum folks!  It's Joanna, here, from AFP ... More

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    Naming Opportunities

    Curious to know how long different nonprofits are honoring ... More

  • I would approach it as an inspiration for others. It's ... More

  • Our account was hacked a few years ago and so we NEVER ... More

  • We are a small 501(c)3 and have done a few very successful ... More

  • We have Virtuous and love it. They are up & coming ... More

  • Thank you all for your input - very helpful! ------------------------------ ... More

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    RE: CRM evaluation - metrics, growth & flexibility

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

  • Hello original poster, I'm a bit curious about your ... More

    1 person recommends this.
  • Patrick, We ask donors to contact us for the stock ... More

  • Hi Esther, Luckily for us, our operations manager ... More

  • Hi Elisabeth, I know exactly what you are talking ... More

  • The Department of Labor has new requirements coming ... More

  • Hello, all. We are looking to acquire a donor email ... More

  • Hello and Happy Holidays everyone, We are just starting ... More

  • Am I correct in soft-credit receipting all IRA and ... More

  • Is this essentially an in-kind donation for services? ... More

  • My AFP Chapter has issued a call for program proposals ... More

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    Salsa CRM

    Would anyone care to comment on their experience with ... More

  • We provide the information up front, along with other ... More

  • We also use Salsa. Can you elaborate on what makes ... More

  • We recently received a substantial end of year surprise ... More

  • We just recently redid our website and went through ... More

  • Thanks Mary, this is a good start for us.  I am still ... More

  • Hi Anne, DonorPerfect is meant for managing donor ... More

  • I'd like to hear how much information your organizations ... More

  • This is a great package! I think it's really impressive! ... More

  • Hi All, I currently work for an org that is wrestling ... More

  • Thank you all for your suggestions! I should have added ... More

  • Could it be this:  https://www.communitybetterment.org/ ... More

  • I think Virtuous is top of the heap, along with Bloomerang.  ... More

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    CRM evaluation - metrics, growth & flexibility

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

  • Hi  Anne, Salesforce is a great option and the software ... More

  • Following! ------------------------------ Lesley Pollard ... More

  • I recently had a demo with EveryAction and was very ... More

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    RE: In-kind gift question

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

  • Pamela Grow often highlights well-made thank you's ... More

  • I supervise one individual and have attached a high ... More

  • I tried the Foundant tool, which is cheap, but it ultimately ... More

  • Hi Esther, I, too, supervise 2 hourly employees. It ... More

  • Sounds like someone needs to have a difficult conversation ... More

  • I recommend Salesforce. Salesforce is free for the ... More

  • One conversation you should be having (general scenario ... More

  • It really depends upon what kind of life insurance ... More

  • Time to blame the auditors. The biggest red flag in ... More

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    RE: Life Insurance policies

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

  • A board member has asked us to sign off on a Board ... More

  • Ann, how nice of you to continue supporting this organization! ... More

  • Hey all! I've been pushing for one of my team, our ... More

  • I am also wondering this same thing.  We are a small ... More

  • Hi! I am getting organized and ready for 2020 and ... More

  • I'd say you need more fiscal, legal & liability clarity. ... More

  • I suggest you ask only that they clear such request ... More

  • I've never heard of a Betterment foundation.  There ... More

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    In-kind gift question

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

  • Thank you everyone for your insightful suggestions. ... More

  • Elizabeth, I just completed an arrangement in our ... More

  • Amy, that definitely sounds "unnecessarily complex ... More

  • Hello, I work for a small private school (grades 5-12) ... More

  • Since there is long-term, on-going administration cost ... More

  • Greetings fellow fundraisers, I have retired but am ... More

  • Brian, The thing that I have found the most helpful ... More

  • Hi Elisabeth, I put this together several years ago. ... More

  • I have attached our gift acceptance policy for your ... More

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    RE: Holidays

    I ran a small nonprofit that grew in size over the ... More

  • Hi I noticed your post.  One of our clients, Techbridge, ... More

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    RE: Holidays

    I read this to mean that you are unable to take vacation ... More

  • We do - feel free to email me directly and I can send ... More

  • Asia -  We have been using Monday.com for a myriad ... More

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    RE: Holidays

    Hi Jill We are in Canada, so the stat holidays are ... More

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    RE: Holidays

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

  • Hello all, Our Board of Directors has asked us to ... More

  • Hi Anne, I work with a similar organization that offers ... More

  • Hi! I currently use Donor Perfect and Google Sheets. ... More

  • I am in the process of developing a major gifts committee ... More

  • Does anyone have a current hospital policy that addresses/prohibits ... More

  • This can be tricky but... our local Goodwill has a ... More

  • Hi friends, I am trying to ... More

  • Hi Seth, We deal with a similar issue, esp at holiday ... More

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    RE: Holidays

    Thank you all for your feedback! I appreciate it very ... More

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    RE: Holidays

    Jill, I am in discussion for a position with a small ... More

  • I have been using Asana, which is a project management ... More

  • I work with a small outreach in a low income neighborhood. ... More

  • We use QuickBooks.  There is a "To Do List" that keeps ... More

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    RE: Holidays

    Whoops, was not taking the whole year into consideration. ... More

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    RE: Holidays

    Hi Jill, Our office is usually closed for 7 holidays ... More

  • Hi Asia, Does Donor Perfect have anything like a Leads ... More

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    RE: Holidays

    Hi, Jill, I'm full-time and there are two half-time ... More

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    RE: Holidays

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

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    RFP Template for Fundraising Counsel

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

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    RE: Holidays

    We are officially closed and have paid days for Christmas ... More

  • We are a local non-profit and in the past we have not ... More

  • Hello, Asia - Have you looked into the Moves Management ... More

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    Holidays

    We are a very small nonprofit (two staff and 5 volunteers) ... More

  • BrightDot has created board expectations and a scorecard ... More

  • You can use a project management software, like Monday.com, ... More

  • Hi, I have not used it, but the features look compelling. ... More

  • Hi Asia, I'm looking into Monday.com and have a call ... More

  • We used Charity Auctions for several years and really ... More

  • Wow! Thank you for posting this question. When I ... More

  • ------------------------------ Esther Landau, CFRE ... More

  • You local community foundation may be helpful. However, ... More

  • This comes up a lot in disaster response (both international ... More

  • Does anyone know of a free resource for a Grant Tracking ... More

  • Hi Genna, Specific to your question related to using ... More

  • I believe #GivingTuesday should be mainly-but not necessarily ... More

  • Hi,  I am at a brand new job as a development coordinator. ... More

  • I'm happy to report that Girl Scouts of Greater Atlanta ... More

  • We are currently using Charity Auctions. This year ... More

  • I do love the idea of trying to refocus everyone's ... More

  • Abby, Our local chapter has had great feedback on ... More

  • Elizabeth, I would encourage you to contact your local/area ... More

  • The Oct 2019 edition of Advancing Philanthropy was ... More

  • ​I'm curious if anyone experience the same issue we ... More

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    Fundtracker Software

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

  • I too have been in similar situations. As Theresa mentions, ... More

  • Does Network for Good also have resources for online ... More

  • How many records do you have? I am obsessed with Bloomerang, ... More

  • Hi Abby, You may want to consider connecting with ... More

  • We are looking for a low cost auction pay system. ... More

  • We have been so disappointed with GiftWorks customer ... More

  • Seth, Your post made me smile. I've encountered similar ... More

    1 person recommends this.
  • Heather Hill, CNM, CFRE has done a lot of work on ethics ... More

  • Hi Terri, Thanks so much for your insight. ... More

  • As a fundraising copywriter who just wrote email campaigns ... More

  • Hello,  I have a donor that is interested in donating ... More

  • Hi all, We are in the process of reviewing our ... More

  • I'm curious how many organizations have an issue with ... More

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    RE: Forum Post

    Years ago, I worked for a hospice - and as you would ... More

  • Genna - My organization started using Network for ... More

  • Hi Julian, I have a client in New Jersey with a similar ... More

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    RE: Issues with Frontstream/Giftworks

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

  • Hello, We're in the process of redoing our walk sponsorship ... More

  • It is very important that you know you will make the ... More

  • Hello Jonathan and all who have replied to my question. ... More

  • Good Morning Amy -  Great question.  Your explanation ... More

  • Hi there, I am in a simaliar boat in terms of organizational ... More

  • Endowment funds work very well for this kind of thing ... More

  • Giving Tuesday has never been very successful for the ... More

  • Hi, I'm on the leadership team of the Sheboygan Area ... More

  • We decided to just do a social media presence and no ... More

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    Retirement Campaign

    Does anyone have experience with a fundraising ... More

  • I completely agree, Jenny.  Given the amount of work ... More