Tags » Best Practices

Phonathon call attempt limits: A reading roundup

As September arrives, Annual Fund programs everywhere are gearing up for mailing and calling. Managers of phone programs are seeking advice on how best to proceed, and inevitably that includes asking about the optimal number of call attempts to make for each alum. 242 more words

Annual Giving

Note-to-self: Regarding The Dropbox Hack, are YOU impacted?

To all who is using Dropbox… get your¬†passprhase (yes, phrase, not word)¬†changed and have it highly complex (eg using password manager).

Bit late maybe, but NOW is a good time. 26 more words


5 Questions to Help Qualify a Prospect

This blog is an excerpt from our 360 Discovery Advisor Guide. For more information about 360 Discovery contact your Loring Ward Regional Team

The 360 Discovery approach is comprehensive and intended to be an investment in the relationship. 327 more words

Practice Management

The Millennial Experience: What they want from retailers

A study conducted by Harris Poll asked adults ages 18 and older what they really wanted in a relationship with a retailer. A large 74% of surveyed respondents said they wanted to receive messages on their phones during a store visit. 278 more words

Best Practices

Learning to Swim in the Pool of Bible Study

Today’s blog post is a guest post from trusted friend Lynn H. Pryor. Dr. Pryor serves as Team Leader for Bible Studies For Life, the world’s number one-selling Bible study brand. 816 more words

Best Practices

Why You Should Be Delivering a Continuous Digital Experience

Are you delivering a consistent, continuous digital experience for your customers as they interact with your brand? Is that experience continuous as they move from mobile device, to desktop website, to eCommerce platform, or even a physical interaction? 519 more words

Best Practices