Tools Resources
Resource Types
Data Privacy Checklist for 2024
Changes to Australian laws have increased the penalties for data breaches, making compliance more vital than ever. But the road to best-practice data privacy can seem dauntingly long – that’s why team created this checklist to help you get started.
Customer Profiling Template
Customer profiling, also called consumer profiling (or donor profiling in the non-profit space), is the process of collecting and analysing data to create personas.
Deceased Donor Management Death Checklist
Download our checklist to better understand how to handle records in a sensitive and appropriate way
Tips for building a major project business case
Download our ten qualifying questions to assist building your non-profit business case.
10 Steps to CRM Success
As a non-profit how do you ensure your CRM is set up for success? Download our ten step guide.
Streamlined Seasonal Campaigns
Our not-for-profit and donations processing experts have tabled some all too familiar use cases and keys tips to navigate these