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

The Y – National Office

The Challenge

The Y’s national office had just completed a successful re-brand and investment in two creative national marketing campaigns, and was poised for an influx of new donors and prospects at the start of 2016. They brought Heller Digital onboard to optimize their donation experience and facilitate a consistent, cohesive post-gift donor journey through strategic communications and optimized online giving processes.

The Solution

Heller Digital YUSAHeller Digital developed a strategic plan that leveraged quick gains in engagement and stewardship through two mass marketing campaigns (Zoe for President and For a Better Us), in order to build relationships with donors for the organization’s first national fundraising initiative.

To boost acquisition and engagement, the project combined technology, business process, and strategy. Heller Digital performed a technical build of Luminate Online forms and internal gift processes to create an optimized, streamlined, and reportable donation experience from the front end (landing pages and donation forms) to the back end (transaction and data work flows for YUSA staff). The team also built out donor-focused engagement content for the first 45 days post-donation, including a three-part welcome series.

The Impact

Metrics are still being analyzed, but initial donation conversion rates for both campaigns are showing above-benchmark progress. Moreover—as the election season promises to drive yet more traffic to the Zoe for President campaign in particular—YUSA is now prepared to welcome new supporters with a fully optimized online donation experience and engagement series.

Selecting Software

Your software choices dramatically impact your organization’s success. They affect how you do your job and how much you enjoy it. So, let’s get you knowledgeable about selecting the software that’s right for your organization.

List and Database Census Spreadsheet

Do you struggle with information “silos” that hold overlapping information but don’t connect? Want to solve that problem? The first step is to create a list of your organization’s systems so you get a big-picture perspective. Use this List and Database Census Spreadsheet to record key information about each of your information silos. We’ve provided columns for a half-dozen systems; just add more columns if needed. Don’t feel compelled to answer every question for every system, but do answer as many as you can. It might require research and conversation with colleagues, and that very effort may show you a path forward.

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Risk Management Spreadsheet

Risk_Management_Spreadsheet_Download

On a global scale, risk can be thought of as any event that will affect the desired outcome of a project, program, organizational goal or other initiative. Risk can manifest itself in two ways: as a threat and as an opportunity. Are you looking out for both

Getting Started with Risk Management

Early identification of risk is one of the key planning components for any work that you do. With careful planning most risks can be identified before you begin the work. Here are some tips for getting started:

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