GrantNews

MARCH 27, 2025

Cloud Storage and Document Sharing: Securely store, access, and collaborate on files from anywhere. Customer Relationship Management (CRM): Manage customer interactions, sales pipelines, and business relationships efficiently.

Mentor 108

Mentor Award Grant Grants 108

Tech Soup

JANUARY 26, 2015

To read about how open-source software might benefit your nonprofit or public library, check out part one of this series. In that spirit, here are some leading open-source solutions in three categories relevant to nonprofits: CRM. Making the Right Decision About Open-Source Software. Project Management.

CRM 76

CRM Software Nonprofit Management 76

DH Leonard Consulting & Grant Writing Services

MARCH 20, 2025

Building capacity by hiring more staff or investing in fundraising software. Track applications in your CRM to stay organized. Keep track of grant opportunities youve already applied for, applications still in progress, grants youve won, and rejected opportunities in your CRM platform. Scaling up a recurring fundraising event.

Grant Writing 52

Grant Writing Grant Grants Proposal 52

Blackbaud

AUGUST 7, 2024

With the right mindset and planning, you can organize and execute a seamless fund accounting software implementation that meets your needs—both for today and for the future. Before getting into the details of rolling out new fund accounting software, focus on the big picture. Mindset matters. Are they comfortable using new tools?

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Funding Software Training Goals 92

DH Leonard Consulting & Grant Writing Services

SEPTEMBER 23, 2022

Grant management requires keeping track of multiple moving parts, including deadlines, points of contact, unique application requirements, financial reports, and other documents that vary by grant. . In this post, we will explore four software tools your nonprofit can leverage to better manage your ongoing grant applications: Your CRM.

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Grant Management Software Management Grant Management Software 52

Blackbaud

JANUARY 17, 2024

Changing a core piece of software at your grantmaking organization is no picnic. But inertia is not an option when your grant programs outgrow your current solution, or your vendor sunsets the software you use, like Salesforce is doing with their grant management software, FoundationConnect. What reports do you pull regularly?

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Grant Management Management Grant Management Software Grant 98

GiveSmart

NOVEMBER 29, 2023

Integrating your fundraising data into accounting software allows you to make better investments and meet your organizational objectives. Accounting departments can oversee tasks like generating reports, tax forms, statements, and external documents for the organization and the donor. What is Fundraising Data in a Nonprofit?

Software 52

Software IT Fundraising CRM 52

Qgiv

JUNE 23, 2021

You’ll also need to add software and online solutions to your fundraising strategy. 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.

Fundraising 97

Fundraising CRM Nonprofit Retainer 97

Get Fully Funded

FEBRUARY 23, 2021

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. Cloud storage: For file sharing and storage, you can start with Drive through Google Workspace, so all documents can be stored in a convenient, accessible place.

CRM 105

CRM Nonprofit Management Media 105

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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CRM Fundraising Goals Metrics 105

Get Fully Funded

OCTOBER 26, 2022

This document explains the purpose of your nonprofit and officially registers you as an organization in your state. Before you file this form or any of your incorporation documents, double-check to make sure you’ve filled out each one as accurately as possible. Nonprofits typically invest in resources such as: A CRM database.

Finance 98

Finance Management Nonprofit CRM 98

Tech Soup

FEBRUARY 23, 2015

One of the major benefits of cloud-based programs is that you can work on projects or documents from anywhere at any time. With many programs, multiple staff members can work on a document or a project simultaneously. You can easily work on documents, presentations, spreadsheets, and more. Productivity and Collaboration.

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CRM Management Consulting Consulting 62

Tech Soup

DECEMBER 19, 2016

Over 90 percent of businesses report using cloud solutions now, and many software companies are in the process of moving to it or already have. Cloud computing software and services are delivered over the Internet and are accessed mostly through our web browsers. It's closer to renting than buying software. Benefit #1: Cost.

CRM 62

CRM Software Applicant Application 62

Qgiv

NOVEMBER 13, 2024

This documentation is helpful for organizational reasons and also aids your event if you’re incorporating virtual elements. When your auction platform integrates with your other nonprofit tools, you can leverage your CRM to: Find and send invites to past event attendees. Create a plan for storing and cataloging auction items.

Procurement 52

Procurement Media CRM Fundraising 52

Get Fully Funded

OCTOBER 7, 2021

Nonprofit advocacy campaigns require focused planning and robust software solutions and outreach resources. Use your CRM to track relationships with supporters. Bill tracking software. Bill tracking software allows you to monitor where key bills are in the legislative process. Stay up to date with current advocacy trends.

CRM 59

CRM Retainer Nonprofit Software 59

The Fundraising Coach

JUNE 11, 2024

With the right donor database or constituent relationship management (CRM) system, you can centralize your data and create a single source of truth for all valuable information your organization collects. Look to integrate the following tools with your CRM: Fundraising platform. Email marketing software. Event management tools.

CRM 59

CRM Metrics Policies Procedures Nonprofit 59

Tech Soup

FEBRUARY 23, 2015

One of the major benefits of cloud-based programs is that you can work on projects or documents from anywhere at any time. With many programs, multiple staff members can work on a document or a project simultaneously. You can easily work on documents, presentations, spreadsheets, and more. Productivity and Collaboration.

CRM 52

CRM Management Consulting Consulting 52

CauseVox

JANUARY 3, 2025

A nonprofit fundraising plan is a document that strategically organizes all of your fundraising activities over a certain period of time (usually one year). These documents are also essential in shifting an entire organizations attitude about fundraising. It isnt meant to be a static document. Will new staff be brought on?

Fundraising 91

Fundraising Calendar Engineering Nonprofit 91

Tech Soup

SEPTEMBER 6, 2013

From donor tracking to volunteer management, event registration to grant documentation, data is the lifeblood of a nonprofit’s daily operations. Other popular applications nonprofits have built using Caspio include: CRM, Task Management, Feedback Form. One click to display the details of each grant from the result page.

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CRM Nonprofit Management Applicant 58

Qgiv

NOVEMBER 3, 2021

And now, you’re using a hybrid fundraising model to address both in-person and online engagement— and you likely have new software to address that change as well. Prepare any initial documentation for your nonprofit consulting partner. But what about setting your organization up for nonprofit tech success in the new year?

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Consulting Consulting Consultant Software 52

Tech Soup

JULY 6, 2012

IBM’s Many Eyes , Data-Driven Documents , Gephi , or Visual.ly Some CRM (customer relationship management) software also includes tools to do this. Visit the TechSoup catalog to learn more about CRM software and other technology tools available to bring your organization’s data to life.

CRM 47

CRM Software Management Funding 47

Tech Soup

JUNE 20, 2014

There is also your new classification compliments of the BRIDGE Project, and the first universal software for micro finance, another free cloud service. It is an expansion of the Salesforce CRM offers for charities. Because both companies provide significant software donations to charities, this bodes well for nonprofits.

Software 65

Software Nonprofit CRM Finance 65

Blackbaud

FEBRUARY 15, 2024

Adopt a CRM system, such as Blackbaud Raiser’s Edge NXT + Rosterfy , to allow volunteers to seamlessly manage their experience with your organization, including: Onboarding Scheduling Training Recognize that volunteers have busy lives outside of your organization, and it’s your job to understand their commitments.

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Retainer Policy Policies Training 111

Tech Soup

MARCH 28, 2014

In our upcoming free webinar, Four Nonprofit CRM Strategies , our presenter will be an NPTech leader I’ve followed for a good long time – David Geilhufe. He’s also one of the great ones in nonprofit database development and use, specifically constituent relationship management (CRM) databases. Learn More.

CRM 36

CRM Nonprofit Engineering Software 36

Tech Soup

DECEMBER 17, 2013

But then, your coworker calls and informs you that your donation page is broken, your organization's CRM just ate half of its entries, and the kitchen dishwasher is flooding… Guess you probably should pack along your laptop. Sharing Documents. Having the right tech can help you stay connected even when you're away.

Onenote 54

Onenote CRM Training Donation 54

DoJiggy

JULY 9, 2024

QuickBooks is the most popular accounting software in the U.S. This ease of use ensures that your nonprofit staff quickly adapts to the software without extensive training. Key QuickBooks Integrations CRM and Donor Management Systems Integrating QuickBooks with a donor management system streamlines your bookkeeping efforts.

Finance 52

Finance Utilities Nonprofit Template 52

Tech Soup

MARCH 19, 2013

Like the Pew Internet & American Life Project , we believe that over the next decade most people will access software applications online using several different types of devices rather than depending primarily on tools and information housed on their individual, personal computers. Find the first and second post in this series online.

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IT Training CRM Software 48

Tech Soup

MAY 10, 2011

ENCLUDE provides hands-on technology solutions and software donations for Irish charities. Eamon is a software engineer who is skilled in helping charities migrate to various cloud solutions that are appropriate to their IT staffing and budget.

IT 40

IT Engineering CRM Software 40

Blackbaud

FEBRUARY 20, 2024

A secure board portal provides access to and stores all campaign-related committee meetings and documents, and it should integrate with members’ digital calendars. Investing in software? The Nonprofit CRM Built for Fundraisers Find out how Blackbaud’s Raiser’s Edge NXT® fits your organization.

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Strategic Plan Metrics Budget Goals 59

The Fundraising Coach

APRIL 9, 2024

A proposal is a document that outlines a consultant’s process and approach to your project, as well as answers any specific questions you have. You’ll also want to discuss what tools you’ll use to track your project’s success, such as fundraising software and CRM platforms like Salesforce , and decide on which metrics to pay attention to.

Consulting 52

Consulting Consulting Consultant Fundraising 52

Fundly

FEBRUARY 20, 2024

Team DNLs experts are well-versed in the leading providers of robust nonprofit software, Blackbaud and Salesforce , as well as a variety of other popular platforms. DNL OmniMedia also offers CRM and data management services, advocacy assistance, data analysis, and web analytics services. Create a request for proposal (RFP).

Consulting 52

Consulting Consulting Consultant Fundraising 52

Qgiv

JULY 21, 2022

Whether your nonprofit has a highly sophisticated CRM with all the bells and whistles, or you’re a new organization with a simple spreadsheet system, you’re likely tracking and recording information about your supporters. Here are three tips to get you started: Invest in text fundraising software. Maintain data hygiene.

Fundraising 59

Fundraising Nonprofit Media Donation 59

Blackbaud

FEBRUARY 6, 2025

For each grant, estimate how much of the total grant or contract might be affected, and work with your program staff to document the impact on programs and services. Document everything. Dig into your fund accounting and CRM software to pull reports on which programs are driving the most impact and providing the most return on mission.

Funding 86

Funding Policy Policies Grant 86

Planned Giving

FEBRUARY 20, 2025

Leverage Advanced Data Analytics and Technology Investing in enterprise-grade donor management software and predictive analytics identifies high-potential donors and improves retention metrics. Modern CRM systems enable sophisticated segmentation and personalized communication at scale, dramatically improving fundraising efficiency.

Funding 52

Funding Policy Policies Nonprofit 52