Remove CRM Remove Demographics Remove Readiness
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5 CRM Tech Trends to Shape the Future of Your Enterprise Organization

Blackbaud

To make faster and more intelligent business decisions, close to 70% of organizations plan to continue or increase their investments in CRM technology in the coming year, according to Kate Leggett, Vice President and Principal Analyst at Forrester. She is a leading expert on CRM strategy, maturity, benchmarking, and return on investment.

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How to Identify and Qualify Major Donor Prospects Using Data-Driven Research

Center for Major Gifts

First, centralize your data in a single donor management system or CRM, ensuring you have one source of truth for all donor information. Next, relevant donor information that goes beyond basic demographics should be collected. Logging each step in your CRM creates transparency and accountability across your fundraising team.

Metrics 52
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End-of-Year Giving 

GiveSmart

Get Started Early Getting a head start on your campaigns and events means you’ll be ready to go way ahead of time and can prepare more thoroughly for the busiest giving season of the year. Understand Target Demographics In the U.S.,

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GivingTuesday: How to Choose a Fundraising Platform

CauseVox

Running Specific Reports Your platform should allow you to run specific reports on donations, matching gifts, donor demographics, and more. 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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12 Donation Request Letter Templates to Help Raise More

Qgiv

Thank you in advance for your dedication and service to [the demographic you serve]. Then, create a donor segment list of these special supporters in your CRM. Employer name] has a matching gifts program, and your latest gift of [gift amount] is ready to be doubled! We’re so excited to have you join our volunteer team!

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5 Considerations When Updating Your Grant Application

Blackbaud

Consider adding a quick questionnaire that verifies they meet your basic criteria, such as serving a specific location or demographic. Online submissions save your staff time because everything is automatically entered into your GMS, which often also serves as your CRM. Who will be completing your application?

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How To Get More Donation Pledges For Your Nonprofit

CauseVox

Pledges are a great option no matter who you’re soliciting, but there are certain demographics who are going to be ideal candidates for donation pledges. Another demographic to target is mid-level donors that are ready for an upgrade. You can use your CRM or CauseVox to keep track of these donors. Who And When To Ask.