Wild Apricot

DECEMBER 21, 2017

Customer Relationship Management (CRM) Platform. Based on his matrix (see below) , companies reeling in below one million dollars in ARR can hire a number of tech-savvy staff, analysts and administrators to: Manage the CRM. Administer, synchronize and optimize technology stack including CRM. Sales Activities. Lead Generation.

IT 161

IT Metrics CRM Contracts 161

Ann Green's Nonprofit

OCTOBER 12, 2023

If you’ve been struggling to meet your revenue goals, that may be why. Plus, you don’t think your current CRM/database can handle it and it will cost too much to get a better one. A good CRM/database is worth the investment. Remember, investing in a good CRM/database will help you with this. More on that below.)

CRM 313

CRM Donation Media Goals 313

Blackbaud

NOVEMBER 5, 2024

Here are six best practices for creating an effective digital impact report that truly reflects your organization’s mission and accomplishments, with a goal of increasing donor engagement. Importing CRM data into a digital report builder, like Storyraise , is simple and quick.

CRM 116

CRM Demographics Metrics Education 116

Blackbaud

JANUARY 13, 2025

Sure, you have a CRM full of small and mid-level donors, and a few programs that bring in a little recurring revenue. This alignment prevents mission creep and maintains the integrity of your nonprofit’s goals. The goal is long-term sustainability with minimal additional resources.

Finance 105

Finance Strategic Plan Consulting Consultant 105

Blackbaud

NOVEMBER 7, 2024

But you do have evidence in your fundraising CRM. Qualifying has one goal: to turn your pool of rage donors into a curated list of potential long-term supporters. Regardless of whether they donated before the election or in response to it, don’t treat rage donors as one-and-done. Do they have the wealth and propensity to give more?

CRM 105

CRM Donation Media AI 105

Blackbaud

JUNE 6, 2024

But you and I know it’s critical to maintain a robust and up-to-date CRM. Just as a successful capital campaign follows defined steps and milestones, so does the work of a database manager—nitty-gritty, behind-the-scenes tasks to keep the campaign moving toward its goal. We work hard to transform basic input into high-quality data.

Goals 103

Goals Finance Policy Policies 103

Blackbaud

MARCH 10, 2025

Sharing data in an integrated financial and CRM ecosystem aligns functional teams and reduces time-intensive manual extracting and inputting of data, allowing you to put more of your time, energy, and resources into furthering your mission. The “machines” can finally “talk” to each other.

Finance 85

Finance Fundraising Software Budget 85

Planned Giving

JANUARY 25, 2025

Getting Ready to Implement Moves Management Set Clear Goals Before implementing moves management, establish well-defined revenue targetsboth short-term and long-term. Moves management thrives when everyone understands the goals and commits to the necessary tasks, such as logging donor interactions or scheduling regular check-ins.

Management 52

Management CRM Metrics Readiness 52

GiveSmart

NOVEMBER 1, 2024

Once the end-of-year giving campaign goes public, the remaining fundraising goal will be met by following best practices and promoting across all channels. Year-End Fundraising Campaign Goal Planning Set specific goals for year-end fundraising and donor engagement.

Donation 105

Donation Media Nonprofit Goals 105

NonProfit PRO

MARCH 24, 2023

Blackbaud announced the general availability of SKY API endpoints for Blackbaud CRM and Blackbaud Altru that will make it easier for customers to expand further and extend the capabilities of these solutions to meet their fundraising and constituent engagement goals.

CRM 75

CRM Goals Fundraising IT 75

Ann Green's Nonprofit

OCTOBER 16, 2024

If you haven’t been segmenting your donors and have been struggling with meeting your revenue and retention goals, that may be why. Plus, you don’t think your current CRM/database can handle it and it will cost too much to get a better one. Remember, investing in a good CRM/database will help you with this. More on that below.)

CRM 177

CRM Donation Media Goals 177

Blackbaud

NOVEMBER 27, 2024

Crowdfunding and peer-to-peer platforms: Enable nonprofits to share their mission, set goals, and encourage donations through community-driven campaigns on third-party sites or supporters’ social media. Set a collective goal and encourage friendly competition by featuring a leaderboard or highlighting top donor pages.

Fundraising 98

Fundraising Nonprofit Media Donation 98

Pamela Grow

FEBRUARY 5, 2025

That way, you can add interested individuals to your constituent management system (CRM) and serve them additional marketing content to increase their engagement. Use these strategies to increase marketing-qualified leads: 1. Optimize your newsletter CTAs. Leverage retargeting campaigns. but didnt take action to get further involved.

Nonprofit 147

Nonprofit Donation Readiness Fundraising 147

Candid

JANUARY 28, 2025

According to Salesforces Nonprofit Trend Report , digitally mature nonprofits are 4x more likely than their peers to achieve their mission goals. Our goal is to equip nonprofits with the tools and resources needed to become more effective and stable in the long term, he says. Seek out capacity-building opportunities.

Funding 85

Funding Nonprofit Budget Strategic Plan 85

Get Fully Funded

JANUARY 4, 2023

It is a key piece of your organization’s strategy and should support your mission and goals. Your nonprofit’s CRM is the centerpiece of your technology stack and will dictate how your team operates. There is a wide variety of CRM solutions available, many of which are specialized to help different types of organizations.

CRM 64

CRM Consultant Consulting Consulting 64

Ann Green's Nonprofit

JULY 30, 2024

No matter what technology you’re using to collect data, make sure all of these findings are routed to your constituent relationship management (CRM) system so the information is consolidated in one unified platform. Charitable giving saw a 2.1% Fortunately, there are ways your organization can battle these disheartening statistics.

Ethics 286

Ethics Donation Demographics CRM 286

Center for Major Gifts

JANUARY 25, 2025

Moves management works best when everyone understands the goals and commits to the necessary tasks, whether logging donor interactions or scheduling regular check-ins. Building a Solid Data Foundation An accurate, up-to-date CRM is essential for tracking each interaction, so begin by cleaning up donor records. What is Moves Management?

Management 52

Management CRM Readiness Metrics 52

GiveSmart

JANUARY 22, 2025

Check out The Essential Fundraising Event Checklist: Implementation for to-dos and action items to make your next event a goal-getting success! This blog is a guest post from GiveSmart Fundraise and Donor CRM integration partner, Double the Donation. Plan and host your upcoming events with confidence! Best of luck, and happy hosting!

Fundraising 92

Fundraising CRM Donation Media 92

Blackbaud

OCTOBER 30, 2024

Smart Donor Research Instead of spending hours Googling prospects, hunting down LinkedIn profiles, and scanning your CRM for every ounce of information, let AI be your research assistant. We’ve all received cringe-worthy fundraising messages that just don’t feel quite human.

AI 104

AI Metrics Fundraising Training 104

CauseVox

JANUARY 20, 2025

But heres the good news: 2025 can be the perfect year to strengthen your donor retention with clear goals , a well-thought-out fundraising calendar , a killer fundraising campaign and a refined donor retention strategy to help you keep your supporters year-round. Its officially 2025! Youre saving money by improving your donor retention.

Retainer 103

Retainer Media Donation Software 103

OneCause

MAY 12, 2021

For many successful organizations, the center of their fundraising technology is a nimble CRM, or customer relationship management system. What is a CRM system? Before we go any further, let’s be more specific about what we mean by a CRM system. Before we go any further, let’s be more specific about what we mean by a CRM system.

CRM 59

CRM Fundraising Strategic Plan Consulting 59

Blackbaud

MAY 1, 2024

Convert More Donors with a Better Donation Form The goal for nonprofit organizations and higher education advancement teams is always to raise more money online. When it comes to the donor journey, a proper strategy can make all the difference. Here are some proven tips to streamline the donor journey, from first gift to lifelong engagement.

CRM 115

CRM Donation Retainer Software 115

GiveSmart

MARCH 12, 2025

These data points are great for setting campaign goals and evaluating the success of your nonprofit at a high level. These data points can help your organization evaluate progress towards goals and identify areas you need to improve. Reliability is the number one factor to consider when collecting donor data.

Fundraising 65

Fundraising Donation Media Management 65

Get Fully Funded

DECEMBER 9, 2024

Use CTAs to encourage supporters to take actions that align with your goals, such as donating, volunteering, or joining your grassroots advocacy campaign. Ensure your nonprofits CRM or marketing platform is equipped to track performance metrics relevant to your goals. Strategically craft your CTA language. Add hover animations.

CRM 52

CRM Donation Consulting Consultant 52

Candid

OCTOBER 29, 2024

” Shifting professional and personal priorities The pandemic also prompted many nonprofit workers to reassess their professional goals and personal priorities. “I tried many different types of nonprofit work: direct service, fundraising, and even CRM sales for a large corporation.

Consultant 64

Consultant Consulting Consulting Nonprofit 64

Get Fully Funded

DECEMBER 17, 2024

Many organizations are experts at driving traffic to their online donation forms, but plenty struggle to actually secure donations and reach their fundraising goals. Gather relevant information to add to your CRM. Store their responses in your nonprofits CRM database to provide a better experience for donors.

Donation 52

Donation CRM Media Software 52

Pamela Grow

OCTOBER 30, 2023

Before you begin any project involving data analysis, start by clearly outlining your goal so you know which metrics to analyze. First, we’ll cover how to determine your goals for your monthly giving program. When laying out your goal, consider following the SMART model for goal setting. Determine your objectives.

Metrics 130

Metrics Goals Nonprofit Media 130

Blackbaud

JANUARY 28, 2025

Understanding your teams processes, challenges, and goals will help you make the best decision. It should allow you to send ad hoc emails from within the system and synchronize data with your donor management CRM and fund accounting systems. You might consider asking a student or recent graduate to get their perspective.

Award 80

Award Management Software Utilities 80

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. Tim McCleary, CRM Director for The Salvation Army Southern Territory, said the organization’s 71 major and planned giving officers have portfolios assigned by geographic region across 15 states.

CRM 105

CRM Fundraising Goals Finance 105

Blackbaud

JULY 19, 2024

The goal when building midlevel programs is to identify the best midlevel donors (both prospects and existing middle donors) to nurture for continued support while ensuring the investment yields positive returns. But remember, the goal of AI is to simplify your workflow, not complicate it further.

AI 105

AI CRM Fundraising Goals 105

Center for Major Gifts

JANUARY 22, 2025

First, centralize your data in a single donor management system or CRM, ensuring you have one source of truth for all donor information. Donor Research Software For deeper insights, specialized donor research platformslike iWave, WealthEngine, or DonorSearchoffer tools that extend well beyond basic CRM analytics.

Metrics 52

Metrics CRM AI Management 52

Qgiv

JUNE 23, 2021

Creating a sustainable, scalable fundraising campaign that will help you grow your future impact is just as important as reaching your fundraising goal. All fundraisers know that their main goal is to raise money, but not all of them think about sustainability or scalability. Use a CRM to help w ith donor research .

Fundraising 97

Fundraising CRM Nonprofit Retainer 97

Double the Donation

SEPTEMBER 27, 2021

It’s easy to get started, the fees are low, and you get to keep whatever funds you raise (regardless of whether or not you meet your goal!). This “keep it all” (KiA) model allows fundraisers to focus on spreading awareness for their campaigns and recruiting more donors, instead of worrying about a deadline or a looming goal.

Fundraising 145

Fundraising Donation Goals Funding 145

Blackbaud

MARCH 11, 2024

AI tools help minimize those tasks by prioritizing and identifying donors, drafting email communications, and syncing data to your CRM. Build relationships with your community : As a major gift officer, your goal is to build long-lasting relationships with donors. AI can help determine: Who is likely to give at what level?

AI 105

AI Fundraising CRM Template 105

Blackbaud

JULY 30, 2024

Constituent relationship management (CRM) platform. Your nonprofit may have viable major donor prospects among its current supporters, so digging into your CRM data can help you find them. Then, you can use your prospect research database to see if they have the financial capacity to upgrade to the major donor level.

AI 104

AI CRM Retainer Fundraising 104

The Fundraiser Coach

MAY 8, 2024

I clearly remember walking into the development office, dreading opening up the CRM to start my fundraising week. Reflect and Write : Reflect on the week — what goals did you meet, and what tasks are rolling over into next week? It doesn't have to be that way! Make a list. It's about ending well to begin even better.

Fundraising 130

Fundraising ChatGPT Readiness CRM 130

GiveSmart

NOVEMBER 29, 2023

Integrate a fundraising CRM with accounting software Recording data like money flow is an essential fundraising component. By integrating customer relationship management (CRM) fundraising software and accounting platforms, nonprofits consolidate these processes. It can also enable better transparency and relationships with donors.

Software 52

Software IT Fundraising CRM 52