Tech Soup

MARCH 20, 2015

If you are trying to select a new donor database or want to confirm whether it's best to stick with what you've already got, join us for Ready, Fire, Aim! Getting the information you need to make an informed decision. constituents CRM webinars events Online Seminar donors donor management donor database'

Readiness 50

Readiness CRM Management Nonprofit 50

Bonterra

APRIL 10, 2024

Enterprise Go beyond the standard CRM with enterprise-grade data management capabilities, AI-driven intelligence, and the features you need to maximize results and revenue. Nonprofit CRM Create a single source of truth for all donor interactions with a nonprofit-specific CRM solution. Request a demo Which plan is right for you?

Fundraising 98

Fundraising CRM Software Professional Services 98

Ann Green's Nonprofit

JUNE 18, 2024

They’re on your website ready to give. You can include information about volunteering and other ways to get involved elsewhere, such as a thank you landing page. Depending on your CRM/database, you may be able to customize gift amount strings. Since most people give online, I’ll focus on that first. How’s that going to go?

Donation 176

Donation CRM Calendar Fundraising 176

Planned Giving

JANUARY 25, 2025

After each move, you record outcomes and insights to inform the next step. Getting Ready to Implement Moves Management Set Clear Goals Before implementing moves management, establish well-defined revenue targetsboth short-term and long-term. Pro Tip Tweet Track Progress Document every interaction in your CRM. email opens).

Management 52

Management CRM Metrics Readiness 52

The Fundraising Coach

FEBRUARY 11, 2020

Whether that’s an opened email newsletter, a social media comment, or the many digital donations made during your year-end fundraiser , these interactions provide a wealth of information. Store data in the right CRM for you. Are you ready to make the most of your donor data? Establish clear data hygiene practices. The answer?

CRM 87

CRM Fundraising Pass-Through Software 87

Center for Major Gifts

JANUARY 25, 2025

After each move, you record outcomes and insights, informing the next step. Getting Ready to Implement a Moves Management System at Your Nonprofit Before implementing a moves management process, your organization must have well-defined short-term and long-term revenue targets. email opens).

Management 52

Management CRM Readiness Metrics 52

Double the Donation

NOVEMBER 15, 2021

PatronManager – Patron Technology’s powerful ticketing and CRM solution – and Double the Donation are proud to launch a matching gift integration between PatronManager donation forms and 360MatchPro, the leading matching gifts automation provider by Double the Donation. Ready to get started with your own matching gift journey?

Donation 96

Donation CRM Education Readiness 96

Qgiv

JUNE 23, 2021

Are you ready to maximize your fundraising efforts and see real results? Use a CRM to help w ith donor research . Data-driven fundraising strategies are always the smartest move, so make sure you have the necessary constituent relationship management software (CRM) integrations and reporting tools. Develop a Strategy.

Fundraising 97

Fundraising CRM Nonprofit Retainer 97

Blackbaud

JULY 19, 2024

They have typically seen and liked your organization’s work, feel connected to your cause, and are ready to be more actively engaged in your mission. Predictive AI software tools use machine learning technology to analyze your CRM donor data and identify complex giving patterns and trends indicative of midlevel donor potential.

AI 102

AI CRM Fundraising Goals 102

Blackbaud

FEBRUARY 8, 2024

You want to collect the data you need to make informed decisions, support your grantees’ success, and demonstrate your impact. But you also want to respect your grantees’ time and resources and avoid asking them for information that you don’t use or that they have already provided elsewhere.

Applicant 108

Applicant Application Grant Management Goals 108

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. Lets make this happen.

Retainer 103

Retainer Media Donation Software 103

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. The Power BI Lead Generation Dashboard With donor tiers, analytics, and a robust database in place, McCleary was ready to see what he could do with Power BI.

CRM 101

CRM Fundraising Goals Finance 101

Get Fully Funded

FEBRUARY 23, 2021

With your website up and running, you can turn your attention to email marketing, keeping supporters informed about your work through email. Also known as Customer Relationship Management, or CRM, donor management is certainly important, though not necessarily more than other tools. Choose a processor that plays well with your CRM.

CRM 105

CRM Nonprofit Management Media 105

Qgiv

AUGUST 21, 2024

That can include actual fundraising solutions, such as donation forms and event registration, or tools that help you manage and contact your donors, such as CRM or marketing software. Top fundraising software providers Here’s a list of top fundraising, CRM, and marketing tools to support your nonprofit’s revenue-generation efforts.

Software 95

Software Fundraising CRM Donation 95

Blackbaud

APRIL 8, 2024

You don’t know what you’ve accomplished, and you don’t have the information you need to get better at what you do.” Here are a few features that enable you to get the information you need to make informed decisions: Integrations Integration with your fundraising and CRM systems allows for automated and accurate data pass-through.

Funding 108

Funding Indirect Cost Pass-Through Donation 108

CauseVox

OCTOBER 12, 2021

They make this happen by providing tons of features, incredibly responsive support (that’s powered by people instead of robots), and an intuitive administration dashboard with all the information you could ever want. Best CRM For Donor Management: Kindful. Yes, every nonprofit needs a CRM, and no nonprofit is satisfied with their CRM.

Fundraising 73

Fundraising CRM Nonprofit Grants 73

Blackbaud

DECEMBER 14, 2023

Include this information on your organization’s website, in communications to the applicants, and choose specific settings on your form. This provides a detailed paper trail of request information to help teams make their decisions and collaborate. How long is it? Are there regular deadlines? This could be by phone, letter, or email.

Grant Management 114

Grant Management Management Grants Grant 114

Double the Donation

SEPTEMBER 27, 2021

Get started with Snowball’s Essential Plan for free, and receive access to the basic giving tools you need—including an optimized online donation page, a CRM dashboard, and recurring gift functionality. If you’re ready to get crowdfunding, we suggest launching a campaign with one of our favorite picks.

Fundraising 145

Fundraising Donation Funding Goals 145

CauseVox

OCTOBER 1, 2024

To identify who your mid-level donors are, you can leverage your CRM or donor database to track giving patterns, engagement, and communication history. These donors are typically highly invested in your cause, seeking impact but not always ready for the significant financial commitment of major gifts.

CRM 88

CRM Readiness Donation AI 88

Blackbaud

JANUARY 17, 2024

Here are a couple common features that may be on your list: CRM capabilities: Manage all your contacts in the same place you manage your grant programs. Make sure you know what that will look like for your GMS, even if you aren’t ready for those features yet. Check out our guide for a smooth GMS implementation.

Grant Management 94

Grant Management Management Grant Management Software Grants 94

Blackbaud

FEBRUARY 15, 2024

If you’re ready to make a plan to retain your volunteers, start with these six tips. Managing information in one system will allow you to produce important data, such as reporting, to ensure all necessary information is available for building a more efficient program. People do want to get involved when and where they’re needed.

Retainer 111

Retainer Policies Policy Training 111

Tech Soup

OCTOBER 18, 2011

For the last few decades we have been enjoying this explosive "information" age. If your organization is growing, you have the added challenge of sharing this information with your associates. When you need to share this information and create processes to be followed, you are ready to graduate to a CRM system.

CRM 48

CRM Nonprofit Mentor Management 48

Blackbaud

JULY 22, 2024

Before you start digging into the nuances of what and how you ask for information, use this opportunity to look holistically at your application to make sure it matches the tone of your organization. Something as simple as autofilling address information based on their login can save time. How will you use the information?

Applicant 88

Applicant Application Grant Grants 88

Double the Donation

JUNE 15, 2021

Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Ready to see it in action? FlexFormz integrates with multiple CRM databases to provide clean, actionable data and powerful real-time reporting. Rest easy knowing that 360MatchPro can handle the rest.

Donation 95

Donation CRM Fundraising Readiness 95

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).

AI 97

AI Metrics Fundraising Training 97

Tech Soup

JANUARY 27, 2014

Your nonprofit is getting ready to lead an important advocacy campaign: a key bill central to your mission has just been introduced in the state legislature, but the process of getting it passed is fraught with uncertainty. You need to encourage your constituents to talk to their state representatives and voice support for the bill.

CRM 67

CRM Applicant Application Pass-Through 67

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. Review reporting.

Goals 94

Goals Finance Policies Policy 94

Tech Soup

SEPTEMBER 29, 2014

Patrick White, CEO of Synata, likened it to Google Now , which knows where you are and where you need to be, and reminds you of relevant information. Gainsight identifies customers who are thinking of leaving, and ones ready to be upsold. It addresses the rising cost of information overload and retrieval.

CRM 60

CRM Conference Contract Contracts 60

Candid

APRIL 14, 2021

Think about how you can adapt the key components of a strong major gifts program to your organization: Data—from a spreadsheet to an enterprise-level CRM (customer relationship management), you’ll need a way to track and analyze giving history, affinity, capacity, and interactions. What does success look like, and how will you track it?

CRM 105

CRM Finance Retainer Management 105

CauseVox

OCTOBER 8, 2024

CRM Integration The ability to integrate with tools you already use can streamline your workflow and improve efficiency. One of the most important integrations to consider is with your CRM. This ensures that your donor data remains organized, up-to-date, and ready for use in personalized follow-ups and future campaigns.

Fundraising 81

Fundraising CRM Donation Demographics 81

Double the Donation

MARCH 23, 2021

Double the Donation and Ellucian are proud to debut expanded matching gifts functionality with 2-way data sync between 360MatchPro and Ellucian’s CRM Advance, allowing university clients to access valuable matching gift and employer information directly from their CRM Advance account. .

Donation 52

Donation CRM Software Education 52

Qgiv

OCTOBER 21, 2021

Strategic partnerships and research inform her approach to new challenges and when drafting fundraising communications. Data is best utilized when information is organized and synthesized over the long-term, allowing you to seize opportunities when they arise and avoid potential pitfalls. What do we mean by “data?”.

Metrics 69

Metrics Nonprofit CRM Readiness 69

The Fundraising Coach

AUGUST 12, 2020

With the help of your nonprofit’s CRM software , you’ll use the data you’ve stored to create valuable segments that will help with these communications strategies. Ready to dive deeper into these valuable donor segments? First, you can dig in your CRM to decide what they’ve responded positively to in the past. Giving Level.

Nonprofit 126

Nonprofit CRM Donation Fundraising 126

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. Next, relevant donor information that goes beyond basic demographics should be collected. Logging each step in your CRM creates transparency and accountability across your fundraising team.

Metrics 52

Metrics CRM AI Management 52

Qgiv

SEPTEMBER 2, 2024

Donor management software enables you to organize your donor information, track gifts, and strengthen your donor engagement. In fact, 67% of nonprofits use a CRM. Analyze data for informed decisions. Integrated software helps you connect your different solutions for more efficient data flow. Personalize donor engagement.

Software 98

Software Nonprofit Management CRM 98

Qgiv

AUGUST 4, 2023

From recruitment to training to stewardship, volunteer management helps your organization keep an effective and devoted staff of volunteers ready to aid your nonprofit with events, daily tasks, marketing, and more. Show them proper techniques for each job and inform them about what they can expect during their time volunteering.

Management 87

Management Retainer Nonprofit Training 87

Qgiv

JUNE 15, 2021

Including custom fields on your donation form ensures you gather exactly the information you need, and better information means better engagement with your donors. Using conditional fields also ensures that you gather the right information for the right donors. Use custom fields to gather additional participant information.

Donation 59

Donation CRM Template Readiness 59