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

The Fundraising Coach

JUNE 11, 2024

Establish data governance. With the right donor database or constituent relationship management (CRM) system, you can centralize your data and create a single source of truth for all valuable information your organization collects. Look to integrate the following tools with your CRM: Fundraising platform. Fundraising.

CRM 59

CRM Metrics Policies Procedures Nonprofit 59

The NonProfit Times

OCTOBER 16, 2024

Compatibility with your CRM, marketing automation platforms, and donation management systems is key to creating a cohesive donor experience. Data Security and Governance During a time when many are faced with increasing data breaches and cyberattacks, ensuring the security of your donor data is paramount.

AI 89

AI Government Management CRM 89

Blackbaud

APRIL 8, 2024

These grants typically have goals associated with them—the foundation has a specific mission, or the government grant wants to address a specific societal issue. They come with some level of reporting requirements to show the money was spent the way it was supposed to be spent. Behavior: what people did differently as a result.

Funding 111

Funding Indirect Cost Pass-Through Donation 111

CauseVox

DECEMBER 8, 2023

Anticipating $30,000 in government grants, $15,000 in foundation grants, and $40,000 in pledges already committed, you’d need to secure an additional $115,000 through other fundraisers to meet your organizational goal. This metric tracks the percentage of donors from the previous year who continue to contribute in the current year.

Calendar 73

Calendar Budget Nonprofit Goals 73

The Fundraising Coach

APRIL 9, 2024

You’ll also want to discuss what tools you’ll use to track your project’s success, such as fundraising software and CRM platforms like Salesforce , and decide on which metrics to pay attention to. It’s important to know how your consultant will collaborate with your nonprofit’s internal operations. News & World Report.

Consultant 52

Consultant Consulting Consulting Fundraising 52

Planned Giving

FEBRUARY 20, 2025

#PlannedGiving TWEETABLE INSIGHT Tweet The Compounding Impact of Policy Shifts: Political Changes and Government Funding Reductions Smart nonprofits build funding models that withstand policy changes under any administration. Diversification is your shield against shifting government priorities.

Funding 52

Funding Policy Policies Nonprofit 52