Get Fully Funded

FEBRUARY 23, 2021

Other office tools: Other office tools you can use to put forth a professional, established, organized image include Adobe Acrobat for editing PDFs, Docusign for signing agreements electronically, and CamScanner for all your scanning needs. But it also makes sense to start with a CRM tool right out of the gate.

CRM 105

CRM Nonprofit Management Media 105

Blackbaud

DECEMBER 14, 2023

Applicants will then be able to electronically submit those applications to your grantmaking organization—meaning no paper applications to sort through—and the information is integrated into your grant management CRM. Use templates when possible so that the message is standardized and ready for each grant cycle.

Grant Management 116

Grant Management Management Grant Grants 116

Blackbaud

JUNE 6, 2024

When evaluating your school’s readiness for a capital campaign, database readiness might not be at the top of the list for your campaign consultants or administration. But you and I know it’s critical to maintain a robust and up-to-date CRM. You’ll want these ready for gift officers in the next phase.

Goals 104

Goals Finance Policy Policies 104

Blackbaud

JULY 22, 2024

Finally, encourage your applicants to submit their responses electronically. Online submissions save your staff time because everything is automatically entered into your GMS, which often also serves as your CRM. It also saves your potential grantees time and money by not having to make copies and mail their application.

Applicant 102

Applicant Application Grant Grants 102

Qgiv

JULY 6, 2021

A great CRM. CRM software makes it easy to manage your supporters before, during, and beyond your auction event. What is a CRM? CRM stands for Customer Relationship Management. Your donor database is usually housed within a CRM system. Looking for a CRM for your church? Looking for a CRM for your church?

Fundraising 52

Fundraising CRM Software Media 52

Fundly

JANUARY 3, 2021

CRM integration When donors provide their employer details and contact information to your search tool, you should be able to easily import that information back into your CRM, or Constituent Relationship Management system. Ready to become a matching gift expert? This guide will tell you what you need to know.

Software 52

Software Nonprofit Donation Electronics 52

Get Fully Funded

DECEMBER 7, 2021

Foundations and companies often send checks, though sometimes they want to make a deposit directly into your bank account via an electronic funds transfer (EFT). Record the donation in your CRM platform as being from the bank. Your CRM platform has instructions on how to do this. You need a simple process for that.

Donation 119

Donation Policy Policies Pass-Through 119