Last year we piloted a charity survey which compiled key charity datapoints for major donors into a concise dashboard. Responses from 62 charities allowed us to better understand the daily realities of these organizations. In 2025, we’ve taken this survey and incorporated it into our new CRM, allowing it to be more seamlessly integrated into our systems. With your charity’s … Read More
Our streamlined process for clients and charities
It’s a new year, and we’re glad to be back after a rejuvenating holiday break. Over the past several months we’ve had productive strategy and planning sessions. This allows us to begin a new year with a clear process for the clients we serve and for charities seeking support. One of our recent decisions was to discontinue our community app. … Read More