Blackbaud

JUNE 6, 2024

But you and I know it’s critical to maintain a robust and up-to-date CRM. Work closely with administrators to identify reports that need to be run and the metrics to track during the campaign, which will inform your fund setup and gift entry process. Consider electronic agreements to allow for e-signatures. Review reporting.

Goals 101

Goals Finance Policy Policies 101

Tech Soup

JANUARY 8, 2013

The other missing element is providing metrics on your fundraising process and results. So, the key to success is to ensure that all of your gift officers and related staff are entering in their contact reports (also known as "actions" in the Raiser’s Edge CRM software) in a consistent manner.

Metrics 44

Metrics Utilities Electronics Software 44

Qgiv

JUNE 4, 2021

For instance, top nonprofits will now accept debit cards, credit cards, electronic checks, and even tools like Apple Pay or Venmo. Constituent relationship management (CRM) system. A CRM is an important tool for organizing and storing your donor information, fundraising data, and engagement histories.

Fundraising 56

Fundraising Donation CRM Software 56