CRM Finance Readiness 
Blackbaud
JANUARY 14, 2025
As a tech leader at a growing social impact organization, you know that migrating to an enterprise-scale constituent relationship management (CRM) system can be a daunting proposition. So, what are the specific signs that your organization has reached a tipping point and needs to consider moving to an enterprise-scale CRM ?
Blackbaud
JANUARY 24, 2025
Is your nonprofit or school getting the most from its fundraising CRM? Many organizations use CRMs to track donor information, but most are missing out on the benefits that come from integrating them with their other software. When you link your existing tools with your CRM, it becomes more than just a place to store data.
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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.
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. Make giving easy.
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?
Candid
APRIL 14, 2021
Ideas for fundraising allies include: Program, operations, finance, and admin staff. If your team isn’t ready to make the ask, have them start by being in the (Zoom) room. A diverse set of roles, experiences, communication styles, and backgrounds will help you build relationships with a diverse base of supporters. Remember to ask.
Qgiv
DECEMBER 10, 2024
Then, create a donor segment list of these special supporters in your CRM. Employer name] has a matching gifts program, and your latest gift of [gift amount] is ready to be doubled! If you aren’t ready to make a gift of that level, please consider making whatever contribution you can.
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