Resources

Sharing Knowledge

Heller is committed to providing up-to-date resources and information on topics that impact the nonprofit community.

Our unique partnerships and associations with nonprofit organizations and software developers allow us to understand the continual advances in the market, and cultivate rich insights. As we combine these perspectives with our own experiences and knowledge, we are able to create reference materials useful to nonprofit organizations of all sizes.

From short, focused blog posts, to extensive white papers and reviews, we strive to share the knowledge we’ve gained with our nonprofit community. Please use this information to help you make better decisions for your organization, and contact us if you have any questions.

Featured Posts

Business Intelligence for Nonprofts

Business_Intelligence_Nonproft_Sector_WhitepaperBusiness intelligence (BI) is the processes and technologies that transform data into information to help move an organization forward, and can be an effective tool for nonprofits to serve their mission more effectively and efficiently. Heller Consulting’s latest paper, Business Intelligence Applications for the Nonprofit Sector is an excellent way to learn what BI is while providing a review of the current BI technology landscape.

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Get CRMready™ The nonprofit CRM readiness workshop

Get_CRM_Ready_Free_Webinar_ProgramJoin Keith Heller of Heller Consulting for a FREE webinar series clearly explaining what CRM is, what it does, and how to make it happen in your organization.

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Insights Into CRM for Nonprofits

CRM_Insights_Leading_Nonprofits_WhitepaperTo better understand how nonprofit organizations perceive Constituent Relationship Management (CRM), we interviewed executives from 30 nonprofit organizations to uncover their thoughts on their strategic, operational and technical goals, activities, and challenges within the context of CRM.  We’re sharing our report of participants’ insights based on our discussions with them.

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Getting To Know Salesforce.com

Understanding what your technology can do and how to use it efficiently will help you get the most from it. These resources will help you get to know your Salesforce.com technology better.
For more information on how Heller can help you with understanding the Salesforce.com platform, click here.

Is Salesforce The Right Solution For Your Mission Management Needs?

This video will show you how Salesforce.com can help you respond quickly and consistently to toll-free helpline/call center requests, and help you provide better service, more efficiently, to your constituents. Additionally it will teach you how you can use Salesforce.com to more efficiently award and manage grants, including receiving and evaluating applications.
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Downloads

Here are small applications you will need for file compression and file transfer.

Filezilla Client For Windows

FileZilla is an open source software distributed free of charge under the terms of the GNU General Public License. Supported platforms: Windows XP, Vista and Windows 7 are supported, each both 32 and 64 bit.

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Getting To Know Convio Products

We really like nonprofit software. We know it well. What can we say — we’re techies. That’s why we’ve created these resources to help you get to know your Convio products better. While the Convio products have been long-absorbed by Blackbaud, we still think back with fondness, and keep these available just in case.

Accounting Reconciliation In Common Ground

Reconciliation with accounting is a business process that many fundraising staff think would be best solved with “one-button” integration. Yet, full integration between development and accounting databases is rarely the best solution for dealing with this essential task. This guide helps Common Ground administrators design efficient accounting reconciliation business processes and effectively communicate financial information to their accounting counterparts.

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Getting To Know Blackbaud Raiser’s Edge™

One of the best ways to ensure you get the most from your nonprofit software is to understand what it can do and how to use it efficiently. That’s why we’ve created resources to help you get to know your Blackbaud Raiser’s Edge software better.
For more information on how Heller can help you with Blackbaud products or transitions, click here.

Evaluating Your Raiser’s Edge System

Your Raiser’s Edge system is in a continuous state of change because your fundraising strategies, operational practices and staffing are always changing. In this dynamic environment, the appropriate goal is not the “perfect” database, but rather the appropriate system to meet your needs. This document will teach you three fundamental steps to help you get there.

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Growing

As your organization changes, your goals and needs change and grow. These resources will help you use your technology systems in new ways as your organization evolves.

Major Gift Income Transmittal

No matter how you define major gifts, they’re usually the trickiest and most important gifts to enter correctly in your database. Assigning the correct campaigns, funds, appeals, solicitors, and pledge payment schedules is crucial the first time the gift is processed. The Major Gift Income Transmittal and our guidelines for using it can help. This form allows you to gather important information before the gift is entered. Using it consistently can also quickly inform fundraisers that a major gift has been received and provide an audit trail for coding decisions.
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Optimizing Software

You likely could work more efficiently simply by improving your processes and streamlining the way you use your existing technology. These resources will get you started.

10 Steps to Streamlining Your Fundraising System

Your donor/prospect database sits at the heart of your development operations. But, you may find your fundraising system lacking, probably more from mis-use or neglect than from what the software can actually deliver. The first step in getting more from any software is committing to improving it and maintaining it. This 10-step plan will help get you started.

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Implementing Software

We’ve been implementing nonprofit software from companies including Blackbaud, Convio, and Salesforce.com for years. These resources will help you think through a sound implementation plan for the technology you’ve chosen.

An Organized Donor Database

The promise of integrated marketing strategies is to deliver optimal results, both online and offline. Keith Heller explores why integrated marketing strategies are only as good as the constituent data supporting them. Combining the strategic and the practical, this article lays the foundation for a strong fundraising system and a successful fundraising office.

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