Remove CRM Remove Information Remove Metrics
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Post-Event Follow-Up to Foster Long-Term Donor Relationships

Pamela Grow

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. By tracking key metrics, you can measure the duration and quality of your donor relationships and identify areas for improvement.

Metrics 147
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6 Best Practices for Increasing Engagement with Digital Impact Reports

Blackbaud

And once you’ve shared your report with stakeholders, be sure to track engagement metrics afterwards to see how well your report performed and in which ways it could be strengthened in the future. Audiences can be categorized into different segments based on their demographic information and donation behavior.

CRM 116
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Reach Your Target Audience: 5 Effective Segmentation Tips

Pamela Grow

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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Using Donor Data to Personalize Your Text Donation Appeals

Ann Green's Nonprofit

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.

Donation 271
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How to Use AI for the Right Ask (Without Being Creepy)

Blackbaud

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).

AI 104
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4 Tips for Uncovering Your Donors’ Giving Motivations

Ann Green's Nonprofit

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.

Ethics 286
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Using Moves Management: A Step-by-Step Guide to Cultivating Major Donors

Planned Giving

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. Capture data points like donation history, event attendance, and engagement metrics (e.g., Verify contact details. email opens).