Budget CRM Strategic Plan 
Blackbaud
APRIL 25, 2024
Choosing a new fundraising CRM is exciting–but also needs careful consideration. If you are unclear about your needs, abilities, and opportunities, you will quickly find it difficult to vet vendors and evaluate CRMs, not to mention bringing internal stakeholders onboard or getting sign-off at key stages.
Blackbaud
JANUARY 13, 2025
Sure, you have a CRM full of small and mid-level donors, and a few programs that bring in a little recurring revenue. Review your strategic plan to ensure the new revenue stream fits within your organizational objectives. You see the writing on the wall. But you need to diversify your revenue streams.
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Blackbaud
DECEMBER 5, 2024
Even if it feels overwhelming at first, break it down into essential steps: Setting goals Identifying potential donors Defining your message Starting with a well-conceived plan helps you clarify goals, outline specific actions, and define your budget to achieve your goals.
Candid
JANUARY 28, 2025
NTENs Nonprofit Digital Investment Report notes 45% of nonprofits indicated they werent spending enough on technology, citing lack of budget (77%), lack of funder support (47%) and lack of donor support (38%). With small budgets come small staffs juggling multiple priorities. Seek out capacity-building opportunities.
Candid
JANUARY 9, 2025
Stop leaving technology out of your strategic plans An organizations strategic plan is shared widely, both internally and externally, to map out its diligence, effectiveness, and direction. Yet, one thing is still often missing from so many of them: technology. Technology effectiveness is a year-round investment.
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. Many grantmakers request a proposed budget along with grant applications to show youre thinking about these goals from the start.
Candid
JANUARY 9, 2025
Stop leaving technology out of your strategic plans An organizations strategic plan is shared widely, both internally and externally, to map out its diligence, effectiveness, and direction. Yet, one thing is still often missing from so many of them: technology. Technology effectiveness is a year-round investment.
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