GiftWorks: Nonprofit Fundraising Software

13 posts categorized "GiftWorks Reports"

Keeping the Faith-ful; reviving lapsed donors

August 8, 2011 By Ewlacasse

Faithful donors are our life’s blood.  While we are working our hardest and taxing our wits developing strategies to identify and attract new donor prospects, it is the loyal base that keeps our efforts operating.  Yet do you even know when one of the faithful falls from the ranks?

The donor rarely keeps track of the time since the last gift to you.  Most rely on your gentle reminders to trigger the next gift.  It may be your annual campaign solicitation, but hopefully you are in touch with them more often than the predictable every-twelve-months.  And you should be offering them opportunities to interact with your organization and help financially more than once a year.  It takes regular communication to maintain your place in their hearts.

So how do you keep track of this?  Well, say you do two mailings a year (your Big event and your annual appeal).  Then you need to look at your lapsed donors (sometimes called LYBUNTs—last-year but-not-this-year) about every nine months.  Whether they meant to or not (or had a change in family situation), they have neglected to respond to two mailings.  You might make a personal phone call, mentioning that you haven’t heard from them in a while, and telling them about a special project they might be interested in.  It’s a good idea to ask for a specific amount at this point (but no higher than their last gift), bring them back into the flock in a nonthreatening way, then start again from that point.

When you send your annual solicitation, write a separate letter to those who didn’t give the previous year. Make gentle reference to their lapse, as in “we’d love to welcome you back to our family of active supporters.” If they didn’t realize they had lapsed, now they will and will become more attentive to their giving in the future.

If the donor fails to respond to the second solicitation, send another note saying “we miss you” and enclosing a survey asking “Can you tell us why you stopped giving?”  Offer a choice of typical responses (Too much mail, Lost your address, change in giving priorities, and I didn’t realize…).  You’ll be happy to see the number who “didn’t realize” and will return your envelope with a check.

Don’t give up on those who don’t respond to “we miss you” approach.  The cost (literal and figurative) of obtaining a new donor is still more than you’ve invested so far.  After another six months, approach them with another mailing or call with a specific offer and a request slightly lower than their last gift.  (This works especially well when you can say “your gift will be matched…).

And occasionally, in the future, send your appeal with the “we miss you” letter, and include them in your planned giving offers if age appropriate.

Track your results (and costs) over time to gauge how much follow-up—and what kind--works for you.  When someone has responded to your appeals in the past, it’s very likely that they still have an interest in your mission.  And those, after all, are the ones you want most.

GiftWorks’ Features Enhance Efforts for CoDevelopment Canada

June 1, 2011 By Ewlacasse

“Right now, we’re testing a Mother’s Day appeal, and we can watch the results coming in daily,” Jen Kirk, Director of Development at CoDevelopment Canada (CoDev), reports as one of her favorite things about GiftWorks.  Beyond just maintaining the database, Jen finds that many of the features of GiftWorks give her important information that she needs, and with clarity.

When they are designing a campaign, they consider fundraising industry standards, what their campaigns usually generate, and set an expected rate of return for the new effort.  They can then evaluate the rate of return as it happens using the tools built into GiftWorks.

Reports and Smart Lists functions make it easy for us to compare giving patterns with previous years and keep on top of any donors who, unexpectedly, do not respond,” Jen adds.  “Another advantage of GiftWorks is that it automatically uploads information to a donor’s file—when a mailing is sent, or a newsletter, or a receipt--giving us consistency in recordkeeping without having to go back and update donor files.”

CoDevelopment Canada is a not-for-profit that works for social change in Latin America and in Canada.  Since 1985, CoDev has been improving the lives of women, workers, and communities by linking groups in Canada with organizations in Latin America working for social justice.  Some of the global issues they tackle are protecting workers’ rights, improving public education, strengthening grassroots initiatives, and promoting fair trade. You can learn more about their work at www.codev.org

When you donate to CoDev,  you become a part of a group of caring individuals and organizations committed to global justice. CoDev is a membership based organization and has a monthly giving program called ‘Partners in Solidarity.’ In 2005, the CoDev Endowment Fund was launched in celebration of 20 years of building sustainable and equitable global development. A gift to the Endowment Fund, held at Vancity Foundation, plants the seeds for global justice and ensures a long-term legacy of growth for CoDev.

“Giftworks saves us time and gives us many options right at our fingertips so that we can steward our donors better,” Jen Kirk concludes.

GiftWorks support closed for U.S. Thanksgiving

November 11, 2010 By Mary Pat Donnellon

GiftWorks Support will be closed from 3 p.m. ET on Wednesday, November 24, through Friday, November 26, so our team can enjoy Thanksgiving with their families.

We also would like to take this moment to thank you, our customers. We are truly grateful for the opportunity to support you and your mission.

New customer service system

October 13, 2010 By Mary Pat Donnellon

Just like our customers, our GiftWorks team is continuously working toward improving processes and communications.

Next week our Customer Service Team will be switching to a new system to help us manage and respond to your questions even better than before. We take great pride in our customer service and have heard from many of you how much you appreciate the friendly, fast, and knowledgeable help we provide. That same level of help will still be there, but some of our communications may look and feel a bit different as we make this switch. It is possible that our response time will be slightly slower for a week or so as we navigate our new system, but once we get up to speed, we expect that your customer service experience will be as positive as ever.

On behalf of the GiftWorks team, thanks in advance for your support as we continue to invest in supporting you!


Mary Pat Donnellon is CEO of Mission Research, maker of GiftWorks.

Start using our new website!

September 29, 2010 By Mary Pat Donnellon

We've been working hard on our GiftWorks website makeover. We definitely like our new look, and we have heard from many of you that you do to!

At the end of October our old website at www.missionresearch.com will be redirected to our new website, www.giftworksconnect.com. The new site is organized a bit differently, but all the popular resources are being brought over.

One big change will be our online store. It's currently in the makeover studio and will emerge as a new, beautiful, easy-to-navigate storefront by November 1.

Please take a moment to check out www.giftworksconnect.com and share your feedback!

GiftWorks 2011 is here!

September 27, 2010 By Mary Pat Donnellon

After months of intense work, we are proud to release the new edition of GiftWorks. We think you’ll share our enthusiasm for our latest and greatest edition.

How can you learn more about GiftWorks 2011?

  • Take a GiftWorks overview webinar. Ellen glides through an hour with you and answers your questions in lively webinar overviews offered each week. Sign up here.
  • Watch the videos. We have our own GiftWorks channel on YouTube, where Steve, Joe, and Jonathan have created a whole playlist to highlight what’s new in GiftWorks 2011. Check it out here.
  • Read the blog. The team has written a number of brief, informative articles about GiftWorks 2011 features. You can read them here.

How can you get GiftWorks 2011?

  • Current GiftWorks Anywhere customers were upgraded to GiftWorks 2011 automatically on September 27. Customers who are enrolled in the SmartPlan and pre-ordered GiftWorks 2011 will receive an email (sent to our primary contact for your organization) by Thursday, September 30, with license keys and upgrade instructions.
  • Current customers who have not yet ordered an upgrade should do so now. We believe that GiftWorks 2011 can help make your organization run better, faster, and stronger. Email our sales staff to get current with GiftWorks 2011.
  • Prospective customers who are still exploring GiftWorks will want to make sure they take a look at the newest edition by downloading a free 30-day trial of GiftWorks 2011.

New in GiftWorks 2011: Saving report formats

September 16, 2010 By Mary Pat Donnellon

by Lisa Breneman

Have you ever created the perfect report within GiftWorks, only to find that you are unable to save the report format? If so, GiftWorks 2011 has a solution for you.

Reports will be run and customized the same way they were in GiftWorks 2010, but users now have the ability to save the specific format customizations they need.

In GiftWorks 2011, any customizations that you make to a report format will be saved, and they will be defaulted to the next time you run that report.

To use this feature, simply choose a report and set up the report options. Customize the report to show the columns you need. Then click on the Save Report Design option on the left side of the screen:

Saving report 5

Follow the prompts to name your report, and give it a description too if you like.

Your saved reports will now show up under the My Favorite Reports section on the main Reports screen. This will allow you to easily find and process your reports.

You can manage your reports here as well. Click on the Manage link next to My Favorite Reports to delete reports, edit report names, and change the order in which report names are displayed.

Saving report 6

We hope that this great new GiftWorks 2011 feature will save you time, increase your productivity, and allow you to print consistent reports all at the same time!


Lisa Breneman is a customer support representative at GiftWorks.

GiftWorks 2011 to Be Released September 27

September 2, 2010 By Mary Pat Donnellon

Our team is proud to announce that the newest editions of GiftWorks Standard, GiftWorks Premium, and GiftWorks Anywhere will be available on September 27!  These latest editions of GiftWorks offer more than just a new list of features (although we hope you will find the new features very beneficial); they represent our ongoing commitment to our clients and to the nonprofit sector.

We read and thoroughly evaluate the feedback we receive from customers, and we have implemented many, many of the recommendations we have heard. We know that one of the best ways to build great software is to listen very carefully to those who are using it.

When you use GiftWorks 2011, you can thank your nonprofit colleagues around the world who have made recommendations, enabling all GiftWorks users to benefit from their years of accumulated insight and wisdom.

In the next couple of weeks, members of our team will be posting articles to this blog highlighting some of the new features that will be included in GiftWorks 2011 editions.  We think you will be really pleased with the enhancements and improvements—so stay tuned for lots of great information!

In the meantime, please email sales@giftworksconnect.com with any questions.  We always love to hear from you.

Newest GiftWorks Partner: Louisiana Association of Nonprofit Organizations (LANO)

June 25, 2010 By Mary Pat Donnellon

The GiftWorks team is delighted to announce our newest partnership, with the Louisiana Association of Nonprofit Organizations (LANO). LANO is a statewide network of nonprofits, corporations, foundations, and individuals dedicated to supporting Louisiana's nonprofit sector. LANO's mission is to strengthen and promote nonprofits and build their capacity through education, advocacy, and member services.

LANO is the 16th state nonprofit association to partner with GiftWorks to bring simple, powerful, affordable fundraising software to its membership. We welcome the members of LANO into our fun, knowledgeable, and ever-growing community!  

Let me once again encourage our U.S. readers to join your state nonprofit association or the National  Council of Nonprofits.  The nonprofit sector speaks more loudly and forcefully when it speaks together, and these associations are true advocates for the sector in many, many ways.  Never has it been more important for nonprofits to stick together and work together. Joining provides significant benefits too, from access to training and expertise to association discounts of all types.

Here is a list of our state nonprofit partners, which recommend GiftWorks and offer a discount on the software as a membership benefit. If you live and work in one of these states, please consider joining if you haven't already!

  • Alabama Association of Nonprofits: www.nrca.info
  • Arkansas Coalition for Excellence: www.acenonprofit.org
  • Colorado Nonprofit Association: www.coloradononprofits.org
  • Connecticut Association of Nonprofits: www.ctnonprofits.org
  • Florida Association of Nonprofit Organizations: www.fano.org
  • Hawai'i Alliance of Nonprofit Organizations: www.hano-hawaii.org
  • Idaho Nonprofit Center: www.idahononprofits.org
  • Louisiana Association of Nonprofit Organizations: www.lano.org 
  • New Hampshire Center for Nonprofits: www.nhnonprofits.org
  • New York Council of Nonprofits, Inc.: www.nycon.org
  • Nonprofit Association of the Midlands: www.nonprofitam.org 
  • North Carolina Center for Nonprofits: www.ncnonprofits.org
  • North Dakota Association of Nonprofit Organizations: www.ndano.org
  • Pennsylvania Association of Nonprofit Organizations: www.pano.org
  • South Carolina Association of Nonprofit Organizations: www.scanpo.org
  • Utah Nonprofits Association: www.utahnonprofits.org

  • GiftWorks Makeover

    April 14, 2010 By Mary Pat Donnellon

    In the next few weeks, you will hopefully notice evidence of a GiftWorks makeover! We are updating our look to best reflect who we are: Energetic, Committed, Knowledable, Caring, Friendly and Open folks dedicated to serving the nonprofit sector with simple, powerful fundraising software.

    The first place you will see the new GiftWorks style is in this blog and in our soon-to-be-published eNewsletter. Next, you'll see a new website (www.giftworksconnect.com). Our current website (www.missionresearch.com) will still be available for the time being too.

    By the time you read this, the new look may already be in effect here (white, with multi-color ribbons). If not, check back in the next day or so and share your impressions!

    About GiftWorks

    GiftWorks is fundraising software and so much more. It’s also a community of nonprofit experts and peers who help you make the most of your fundraising efforts.

    GiftWorks helps you manage and cultivate donors/prospective donors, run effective fundraising campaigns, build targeted lists, send custom mailings and create robust reports. You can add GiftWorks Volunteers, Events and/or Online Donations for even more functionality.

    GiftWorks is quick to set up and easy to use, so you can generate polished reports for your board in a snap. Best of all, GiftWorks is priced right so your big investments are in your mission, not your infrastructure.

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    About The GiftWorks Team

    The GiftWorks team is made up of hard working and caring individuals who have a heart for nonprofit organizations and a passion for making great software. For the past 7 years, our focus has been giving nonprofits the software and tools needed to accomplish their mission. Every day, the salespeople, software developers, customer support representatives, and every other member of the team work hard to get GiftWorks into the hands of nonprofits and help them to use GiftWorks to advance their cause, raise money, and accomplish their goals.

    Many members of the GiftWorks team donate their time, effort, and other resources to nonprofits in Lancaster, PA and the surrounding area. We trust that our efforts, in cooperation with nonprofits around the world, can impact our generation and generations to come.

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