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Post-Event Follow-Up to Foster Long-Term Donor Relationships

Pamela Grow

These include: Donation receipts and tax acknowledgments: Promptly sending these essential documents shows your professionalism and gratitude while giving donors the information they need for tax purposes. Track these metrics using your nonprofit constituent relationship management system (CRM) and fundraising software.

Metrics 147
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4 Top Donor Retention Strategies to Keep Your Year-End Donors

CauseVox

But heres the good news: 2025 can be the perfect year to strengthen your donor retention with clear goals , a well-thought-out fundraising calendar , a killer fundraising campaign and a refined donor retention strategy to help you keep your supporters year-round. Thats tons of money that is being missed out on. Lets make this happen.

Retainer 111
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4 Ways Effective Grant Management Impacts Nonprofit Finances

DH Leonard Consulting & Grant Writing Services

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. Your calendar should lay out activities, costs, expected income, deadlines, and other notable events month-by-month.

Finance 52
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20+ Nonprofit Tools You Need to Get Your New Nonprofit Up and Running

Get Fully Funded

With Google Workspace you get: Gmail, Chat, Calendar, Drive, Docs, Sheets, Forms, and many more tools, all for just $6 a month. You may feel like you are doing everything yourself, but at some point you will be collaborating with others on documents, and you will need Docs and Sheets.

CRM 105
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How The Salvation Army Uses Power BI to Boost Major Giving

Blackbaud

By extending the power of its Blackbaud CRM platform with Power BI, the team now sees more focused information about their major giving prospects. Tim McCleary, CRM Director for The Salvation Army Southern Territory, said the organization’s 71 major and planned giving officers have portfolios assigned by geographic region across 15 states.

CRM 105
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Nonprofit Fundraising Plan: 11 Must-Do Steps for Success

CauseVox

A nonprofit fundraising plan is a document that strategically organizes all of your fundraising activities over a certain period of time (usually one year). Download Our Free Fundraising Plan & Calendar Template: Why Do You Need a Fundraising Strategy? Download your free nonprofit fundraising and calendar plan here.

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How to Craft Your Annual Nonprofit Development Plan

CauseVox

Use a spreadsheet to document all fundraising endeavors, assessing expenses, benefits, and key details for each. When outlining each fundraiser, use a fundraising calendar to maintain a balance—ensuring enough activities to meet budgetary needs without overstretching your resources.