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Create a Case Statement

As the country continues to return to normalcy, many nonprofit organizations are launching (or re-launching) their fundraising campaigns. That’s why we’ve put together this guide to help your organization successfully complete the first step in a strong campaign — creating the Case Statement.

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Identify, Approach, & Engage Major Gift Donors

New year, new fundraising goals! In order to successfully reach the new goals your nonprofit has set for 2021, you should be taking a close look at your overall fundraising strategy. One crucial fundraising tactic that should absolutely be a part of your strategy is major gifts. Learn how to establish a strong major gift presence in your strategy.

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Track, Retain, & Make the Most of New Donors

Tracking your donors allows you and your team to fundraise smarter, not harder. Cogeo has put together this simple guide to make sure your nonprofit is taking note of all the important aspects of your new donor and making the most of their donation.

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Welcome Weeks: A New Donor Timeline

The season of giving brings a wealth of new donors to many nonprofits. But how can you ensure that these new donors stick around? Cogeo has put together this new donor timeline for your organization to make sure that your year-end fundraising campaign is the gift that keeps on giving.

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The Framework for a Strategic Retreat

Strategic Retreats are an important and tactical step that create a concrete set of objectives for the next five years at an organization and ensure that leadership, including the Board of Directors, is aligned with the mission, values, and goals for the future. That’s why Cogeo has created an example framework of a strategic retreat.

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Capital Campaign Checklist

Entering a capital campaign is a big commitment for any nonprofit organization. If a nonprofit is considering a capital project, its leadership should make sure to take the proper steps prior to launching a campaign. That’s why Cogeo has created this capital campaign checklist -- things to consider before launching your campaign.

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Stewardship Best Practices

Stewardship is the acts performed by an agency after a donor has contributed to an organization that aim to validate the purpose for the contribution, as well as promote future contributions. This is a truly critical aspect to any fundraising strategy. That’s why Cogeo has created a list of stewardship best-practices to consider as you communicate with donors, foundations, and corporations.

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Initiate Corporate Sponsorship in 5 Steps

Sponsorship opportunities are a highly strategic and effective way to bring corporate attention and dollars to your campaign. However, it takes careful consideration to get this right. That’s why Cogeo has put together a list of steps to help navigate your sponsorship journey.

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Digital Appeal Template

A digital appeal is a strategic tool used to inform the members of your nonprofit about the goings-on at your organization and encourage them to donate. It’s important that the right information makes it into your outreach, which is why Cogeo has created a template and an example for you to use while building your appeal.

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Maintain a Hyper-Organized Database

An organized database with clean and accurate data is essential to a successful development department. No matter the type of database that your organization is using to store donor data, there is a general structure that can be replicated (with slight alterations). We will break down the basic elements of a CRM and best practices for maintaining data within it.

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Establish a Salesforce CRM Database in 3 Steps

The Customer Relationship Manager, or CRM, that Cogeo trusts and recommends is Salesforce.org Nonprofit. Learn what a CRM is, why Salesforce is a great choice for the future of your nonprofit, and how to establish a free Salesforce Nonprofit account.

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Things to Consider when Hosting a Cultivation Event

One highly strategic move for a nonprofit organization to make during a fundraising campaign is to host an event. There is one type of event that proves to be successful for nonprofits of every sector and size — the cultivation event.

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Create a Strategic Infographic

Infographics are a wonderful and effective tool, especially in the nonprofit world. With so much data floating around and so many donors and prospects to educate, having a clear, creative, digestible infographic is a persuasive and efficient way to show your organization’s impact.

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Questions to Ask Before & After A Fundraising Event

No matter what type of fundraising event your organization plans to host, Cogeo is here to help you through the preparation phase and evaluation phase. We have put together a series of questions that should be asked to make sure your fundraising event is a success.

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Foundation Outreach Checklist

The Cogeo team has created this thorough checklist to help your team be absolutely certain that your nonprofit has a fighting chance before entering into the exhausting process that is grant writing. Use this tool to have confidence in your foundation outreach.

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