Calendar CRM Readiness 
The Fundraiser Coach
MAY 8, 2024
I clearly remember walking into the development office, dreading opening up the CRM to start my fundraising week. Here’s how I began to ensure a smoother transition from one busy week to the next, keeping my energy positive and my mind clear, ready to help donors change the world. It's about ending well to begin even better.
Blackbaud
OCTOBER 8, 2024
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.
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Ann Green's Nonprofit
JUNE 18, 2024
They’re on your website ready to give. Depending on your CRM/database, you may be able to customize gift amount strings. A communications calendar will help you with this. If this is not a good experience for her, then I think you know what will or won’t happen. Since most people give online, I’ll focus on that first.
DH Leonard Consulting & Grant Writing Services
SEPTEMBER 23, 2022
*Diane’s note: You are used to our team talking about how both pre-award and post-award work connect to create an organization’s overall grant readiness. In fact, we were just talking about this in our most recent webinar about How to Be Exceptionally Grant Ready with Lucy Morgan from MyFedTrainer.com. Grant Management Software.
CauseVox
DECEMBER 8, 2023
When outlining each fundraiser, use a fundraising calendar to maintain a balance—ensuring enough activities to meet budgetary needs without overstretching your resources. The resulting figure will be the amount you need to raise through other fundraising activities during the upcoming calendar year.
Get Fully Funded
FEBRUARY 23, 2021
With Google Workspace you get: Gmail, Chat, Calendar, Drive, Docs, Sheets, Forms, and many more tools, all for just $6 a month. With a scheduler, you can plan and execute your social media calendar and use the product’s analytics tools to track engagement. But it also makes sense to start with a CRM tool right out of the gate.
Qgiv
FEBRUARY 13, 2023
Donation options Sometimes your supporters are ready to give even before your fundraising event begins. With data collection tools, you should be able to easily integrate with your CRM and automatically compile data about your fundraising event and your donors.
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