Posts by xapienstg
What makes a fundraising tool a gamechanger for universities?
Automation helps avoid risk and uncover relationship-strengthening information.
Read MoreWhy top firms are automating legal intake (and why you should, too)
The law firms that succeed in this climate will be those that offer a swift, seamless intake process for new clients. Intake is the first impression a client gets of your firm and likely to set the tone for the rest of the working relationship.
Read MoreFundraising prospect research: Where your current process is falling short
Prospect research is a powerful tool that can mitigate risk, uncover new donor opportunities, and support stronger relationships. But are organizations using it to its full potential?
Read MoreDonor due diligence: why it matters and what’s required
Universities and nonprofits that receive charitable gifts must do their utmost to protect their reputation. But where to start?
Read MoreRethinking due diligence
Existing tools and practices are insufficient in the digital age. We need to rethink what due diligence means and how we conduct it.
Read MoreUsing due diligence to grow
Going beyond official requirements protects your institution. But done effectively, it can draw out growth opportunities.
Read MoreSteps for effective due diligence
Institutions are exposed to higher levels of public scrutiny than ever, and the cluttered information space poses reputational threats.
Read More5 notable cases of failure to exercise donor due diligence
The importance of due diligence cannot be overstated. It’s not only a foundational part of every organisation’s counterparty engagement across all sectors, but the backbone for industries that rely on maintaining a positive public image.
Read MoreFundraising Due Diligence Procedures
Fundraising has seen a mass upheaval in recent years due to changes brought on by the pandemic, which has made it harder to build relationships in person. 49% of charities surveyed in 2021 lost fundraising income and many remain uncertain even as things returned to “normal.”
Read More5 reasons automated due diligence is the future
Modern technology has transformed how we work across practically every sector. Tech advancements have boosted productivity, enhanced working practices, and opened up new opportunities. The capabilities that automation offers in terms of efficiency and optimisation are now vital to any organisation’s survival, as well as growth.
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