Queries and Research Lists are at the heart of identifying patient prospects. Once your organization is using the Grateful Patient Solution encrypted attributes to store sensitive patient data, you will want to update your prospect lists. This blog will review how to navigate to and to use these attributes in Query and Research Lists.
Have you heard that there are now attributes with additional field-level encryption that you can include in your Grateful Patient Solution patient screening file? If not, this blog is for you! Learn about the new fields to store sensitive patient fundraising data, where to view them on a prospect record, and how to start using them in your ...
Increasing concentrations of wealth have played a substantial role in creating family foundations where more and more charity-bound funds are being deposited, accumulated, and then granted. A family foundation is a type of private foundation set up by a family, funded with the family’s assets, and often run by family members who can also ...
Nearly $1 charitable dollar in every $10 in the U.S. came from a donor-advised fund or DAF. Directed donations from DAFs have grown in recent years; in fact, during the first half of 2020 donor-advised fund distributions increased approximately 30%. They accounted for over $9 billion in contributions. Major gift offices are very interested in ...
Although exports from Query or Research Lists will typically meet your needs, did you know there is another option when you have more complex data extraction needs in ResearchPoint? This blog post will share tips on how to use Export Definitions to create customized Exports with constituent information and Attributes. It will be of particular ...