Blackbaud

SEPTEMBER 12, 2024

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

CRM Finance Fundraising Funding 59

Blackbaud

OCTOBER 8, 2024

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 82

CRM Fundraising Goals Metrics 82

GiveSmart

NOVEMBER 29, 2023

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?

Software 52

Software IT Fundraising CRM 52

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

Goals 75

Goals Finance Policy Policies 75

Greater Giving

SEPTEMBER 24, 2024

Store data about your wealthiest donors in your nonprofit’s CRM to reference in future communications. Use your CRM to note every interaction you have with major donors. The UpMetrics guide to impact reporting recommends taking the following steps to make your reports as compelling as possible: Choose relevant metrics.

CRM 52

CRM Metrics Retainer Consulting 52

Tech Soup

OCTOBER 7, 2015

Here are some Affinity Program offers: Financial SCAN by the Nonprofit Finance Fund and GuideStar is an easy-to-use data platform that focuses users on the financial metrics that matter most, without oversimplifying what it takes to keep organizations' finances in balance.

Donation 58

Donation Finance Retail CRM 58

Get Fully Funded

APRIL 20, 2021

Don’t give your VA access to your organization’s bank account or finances. Your VA can track metrics and work with you to strategize on getting more out of your social media channels. Someone local will still have to pick up and deposit checks, but the VA can enter the data in your CRM or on your spreadsheet.

Calendar 116

Calendar Nonprofit Management Media 116