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. Key Insight Tweet Build a Strong Data Foundation An accurate, up-to-date CRM is essential for tracking interactions. What is Moves Management? Verify contact details.

Management 52

Management CRM Metrics Readiness 52

Center for Major Gifts

JANUARY 25, 2025

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. Tracking Progress Throughout cultivation, document every interaction in your CRM. What is Moves Management? email opens).

Management 52

Management CRM Readiness Metrics 52

CauseVox

JANUARY 20, 2025

Its officially 2025! We made it through 2024, and with it the final push for year-end donations. Now is the time to make sure that your organization has donor retention strategies in place to bring those year-end supporters with you into 2025. Its a simple formula: attracting new donors costs a lot more than getting previous donors to give again.

Retainer 115

Retainer Media Donation Software 115

GiveSmart

JANUARY 22, 2025

Luckily, whether your team is in the beginning stages of event planning or youre ready to finalize the nitty gritty details, an exhaustive fundraising event checklist can help you confidently navigate the months and weeks before your event, the day of it, and even after! Of course, planning starts long before that!

Fundraising 97

Fundraising CRM Donation Media 97

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 105

AI Metrics Fundraising Training 105

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. Segmentation.

CRM 52

CRM Grant Grants Grant Writing 52

Tech Soup

DECEMBER 3, 2012

In our 2012 Global Cloud Survey we found that only 12 percent of respondents, mostly from larger organizations, are using cloud-based client relationship management (CRM) database services like Salesforce for Nonprofits , or Microsoft Dynamics CRM. But when is it time to consider moving your organization's data to the cloud?

Readiness 67

Readiness CRM Nonprofit Mentor 67

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.

CRM 59

CRM Finance Fundraising Funding 59

Tech Soup

JUNE 25, 2013

Finding the right CRM (constituent relationship management) program for your organization can help you find potential donors, foster relationships, and organize successful fundraising campaigns. With so many different CRM programs out there, however, it can also be very overwhelming! Is CRM in the cloud right for your organization?

CRM 47

CRM Readiness Management Education 47

CauseVox

MARCH 17, 2025

Picture this: a sunny day, a beautifully manicured golf course, and a group of enthusiastic golfers ready to tee offall while raising funds to support your nonprofit’s mission. Sounds pretty great, right? And the best part? Download the Free Complete Guide to Nonprofit Fundraising Events : 1. Evaluate the cost and amenities.

Fundraising 60

Fundraising Readiness Donation Media 60

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. Together, they paint a fuller picture of who might be ready to deepen their relationship with your organization.

Metrics 52

Metrics CRM AI Management 52

CauseVox

APRIL 28, 2025

A successful peer-to-peer campaign hosted on CauseVox that received donations from over 500 individual donors! Heres why it works: people give to people. Its trust by association, and it works wonders. Individual donors engaging their networks to raise money for Amigos. CauseVox makes launching peer-to-peer campaigns refreshingly simple.

Nonprofit 72

Nonprofit Media Donation Fundraising 72

Ann Green's Nonprofit

JUNE 18, 2024

They’re on your website ready to give. Depending on your CRM/database, you may be able to customize gift amount strings. What kind of experience are you giving your donors when they interact with your organization? Is it good, bad, or somewhere in between? It’s important for you to look at things from their perspective, not yours.

Donation 177

Donation CRM Calendar Fundraising 177

CauseVox

FEBRUARY 11, 2025

When choosing a platform, its important to consider key features like transaction fees, customization options, and integrations with your CRM or email marketing tools. A free fundraising platform takes care of all that for you, so you can focus on what matters most: connecting with donors and raising funds.

Donation 68

Donation Transportation CRM Metrics 68

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! Weiner and Tracy Kronzak will help you navigate what TO DO and what NOT TO DO when selecting a donor database or CRM for your nonprofit organization. spanhidden.

Readiness 50

Readiness CRM Management Nonprofit 50

The Fundraiser Coach

MAY 8, 2024

I clearly remember walking into the development office, dreading opening up the CRM to start my fundraising week. Here’s how I began to ensure a smoother transition from one busy week to the next, keeping my energy positive and my mind clear, ready to help donors change the world. It doesn't have to be that way! Make a list.

Fundraising 130

Fundraising ChatGPT Readiness CRM 130

CauseVox

APRIL 18, 2025

Are you ready to make your monthly giving program a must-have for donors, much like their favorite streaming service? It’s 2025, and we’re fully living in a subscription culture. Everything from our favorite tunes on Spotify to our weekly meal kits is just part of how we live nowsimple, straightforward, and automatic.

Donation 53

Donation CRM Media Management 53

CauseVox

OCTOBER 12, 2021

Current features include: Peer to Peer Fundraising, with both individual and team pages Crowdfunding Embeddable Donation Forms Event Ticketing Fundraising CRM Integration Options Through Zapier Analytics Pledge Now, Pay Later Customizable Donation Tiers Recurring Donations. Best CRM For Donor Management: Kindful. The short answer?

Fundraising 92

Fundraising CRM Nonprofit Donation 92

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

Qgiv

DECEMBER 10, 2024

According to the Global Trends in Giving report , 33% of nonprofit supporters in the United States and Canada say email is the communication tool that inspires them most to give. Print communications came in second place, with 19% saying it was the most influential channel. Explain your mission. How does it help them make a difference?

Template 98

Template Donation Goals Fundraising 98

Blackbaud

APRIL 23, 2025

Additionally, this step offers an opportunity to verify and update applicant records in your CRM, avoiding duplicate entries and ensuring data integrity. This includes validating IRS status, checking for required attachments, and ensuring the information provided aligns with your programs goals.

Grant 59

Grant Grants Application Applicant 59

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

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 105

AI CRM Fundraising Goals 105

Get Fully Funded

DECEMBER 17, 2024

Gather relevant information to add to your CRM. Store their responses in your nonprofits CRM database to provide a better experience for donors. To combat these challenges, we recommend optimizing your online donation process from beginning to end, starting with your donation page and finishing with your donor stewardship process.

Donation 52

Donation CRM Media Software 52

Get Fully Funded

FEBRUARY 23, 2021

Getting started: The nonprofit tools you need to set up shop and grow your organization TechSoup is a global nonprofit organization that offers discounts and technology solutions as well as IT consulting and courses to nonprofits. Joining TechSoup should be the first technology task for your new nonprofit. But there are many other options.

CRM 105

CRM Nonprofit Management Media 105

Planned Giving

APRIL 17, 2025

Were not ready for that. You’re ready for bake sales and spaghetti dinners, but not free money that takes a signature and a lawyer? 39 We just need a better CRM. CRMs dont fix bad habits. From 26 years in business, Ive heard every excuse, myth, and magic-bullet theory fundraising has to offer. Heres the list.

SAM 52

SAM Fundraising Readiness Budget 52

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. To identify who your mid-level donors are, you can leverage your CRM or donor database to track giving patterns, engagement, and communication history.

CRM 107

CRM Readiness Donation Metrics 107

CauseVox

OCTOBER 8, 2024

With this year’s GivingTuesday quickly approaching on Dec 3, 2024 , choosing the right fundraising platform is more important than ever. The platform you use affects how easy it is for donors to give, how smoothly you can manage the campaign, and how successful your efforts will be.

Fundraising 100

Fundraising CRM Donation Demographics 100

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

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

The Fundraising Coach

FEBRUARY 11, 2020

Store data in the right CRM for you. Are you ready to make the most of your donor data? Store data in the right CRM for you. For a quick refresher— nonprofit data is stored in a constituent relationship management (CRM) system. However, don’t fret! Establish clear data hygiene practices. Let’s get started. The answer?

CRM 87

CRM Fundraising Pass-Through Software 87

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

Tech Soup

SEPTEMBER 20, 2010

It seems like such a long time since we blogged about how *abz Austria was able to use technology (specifically, CRM) to optimize their service delivery to jobseekers in Austria (in real time, it was only a few days ago, but — in social media time — that feels like eons ago!). Are you ready to summit this Nonprofit IT Pyramid?

IT 43

IT CRM Nonprofit Readiness 43

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. GoFundMe is one of the leading crowdfunding platforms in both the nonprofit and individual fundraising spaces. Fundly charges a 4.9%

Fundraising 145

Fundraising Donation Goals Funding 145

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.

Goals 104

Goals Finance Policy Policies 104

GiveSmart

OCTOBER 14, 2024

Get Started Early Getting a head start on your campaigns and events means you’ll be ready to go way ahead of time and can prepare more thoroughly for the busiest giving season of the year. Many people are inclined to feel the warm and fuzzy emotions that come with helping others and choose to make charitable donations during this time.

Demographics 98

Demographics Software Donation Retainer 98

Blackbaud

FEBRUARY 8, 2024

Gather Data on Your Current Application Before you present your suggestions to your leadership, have the data on your current application ready. As a grants manager, you know how important it is to have a clear and efficient grantee application process. How are you using each piece of data you collect from your grantees?

Application 111

Application Applicant Grant Management Goals 111