The Tumbleweed Approach: A Case Study on Continuous, Targeted Wealth Screening

When screening your organization’s constituents, it can be tricky to know where to begin. Learn from the Wisconsin Foundation and Alumni Association as they give insight into their “tumbleweed approach,” granting readers with the opportunity to gain inspiration from their journey so far.

Ask the Ethicist: Return to Office
By the Apra Ethics and Compliance Committee
As many organizations head back to the office, discussions around COVID-19 experiences and concerns remain constant. The Apra Ethicist weighs in on what to consider when returning to the office, including compliance standards, HIPAA regulations and helpful guidelines that can be applied to all medical and healthcare information.

TAPRA: Swimming with Your Sector
By Connie Swenson
Feeling like a little fish in a big pond? In this article, Connie Swenson encourages readers to take the plunge in order to create a community-within-a-community with their pool of peers, drawing on her experience from TAPRA (the Toronto Art Professional Researchers for Advancement).

She Said, He Said: Let’s Talk About CRM Over Customization
By Anne and Matt Hoffmann

 How much customization is too much when it comes to a CRM? Anne and Matt Hoffmann weigh in with their respective experience in fundraising and business analytics. Plus, learn why it’s worth leveraging the benefits of a new CRM for greater efficiency, ultimately increasing productivity and improving results.