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

Blackbaud

FINANCE DIRECTOR: Fiscal year-end numbers have not been fully reviewed yet, but recognized revenue from fundraising will be close to $7 million DEVELOPMENT DIRECTOR: What the…?!? Directors of Development and Directors of Finance often find themselves working in a love/hate relationship. EXECUTIVE DIRECTOR: Ugh.

CRM 59
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How The Salvation Army Uses Power BI to Boost Major Giving

Blackbaud

By extending the power of its Blackbaud CRM platform with Power BI, the team now sees more focused information about their major giving prospects. Power BI can help organizations translate complex data into an action plan for every team, from the finance office to fundraising. What Is Microsoft Power BI? What did McCleary’s team build?

CRM 83
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Why is it Important to Import Fundraising Data into Accounting Software?

GiveSmart

Fundraising data in a nonprofit is metrics or KPIs like donor contributions, grant information, number of gifts received, acquisition costs, and return on investment. Integrate a fundraising CRM with accounting software Recording data like money flow is an essential fundraising component. What is Fundraising Data in a Nonprofit?

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Guide to Using QuickBooks for Nonprofits [Tips and Integrations]

DoJiggy

QuickBooks is a powerful tool that can help streamline these processes, making it easier for nonprofits to manage their finances efficiently. By following these tips and leveraging the right integrations, your nonprofit can harness QuickBooks’s full potential to manage finances effectively and maintain donor trust.

Finance 52
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7 Database Goals for Your Independent School’s Capital Campaign

Blackbaud

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. Check in with your finance office to make sure reconciliation is working for them.

Goals 83
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30 Most Effective Nonprofit Software Solutions for 2024

Qgiv

Plus, there’s many challenges you have to overcome, such as limited staff capacity, rising costs, and inadequate finances. In fact, 67% of nonprofits use a CRM. Analyze donor behavior, campaign performance, and operational metrics to make data-backed decisions and optimize your fundraising. Analyze data for informed decisions.

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Launch Your Most Successful Year-End Giving Strategy Ever

Community Boost

share their experiences with year-end giving strategy as well as the folks at Giving Tuesday (GT) (the organization that tracks GT metrics and has TONS of templates and tips to help you effectively participate), I have some gold to share. After listening to development teams from across the U.S. Don’t go by the seat of your pants.

Goals 52