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The Top Seven Reasons to Integrate Your Fundraising CRM and General Ledger

Blackbaud

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
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How to Determine Your Needs When Choosing a New Fundraising CRM

Blackbaud

Choosing a new fundraising CRM is exciting–but also needs careful consideration. If you are unclear about your needs, abilities, and opportunities, you will quickly find it difficult to vet vendors and evaluate CRMs, not to mention bringing internal stakeholders onboard or getting sign-off at key stages.

CRM 99
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Grant Tracking: 3 Ways Your Nonprofit CRM Can Help

DH Leonard Consulting & Grant Writing Services

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
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Stop Dreading Mondays: How Fundraisers Can Start the Week Right

The Fundraiser Coach

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.

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Fundraising Software: 15+ Leading Solutions to Consider

Qgiv

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.

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New Year, New NPO! Popular Nonprofit New Year’s Resolutions

Planned Giving

It’s the closet with dollar store centerpieces ready to topple out or the storage unit filled to the brim with slightly sinister cardboard cut-outs from that local celebrity car wash fundraiser last summer. Others will expect you to know the answers to their questions, so let’s get ready to be multilingual at work this year!

CRM 52
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What Kind of Experience Are You Giving Your Donors?

Ann Green's Nonprofit

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 174