Tech Soup

JUNE 25, 2013

Mobile CRM apps can help you stay organized and track potential donors while you're at a fundraising event, on the road, or networking at a conference. TechSoup provides an array of CRM programs. Other CRM Apps. Many of the popular CRM programs have mobile counterparts. Social CRM Apps. TechSoup Donor Partners.

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Tech Soup

JUNE 25, 2013

Finding the right CRM (constituent relationship management) program for your organization can help you find potential donors, foster relationships, and organize successful fundraising campaigns. With so many different CRM programs out there, however, it can also be very overwhelming! TechSoup Global Blogs, Articles, and Webinars.

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Tech Soup

OCTOBER 12, 2012

Our partners in Australia, Connecting Up , spent the month of September educating Australian nonprofits on constituent relationship management (CRM) tools and resources. CRM services or applications can help organizations better interact with their donors, volunteers and other important contacts. More CRM Resources.

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Blackbaud

SEPTEMBER 12, 2024

You can change the scenario—including the dramatic little scene above—by effectively integrating data from your fundraising CRM and your accounting system. For example, an integrated posting process can mark transactions as ‘posted’ in the fundraising CRM so they can’t be inadvertently posted again.

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Tech Soup

DECEMBER 5, 2013

Mobile CRM apps can help you stay organized and track potential donors while you're at a fundraising event, on the road, or networking at a conference. Microsoft Dynamics CRM for Mobile. TechSoup provides an array of CRM programs. Other CRM Apps. Many of the popular CRM programs have mobile counterparts.

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CRM Management Software Conference 47

DonorSnap

JANUARY 18, 2023

A nonprofit CRM will help you build meaningful relationships with your supporters. To reap the true benefits of CRM, your nonprofit will need both a system and a strategy. Keep reading to discover how you can leverage a CRM system and strategy to build lasting relationships with your supporters. What is a Nonprofit CRM System?

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CauseVox

FEBRUARY 11, 2025

In this article we will go through 7 easy steps on how to create a donation page for free, ways to optimize your page for conversions, and tips to promote your donation page to maximize contributions. Having a dedicated donation page ensures that giving is simple, accessible, and distraction-free.

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CauseVox

JANUARY 20, 2025

Use your donation software such as a CRM or even a spreadsheet to track and monitor this essential donor data. Were they forwarded a link through email from one of your clients? Did they happen to stumble across your donation page through an online search? From here you can start to build specific lists of different types of donors.

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Blackbaud

NOVEMBER 27, 2024

In this article, we will cover online fundraising methods, tools, and some quick tips to get your nonprofit started! Donor management systems (DMS)/constituent relationship management systems (CRM): Tools like Blackbaud Raiser’s Edge NXT ® track donor data, segment lists, personalize outreach, improve retention, and so much more.

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Center for Major Gifts

JANUARY 22, 2025

This article aims to show how nonprofits can leverage wealth screening, engagement metrics, and analytical tools to identify and qualify top prospects. First, centralize your data in a single donor management system or CRM, ensuring you have one source of truth for all donor information.

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CauseVox

OCTOBER 8, 2024

In this article, we’ll cover the must-have features to look for your GivingTuesday fundraising platform, so you’re set up for success. CRM Integration The ability to integrate with tools you already use can streamline your workflow and improve efficiency. One of the most important integrations to consider is with your CRM.

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Blackbaud

SEPTEMBER 18, 2024

In this article, we share a glimpse of what 1500+ participants globally told us about their recent performance, current fundraising strategies and opportunities, use of technology and CRMs, and attitudes and use of artificial intelligence (AI). Most participants shared that their nonprofit has a CRM solution.

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Blackbaud

MARCH 11, 2024

AI tools help minimize those tasks by prioritizing and identifying donors, drafting email communications, and syncing data to your CRM. An integration with Momentum, for example, connects donor portfolios with automation and generative AI for email communications for Blackbaud Raiser’s Edge NXT® and Blackbaud CRM customers.

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Center for Major Gifts

MARCH 22, 2025

In this article, well discuss how making thank-you calls a key part of your donor stewardship routine can boost donor retention and fundraising results and show you how to make effective calls for your organization. Organizations have repeatedly found that a brief but heartfelt phone call can significantly boost donor retention.

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CauseVox

MARCH 24, 2025

You can also use a CRM to follow up with donors, share impact stories, and invite them to stay involved. An added bonus of using CauseVoxs CRM is that it will automatically save all the donor information. A heartfelt You made this possible! message goes a long way in keeping people engaged for future campaigns.

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CauseVox

APRIL 18, 2025

And don’t forget to plan your follow-up strategy, utilizing your nonprofits CRM as a tool to keep you on track. Building on this solid foundation (and again, remembering to use your CRM as a tool) maintain regular communication to keep the momentum going. Thank new monthly donors promptly and publicly when appropriate.

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The Fundraising Coach

FEBRUARY 11, 2020

Store data in the right CRM for you. Store data in the right CRM for you. For a quick refresher— nonprofit data is stored in a constituent relationship management (CRM) system. Luckily, there are CRM systems designed for nonprofits of all sizes, and with some research, you can find the perfect solution for your organization.

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Center for Major Gifts

FEBRUARY 12, 2025

In this article, well explore practical strategies for turning one-time gifts into multi-year commitments. Identifying Ideal Multi-Year Donor Prospects Start by analyzing donor data in your CRM, focusing on previous gift amounts, donation frequency, and known philanthropic interests.

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Tech Soup

SEPTEMBER 2, 2015

Constituent relationship management (CRM) tools can help you keep track of donors as well as your organization's other constituents. Bloomerang is a cloud-based CRM (constituent-relationship management program) that lets you capture new donors and donations through email and annual appeal letters. Donor Management Tools.

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Qgiv

JUNE 23, 2021

Use a CRM to help w ith donor research . Data-driven fundraising strategies are always the smartest move, so make sure you have the necessary constituent relationship management software (CRM) integrations and reporting tools. So, if you know you want to attract high-impact donors and retain them, turn to the data in your CRM.

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Get Fully Funded

OCTOBER 26, 2022

Preparing and submitting articles of incorporation. There is a small fee required from your state’s corporate filing office to submit these articles. Getting Attention’s article on getting funded outlines several ways that your organization can bring in initial funds, including: Individual donations.

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Get Fully Funded

MAY 24, 2021

Today’s article dives into a vital topic for nonprofits – letting your supporters know how much they’ve impacted your cause and how much you appreciate them. Use the information in your CRM to collect and leverage the most correct and accurate information.

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Selfish Giving

FEBRUARY 3, 2012

It’s a great article that I think you’ll find interesting and helpful. While this article is about QR codes, the magazine it was in, CRM , isn’t quite up to speed on mobile technology and hasn’t optimized its site for The Third Screen. Here’s the challenge: to get it you need to scan this QR code!

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Tech Soup

NOVEMBER 30, 2010

I covered similar topics in our recent article on cloud-based CRM solutions. The Constituent Chaos tutorial does a great job of delineating the different types of constituent relationships and what interactions with each type of constituent it's useful for an organization to track. read more.

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Pamela Grow

DECEMBER 6, 2023

In this article, we’ll explore seven recent statistics from Double the Donation’s list of matching gift statistics that provide insight into donors’ opinions, and we’ll discuss the most important takeaways for nonprofits. But is it really an effective fundraising method?

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Qgiv

SEPTEMBER 24, 2024

Donor CRM integration. Your online fundraising tool should integrate with your nonprofit’s donor database or CRM functionality. Your fundraising platform should integrate with your nonprofit’s software solutions, including your CRM, marketing tools, accounting software, and analytics platform. Integrations.

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DH Leonard Consulting & Grant Writing Services

DECEMBER 6, 2024

Effective grant management goes beyond tracking funds in your CRM its also about budgeting effectively, prioritizing programs that need financial support, and delivering timely reports to grantmakers. However, proper financial oversight is critical to make the most of those vital funds.

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Get Fully Funded

OCTOBER 7, 2021

To help your nonprofit organize future advocacy campaigns, this article will explore four strategies advocacy leaders should consider: Market your advocacy campaign on multiple platforms. Use your CRM to track relationships with supporters. Use your CRM to track relationships with supporters. Focus on volunteer retention.

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CauseVox

MARCH 17, 2025

CauseVox allows you to easily set up your event page, offers built-in peer-to-peer fundraising features, and includes a CRM to track participants and donors, helping you maintain relationships long after the last putt.

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Qgiv

NOVEMBER 13, 2024

Explore our dedicated article to learn more about setting starting bids and increments. When your auction platform integrates with your other nonprofit tools, you can leverage your CRM to: Find and send invites to past event attendees. Set auction item starting bids at around 25-30% of the fair market value.

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Blackbaud

DECEMBER 14, 2023

Applicants will then be able to electronically submit those applications to your grantmaking organization—meaning no paper applications to sort through—and the information is integrated into your grant management CRM. Blackbaud University Instructor Henry Wiencek also contributed to this article.

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Groupfinity

JANUARY 12, 2023

In today’s episode, Rachel shares the 4 templates every nonprofit leader should have locked and loaded and ready at all times to maintain connection with their donors: #1 An immediate thank you note or receipt; #2 Within 24-48 hours a heartfelt quick personal email that is NOT the receipt from your CRM that lets your donor know the gift was received (..)

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Tech Soup

JULY 5, 2017

It's good at showing how a particular technical topic relates to other subjects, and you can usually find useful links at the bottom of articles. It has helpful, succinct articles like The Difference Between CRM and ERP. Lifewire has interesting how-to and fix-it articles written by subject experts.

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CauseVox

OCTOBER 1, 2024

To identify who your mid-level donors are, you can leverage your CRM or donor database to track giving patterns, engagement, and communication history. They’re not just writing a check and walking away; they believe in your mission and often have the capacity and desire to do more.

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Tech Soup

DECEMBER 19, 2016

CRM (constituent relationship management) applications are becoming the center of our nonprofit IT systems. Dynamics 365 — Microsoft's online CRM or constituent relationship management database. Find additional cloud products, including several online CRM applications, on TechSoup's cloud solutions page.

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Tech Soup

MAY 26, 2014

Vendor Relationship Management is meant to serve as the customer-side counterpart of CRM. These fall into the category of CRM. For example, I use Facebook at TechSoup to share new blogs or articles. We like to be ahead of the trend here at TechSoup, however. VRM: A Quick Explainer.

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Tech Soup

OCTOBER 20, 2014

Little Green Light Donor Management CRM (LGL) helps you manage your constituents and your fundraising efforts — all in one place. See TechSoup's article Choose the Right Donor Management Software Through TechSoup for a look at how Little Green Light's features compare with those of other products offered through TechSoup.

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