Blackbaud

SEPTEMBER 12, 2024

You can change the scenario—including the dramatic little scene above—by effectively integrating data from your fundraising CRM and your accounting system. For example, an integrated posting process can mark transactions as ‘posted’ in the fundraising CRM so they can’t be inadvertently posted again.

CRM 59

CRM Finance Fundraising Funding 59

NonProfit PRO

APRIL 10, 2024

Meet the companion that nonprofit CRM users have been waiting for! Download the Clean Data Checklist to create a framework that keeps your team members on the same page and makes a smooth onboarding experience for new hires. Messy data causes mistakes that your organization can’t afford.

CRM 83

CRM Nonprofit 83

Blackbaud

NOVEMBER 5, 2024

Leverage CRM Data for Personalization By using data from your Customer Relationship Management (CRM) system, you can tailor your impact report to appeal to each of the audience segments you identify. Importing CRM data into a digital report builder, like Storyraise , is simple and quick.

CRM 115

CRM Demographics Metrics Education 115

Pamela Grow

FEBRUARY 5, 2025

Incorporate your unique knowledge into valuable website content such as: Downloadable resources Blog posts Toolkits Quizzes Multimedia stories Make some of this content freely available on your website and turn other content into gated resources that require an email address to unlock.

Nonprofit 147

Nonprofit Donation Readiness Fundraising 147

Blackbaud

AUGUST 1, 2024

Implementing Effective Data Collection Now, you may be thinking, “I don’t have that kind of information in my CRM,” and if that’s the case, now is the time to put systems in place so that come your next event you’re set for success! Effective donor engagement relies on robust data collection.

CRM 100

CRM Media Fundraising IT 100

Selfish Giving

FEBRUARY 3, 2012

While this article is about QR codes, the magazine it was in, CRM , isn’t quite up to speed on mobile technology and hasn’t optimized its site for The Third Screen. If you don’t have one already, the first thing you’ll need to do is download a reader to your mobile device. All of these readers are FREE!

CRM 64

CRM IT 64

CauseVox

OCTOBER 8, 2024

Download the Ultimate Guide to GivingTuesday and Year-End Fundraising: Ease of Use Choosing a platform that’s easy for both your team and your donors to use will make your GivingTuesday campaign run smoothly and encourage more people to give. One of the most important integrations to consider is with your CRM.

Fundraising 81

Fundraising CRM Donation Demographics 81

NonProfit PRO

FEBRUARY 8, 2023

Meet the companion that nonprofit CRM users have been waiting for! Download the Clean Data Checklist to create a framework that keeps your team members on the same page and makes a smooth onboarding experience for new hires. Messy data causes mistakes that your organization can’t afford.

CRM 52

CRM Nonprofit 52

CauseVox

MAY 25, 2021

Download the full resource from Doubleknot to learn more strategies for attracting members and visitors, and discover powerful tools to help you manage your institution during the pandemic and beyond: Guest post by Elissa Miller from Doubleknot. is Communications Director for Doubleknot and ClearView CRM. Elissa Miller, M.Ed.

CRM 98

CRM Management Education Donation 98

Tech Soup

FEBRUARY 7, 2017

We also asked nonprofits about managing their mailing lists with a Customer Relationship Management (CRM) tool or database that allows them to track information, interactions, and activities for each individual on their lists. Using a Customer Relationship Management Tool or Database. The Ability to Segment Mailing Lists.

CRM 53

CRM Nonprofit Management IT 53

Double the Donation

JUNE 15, 2021

Simply navigate to your FlexFormz dashboard to download the Double the Donation add-on, then install the plugin to your WordPress website. FlexFormz integrates with multiple CRM databases to provide clean, actionable data and powerful real-time reporting. Activate in Seconds and Start Raising More from Matching Gifts!

Donation 95

Donation CRM Fundraising Readiness 95

Blackbaud

NOVEMBER 7, 2023

No matter what donor CRM or engagement platform you use, it should have at least basic segmentation capabilities that allow you to split your audience into a few different groups with varying solicitation frequency. Use them. Free Resource Playing the Long Game: Stewardship Toolkit for Nonprofit Organizations Download Now 2.

Demographics 111

Demographics Consulting Consulting Consultant 111

Tech Soup

SEPTEMBER 29, 2011

As I look back, one of the things we dreaded most was wrapping up after each webinar – particularly the time-consuming task of getting registration and attendance data out of our webinar platform and into our CRM system.

CRM 47

CRM Applicant Application Training 47

CauseVox

JANUARY 20, 2025

Use your donation software such as a CRM or even a spreadsheet to track and monitor this essential donor data. Download CauseVoxs Donor Engagement & Retention Playbook: 3. Were they forwarded a link through email from one of your clients? Did they happen to stumble across your donation page through an online search?

Retainer 103

Retainer Media Donation Software 103

Qgiv

AUGUST 27, 2024

Donor management When using a donor management CRM , fundraisers can capture their donors’ unique preferences. All these features can be synchronized with a CRM, ensuring that all donor information and preferences are easily accessible and well tracked. Using the right tech tools makes catering to each generation easier!

CRM 52

CRM ChatGPT Media Management 52

Blackbaud

FEBRUARY 8, 2024

Free Checklist Grant Management System Functionality Scorecard Download now Suggest Small Steps that Lead to Larger Change Change can be difficult for leaders when the processes you’ve used have worked for a long time. But you don’t have to overhaul your entire application at once.

Applicant 108

Applicant Application Grant Management Goals 108

CauseVox

JANUARY 3, 2025

Download Our Free Fundraising Plan & Calendar Template: Why Do You Need a Fundraising Strategy? If you maintain a donor database or other CRM , youll be able to access this data quickly. Download your free nonprofit fundraising and calendar plan here. Should more funds be allocated towards a certain initiative over another?

Fundraising 81

Fundraising Calendar Engineering Nonprofit 81

CauseVox

FEBRUARY 11, 2025

When choosing a platform, its important to consider key features like transaction fees, customization options, and integrations with your CRM or email marketing tools. In this article, we’ll go over the basic steps to create a donation page for free; we also recommend you download our free guide below to get a more detailed overview.

Donation 57

Donation Transportation CRM Metrics 57

CauseVox

DECEMBER 8, 2023

Download Your Free Copy of our Fundraising Calendar and Nonprofit Annual Development Plan: Budgeting and Resource Allocation Establishing a robust budget that aligns with your overarching goals is not just good financial practice; it’s a strategic move that amplifies the impact of every dollar spent.

Calendar 73

Calendar Budget Nonprofit Goals 73

Qgiv

NOVEMBER 7, 2022

Integrated processing – If your online form tool integrates with your fundraising CRM and payment processing, you can enter gifts automatically, send confirmation emails, and thank donors within 48 hours. Your free download includes a print version and an online guide. 4 Quick Ways to Share Your Giving Tuesday Form.

CRM 59

CRM Template Goals Donation 59

Blackbaud

FEBRUARY 2, 2024

How to Spot Responsible AI: Three Questions to Start With —Free download Take a look at the questions posed earlier, first related to McNamara’s goals and then to your own. You’ve turned your trained AI models loose on a CRM full of potential converters. What outcome was Robert McNamara hoping to drive?

AI 97

AI ChatGPT Electronics CRM 97

Joe Garecht Fundraising

MARCH 7, 2022

Download KIT’s FREE fundraising analysis dashboard. Keep in mind that, in practice, this calculation would need to be made in a spreadsheet or CRM to manage a more extensive data set. #8: Additionally, it’s essential to have a large pool of new donors as only about 18% of first-time donors give again the following year. .

Fundraising 130

Fundraising Metrics Donation CRM 130

Tech Soup

AUGUST 30, 2013

This software type is probably the system you think of as your “program evaluation” software: your case management system, your CRM, or your custom database. As with all of Idealware’s reports, it’s free to download from our website. Most of your program data might live here — but not all.

Software 62

Software Logic Model CRM Calendar 62

Blackbaud

JANUARY 28, 2025

It should allow you to send ad hoc emails from within the system and synchronize data with your donor management CRM and fund accounting systems. Whether you’re just starting your search or are looking to upgrade your existing system, download our guide to help you make an informed decision.

Award 66

Award Management Software Utilities 66

Qgiv

OCTOBER 2, 2024

Mobile bidding software is an interactive technology that enables silent auction guests to view and bid on items from their smartphones via a web browser (web-based) or a downloadable app (app-based). But what if my guests don’t want to download an app? It’s understandable to worry about your guests’ willingness to download an app.

Software 52

Software Management Donation Fundraising 52

Blackbaud

AUGUST 7, 2024

Understand how your financial processes work with other software—such as a fundraising CRM —and what data needs to be shared between systems. For more tips and examples, download the free best practices guide for financial software implementations.

Funding 82

Funding Software Training Goals 82

Get Fully Funded

SEPTEMBER 14, 2021

For instance, download Bloomerang’s development plan template for free to track your fundraising initiatives. Instead, use strategies like the following to build personal connections: Create donor segments in your CRM. Reduce donation page abandonment. Go the extra mile to say thank you. Making face-to-face connections when possible.

Donation 64

Donation Nonprofit CRM Retainer 64

Tech Soup

OCTOBER 13, 2017

Don't download and install software from sites you don't trust. You may also want to consider using constituent relationship management (CRM) software, a tool designed specifically to store and manage your organization's contacts. Beyond that, be careful what you click on. 2 Risk: Ransomware.

Software 65

Software Nonprofit CRM Management 65

GiveSmart

NOVEMBER 1, 2024

Download our expert-written Year-End Fundraising Appeal Templates for FREE and get started on empowering your supporters. Donating should be quick and easy! People are more generous with their time and money and make donations, volunteer, and help raise support for the causes they care most about.

Donation 103

Donation Media Nonprofit Goals 103

DonorSnap

JULY 3, 2023

What Data From Your CRM Should You Include in Your Nonprofit Annual Reports? A nonprofit CRM like DonorSnap can help your nonprofit collect valuable data to include in your annual reports. If you create an online digital report, you can include an option for a downloadable PDF. How Long Should Your Nonprofit Annual Report Be?

Nonprofit 52

Nonprofit CRM Metrics Retainer 52

Qgiv

APRIL 26, 2022

You can use donation data from your fundraising platform and pull other unique insights from your fundraising CRM to curate a donor experience that is tailormade for your donors. Download our Hybrid Event Planner for helpful tips and tricks to hosting hybrid events. Memberships with benefits. Required minimum distributions.

Nonprofit 89

Nonprofit Donation Fundraising Media 89

Qgiv

OCTOBER 12, 2021

Let’s say you download a highly recommended pre-built theme and start uploading your content. Your CRM, donation page, and other fundraising software all need to work with your website. When you first start browsing plugins, they might all seem new and exciting, but don’t get too excited and download way more than you need.

Nonprofit 52

Nonprofit Engineering Software Consulting 52

Qgiv

MARCH 28, 2022

Download our free eBook, the Big Book of Hybrid and Virtual Event Ideas, to find out! Download the Corporate Sponsorship Cheat Sheet and templates and get ready to reach out to local businesses and major corporations alike with confidence! Curious about what makes hybrid and virtual fundraising events worth it in 2021 and beyond?

Nonprofit 52

Nonprofit Grant Grants Budget 52

Qgiv

JULY 21, 2021

Integrate your auction software and CRM. Your constituent relationship management (CRM) system is the place where all your important nonprofit and fundraising data live. Download one of our Qgiv auction planners: General Auction Planner. Explore this list to gain some inspiration. Want help planning your auction?

Software 52

Software CRM Donation Funding 52

Qgiv

APRIL 23, 2021

Download the Qgiv Auction Planner to get started! When your auction platform integrates with your other nonprofit tools, you can leverage your CRM to: Find and send invites to attendees of past events. Download the Qgiv Auction Planner to get started! Ready to host your best auction ever? Plan for your venue.

Fundraising 52

Fundraising Procurement CRM Media 52

Qgiv

JANUARY 19, 2022

Bloomerang also has an integration with Qgiv that automatically captures and synchronizes your supporters’ activity to your CRM. DonorPerfect is a dependable CRM system that can keep track of all your donors and constituents easily, giving you a comprehensive view of donor engagements and interactions. Use photos and videos.

Software 52

Software CRM Management Donation 52

Double the Donation

APRIL 12, 2021

Download “10 Steps to Peer-to-Peer Fundraising Success” Guide. This platform provides donation forms, fundraising websites and a donor CRM to help you raise more money, tame donor management and customize online donation collection. Manage donor data with an intuitive CRM that is built to nurture and track your supporter relationships.

Fundraising 52

Fundraising Software Donation CRM 52