Giving Insight, LLC

Name: Giving Insight, LLC
Address: 37990 Tamarac Boulevard, # 221U, Willoughby, OH, 44094, US
Telephone: +14402200699
Price range: $$

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Giving Insight, LLC

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Technical Solutions for Nonprofit Growth

10/16/2026

It's Friday... Let's play Year-End Would You Rather! 👇

Would you rather discover on December 20th that:

A) 600 donor records are missing salutations

OR

B) Your online giving form isn't coding gifts correctly?

Next:

A) Your CEO wants a report you've never created

OR

B) Finance's year-to-date number doesn't match yours?

And finally:

A) Hand-address 500 envelopes

OR

B) Figure out why you have 14 records for the same donor?

We're sorry... We feel like nonprofit people could make this game truly horrifying! 😂

Add yours in the comments. We KNOW you've got better ones!

10/13/2026

Let's play Choose Your Own Year-End Adventure! 🎰👇

It's December 27th and a donor calls because:

A. Their gift isn't showing up.

B. They got the wrong acknowledgment.

C. They made a gift through their DAF and nobody is quite sure how it was entered.

D. They received three copies of the same appeal.

E. Please stop, Staci.

This is why we like doing this stuff in October. Most of the things that become HUGE annoyances in December are pretty manageable annoyances right now.

So here's your actual question: What's one thing you could test this month that you'd really rather not discover on December 27th?

Go test that thing! 🙌

10/09/2026

We're going to talk a lot about clean data between now and the end of the year, so we want to say something about why we care about it so much. 🥹

Every record we're cleaning represents a PERSON.

👉 That duplicate you're merging? A person.

👉 The address you're updating? A person.

👉 The soft credit you're adding? A person.

👉 The acknowledgment you're trying to get right? A person who decided your organization mattered enough to support it.

That's the reason for all of this.

Yes, we can get extremely nerdy about codes and fields and gift entry. We enjoy this stuff WAY more than a normal person probably should.

But we don't want you to have clean data just so you can say you have a clean database!

We want you to be able to know people. Thank them. Remember them. Understand their relationship with your organization. Talk to them like you actually know who they are. 🩵

10/08/2026

Happy DAF Day!

Naturally, we're celebrating by talking about soft credits, because apparently this is who we are now. 😉

DAF gifts are one of those places where gift entry can get a little confusing.

The actual gift is coming from the sponsoring organization, but there's a donor behind that gift. And we definitely don't want to lose that donor relationship just because the check says Fidelity Charitable or Schwab Charitable instead of the donor's name.

So we made a quick video showing how we record the gift AND use a soft credit so the donor gets appropriate recognition!

https://www.loom.com/share/b444742e96b64fc19aff8decdaa5bfbf

If you've ever looked at a DAF gift and thought, “Wait…who gets the credit for this?” take a look. And if you haven't had to think about this yet, save it somewhere. You probably will. 🙌

10/06/2026

Want something you can actually do this week to get ready for year-end that does NOT involve creating a plan? 👀👇

Give your organization $5. Go to your website and make a gift just like a donor would.

Then see what happens!

Was the form easy to use? Did the gift end up in your database correctly? What confirmation did you get?

Did you get an acknowledgment? Did you end up on the right email list? Did anything happen that made you go, “Huh. That's weird”?

We spend so much time looking at fundraising systems from the inside that sometimes we forget what the whole thing looks like to the donor. 😅

Try it from their side. You might find absolutely nothing wrong, which is great! Or you might discover something you'd MUCH rather find in October than on December 30th.

Either way, pretty good information for $5. 💰

10/02/2026

💥 Friday challenge! 💥

Pretend someone just walked into your office and asked: “How many donors gave last year but haven't given yet this year?”

Could you answer them in ten minutes? Try it! Seriously. Set a timer. ⏲️

If you can, excellent!

If you can't, that's actually pretty useful information too.

What got in the way? 🤔

Did you know which report to run? Did you trust the results? Did you have to export something and mess around with it? Did you have to ask someone else how they pulled the list last year?

These are the things that are mildly annoying in October and VERY annoying when someone needs the answer right now in December...

So if it takes you 37 minutes today, no judgment. But now you know!

And you still have time to make it easier. 🙌

10/01/2026

A few years ago, Jenny Browne and our team decided that year-end fundraising planning needed coloring pages. 🖍️

Because of course it did!

We created our Peaceful Year-End Planning resources as a way to sit down and think through everything that needs to happen between now and December WITHOUT creating another giant checklist that makes you feel like you're already behind.

You can actually color them. You can write all over them. Use them at a staff meeting. Print them out and never color a single thing. We will not be offended. 😉

The point is really just to stop for a minute, think through what's coming and figure out what you can do NOW that will make things easier later.

Here are the coloring pages:
https://static1.squarespace.com/static/67a2312d9005cb2f0af9e4c0/t/68dc1fd998199c208f156819/1759256537860/Peaceful+Year+End+Planning+Coloring+Pages.pdf

And we did a webinar together where we walk through the whole process:
https://www.youtube.com/watch?v=q1mVQfzTrzY&t=1213s

If you're already starting to feel year-end creeping up on you, grab the pages, grab some colored pencils if you're feeling fancy, and spend a little time with us! 🙌

Hopefully December You will thank us.

09/29/2026

We feel like the person who is going to be sitting at your desk in December would like to have a word with the person sitting there right now. 👀👇

So, on their behalf:

"Dear October Me,

Hi. It's December Me.

Things are…a little busy here.

Listen, I know you have plenty to do right now too, but could you do me a few favors?

Can you run the year-end mailing list? Not because we need it yet. I just really, really don't want to find out there's something wrong with it when we do.

And maybe make a gift through the website? Just $5 or something. I want to know what happens. Does it go into the database correctly? Do I get the right email? Does the acknowledgment work?

Also, what are we doing with DAF gifts? Because I'm seeing a LOT of those over here and I'd rather not figure that out while I'm entering them.

Oh, and could you check that integration we all assume is working? You know the one.

I'm not asking you to clean the whole database. PLEASE don't clean the whole database.

Just think about the things that would make you say, 'Oh crap' if you discovered them on December 29th.

Could you check those? That's really all I need.

Thank you. Seriously.

Love,

The version of you who is going to be doing all of this in December

P.S. While you're at it, maybe buy some coffee? We're going to need it."

09/25/2026

This is for everyone who somehow became the "Database Person!" ⬇️

Maybe it wasn't in your original job description. You just figured a few things out.

Then people started asking you questions... So you figured out more things.

And suddenly you're the person everyone calls when a report won't work, a gift looks weird or someone needs “a quick list.” 😬

Meanwhile, you're Googling things and wondering whether actual database people were given some secret rulebook you missed.

We weren't.

Most people who are good at this work learned by doing it. We asked questions. We tried things. We fixed things. We occasionally broke things. Eventually, we started understanding how all the pieces fit together.

So if you've become The Database Person somewhere along the way, you're probably doing better than you think! 🙌

And if you get stuck, there are people who genuinely enjoy figuring this stuff out.

Weird, we know.

Hi! 👋

09/24/2026

We would like to save every nonprofit from at least one unnecessary software subscription. 😅

Before you add another tool to your fundraising tech stack, ask yourself what problem you're actually trying to solve.

Then ask whether something you already pay for can solve it.

Because the $79/month tool that seems like an easy solution can quickly become another login, another export, another integration, another place donor information lives, and another thing somebody has to maintain.

Sometimes the new tool really is the answer! We love a good tool. We just don't love paying for six of them to do what three could do better. 🤪

Problem first. Shopping second.

Address

37990 Tamarac Boulevard, # 221U
Willoughby, OH
44094

Telephone

+14402200699

Website

http://www.giving-insight.com/

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