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    RE: CRMs

    I'm not a user, but, being in the vendor space for a while, I've continued to hear great things about Virtuous . I'd recommend giving them an evaluation. ------------------------------ Matthew Pedroza Senior Nonprofit Sales Representative Tatango ...

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    CRMs

    We are currently evaluating our CRM and wondering what others are using. We currently are setup with Salesforce NPSP and feeling as though we need to make a change. The current options that we are looking at are HubSpot, as they appear to have a great ...

  • Kelly, I began studying for the CAP last year. I'm curious to know where you found a study group. Thanks, Rashida ------------------------------ Rashida Moore Director of Development, Annual Giving & Eng Holy Cross Health Foundation Silver ...

  • Hi Kelly, I completed the CAP program a couple years ago. I think it was very beneficial to understand planned giving, not just complex gifts but also the psychology of giving. There was a study group that was helpful and good for networking as well. ...

  • Hello Out There Healthcare Philanthropy Friends, I have decided that 2025 will be the year that I pursue an advanced degree or certification in gift planning. I am looking for an online program and recent discovered The American College of Financial ...

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