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The Top Seven Reasons to Integrate Your Fundraising CRM and General Ledger

Blackbaud

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.

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GivingTuesday: How to Choose a Fundraising Platform

CauseVox

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.

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The Top 12 Mobile Bidding Software Options to Consider

Qgiv

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.

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How to Get Leadership Buy-in for Streamlining Your Grantee Application

Blackbaud

Gather Data on Your Current Application Before you present your suggestions to your leadership, have the data on your current application ready. Here are some examples of small steps you can take: Pull information from other sources, such as Candid or your CRM, instead of asking for it each time.

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How to Craft Your Annual Nonprofit Development Plan

CauseVox

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.

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Double the Donation and FlexFormz Launch Advanced Matching Gift Automation with 360MatchPro

Double the Donation

Simply navigate to your FlexFormz dashboard to download the Double the Donation add-on, then install the plugin to your WordPress website. Ready to see it in action? FlexFormz integrates with multiple CRM databases to provide clean, actionable data and powerful real-time reporting.

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How to Determine Your Needs When Choosing a New Fundraising CRM

Blackbaud

Choosing a new fundraising CRM is exciting–but also needs careful consideration. If you are unclear about your needs, abilities, and opportunities, you will quickly find it difficult to vet vendors and evaluate CRMs, not to mention bringing internal stakeholders onboard or getting sign-off at key stages.

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