Blackbaud

APRIL 18, 2025

Your CRM and online fundraising tools should help you with much more than transaction management. Make Authentic Connections with Supporters Record and use personal details : Use your CRM to track personal details like birthdays, donation anniversaries, and interests. Create emails that include personalized messaging from this data.

Fundraising 87

Fundraising CRM Management Software 87

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

NonProfit PRO

NOVEMBER 5, 2024

Making a change to your organization's CRM can be a daunting task. Virtuous is here to provide this quick guide to changing CRMs, allowing you to walk through each step with confidence. Download today! However, a powerful and sophisticated tool is crucial to your nonprofit's success.

CRM 52

CRM Nonprofit 52

NonProfit PRO

OCTOBER 4, 2024

Making a change to your organization's CRM can be a daunting task. Virtuous is here to provide this quick guide to changing CRMs, allowing you to walk through each step with confidence. Download today! However, a powerful and sophisticated tool is crucial to your nonprofit's success.

CRM 52

CRM Nonprofit 52

NonProfit PRO

MARCH 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.

CRM 104

CRM Nonprofit 104

Blackbaud

APRIL 24, 2025

Fix: Take a step back to review your workflows and choose tools that seamlessly integrate with your CRM. Data synchronization: To avoid copying and pasting information from one system to another, look for tools that seamlessly sync data to your CRM in real time. Stage 1: Review your tools and CRM systems.

Fundraising 57

Fundraising Metrics AI CRM 57

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 115

Retainer Media Donation Software 115

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 25, 2025

Download now and make an informed decision that fuels your mission! Our Nonprofit Software Buyers Guide walks you through the must-ask questions to ensure you invest in a solution that saves time, maximizes fundraising, and drives long-term impact.

52

52

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

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 68

Donation Transportation CRM Metrics 68

CauseVox

MARCH 24, 2025

Download Our Free Ultimate Guide To Peer-To-Peer-Fundraising : 4. Download Our Free Customizable Peer-to-Peer Fundraising Toolkit Template & Guide : 6. You can also use a CRM to follow up with donors, share impact stories, and invite them to stay involved. A heartfelt You made this possible!

Fundraising 64

Fundraising Template Goals Nonprofit 64

CauseVox

APRIL 18, 2025

And don’t forget to plan your follow-up strategy, utilizing your nonprofits CRM as a tool to keep you on track. Building on this solid foundation (and again, remembering to use your CRM as a tool) maintain regular communication to keep the momentum going. Download Our Free Complete Guide to Recurring Donations:

Donation 53

Donation CRM Media Management 53

Tech Soup

DECEMBER 5, 2013

TechSoup is proud to announce the newest version of Microsoft Dynamics CRM. Dynamics CRM is customer relationship management (CRM) server software that offers tools for storing and analyzing customer records. Dynamics CRM is ideal for larger organizations that store substantial constituent data and run analytics on it.

CRM 40

CRM Consultant Consulting Consulting 40

Blackbaud

MARCH 10, 2025

Sharing data in an integrated financial and CRM ecosystem aligns functional teams and reduces time-intensive manual extracting and inputting of data, allowing you to put more of your time, energy, and resources into furthering your mission. The “machines” can finally “talk” to each other.

Finance 78

Finance Fundraising Software Budget 78

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 71

Award Management Software Utilities 71

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 100

Fundraising CRM Donation Demographics 100

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 103

CRM Media Fundraising IT 103

Blackbaud

SEPTEMBER 18, 2024

CRMs and Technology Ecosystems We then focused on the CRMs and technology ecosystems nonprofits have in place. Most participants shared that their nonprofit has a CRM solution. Attitudes towards CRMs are also similar across regions. Download each regional report for free to explore these findings in more detail.

AI 103

AI Fundraising CRM Policies 103

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 105

Donation Media Nonprofit Goals 105

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

Blackbaud

APRIL 23, 2025

Additionally, this step offers an opportunity to verify and update applicant records in your CRM, avoiding duplicate entries and ensuring data integrity. This includes validating IRS status, checking for required attachments, and ensuring the information provided aligns with your programs goals.

Grant 53

Grant Grants Applicant Application 53

Fundly

JANUARY 20, 2025

Additional integrations with the NonProfitEasy CRM, Double the Donations matching gift search tool , QuickBooks, Mailchimp, and other popular solutions allow you to extend your fundraising capabilities further. By downloading the GoFundMe app, you can set up a fundraiser, upload images, and track donations through your phone.

Funding 52

Funding Goals Donation Fundraising 52

CauseVox

MARCH 17, 2025

Download the Free Complete Guide to Nonprofit Fundraising Events : 1. CauseVox allows you to easily set up your event page, offers built-in peer-to-peer fundraising features, and includes a CRM to track participants and donors, helping you maintain relationships long after the last putt. And the best part?

Fundraising 60

Fundraising Readiness Donation Media 60

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

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

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 116

Demographics Consultant Consulting Consulting 116

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

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 93

Calendar Budget Nonprofit Goals 93

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 97

Fundraising Calendar Engineering Nonprofit 97

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 Application Applicant Training 47

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 110

Applicant Application Grant Management Goals 110

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 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 103

AI ChatGPT Electronics CRM 103

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

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