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Nonprofit benchmarks for due diligence in 2024
Fundraising is becoming more complex, and nonprofits must scrutinise gifts to avoid entering problematic donor relationships. While…
Strengthen major donor fundraising with this intelligence
There’s a changing tide in major donor fundraising — a new wave of high-net-worth individuals are replacing…
Why compliance teams need better client intake software
Compliance teams we talk to often feel overwhelmed and under-resourced when it comes to AML compliance. And it’s no surprise—many are still using manual, outdated processes.
Friction in your client intake process? AI can help
Client intake is a multifaceted process that involves compliance teams working across various tools and systems. It…
Reshma Raja on 5 guardrails to adopt AI safely
AI is on the radar for many law firms this year. In fact, over 60% of large…
Top 5 nonprofit due diligence tools in 2024
Done manually, donor due diligence consumes valuable time for prospect development teams — time that could be…
News and events
Regular updates from the team