Blackbaud

OCTOBER 21, 2024

Donor Information Can Make Prospect Research a Dream Let’s re-envision that nightmare scenario as a dream come true: A few hours before an event, your donor relations team hands you an event briefing, with a bulleted list of attendees and a quick blurb on each of them. What is donor information management?

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Pamela Grow

NOVEMBER 6, 2023

But your data collection contains sensitive information about your supporters, and they trust you to handle that data carefully. Thankfully, your nonprofit constituent relationship management (CRM) system can help keep donor data safe. Invest in secure software First and foremost, the CRM itself must be secure.

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Ann Green's Nonprofit

DECEMBER 4, 2024

A good CRM/database will help you avoid any missteps.* You could also direct people to your website for more information about your nonprofit. Be careful about how much information you send. Get together a group of board members, other volunteers, and staff to help you. Make sure these are brand new donors.

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Donation Electronics CRM Budget 211

Blackbaud

AUGUST 12, 2024

Where does your constituent relationship management software (CRM) fit into that culture? The Power of a CRM-Centric Culture Reflecting on my 20-plus years of working with nonprofit organizations, I can point to one pivotal era that underscored the importance of a CRM-centric culture: the pandemic.

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CRM IT Strategic Plan Training 111

NonProfit PRO

AUGUST 31, 2022

The beauty of using a customer relationship management (CRM) tool is that it gives you a place to house your donor information and creates automated processes and background information to guide you in continuous engagement.

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Blackbaud

NOVEMBER 5, 2024

Audiences can be categorized into different segments based on their demographic information and donation behavior. Infographics, charts, and visuals can also help make complex information more digestible and showcase the difference your organization makes.

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CRM Demographics Metrics Education 116

Pamela Grow

FEBRUARY 5, 2025

This journey includes individuals who are almost ready to contribute and those who are still considering and may need more information before givingboth are considered leads. That way, you can add interested individuals to your constituent management system (CRM) and serve them additional marketing content to increase their engagement.

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Ann Green's Nonprofit

MARCH 28, 2024

Clean up your mailing lists and CRM/database Has it been a while since you updated your mailing lists? go through your mailing lists and CRM/database to see if you need to make any additions, changes, and deletions. You’ll also make some much-needed improvements to your infrastructure and donor communication. Be meticulous.

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CRM Nonprofit Template Donation 290

Ann Green's Nonprofit

AUGUST 30, 2023

Data can help inform your nonprofit’s approach to text-to-give and drive greater fundraising results. A text donation campaign informed by donor data is more likely to inspire donors to act and bring in greater fundraising results. Use these tips to boost your text messaging strategy.

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Blackbaud

DECEMBER 10, 2024

By integrating fundraising and finance systems, information flows easily from gift records to journal entries, saving time, reducing the risk of fraud, and simplifying audits. Empowered Teams Everyone in the organization has access to the information they need. Just imagine what you could do if you were able to cut that time in half.

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Ann Green's Nonprofit

JULY 30, 2024

However, you’ll need to consider the ethics of collecting this information. Get permission from donors when gathering information about them and always prioritize data security to keep their personal information private. Don’t limit your analysis to basic data points like demographic information or average gift size.

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Ethics Donation Demographics CRM 286

Planned Giving

JANUARY 25, 2025

After each move, you record outcomes and insights to inform the next step. Key Insight Tweet Build a Strong Data Foundation An accurate, up-to-date CRM is essential for tracking interactions. These insights will inform the moves management process, helping you personalize outreach and prioritize high-potential donors.

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Management CRM Metrics Readiness 52

DonorSnap

DECEMBER 24, 2024

Many nonprofits rely on their CRM to manage aspects of their auction, but combining a CRM with specialized auction software can unlock a more efficient and seamless way to manage your event from start to finish. If youve ever wondered whether investing in auction software like AuctionSnap is worth it, youre not alone.

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Software CRM Nonprofit Donation 52

Ann Green's Nonprofit

MARCH 21, 2024

So is a good CRM/database to help you with this. If you can do this after every campaign, you should have fairly up-to-date information on your donors. Also, please stop sending Dear Friend letters. You’re not being a good friend if you don’t even use your donors’ names. I know this will take more time, but it’s worth the investment.

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Template CRM IT Fundraising 297

GrantNews

MARCH 27, 2025

Customer Relationship Management (CRM): Manage customer interactions, sales pipelines, and business relationships efficiently. Upgrade to a MemberPlus+ subscription to view the full grant details, including eligibility criteria and application information. For more information, you can also visit the Gr a ntWatch FAQ page.

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DonorSnap

DECEMBER 24, 2024

Many nonprofits rely on their CRM to manage aspects of their auction, but combining a CRM with specialized auction software can unlock a more efficient and seamless way to manage your event from start to finish. If youve ever wondered whether investing in auction software like AuctionSnap is worth it, youre not alone.

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Software CRM Nonprofit Donation 52

Pamela Grow

SEPTEMBER 25, 2024

Then, group them accordingly in your constituent relationship management system (CRM), and use the channels they indicate to promote recurring giving. If you’re missing any supporter information you need to reach your segmentation goals, enriching your database can fill those gaps. Demographics. Event communications. Impact updates.

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Demographics Metrics Goals Media 278

Pamela Grow

FEBRUARY 11, 2025

These include: Donation receipts and tax acknowledgments: Promptly sending these essential documents shows your professionalism and gratitude while giving donors the information they need for tax purposes. Track these metrics using your nonprofit constituent relationship management system (CRM) and fundraising software.

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Metrics CRM Donation Fundraising 147

GiveSmart

MARCH 12, 2025

Importance of Donor Data Collection Collecting data is extremely important in any industry to help individuals make informed decisions. Sometimes, the sheer volume of information can be overwhelming and challenging to analyze. Data that shows community appreciation: This type of information can be hard to quantify.

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Ann Green's Nonprofit

MAY 6, 2024

Invest in a good CRM/database Plain and simple, a good CRM (customer relationship management)/database can help you raise more money. Many CRMs have built-in payment processors. Your CRM will let you personalize your letters and email messages. In short, you can do a lot with a good CRM/database.

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CRM Budget Template Media 160

Get Fully Funded

JANUARY 4, 2023

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. Here are four factors to take into account when purchasing a CRM: 1.

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CauseVox

JANUARY 20, 2025

Use your donation software such as a CRM or even a spreadsheet to track and monitor this essential donor data. You may ask them to sign up for an email list, or fill out a short survey to tell you more information about themselves. Educate Your Donors Keep donors informed about WHY their gift matters. Well weve got it for you!

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Blackbaud

MARCH 10, 2025

This seamless flow of information is truly incredible, particularly when the data exchange is between finance and fundraising. Before and after giving, donors demand more information about the impact of their donations. When all that information is in one place, it’s easy to layer it into your external reporting.

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Finance Fundraising Software Budget 81

Center for Major Gifts

JANUARY 25, 2025

After each move, you record outcomes and insights, informing the next step. Building a Solid Data Foundation An accurate, up-to-date CRM is essential for tracking each interaction, so begin by cleaning up donor records. Tracking Progress Throughout cultivation, document every interaction in your CRM. email opens).

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DH Leonard Consulting & Grant Writing Services

JULY 26, 2024

While potentially a bit biased, I thought their tips regarding how your CRM can help with your grant seeking were right on point. It’s a great reminder that the CRM system you use has the potential to support all elements of the Grant LIfe Cycle: Readiness, Research, Relationships, writing, and Reporting.

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DonorSnap

APRIL 29, 2024

A nonprofit CRM system offers many benefits, including facilitating team collaboration on fundraising efforts. A nonprofit CRM system helps your team maintain detailed supporter notes, enhancing donor stewardship. If your CRM isn’t being fully utilized, we want to help! Is your nonprofit fully utilizing its database?

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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. People tend to rely heavily on the first piece of information they receive when making decisions (also known as anchoring bias).

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AI Metrics Fundraising Training 104

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. Keep stakeholders informed throughout the process to ensure continued buy-in and support for the new revenue stream. You see the writing on the wall. But you need to diversify your revenue streams.

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Finance Strategic Plan Consultant Consulting 105

Blackbaud

SEPTEMBER 12, 2024

You can change the scenario—including the dramatic little scene above—by effectively integrating data from your fundraising CRM and your accounting system. For example, an integrated posting process can mark transactions as ‘posted’ in the fundraising CRM so they can’t be inadvertently posted again.

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Greater Giving

DECEMBER 12, 2023

In the rapidly evolving landscape of nonprofit organizations, the ability to harness data for informed decision-making is more critical than ever. That’s where customer relationship management (CRM) comes in. A CRM is the backbone of effective communication, engagement , and fundraising strategies.

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Blackbaud

MAY 1, 2024

A streamlined form is as straightforward as possible, requiring only the gift amount, the credit card information, and the email address. Here are some of the most important reasons to integrate systems so your CRM is sharing data with your email marketing system, and vice versa: Data siloes stifle your engagement strategy.

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DonorSnap

JANUARY 18, 2023

A nonprofit CRM will help you build meaningful relationships with your supporters. To reap the true benefits of CRM, your nonprofit will need both a system and a strategy. Keep reading to discover how you can leverage a CRM system and strategy to build lasting relationships with your supporters. What is a Nonprofit CRM System?

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CRM Nonprofit Budget Donation 52

Double the Donation

JULY 28, 2023

A constituent relationship management (or CRM) solution allows an organization to track its relationships with key constituents. Nonprofit CRM software is a specific system designed for charitable organizations to manage and streamline their fundraising and engagement efforts.

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CRM Software Management Nonprofit 52

Double the Donation

JULY 25, 2023

A constituent relationship management (or CRM) solution allows an organization to track its relationships with key constituents. Nonprofit CRM software is a specific system designed for charitable organizations to manage and streamline their fundraising and engagement efforts.

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CRM Software Management Nonprofit 52

Blackbaud

MARCH 25, 2025

Understanding the differences between these two processes can help you make informed decisions and improve transparency, compliance, and trust within and outside your nonprofit organization. Both financial reviews and audits serve important purposes, but they differ significantly in scope and detail.

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Software Nonprofit Finance Funding 82

Greater Giving

JULY 18, 2023

You collect information at every turn, whether someone fills out your donation form, registers for an event, interacts with you on social media, or browses your website. However, it can be easy to get lost if you don’t know which information is helpful to your nonprofit. Organize and segment your data in your CRM.

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CRM Demographics Management Donation 98

DH Leonard Consulting & Grant Writing Services

MARCH 20, 2025

Track applications in your CRM to stay organized. Keep track of grant opportunities youve already applied for, applications still in progress, grants youve won, and rejected opportunities in your CRM platform. Other team members may point out key information or details that would enhance the proposals. Use an active voice.

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